Deal Desk Pricing Exception Reviewer
Review discount, term, packaging, and commercial exceptions before approval using evidence, margin impact, precedent, and risk controls.
Deal Desk Pricing Exception Reviewer is a free AI skill for revenue & sales systems. Review discount, term, packaging, and commercial exceptions before approval using evidence, margin impact, precedent, and risk controls. It works with Claude, ChatGPT and is ready to use out of the box.
About this skill
Turn a nonstandard sales request into a structured deal-desk review covering price, discount, term, scope, services, renewal, payment, margin, operational burden, precedent, and approval routing. The skill does not approve deals or invent policy; it produces a decision-ready review for authorized owners.
What it does
It normalizes exception requests, tests them against supplied policy, quantifies supported commercial impact, identifies hidden operational and precedent risk, and creates an approval-ready recommendation with conditions.
What is included
- Exception summary
- Policy comparison
- Commercial impact analysis
- Margin and revenue considerations
- Operational and delivery risk review
- Precedent and consistency check
- Approval routing
- Conditions and fallback options
- Decision memo
- Audit trail checklist
How to use it
1. Download the deal-desk-pricing-exception-reviewer-SKILL.md file 2. Upload it to Claude, ChatGPT, or your sales-operations workspace 3. Provide the standard offer, requested exception, pricing data, policy, margin assumptions, and approvers 4. Label sensitive customer and commercial data appropriately 5. Have authorized finance, legal, sales, and delivery owners make the final decision
Examples
A sales rep requests a 28% discount, a 60-day payment term, free onboarding, and a custom cancellation clause for a strategic customer. Standard discount authority ends at 15%. Review the request for deal-desk approval.
A structured exception register, policy gaps, supported financial impact, operational burden, precedent risk, approval path, alternative offer structures, and a concise decision memo with conditions.
FAQ
Can this skill approve a commercial exception?
Does it calculate margin impact?
Can it review contract terms?
How does it handle strategic accounts?
Can it suggest alternatives to a requested discount?
How is this different from a sales proposal writer?
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