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
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
- AE
- Build Quote in CPQ (AE)
- Over Threshold?
- Deal Desk
- Deal Desk Review (Deal Desk)
- Finance
- Finance Approval (Finance)
- Legal
- Legal Redlines?
- Negotiate Redlines (Legal)
- Send to Customer (AE)
- Order Form Signed (Customer)
- 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| n13Map 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.
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This example is part of our guide for RevOps.