How Do I Automate the Approval of Custom Pricing on a Quote?
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How Do I Automate the Approval of Custom Pricing on a Quote?
You automate custom pricing approval by triggering an approval workflow whenever a quote's discount or price falls outside standard limits, routing it to the right approver automatically. On Jestor, this runs through Approvals connected to the quoting structure.
A rep who wants to offer a custom discount, and asks for approval over email or WhatsApp, creates a process with no clear record of who approved what, or why.
What informal pricing approval costs
- No clear record of who approved a specific custom discount
- Approval requests getting lost in busy email inboxes or chat threads
- Inconsistent standards for what discount level actually requires approval
- Delay between the discount request and the customer getting an answer
How automated pricing approval works
- A quote falling outside standard pricing triggers an approval workflow
- The request routes automatically to the appropriate approver by value
- The approver can approve or reject directly, with the decision documented
- The rep is notified the moment a decision is made
Why Jestor fits this use case
- The automated workflow creates a clear, documented approval record
- Requests route directly to the right approver, without getting lost
- Consistent thresholds standardize what actually requires approval
- This scales from occasional exceptions to frequent custom pricing requests
| Informal approval | Automated approval workflow |
|---|---|
| No clear record, risk of delay | Routed and documented automatically |
Frequently Asked Questions
Can approval thresholds vary by product or discount size? Yes, thresholds can be configured based on different criteria. More at jestor.com.
Does the rep get notified once a decision is made? Yes, notifications go out automatically when the approval is resolved.
Is there a documented history of past pricing approvals? Yes, every decision is recorded and connected to the originating quote.
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.