Approvals & Governance

Stop hand-routing every approval.

A real approval matrix, automatic routing, and an audit trail for every deal that ships — so "who approved this?" becomes a one-click answer instead of a 40-minute search.

Policy as a matrix

Deal-size bands × discount bands. Every cell shows the required approver chain — the same chain a rep, manager, and CFO all see. Edit a deal's terms, watch the policy fire automatically.

Trace, not audit archaeology

Every approval action is timestamped, attributed, and rule-tagged. When the CFO asks why this deal got 22% off, the answer is one click — not 40 minutes of channel-hopping across four tools.

Routing with zero DMs

When a deal hits a rule, the right approver gets pinged with full context — deal terms, the rule that triggered, and a one-click approve. Time-in-stage tracked. No more "have you seen this yet?"

NRR impact · +1-3 pts · prevents discount drift from compounding into baseline price erosion
Why Deal Desks lose visibility on approvals

Three pains every Approvals tool fixes.

01
The approval matrix lives in a Notion page no one updates
Reps don't read it. Managers don't enforce it. The matrix says "VP Sales required at 15% off" — the deal at 18% gets approved by a Director off-policy, end-of-quarter, no record. The policy is fiction.
02
Concessions drift one deal at a time
"Just this once" stacks. After three quarters, the average discount is 6 points wider than policy and no one can point to the rule that broke. By the time Finance flags it in QBR, the run-rate has already eroded.
03
"Who approved this?" takes 40 minutes to answer
CFO asks at the board prep. The Deal Desk lead opens four tools, scrolls through quarter-old threads, asks the rep what they remember. Answer arrives 40 minutes later, half-confident. Audit defensibility: zero.
Also part of Approvals & Governance 3 more tools, one policy
Audit Trail

Every approval action timestamped with actor, before/after diff, and the rule that fired. SOC 2 evidence one export away. The CFO's first question becomes a one-click answer.

Out-of-Policy Alerts

Real-time alerts when a deal exceeds discount, margin, or term policy — before it ships. Routed to the Deal Desk lead with the offending rule highlighted.

Approval SLA

Time-in-stage tracked per approver. Surfaces who's actually the bottleneck, so end-of-quarter you stop blaming the rep and start escalating the right VP.

Get Started

See Approvals & Governance on your real deal flow

Free 25-minute walkthrough. We'll wire your approval matrix and run one of your in-flight deals through it — live, with the trace.

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