Sales / Free editable template

Deal desk approval thresholds template

A deal desk keeps discounts and unusual terms under control without slowing every deal down. This example draws discount levels as a gauge from 0 to 40 percent, with the approver and response time for each band and an example deal marked on it. A table sets out who must approve non-price terms such as payment terms, liability and free months.

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Deal desk approval thresholds example showing discount gauge with approval bands, approver and response time per band, non-standard terms and their approvers
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Set the bands

    Choose discount bands that match your margins and decide who approves each. Keep the lowest band within the rep's own authority.

  2. List the other terms

    Add the non-price terms that need sign-off, with the standard position and who approves a change.

  3. Agree response times

    Give each approver a response time so the deal desk speeds deals up rather than holding them back.

Questions about this template

How do I set my own discount bands?

Edit the band labels and approvers along the discount scale, then move the example deal marker to check which approver a typical quote would reach.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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