Pricing & discount approval template

Steps in this flowchart

• Rep builds quote in CPQ
• Discount from list price?
• Send quote to customer
• Sales manager approves
• Deal desk review
• CRO & CFO approval
• Gross margin above floor?
• Non-standard terms?
• Legal reviews terms
• Quote approved
• Approved?
• Counter-offer: multi-year or reduced scope
• Customer signs?
• Quote expires after 30 days
• Book order in ERP
• Monthly discount leakage analysis

How to use this flowchart template

1. Click Open in the editor. The flowchart opens on a new page in FlowDiagram — nothing is uploaded and there is no sign-up.
2. Rename, add or delete shapes and drag them where you want; connectors stay attached as things move.
3. Drop in vendor logos from the library — 1,160 of them, including every AWS, Azure and Google Cloud service icon — or restyle it with the colour and theme controls.
4. Prefer text? Edit the Mermaid source below and paste it in through ☰ → Import diagram (see the Mermaid editor); it imports as an editable diagram.
5. Export to PNG, SVG or PDF, or press Ctrl+L for a link that carries the whole diagram.

Mermaid source

The whole template is the text below. Paste it into FlowDiagram, keep it in Git next to the code it describes, or hand it to an AI assistant to extend.

flowchart TD
  QUOTE([Rep builds quote in CPQ]) --> LIST{Discount from list price?}
  LIST -->|None| SEND[Send quote to customer]
  LIST -->|Up to 10%| MGR[Sales manager approves]
  LIST -->|10 - 25%| DESK[Deal desk review]
  LIST -->|Over 25%| EXEC[CRO & CFO approval]
  DESK --> MARGIN{Gross margin above floor?}
  MARGIN -->|No| EXEC
  MARGIN -->|Yes| TERMS{Non-standard terms?}
  TERMS -->|Yes| LEGAL[Legal reviews terms]
  TERMS -->|No| APPROVED[Quote approved]
  LEGAL --> APPROVED
  EXEC --> DECISION{Approved?}
  DECISION -->|No| COUNTER[Counter-offer: multi-year or reduced scope]
  COUNTER --> QUOTE
  DECISION -->|Yes| APPROVED
  MGR --> APPROVED
  APPROVED --> SEND
  SEND --> SIGNED{Customer signs?}
  SIGNED -->|No| EXPIRE[Quote expires after 30 days]
  SIGNED -->|Yes| BOOK[Book order in ERP]
  BOOK --> ANALYSE([Monthly discount leakage analysis])

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