Manage price, discount, and condition changes with authorization limits and complete historical information.
Telesales proposals may be revised due to customer discussions, stock changes, or management decisions. Each revision must clearly distinguish it from the previous version and its validity status.
Discounts exceeding authorization limits, low margins, special payment terms, or exceptional delivery conditions may require the offer to be submitted for approval.
Revision management
Revision number and date
Product, quantity, price and conditions are changing.
Reason for change and the requesting party
Preserving previous versions
Determining the only valid customer version
Closing expired revisions
Approval rules
Discount rate
Minimum margin
Total bid
Special payment or term
Free product or service
Unlisted price
Delivery and stock exception
Approval process
Automatic redirection to the correct validator.
Displaying bid and margin information.
Approval, rejection, correction, and clarification.
Agency, reminder and escalation
Decision time and audit trail
Communication with the customer
Prices and terms should not be committed to the customer before internal approval is complete. The offer status and expected response time should be clearly managed.
Maintain sales speed and profitability simultaneously, without turning offer flexibility into uncontrolled discounting authority.