Framework · GTM Process & Systems

Deal Desk &
Approval Workflow

Non-standard deals take 2.7× longer to close than standard deals on average — and 62% of that delay comes from internal approvals, not buyer decisions.DealHub / Conga

The solution: A complete deal desk operating model: discount authority matrix, non-standard deal routing, legal/finance escalation paths, and SLA targets — the system that removes internal friction from your close process.

Type Operating Framework + Templates
Stakeholders Sales · Legal · Finance · RevOps
Deal Types Standard · Non-Standard · Strategic
Includes Approval matrix + routing rules + SLAs
Built by Julia Ormond
Discount Authority Matrix

Who can approve what — and how fast.

Approval friction kills deals. This matrix sets clear authority levels so reps know exactly who to go to, and leaders can approve without bottlenecking.

Discount / Exception AE (Self-Approve) Sales Manager VP Sales / CRO Deal Desk CFO / Legal
Discount Authority
0–10% discount ✓ Auto
11–20% discount ✓ Approve Notified
21–30% discount ▲ Approve ✓ Review
31%+ discount ▲ Sponsor ✓ Review ■ Approve
Non-Standard Terms
Custom payment terms Notified ✓ Route ■ Approve
Multi-year contract (2–3yr) ✓ Approve Notified ✓ Review
Custom legal terms / DPA ▲ Route ■ Approve
Co-term / mid-cycle change ✓ Approve ✓ Process
Strategic Exceptions
Free POC / extended trial ✓ Approve Notified
Custom SLA / uptime guarantee ▲ Approve ✓ Route ■ Review
Logo deal (below floor price) ■ Approve ✓ Review ■ CFO sign
Approval SLAs

Speed targets that protect the close date.

Every approval step needs a clock. These SLAs are calibrated to keep deal desk from becoming a bottleneck.

4h
Standard Discount
Manager approval for 11–20% discounts. Auto-approved if no response in 4 hours.
8h
VP/CRO Approval
For 21%+ discounts or strategic exceptions. Escalate to delegate after 8 hours.
24h
Legal Review
Custom terms, DPAs, or non-standard contracts. Legal has 24h for first-pass response.
48h
CFO / Finance
Floor-price deals, custom payment terms, or material revenue recognition changes.
Deal Routing Workflows

Three paths. Zero ambiguity.

Every deal fits one of three workflows. The rep selects the deal type in CRM, and the routing happens automatically.

Standard Deal
List price or discount within AE authority. No custom terms. Standard contract.
  • AE generates quote from CPQ
  • Auto-approved if within authority
  • Contract sent via e-sign
  • Deal desk notified on close
🔄
Non-Standard Deal
Discount above AE authority, custom payment terms, multi-year, or co-term.
  • AE submits deal desk request form
  • Deal desk triages & routes to approver
  • Approver reviews within SLA
  • Deal desk generates custom quote
  • Contract sent with approved terms
🏆
Strategic / Logo Deal
Below-floor pricing, custom SLAs, or strategic competitive displacements requiring CRO + CFO.
  • AE builds business case with manager
  • VP/CRO sponsors deal to deal desk
  • Deal desk coordinates Legal + Finance
  • CFO reviews financial impact
  • Custom contract drafted and executed

Remove the friction from every close.

Download the deal desk framework, approval matrix template, and CRM routing configuration guide. Adapt it to your authority levels and team structure.