RevOps template
Deal Desk Approval template
AE builds quote, discount threshold, deal desk, finance, legal, signed. This template has 13 shapes: 2 decisions and 4 people and teams.
Free plan, no card. Opens in the Wavelength editor.
- AE Person or team
- Build Quote in CPQ Start
- Over Threshold? Decision
Yes: Deal Desk. No: Send to Customer - Deal Desk Person or team
- Send to Customer Step
- Deal Desk Review Step
- Order Form Signed Step
- Finance Person or team
- Deal Closed End
- Finance Approval Step
- Legal Person or team
- Legal Redlines? Decision
Yes: Negotiate Redlines. No: Send to Customer - Negotiate Redlines Step
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.
Wavelength drew this flow from the conversation above. Say your own version and it draws yours.
Who uses this template
RevOps teams use it as a starting point. Routing and approval flows for the revenue team. See how revops teams use Wavelength.
Start from it
Open the template and the flow is on the canvas, laid out and ready to edit.
Change it by talking
Say what is different in your team. Wavelength adds, removes, and renames the shapes for you.
Send it
Share a link, or export to PNG, PDF, PowerPoint, draw.io, BPMN, or an SOP document.
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Questions
Is the deal desk approval template free?
Yes. Every Wavelength plan can open this template, the Free plan included. The Free plan saves up to 5 flows and needs no card.
Can I change the template to match my process?
Yes. Open it, then describe what is different in your team, by typing or by holding the mic. Wavelength edits the flow to match. You can also drag, rename, and delete shapes by hand.
What can I export the template to?
Exports include PNG, PDF, PowerPoint, draw.io and Lucidchart, BPMN 2.0, Mermaid, an SOP document, n8n, and a CSV of steps.
Open the deal desk approval template
It opens in the editor, ready to change by talking.