Fee discounts approved before the client sees them

A rule your firm sets in the approval workflow. Advice firms usually trigger on the discount percentage, for example any discount greater than 10%, or on the total value, for example any proposal over an amount you choose. When a proposal meets the rule it moves to In Review and goes to the approvers before it can be sent.

The approval workflow is on the Business plan, US$59 per user per month, and on Enterprise. Business also includes content locking, version history and the Forms block. Essentials and Business both start with a 14-day free trial with no credit card, so you can set up and test a discount rule before you buy.

The proposal shows In Review and the approver receives a request. They open the proposal, read the fees and the discount in the document itself, and approve or decline it in the document workflow panel, which also keeps a log of the request and the decision. Once approved, the adviser can send it to the client.

The proposal returns to the adviser to update, for example by bringing the discount within your limit, before it can be sent. Nothing reaches the client in the meantime. On the Business plan, version history keeps the earlier versions, so you can see what was proposed and what was finally sent.

Yes. A proposal that doesn't meet the rule is never held. An adviser's proposal with no discount, or a discount within your limit, can be sent as soon as it's ready. Only the proposals your rule picks out wait for a principal, so the principal isn't asked to check every proposal.

No. The approval happens before the proposal is sent, so the client only ever receives the approved version. They see the fees and the discount as set out in the proposal, then accept and sign it in the usual way, with no account needed.