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.
Start form
- Requester’s name
- Requester’s email
- Request details
- Non-recurring revenue – setup & services
- Annually recurring revenue (ARR) – services
- Estimated launch date (customer go-live)
- Estimated project start date
- Request ID
Screening
- Assignee
- Priority
Executive approval (CEO)
- Approver
- Do you approve this request?
- Yes
- No
- Comments
Engineering approval (CTO)
- Approver
- Do you approve this request?
- Yes
- No
- Comments
Operations approval (COO)
- Approver
- Do you approve this request?
- Yes
- No
- Comments
Approved
Not approved
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