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Discount approvals before any telco deal goes out

Set the rule once: discounts past your threshold or deals above a value go to the right approver, and locked terms stay exactly as legal wrote them.

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On the Business plan, QuoteCloud approval workflows hold a proposal In Review until the right people approve it, triggered by discount percentage, total value, the creator's team or role, the template or the customer. Content locking keeps company terms unchanged, and roles control who can edit the catalogue and libraries.

Last reviewed by the QuoteCloud team

The Document workflow panel an approver sees on a sample multi-site proposal from a fictional provider, Tallwire Communications: status In Review, triggered when the discount percentage is greater than 15%. The sales director, Mark Ellison, has approved; the finance manager, Lena Ortiz, is still to approve, and every approver must approve before it can be sent. Decline and Approve buttons and the approval log sit below.

Write the discount policy once, as a workflow

In the workflow editor, from a blank canvas or a template. Once it is active, deals that match the rule wait for approval.

  1. Set the trigger

    Trigger on Discount Percentage greater than 15%, or on total value, the creator's team or role, the template, a product folder or the customer. Combine conditions with AND or OR.

  2. Branch with a Switch

    Add a Switch node to send each deal down its own path, for example a larger total value to a second approval level.

  3. Choose the approvers

    Take approvers from a role such as sales director or finance, require all of them, and set what happens if none are found.

  4. Test, save, activate

    Test the workflow, save it and set it Active. Deactivate, rename or duplicate it as your policy changes.

  5. Approve, then send

    The rep requests approval and the proposal goes In Review. Approved, it is ready to send; declined, the rep updates it first.

What the approver sees on a telco deal

The fictional three-site proposal TW-3108, opened by the sales director from Workflow Review.

  1. The deal, with its margin

    Hidden cost and margin columns show the buy rate on every line and the deal margin over the term. The client's copy shows none of it.

    Cost and margin hidden from the client

    Where the costs come from
    Tallwire CommunicationsBusiness connectivity proposal TW-3108 Sample · fictional business

    Your services, site by site

    Contract term12 mo24 mo36 mo

    Your team's view: cost and margin columns are hidden from the customer

    ItemQtyMonthlyOnce-offCost /moMargin
    Head office · Riverside$1,564$2,950
    Business fibre 1000/1000FBR-1000 · 4-hour fault response
    		1 $449 — $262 42%
    SD-WAN edge applianceSDW-EDGE-M · With 4G backup port
    		1 $115 $1,150 $70 39%
    Hosted PBX seatUC-SEAT · Desk, mobile and Teams calling
    		40 $1,000 — $560 44%
    Installation & configurationINS-SITE · Survey, rack and cut-over
    		1 — $1,800 — —
    Warehouse · Northgate$596$4,750
    Business fibre 500/500FBR-500 · 4-hour fault response
    		1 $329 — $196 40%
    SD-WAN edge applianceSDW-EDGE-M · With 4G backup port
    		1 $115 $1,150 $70 39%
    Managed Wi-Fi access pointWIFI-AP · Warehouse-grade, cloud managed
    		8 $152 $2,400 $88 42%
    Installation & configurationINS-SITE · Survey, cabling and cut-over
    		1 — $1,200 — —
    Depot · Lakeview$338$1,750
    Business fibre 250/250FBR-250 · 4-hour fault response
    		1 $249 — $150 40%
    SD-WAN edge appliance, smallSDW-EDGE-S · With 4G backup port
    		1 $89 $850 $52 42%
    Installation & configurationINS-SITE · Survey and cut-over
    		1 — $900 — —
    Mobile fleet$1,725$5,500
    5G Business 60GBMOB-5G-60 · Per user, pooled fleet data
    		25 $1,725 — $1,100 36%
    5G smartphoneHS-5G-A · Outright, delivered set up
    		25 — $5,500 — —
    Managed services$640—
    24/7 monitoring & managed supportMS-247 · Network, voice and Wi-Fi
    		1 $640 — $330 48%
    Options Tick to add
    4G failover, every siteLTE-FAIL · Automatic backup link
    		3 $135 — $78 42%
    Premium supportSUP-P1 · 4-hour on-site response
    		1 $240 — $120 50%
    Guest Wi-Fi with captive portalWIFI-GUEST · Head office and warehouse
    		1 $180 — $70 61%
    Monthly recurring
    $4,998/mo
    Once-off
    $14,950
    Total contract value over 36 months
    $194,878
    Deal margin hidden from customer
    40.2%

    All prices excluding tax. Monthly charges apply for the contract term.

  2. Why it is In Review

    The discount passed 15%, so the workflow sent it to the sales director and the finance manager. Both must approve; one has.

    Approval workflow: Business plan

    Document workflow

    In Review

    Triggered when Discount Percentage greater than 15%

    • Mark EllisonSales directorApproved
    • Lena OrtizFinance managerWaiting

    Must be approved by all approvers before it can be sent.

