Author in plain English
"Discounts over 15% on deals under 12 months need VP approval and the Premium SLA clause." We parse it into a strict schema once.
AI quote drafting | deterministic enforcement
Deal governance that ships with your quote.
RuleDesk gives growing SaaS teams one place to price deals, route approvals, lock the right revision, and send a buyer-ready quote. AI helps with setup and review, while pricing and governance stay deterministic.
- Catalog, price books, bundles, and SaaS metrics in one workflow
- AI quote drafts from seller notes, catalog, bundles, and policy context
- Revision-safe approvals with stale approval invalidation
- Buyer links, final snapshots, and typed quote acceptance
- Grounded AI briefs and semantic policy search with no LLM in pricing decisions
summitflow.ruledesk.ai/w/summitflow/deals/D-2841/review
Deal | D-2841
Meridian Labs - Platform, 3yr
AI risk brief
Discount of 24% exceeds the 18% unassisted cap for 3-year terms. Margin holds at 62%, but the Standard Terms clause needs Legal due to custom DPA language.
ARR
$123,120
TCV
$486,000
Proposed
$369,360
Discount over 18% on 3yr
Routes to VP | requires justification
Route
Custom DPA language detected
Add Legal approver | clause L-12
Route
Minimum term >= 12mo
Satisfied
Pass
Deterministic
No runtime LLM in the pricing path
Grounded AI
Drafts and briefs cite catalog, rules, clauses, and approvers
Revision-safe
Edits invalidate stale approvals automatically
Buyer-ready
Final snapshots and acceptance links stay tied to the approved version
How it works
Write policy the way you'd say it.
Keep enforcement deterministic.
Draft governed quotes faster
AI turns seller notes into suggested line items, terms, discount rationale, and exception context. Reps still review every field before saving.
Send the approved revision
At quote time the engine runs locally. When commercial terms change, approvals go stale, the revision increments, and only the current approved version can be sent.