CRO · Template · Intermediate · Saves 35+ hours
Deal Desk Pricing Guidelines
Guidelines for deal desk pricing decisions.
What's included
- Standard pricing rules
- Exception criteria
- Approval workflows
- Documentation requirements
- Escalation procedures
Best used when
- Setting up deal desk
- Standardizing deal review
- Training deal desk analysts
- Accelerating complex deals
The template
The Template
STANDARD PRICING RULES
Deal Desk Decision Framework
DEAL DESK PRICING RULES
AUTOMATIC APPROVAL:
☐ Standard pricing (no discount)
☐ Volume discount per matrix
☐ Multi-year per standard terms
☐ Annual prepay discount
DEAL DESK REVIEW REQUIRED:
☐ Any discount >15%
☐ Non-standard terms
☐ Custom payment terms
☐ Product bundling changes
☐ Competitive pricing requests
☐ Strategic account pricing
ESCALATION TO LEADERSHIP:
☐ Discounts >25%
☐ Payment terms >Net 60
☐ Non-standard SLA
☐ Unlimited usage grants
☐ Pricing precedent concerns
Pricing Guardrails
| Element | Standard | Flexible | Escalate |
|---|---|---|---|
| Discount | 0-10% | 10-20% | 20%+ |
| Payment terms | Net 30 | Net 45-60 | Net 90+ |
| Contract length | 1-3 years | Custom | Perpetual |
| Price lock | 1 year | 2-3 years | 3+ years |
DEAL STRUCTURE
Deal Desk Review Template
DEAL DESK REVIEW
DEAL INFORMATION:
Account: _______________
ACV: $_____
Deal size: $_____
Contract term: _____ years
Rep: _______________
PRICING REQUEST:
Standard price: $_____
Requested price: $_____
Discount: ____%
NON-STANDARD ELEMENTS:
☐ _______________
☐ _______________
DEAL DESK ANALYSIS:
Margin impact: $_____
Precedent concern: Yes/No
Strategic value: High/Med/Low
Recommendation: _______________
DECISION:
☐ Approved as requested
☐ Approved with modifications
☐ Escalated to leadership
☐ Denied (reason: ___)
APPROVER: _______________
DATE: _______________
Frequently asked questions
What is the Deal Desk Pricing Guidelines?
Guidelines for deal desk pricing decisions.
Who is the Deal Desk Pricing Guidelines for?
It is built for CROs and their teams working on Pricing & Packaging. The AI coach adapts it to your company, stage, and goals.
How long does the Deal Desk Pricing Guidelines take to use?
It saves roughly 35+ hours versus building from scratch. Our AI coach can tailor the template to your situation in minutes, then hand you a step-by-step plan.
Is the Deal Desk Pricing Guidelines free?
Yes. You can read the full template and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Deal Desk Pricing Guidelines?
The coach teaches you the framework, asks a few questions about your business, tailors the template to you, and gives you measurable next steps to execute.