Deal Approval Software
Sales Flexibility, Operational Controls
Automate approvals for standard deals while streamlining the review process for non-standard ones.
Trusted by Fast-Growing Software Companies
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Co-Founer @ Atrium
Head of Revenue Operations @ Retool
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Director of Revenue Operations @ Repsly
Without Intelligent Approvals
Deals Getting Stuck in Approval Chain
Slow Deals Turn Into Lost Opportunities
Wasting Time on Deals That Don't Need Approvals
No Single Source of Truth for Approval Decisions
With Intelligent Approvals
Simplified Approval Process for Non-Standard Deals
Fast Auto-Approvals for Standard Deals
Audit Trail of All Approval Decisions
Faster Time to Close
Automation
Approval Rules Engine
Create automated, rule-based workflows for when an agreement requires approval.
Pricing, Discount, and Term-Based Workflow Rules
Auto-Approvals for Standard Quotes
Team-Based Approvals
Approval Topics
Granular, Section-Level Approvals
All approval requirements in one place, without the pain of delays or decreased deal velocity.
Assign Correct Approvers to Each Section
Tag Specific Sections of a Deal for Approval
An Audit Trail of All Deal Revisions and Pricing Decisions
Communication
Automated Alerts and Notifications
Relevant stakeholders are kept in the loop on the progress of a deal, without clogging up their communication channels.
Alert Stakeholders to a Comment with “@-mentions”
Notify Approvers When Their Approval is Required
Reps are Notified of Status Changes and Comments
Latest Customer Story
How Muck Rack Decreased Contract Errors By Nearly 100%
Learn how Muck Rack leveraged automation to cut out manual errors and save 2-3 hours a day
Read More Customer Stories
Elaine Tsai: November 14, 2022
Winter '22 RevOps Product Release
The Winter ‘22 release is here, and the entire team here is excited to tell you about it.
Read Article