Automate without limits

Automated deal desk

Streamline quote approvals by automating notifications, tracking approvals, and bringing collaboration all into Slack.

Impact

⬆️ Close deals faster: Speed up the deal approval process to close deals faster.

⬆️ Sales efficiency: Ensure all necessary approvals are obtained without manual follow-ups.

⬆️ Easier pipeline reporting: Provide transparency into the approval process for all stakeholders.

About this workflow

Problem

The deal approval process is manual and time-consuming, often causing delays in closing deals.

Sales reps need to chase down multiple approvers, which can lead to missed approvals or incomplete documentation.
Reps need to context switch between multiple platforms, including their quoting tool, team collaboration, CRM, and more.
There’s no straightforward way to recall quotes for minor corrections, leading to potential delays and inefficiencies.

We evaluated bringing on a tool, but ultimately decided to build it in Zapier because it lets us keep approvals in Slack, where it's easy to bring in cross-functional partners.

Solution

Routes deals through the necessary approval steps, notifies approvers in real-time, and provides visibility into the status of each deal.

How it works

Key Steps

A variety of Zaps trigger based on actions taken in Slack threads.

Individual Zaps

New quote ready for approval
Quote approved
Quote rejected
Quote signed
Recall quote

Build this workflow

This system helps teams navigate contract concessions, approvals, and coordination across teams. We recommend taking a crawl-walk-run approach, and picking the part of your process today that's most painful, whether it's legal concessions, discount approvals, or something else entirely. Then, once it's working smoothly for you, build on additional related processes.