We build a deal desk that brings pricing, documents and approval requests together. Your team can handle routine checks and give complex deals the attention they need.
Talk through your processGather information from your commercial systems and flag what’s missing. Give the person submitting the deal a specific next step.
Connect the source systems ↗| Required information | Status |
|---|---|
| Pricing schedule | Attached |
| Contract terms | Attached |
| Start date | Missing |
Apply your approval rules to pricing and terms. Let reviewers see the reason for an exception alongside the supporting documents.
Explore agents, data stores and views ↗Above the team’s 10% approval limit
| Review item | Detail |
|---|---|
| Requested term | 24 months |
| Reason | Multi-year commitment |
| Decision owner | Commercial finance |
Record the outcome and update the connected systems. Make the next action clear when a reviewer needs a change.
Build views for your team ↗| Step | Status |
|---|---|
| Commercial review | Complete |
| Finance review | Change requested |
| Contract release | Waiting |
We agree which records, access and controls your workflow needs, then connect the relevant systems.
Explore all integrations ↗Track time from submission to decision, incomplete requests and the review time complex deals need.
We agree the baseline with you, build around your systems and keep improving the application as your work changes.
Show us the process, the systems and where your team loses time.
Talk to FlowstateA deal deck can bring commercial terms, finance records, paperwork and decisions into one working view. The application helps resolve what is missing, rather than only displaying the pipeline.
A Sail application can connect those steps around the systems you use. Define the terms, checks, permitted actions and approval rules before allowing a flow to send documents.
