Every business has a number above which one person should not quote alone. This builds the rule and the record: who approves what, how long they have, and what happened.
What's Included
- An approval threshold by value, by discount depth, or by customer type.
- A named approver per rule with a deputy, so leave does not stop the business.
- A visible queue of what is waiting and how long it has been waiting.
- An assistant that summarises the quote and the reason for the exception for the approver.
How To Use
- Set the threshold at the number you would genuinely want to see.
- Name a deputy for every approver on day one.
- Track time in the queue. A slow approval loses deals as reliably as a high price.
- Review the log monthly to see whether the threshold is still right.
Pair it with the discount approval matrix, and keep reps inside their limits with rep quote approvals.