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

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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