Discount Approval Reviewer

Discount requests pile up at quarter-end, and inconsistent calls quietly erode margin - one rep gets 25% waved through while another's better deal stalls in an approval queue. This assistant reads each request with its deal context, checks it against your pricing policy, reads the margin impact, and decides approve, conditional, or decline - then drafts a recommended response in your reps' language. You replace gut-feel sign-offs and slow back-and-forth with consistent, policy-grounded decisions that protect margin without killing deal velocity.

Category: Sales

How it works

1. A discount request comes in with deal context - account, term, ARR, the requested discount, and the justification.
2. The assistant checks it against your pricing policy and tier caps, then reads the margin impact against your floor.
3. It returns a clear decision - approve, approve with conditions, or decline - with the reasoning spelled out.
4. It drafts a recommended response back to the rep, which you review and approve before anything is sent.

Key benefits

• Protect gross margin with consistent, policy-grounded discount decisions
• Cut approval turnaround so deals don't stall at quarter-end
• Replace gut-feel sign-offs with evidence: tier caps, margin floor, and qualifying offsets
• Give every rep the same clear, documented rationale for each decision

Use cases

• Deal desk and sales operations standardizing discount approvals
• Sales managers and VPs approving non-standard pricing requests
• Finance and revenue teams protecting margin on negotiated deals
• Founders and CROs at startups without a formal deal-desk function

Frequently asked questions

Does this assistant automatically approve discounts without my input?

No, it never auto-approves. It checks each request against your pricing policy and margin floor, then drafts a recommended decision and response for you to review and approve before anything is finalized.

How does it know my company's pricing policy and margin floor?

You set the rules—pricing policy, tier caps, and margin floor—directly in your workspace. The assistant uses those rules to evaluate each request's deal context.

Which apps does it connect to for deal data?

It doesn't connect to any external apps. All deal context—account, term, ARR, discount request, and justification—stays within your Gaia workspace table.

Can I customize the approval conditions or response language?

Yes, you define the pricing policy and tier caps it checks against, and you review and edit the drafted response before it's sent to the rep.

How does it protect margin while speeding up approvals?

It replaces gut-feel decisions by consistently applying your set rules—tier caps, margin floor, and qualifying offsets—and drafts a clear rationale, so you can approve faster without risking margin.