Sales approval workflow for Tallyfy

Protect your margins while closing deals

Discounts without controls erode profits fast. This workflow routes requests to Sales Manager or Senior Manager based on discount percentage, maintains pricing discipline, and creates an audit trail for every exception.

11 steps

5 automations

Import into Tallyfy Preview steps

Accounting Approval

Run this workflow in Tallyfy

Import this template into Tallyfy and assign to your sales team to submit discount requests with account info and proposed percentage

Configure Tallyfy's conditional visibility rules to route discounts under 10% to Sales Manager and larger discounts to Senior Manager for approval

Track every discount decision in real-time in Tallyfy with documented justification, approval status, and notification to the requesting rep

Import this template into Tallyfy

Process steps

Submit account information

4 hours from previous step

task

Client/Account Name: {{clientaccount-name-414656}} Type of discount: {{type-of-discount-requested-2036999}}

Form fields in this step

Account information

Proposed discount

Proposed discount amount

4 hours from previous step

task

Client/Account Name: {{clientaccount-name-414656}} Type of discount: {{type-of-discount-requested-2036999}} Account Information: {{account-information-7643403}} Proposed discount: {{proposed-discount-7643404}}

Form fields in this step

What is the total discount?

What is the percentage discount?

Discount Type

Discount information if any

Manager - review proposed discount

8 hours from previous step

task

Please review pricing discount for: Account: {{clientaccount-name-414656}} Discount Amount: {{what-is-the-total-discount-7643413}} Discount Type: {{discount-type-7643414}} Discount Information: {{discount-information-if-any-7643411}}

Form fields in this step

Manager, do you approve the discount?

Senior Manager - review proposed discount

1 day from previous step

task

Form fields in this step

Senior manager, do you approve the discount amount?

If not approved, please include notes here

Discount was approved!

1 days from previous step

task

Hi {{name-of-account-manager-2037014}}, Your discount request for client - {{clientaccount-name-414656}} has been approved.

Sorry, discount not approved.

4 hours from previous step

task

Hi {{name-of-account-manager-2037014}}, Your discount request for client - {{clientaccount-name-414656}} has not been approved for the following reasons: {{if-not-approved-please-include-7643407}}

Submit discount request

4 hours from previous step

task

Fill out the discount request with all details - customer, deal size, discount percentage requested, and why its needed. Be specific about what you are trying to achieve with this discount.

Verify against discount policy

4 hours from previous step

task

Check if the requested discount falls within standard guidelines. Some discounts are pre-approved at certain levels. Others require escalation. Know where your request falls.

Route to appropriate approver

4 hours from previous step

task

Based on discount level and deal size, route to the right person. Typically: 10-15 percent goes to sales manager, 15-25 percent to director, above 25 percent to VP or above.

Approver reviews and decides

8 hours from previous step

task

The approver looks at the business case, margin impact, and strategic value. They approve, deny, or counter with a different discount level. Decisions should be documented.

Apply approved discount and close

1 day from previous step

task

Update the quote with the approved discount. Communicate the decision to the customer. Track the deal outcome to measure whether the discount was worth it.