Deal desk & pricing templates
Discount approval matrices, deal desk intake forms, and quote-to-cash controls.
Who uses these templates
- Deal desk managers standing up or tightening an approval process
- Finance and RevOps teams controlling discounting and non-standard terms
- Sales leaders who want faster approvals without giving away margin
4 templates
Discount approval matrix
A discount approval matrix mapping discount bands and deal size to approvers, plus payment terms, liability caps, and SLAs. Free PDF and CSV.
PDFCSV
Preview and downloadDeal desk operating model
A deal desk process template: charter, scope, intake triggers, staffing, SLAs, escalation, and metrics for standing up a deal desk. Free PDF.
PDF
Preview and downloadQuote-to-cash checklist
A quote to cash process checklist of the control points from quote to invoice where revenue leaks, with owners and systems. Free PDF and CSV.
PDFCSV
Preview and downloadDeal desk request form
A deal desk request form that captures commercials, non-standard terms, and justification so approvals happen in one pass. Free PDF and CSV.
PDFCSV
Preview and download