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.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Requester's name
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2. Requester's email
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3. Request details
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4. Non-recurring revenue - setup & services
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5. Annually recurring revenue (ARR) - services
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6. Estimated launch date (customer go-live)
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7. Estimated project start date
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8. Request ID
Screening
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1. Assignee
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2. Priority
Executive approval (CEO)
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1. Approver
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2. Do you approve this request?
- Yes
- No
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3. Comments
Engineering approval (CTO)
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1. Approver
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2. Do you approve this request?
- Yes
- No
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3. Comments
Operations approval (COO)
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1. Approver
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2. Do you approve this request?
- Yes
- No
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3. Comments