RuleDeskA five-step product tour
Follow one deal.
See the whole workflow.
Northstar needs 20 platform seats for a year. Follow the request from preparation to the accepted commercial record.
Illustrative walkthrough with fictional data. No workspace is created and no messages or CRM updates are sent.
Step 1 / Prepare with Tom
Start with the customer's request.
Paste or upload an email, select the passage to use, and choose a review language. Review Tom's interpretation before creating the quote.
Next: check the price →“We'd like 20 platform seats for 12 months. Can you include our requested 20% discount?”
See the proposed draft
- Customer
- Northstar
- Product
- Platform subscription
- Quantity / term
- 20 seats / 12 months
- Requested discount
- 20% — subject to policy review
The rep checks product matching and any ambiguous details.
Step 2 / Calculate against the catalog
Keep the commercial math explicit.
The saved catalog, price book, and quote terms determine the calculation. The AI draft cannot override the pricing engine.
Next: review the exception →- 20 seats × $1,200 / year
- $24,000
- Requested discount · 20%
- −$4,800
- Proposed subtotal
- $19,200
One-year term; no tax or extra charges in this example.
What if a detail changes?
The quote is recalculated and policy is reevaluated. Changes to commercial terms invalidate stale approval evidence.
Step 3 / Apply the approval policy
The exception goes to the right reviewer.
In this example, discounts above 15% require company-admin review. The approver sees the current terms and reason for escalation.
Next: the buyer experience →20% exceeds the 15% threshold
The quote remains in review until its required approval is complete.
What protects the decision?
- The review is tied to the current revision.
- Policy may require additional stages or clauses.
- The decision and actor are recorded.
- A changed quote needs fresh approval.
Step 4 / Send the approved revision
A clear document for the buyer.
After approval, the rep shares the buyer link. The buyer reviews the terms and accepts using the configured typed or drawn signature flow.
Next: complete the handoff →Northstar · Platform subscription
20 seats · 12 months
Seller branding, commercial terms, and required clauses appear in the quote.
What is retained after acceptance?
The accepted commercial snapshot, signed quote PDF, certificate of completion, consent, and acceptance evidence remain connected to the deal.
Step 5 / Complete the commercial record
Keep the accepted outcome connected.
Configured CRM synchronization returns the relevant amount and status to the linked deal. Signed-document delivery preserves the accepted files.
See the integration details →- Accepted quote linked to its original CRM deal
- Amount basis and currency checked
- Configured signed-document delivery tracked
- Exact customer email and attachments reviewed before sending
- Uncertain outcomes held for review
Your products. Your policies.
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