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RuleDesk demo

RuleDesk Demo

A guided sample environment showing catalog pricing, deterministic rules, approval routing, clauses, and document output in one loop.

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Deals / DEMO-202604-002 / v1

Aster Health - Aster 36-month rollout

EMEA · Enterprise · procurement@asterhealth.io · Standard (USD)

PendingApproval Edit deal Open output
Approval required This deal will escalate to VP.
View timeline

Open this second to see automatic VP escalation and a rule-driven regional clause appear in output.

Deal owner

Unassigned ·

Preview PDF

See exactly what the buyer will receive. Preview doesn't persist a snapshot or transition the quote to Sent.

Preview quote PDF Preview contract PDF
List $50,800.00
Proposed $50,800.00
Discount 0%
Tax Additional
ARR $50,800
MRR $4,233
TCV $152,400
One-time $0
Margin 67.56% · $34,320
Term 36 mo
Billing Annual
Payment Net 30
Valid until Not set

Commercial terms

These buyer-facing terms are part of the approval basis and final output.

Contract startNot set
Subscription startNot set
Billing frequencyAnnual
Payment termsNet 30

Approval routing already created

The requests below are now the system of record for who needs to act next.

Outcome

Pricing totals and policy results are calculated from the saved deal draft.

Required approvers: VP

Clauses added by rules

  • Customer data hosted for EMEA business units must follow the mutually agreed regional data handling schedule.
AI risk brief

Key drivers

Coaching

Next best moves

Suggestions are grounded in the saved quote and active policy set.

Approval brief

Approver-ready summary

Policy reason:

Pricing breakdown

Line totals reflect the active price book, quantities, proposed pricing, and bundle math.

SKU Description Type Billing Qty List total Proposed total Discount Discount amount Ramp
GLOBAL-ROLL Global Rollout Pack Bundle 0 1 $38,800.00 $38,800.00 0% $0.00 Add ramp
ONBOARD Onboarding Services Product 0 1 $12,000.00 $12,000.00 0% $0.00 Add ramp

Triggered rules

These rules are affecting the saved deal right now.

R

VP approval for long commitments

Escalate multi-year commitments for executive review. Triggered because term > 24 (actual 36).

Require VP approval
R

Add regional clause for EMEA deals

Ensure regional data handling language appears on EMEA deals. Triggered because region == EMEA (actual EMEA).

Add clause: Customer data hosted for EMEA business units must follow the mutually agreed regional data handling schedule.

Why this outcome

Human-readable explanations from the deterministic engine.

  • Escalate multi-year commitments for executive review. Triggered because term > 24 (actual 36).
  • Ensure regional data handling language appears on EMEA deals. Triggered because region == EMEA (actual EMEA).

Approval routing

Every approval request keeps the assigned approver, decision notes, browser-link access, and timeline visible on the deal.

Open inbox

Stage 2

Pending

VP approval for long commitments: Require VP approval for long-term commitments. Escalate multi-year commitments for executive review. Triggered because term > 24 (actual 36).

ApproverJordan Ellis · vp@demo.ruledesk.local
Requested2026-07-03 15:43

Commercial audit trail

Lifecycle and commercial-term changes are retained for governance review.

No commercial audit events yet

Edits, approvals, sent/accepted changes, expirations, and supersedes will appear here.