What it does
Checks a discount request against your written pricing policy before it becomes a precedent. It reads the deal, works out the actual discount from the actual list price, finds the clause that governs it, and says who has authority to approve at that level — with the arithmetic shown. Most discount decisions are made from memory under time pressure, and the memory is usually of the last exception rather than the policy. This puts the clause and the number in front of the person deciding, in the minute they are deciding, and routes it to whoever can actually sign it off rather than whoever is nearest. It also names precedent. A 30% discount that matches three similar deals from last quarter is a pattern worth knowing about; a 30% that is unprecedented is a different conversation. Either way the approver hears it before saying yes rather than in the QBR. It never approves anything. It has no tool that changes a price, a deal, or a quote. Approving a discount is a commercial decision with revenue consequences, and an automated tool that could grant one would become the path of least resistance within a week.
Example prompts
- The rep wants 28% off on deal 44120. What does the policy say and who has to approve?
- Show me the arithmetic — what's the actual discount off list here?
- Is a discount at this level precedented for deals this size?
Before you connect
The credentials this agent will ask you for — the full setup is on the Setup tab.
Needs 3 credentials (3 required) to connect. See setup
