“Submitted. Initial 12% discount on the laptop — within the Gold hardware ceiling.”
J. Rao
Sales Rep · Aug 20
The self-governing deal engine for B2B sales
Goes straight to a sales rep. No spam, and no account needed.
Built around the spec’s own worked example
Laptop 12% / 15% · OKSetup Service 18% / 10% · 8pt overBlended 5.6%Manager → FinanceGold ceiling 15%Service ceiling 10%Warehouse splitPortal counter-offerReturn for revisionHybrid billingLaptop 12% / 15% · OKSetup Service 18% / 10% · 8pt overBlended 5.6%Manager → FinanceGold ceiling 15%Service ceiling 10%Warehouse splitPortal counter-offerReturn for revisionHybrid billing
From the approval trail
“The rep never requested approval. The blended score routed this to Manager, then Finance, on its own.”
Q-1042 · Acme Corp
Gold · Hardware + Service
Meet the engine.
Discount governance, finally visible.
From a line discount to a full approval chain — in one submit
Give the quote a discount, and the system decides who has to sign. Ceiling per line, blended across the order, never a gut feel.
Add Setup Service at 18% for Acme Gold
To keep margin discipline across mixed categories, here's the routing:
Quotation Q-1042
Acme Corp
LineGivenAllowedResult
Laptop (Hardware)12%15%OK
Setup Service (Service)18%10%8pt over
Routed automatically to Manager, then Finance.
Warehouse split from live stock
The system picks the fewest shipments that cover demand. One warehouse if it can. Two if it must. Remainder becomes a backorder — the order still confirms.
Suggested split · Q-1042
West Hub
12 Laptop
covers in full
East DC
8 Setup kits
partial
Backorder
3 Setup kits
stock arrives Thu
Accept splitManual override
Hybrid billing on one order
One-time hardware and a recurring plan live on the same quotation. They post separately: an invoice now, a schedule next. Proration is day-count.
Invoice INV-204
₹4,82,000
Laptop · one-time
Schedule
₹18,000 / mo
Care plan · 12 periods
Payment
PAID
Bank · recorded
Run deals at policy,
not in spreadsheets.
Work the chain the spec actually wrote
Zero discount skips approval. One line over goes to Manager. Blended or a max-line spike brings Finance in. Return for revision is a real state, not a reject.
0
Clicks to request approval
vs. a manual chain
2
Levels when risk trips
Manager, then Finance
Q-1042
Love this, I'm in.
Need a margin note.
Returned. Edit the service line.
Counter sent from portal.
We’d like 20% on Setup Service. Can you take another look?
Keep the deal moving without chasing it
Stalled quotes, discount anomalies, delivery slip. Deal health finds the ones nobody asked about — seeded with true positives, not empty states.
Q-1018 · Northwind
No activity since last return. Baseline discount 6%. This quote sits at 14%.
ANudge the rep
BEscalate to manager
CLeave a note…
Three buttons. Most teams ship two.
Approve, Return for Revision, Reject. The audit trail keeps Submitted → Returned → Resubmitted as three surviving rows. The mockup showed this. We built it.
Approval Detail · Q-1042
Submitted
Sales Manager
Finance
Confirmed
ApproveReturn for revisionReject
A living document,
not a static PDF.
The negotiation loop, live
Customer opens a magic link. Counters a line. Internal workflow state changes. No email. No rep in the middle.
Customer view
Counter-offer sent
Asked for 20% off Setup Service. Waiting on review. Token scoped to this quote only.
Internal view
Q-1042 reopened
Back in Pending Approval. Chain rebuilt from step one. Audit: Customer counter-offer.
The trail the mockup asked for
“Returned for revision. Need a margin note on the setup service before this can move.”
M. Shah
Sales Manager · Aug 21
“A customer action just mutated our internal workflow state and re-entered the chain.”
Portal
Counter-offer · token-scoped
Most sales tools stop at quote to invoice.
DealFlow360 decides what happens next.
Build the quote. The engine routes it. The customer can still negotiate. Policy stays intact.
Frequently Asked Questions
Don’t see the answer you’re looking for? Get in touch
A self-governing B2B deal engine. It builds quotations, scores discount risk, routes approval, splits warehouses, bills hybrid orders, and lets customers negotiate in a portal — without a rep requesting any of it.
Every line is checked against the tighter of the customer-tier ceiling and the category ceiling. Overage is value-weighted across the quote. Blended ≥ 5 or a single line ≥ 10 points over goes Manager → Finance. Any overage goes to Manager. Zero discount goes straight through. Thresholds live in config, not code.
No. Submit runs the risk engine and creates the chain. The spec's worked example — Laptop 12%/15% OK, Setup Service 18%/10% → 8pt over — flags the whole quote even though Gold “allows” 15%.
The portal is keyed by a magic-link token scoped to one quotation. A counter-offer re-scores the quote. If it exceeds limits, the quote re-enters approval from step 1 and the audit trail records “Customer counter-offer”.
Never. Even if they also hold a Manager role. That check lives in the approval service, not the UI.
On the same order, separately. One-time lines post an invoice. Recurring lines generate a billing schedule with day-count proration on quantity change.