LÍteed
Quote approval workflow
Standardize approvals for discounts and special terms. Speed up decisions, reduce margin leaks, and keep a clean audit trail in your existing tools.
- Approvals in Slack or Teams with clear rules
- Audit trail of decisions and changes
- Automatic CRM updates and notifications
Who it targets
- B2B sales teams offering discounts or custom terms
- RevOps and Sales Ops teams owning quote process
- COOs who want governance without enterprise overhead
Pain it solves
- Discount decisions happen in DMs with no record
- Approvals take too long and deals stall
- Terms drift and compliance gets messy
- CRM notes and fields are inconsistent
Business process flow
- Trigger: quote requested or discount threshold exceeded
- Collect: deal context, requested terms, rationale, attachments
- Approve: decision by owner chain based on rules
- Update: CRM fields, notes, and next steps
- Notify: salesperson and relevant stakeholders
- Report: approval time, discount levels, outcomes
Integrations
- CRM: HubSpot or Salesforce
- Chat: Slack or Microsoft Teams
- Docs: Google Workspace or Microsoft 365
- Optional: contract tools if you already use them
What we deliver
- Approval policy encoded as rules and thresholds
- Approval requests in chat with structured inputs
- Immutable audit trail for decisions and changes
- CRM updates and reporting dashboard
- Handover docs and runbook
Success metrics
- Approval cycle time
- Discount rate distribution
- Deal slippage due to approvals
- Audit completeness