Deal desk agent for quote and approval routing
Problem. Non-standard pricing and terms bounce between sales, finance and legal, and deals stall in approval queues at quarter end.
Agent design. Agent checks quotes against pricing and discount policy, clears standard deals, assembles the approval package for exceptions and routes it to the right approver with rationale attached.
Outcome. Standard deals clear automatically and reviewers only see the exceptions that need judgement.
Acts in. CPQ · Pricing policy · Approval workflow