    1. Approval request sent by Jordan Hale
    2. Approved by Mark Ellison

    Approval workflow · Business plan

  3. Approved, sent, signed

    Only the approved version goes to the client, who signs and pays the deposit on the once-off charges. How signing works.

    eSignatures on every plan

    Accept, sign and pay

    Priya Nair · Operations manager, Saltmarsh Freight Co.

    Signed online · 16 Oct, 4:18 pm

    Deposit on signing (50% of once-off)

    $7,475

    Paid via StripePay with card or PayPal

    Certificate of authenticity and audit trail attached

Control who can change what

Approvals catch the exceptions. Roles, teams and locked content keep the everyday work inside the rules.

  • Custom user roles

    Create roles for reps, pre-sales, sales managers and finance, each with its own permissions. From Essentials.

  • Teams and their products

    Group users into teams and assign product categories to each, so the mobile team quotes mobile plans and the enterprise team quotes connectivity.

  • Catalogue and library permissions

    Decide by role who can create, change or delete products and content library blocks.

  • Content locking

    Lock terms, service levels and company content in the content library so reps can use them but not edit them. Business plan.

  • Version history

    Revisions and version history show how a proposal changed between drafts, alongside each document's history timeline. Business plan.

  • Workflow templates

    Start from Single-Step, Two-Level, Value Threshold, Discount Level or Client-Specific approval templates and adjust them. Business plan.

Try approvals on your own deals

Free for 14 days on Business, no credit card required. Set up a discount rule and send a test proposal through it.

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Terms and service levels nobody rewrites

Keep your agreement terms, service levels and moves, adds and changes clauses as blocks in the content library, then lock them. Reps drag locked blocks into a proposal, where they stay exactly as legal wrote them.

Only admins and roles with permission can unlock a block, and library access can be limited by role, so a large sales team sends the same wording every time.

  • Lock and unlock content library blocks
  • Locked blocks stay non-editable inside documents
  • Content library permissions set by role

Content locking: Business plan

Content locking in QuoteCloud
Tallwire CommunicationsManaged services agreement TW-2950 Locked library block · sample

Agreement terms

Starts1 Nov 2026
Expires31 Oct 2029
  1. ServicesThe services and quantities in this agreement, at every site listed in Schedule 1.
  2. Service levelsResponse and restoration targets for your support level, as set out in Schedule 2.
  3. ChargesThe monthly charges in this agreement, invoiced by Tallwire monthly in advance.
  4. Moves, adds and changesNew seats, sites or services are quoted separately and added by a signed variation.
  5. ExpiryThis agreement ends on 31 Oct 2029. We'll send you a new agreement to review before then.
  6. Ending earlyEarly termination charges, if any, are set out in Schedule 3.

Rolling deal control out to a sales team

Most telco deal desks already have a policy; it just lives in email. In an implementation, write it down as two or three workflows: one for discounts by level, one for deals above a total value, and a client-specific path for key accounts if you need one.

Then set up the roles and teams the workflows use, move legal terms and service levels into locked library blocks, and test each workflow with a sample proposal before you activate it. QuoteCloud's onboarding services can help, and the implementation guide covers the rest of the rollout.

  • Discount and value thresholds agreed with sales and finance
  • Approver roles and teams created before the workflows
  • Terms and service levels moved into locked blocks
  • Every workflow tested, then set Active

Approval and control questions

Can telco discounts need approval before a proposal is sent?

Yes, on the Business plan. An approval workflow can trigger on discount percentage, total value, the creator's team, role or email, the template, a product folder or the customer. A matching proposal goes In Review and can only be sent once the approvers have approved it.

Who can approve, and do all approvers have to agree?

In the workflow you choose how approvers are found, for example from a role such as sales director or finance manager, and set whether the document must be approved by all of them. Any rejection rejects the request, and you set a default action for when no approvers are found.

Can we send bigger deals to a second approver?

Yes. Add a Switch node to route deals by condition, for example a higher total value to a second approval level. QuoteCloud also has ready-made templates, including Two-Level Approval, Approval by Value Threshold and Approval by Discount Level. Each template can be adjusted to your own thresholds.

What does the approver see?

Approvers find the proposal in Workflow Review and open it with the Document Workflow panel, which shows why it was triggered, who has approved and Decline and Approve buttons. The workflow's activity log records the request and each decision. Approved proposals can then be opened and sent by the rep.

Can we stop reps editing our terms and service levels?

Yes, on the Business plan. Lock blocks in the content library and they stay non-editable when reps add them to a proposal. Only admins and roles with permission can unlock them, and content library permissions are set by role in Users, Teams & Roles.

Which plan do approvals and content locking need?

Approval workflows, content locking and version history are on the Business plan, US$59 per user per month, and Enterprise. Custom user roles are available from Essentials. Both Essentials and Business can be tried free for 14 days with no credit card.

More telco questions

Around the deal desk

The price book behind the margin, and what happens once a deal is approved.

Every discount approved, every term intact

Free for 14 days. No credit card required.

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