Sales & Pre-Sales

Approval Process

Route discounts, bookings and changes through configurable approval chains.

app.sell.do
Approval ProcessDiscounts · unit blocks · cost sheets+ PolicyRequest — 6% discount, B-1601₹1.19CrRaised byAarti D. · SalesReasonCompeting offer nearbyAuto-checkWithin 8% band ✓Margin impact−₹7.1L (2.1pts)ApproveCounter 4%RejectApproval chain2 of 3 clearedTeam Lead — Rohan K.Approved · 10:41Sales Head — Sneha M.Approved · 11:02CFO — pendingSLA 4h remainingThresholds configurable per project and slab.Jarvis — precedentNine similar 6% requests on Skyline Heights were approved at 4% and still booked. Countering at 4% protects ₹4.7L.Cycle timeMedian approval 3h 12m — down from 2 days on email.

The problem teams live with

A buyer is ready to book if the discount goes to six per cent. The representative messages the team lead, who forwards it to the sales head, who is on a flight. Two days pass. The buyer, who was ready, books elsewhere. The discount that lost the deal was never actually refused — it was just never answered.

How Sell.Do solves it

Sell.Do turns approvals into a workflow with a clock. Requests carry the context an approver needs — margin impact, the approved band, precedent from similar cases — and route through your chain with SLAs on each step. Auto-checks clear anything already within policy, so humans only see the exceptions. Nothing is approved on a phone call and remembered differently later.

How it works

Approval Process, step by step

  1. 1Multi-level approvals
  2. 2Role-based limits
  3. 3Audit trail
  4. 4Mobile approve/reject

Discount and unit-block approvals with margin impact, precedent and an SLA on every step.

What you get

Built for the real workflow

  • Multi-level approvals
  • Role-based limits
  • Audit trail
  • Mobile approve/reject
Jarvis AI

Jarvis brings the precedent to the decision

Nine similar six per cent requests on this project were countered at four and still booked. Jarvis puts that in front of the approver, with the ₹4.7 lakh it protects, before they decide.

3h 12m
Median approval, from two days
Auto-cleared
Anything inside policy
On record
Who approved what, and why

Frequently asked questions

Discounts, unit blocks and holds, cost-sheet issuance, price overrides, credit notes and booking cancellations. Thresholds are configurable per project, per slab and per role.

See Approval Process on your own pipeline

Book a 30-minute walkthrough tailored to your projects, team and process.