Deal Desk Approval process diagram

This is a worked example. Wavelength built the diagram below from the description on this page. Nobody drew it by hand.

What was said

The account executive builds a quote in the CPQ tool. If the discount is over the threshold, the quote goes to deal desk for review. If it is under the threshold, it goes straight to the customer. Deal desk reviews the quote and sends it to finance. Finance approves the discount. Legal reviews the order form for redlines. If there are redlines, legal negotiates with the customer. Once the order form is signed, the deal is closed.

The diagram

Opens an editable copy you can change by voice or by hand. Free account, no card.

What is in this flow

• Systems: None.
• People and teams: AE, Deal Desk, Finance, Legal.
• Decisions: Over Threshold?, Legal Redlines?.
• Size: 13 steps and 14 connections.

Steps

1. AE
2. Build Quote in CPQ (AE)
3. Over Threshold?
4. Deal Desk
5. Deal Desk Review (Deal Desk)
6. Finance
7. Finance Approval (Finance)
8. Legal
9. Legal Redlines?
10. Negotiate Redlines (Legal)
11. Send to Customer (AE)
12. Order Form Signed (Customer)
13. Deal Closed

Mermaid code

Copy this into any Markdown file, GitHub README, or Mermaid Live to render the same flow.

flowchart TD
  n1(AE)
  n2([Build Quote in CPQ])
  n3{Over Threshold?}
  n4(Deal Desk)
  n5[Deal Desk Review]
  n6(Finance)
  n7[Finance Approval]
  n8(Legal)
  n9{Legal Redlines?}
  n10[Negotiate Redlines]
  n11[Send to Customer]
  n12[Order Form Signed]
  n13([Deal Closed])
  n1 -->|builds| n2
  n2 -->|checks discount| n3
  n3 -->|Yes| n4
  n3 -->|No| n11
  n4 -->|reviews| n5
  n5 -->|sends to finance| n6
  n6 -->|approves| n7
  n7 -->|routes to legal| n8
  n8 -->|reviews| n9
  n9 -->|Yes| n10
  n9 -->|No| n11
  n10 -->|negotiated| n11
  n11 -->|sent| n12
  n12 -->|signed| n13

Map your own process

Describe your version out loud, or paste the transcript of a call. Wavelength draws the flow as you talk, and you can edit it by voice, by prompt, or by hand.

Every new account starts with 7 days of Pro. No card needed.

This example is part of our guide for RevOps.

Related

• Flow diagram examples: all 37 worked process and data flow diagrams
• Deal Desk Approval template: the editable template, with its steps and the conversation that built it
• Order to cash process: a finance flow example
• Procure to pay process: a procurement flow example
• Employee onboarding: an HR flow example
• Invoice approval workflow: an approval flow example
• Support ticket escalation: a support flow example
• Flowchart template: copy, edit, and make your own
• For business analysts: capture an as-is process in swimlanes
• Live demo: describe a process and see the flow, no account needed

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