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New Sales Quote Manager Approval Process

Sam Gunter Updated by Sam Gunter

This article is for Sales Leaders looking to submit quotes for approval. If you are a manager looking to approve click HERE

Purpose

This article walks through the changes, process, and notes around Quote approvals for New Customer opportunities in Salesforce

Intended Audience

  • New Sales Leadership

What's Changing

  • Quotes have a status (Draft, In Review, Approved, Denied)
  • All quotes will need to be approved. This process will become a combination of automated approvals (for 10% or less) and a new approval process going to Will Clemens.
  • Quotes approved will remain in the approved status until the discount moves above the approved threshold. This will move it back to Draft and require approval another time.
  • Quote Documents cannot be generated until a quote is the Approved status.

Notes

  • Small School discounts will require a direct approval, and should be notated in approval comments

How to complete the approval:

  1. When a quote is submitted for approval, the manager will receive an email from Salesforce showing:
    1. Opportunity Name
    2. Opportunity Owner
    3. List price of quote
    4. Net price of quote
    5. Discount applied
  2. Click the link provided in the email or head over to the Approval Requests object in Salesforce
  3. Verify Quote record details and chose to approve or deny the request
  4. Click approve or deny and leave comments (if necessary)

References

Discounts:

These are the standard discounts that reps are allowed to use without approval. Please note that these discounts are optional and should be used as a sales tactic according to the reps discretion. All other discounts will need to be approved by a manager.

Customer Type

Discount Name

Description

% Off of Total

Single School

Small School Discount

For schools with less than 200 students

Up to 40%

Single School

Multi-product Discount

For schools that acquire 5+ a la carte products

10%

Single School

Multi-level Discount

For schools that acquire 2+ levels (e.g., High & Middle)

10%

Single School / District

Multi-year Discount

For schools and districts that commit to multi-year deals

5% for 2 years

10% for 3+ years

District

District Discount

For districts with 5+ schools

5-10%

Need Manager Approval 

Single School / District

One-time Discount

Renewals Team Only

Varies

*pulled from 2022 Progress Learning Pricing Overview

How did we do?

How to Work BDR Created Opportunities (Account Executives)

Pipeline Migration

Contact