The discount that should have needed a second look

Every sales team has a moment it would rather not talk about. A rep, eager to close, gives away more than they should. An extra ten percent here, a waived fee there, all with good intentions and all straight out of the margin. Nobody meant any harm. The number just went out the door before anyone with the full picture got to look at it.

The usual fixes are both bad. You either trust everyone completely and hope, or you make every quote crawl through an approval nobody has time for. One loses money, the other loses deals.

So we made approval something you can aim.

In Coeffection you can set rules for when a quote needs a second look. A discount past a threshold, a total over a line, whatever your business actually cares about. Those quotes route to the right person before they go out. Everything else moves at full speed. The manager sees exactly what needs a decision, approves it or sends it back with a note, and the whole thing stays on the record.

Good guardrails are not about slowing people down. They are about letting the routine run fast and catching the one that should not have gone out on its own.