Discount Approval Routing Workflow

What this automation does, step by step

1. When a rep requests a discount beyond their standard authority inside the CRM, whether it's 15 percent off list price or a custom payment schedule, the request automatically routes through an approval chain built in Zapier: a sales manager approves anything up to 25 percent, while anything higher escalates straight to the VP of Sales with the deal's margin and history attached as context.

2. Approvals and rejections are logged back onto the Salesforce opportunity with a timestamp and approver name, and PandaDoc regenerates the quote automatically once sign-off comes through, so reps never manually re-key pricing.

3. Slack notifications keep everyone in the loop without a single email thread.

4. Deal desks that used to take two or three days to approve exceptions now turn most requests around in under four hours, and finance gets a clean audit trail of every discount ever granted.