Approval workflows
Approvals are where deal velocity usually goes to die. Dealops keeps them fast by deriving the right approval chain from the deal itself, letting approvers act where they already work, and skipping approvals that have effectively already happened.
How a chain is built
When a quote is submitted, Dealops evaluates your approval rules against the deal and assembles a chain of approval groups — teams like Deal Desk, Finance, or Legal, each with its own assignees.
Rules can trigger on the dimensions that matter to each group:
| Rule family | Examples |
|---|---|
| Discounts | Discount beyond a threshold, on a product, category, or the whole deal |
| Products | A specific product selected; a custom product added; volume above a limit |
| Deal shape | Total value, net-new ARR, margin, term length, non-standard payment terms |
| Terms | A specific term value or range — e.g., a non-standard SLA selection |
| Deal context | Opportunity type, CRM field values, customer segment |
Different deals produce different chains: a clean in-guidance quote may need no approvals at all, while a deep-discount multi-year ramp routes through management and finance.
Acting on approvals
Each step in the chain is assigned to its group's approvers, who can:
- Approve or reject in Dealops or directly from Slack, with comments threading back into the deal.
- Discuss in context — questions and answers happen on the quote (or its Slack thread), not in side-channel DMs.
Reps see live status per step. If the deal changes materially, the rep can recall the submission, revise, and resubmit — and smart approvals make resubmission cheap, because steps whose concerns are unchanged auto-pass.
Admins can override a step when needed; overrides are recorded as such.
Transparency before submission
The deal summary shows which rules a quote will trip before the rep submits — the discount that needs a VP, the custom product that needs deal desk. No submitting blind and waiting to find out.
Audit trail
Every approval event — request, decision, recall, override, and where it happened (web or Slack) — is recorded on the quote and emitted to the platform event stream, giving revenue operations a complete, queryable history of who approved what, when, and why.
Related
- Smart approvals — skip approvals that have effectively already happened.
- Slack integration — approvals and deal threads in Slack.
- Discounts & price guidance — the thresholds approvals enforce.