Exceptional pricing approval for SaaS

Template

Manage an exception pricing approval for your Saas company with great kanban view. Set a priority, establish a due date, assign each one of the approvers and automatically notify the requester according to the final decision.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Requester's name

  • 2. Requester's email

  • 3. Request details

  • 4. Non-recurring revenue - setup & services

  • 5. Annually recurring revenue (ARR) - services

  • 6. Estimated launch date (customer go-live)

  • 7. Estimated project start date

  • 8. Request ID

Screening

  • 1. Assignee

  • 2. Priority

Executive approval (CEO)

  • 1. Approver

  • 2. Do you approve this request?

    • Yes
    • No
  • 3. Comments

Engineering approval (CTO)

  • 1. Approver

  • 2. Do you approve this request?

    • Yes
    • No
  • 3. Comments

Operations approval (COO)

  • 1. Approver

  • 2. Do you approve this request?

    • Yes
    • No
  • 3. Comments

Approved

Not approved

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