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Deals / DEMO-202604-003 / v1

Harbor Retail - Harbor rescue renewal

NA · SMB · ops@harborretail.com · Standard (USD)

Rejected Edit deal Open output
Blocked One or more rules block this deal from moving forward in its current shape.
View timeline

Blocked by policy

This deal cannot be submitted for approval in its current shape. Resolve the issues below — either by editing the commercial terms or by working with RevOps to change the underlying policy.

  • Block extreme discounting
    Prevent rescue pricing that exceeds the maximum allowed discount threshold. Triggered because max discount > 35% (actual 40%).

Open this third to see a hard stop when discounting goes beyond the allowed governance threshold.

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 $60,000.00
Proposed $37,200.00
Discount 40%
Tax Additional
ARR $37,200
MRR $3,100
TCV $37,200
One-time $0
Margin 57.31% · $21,320
Term 12 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

Ready to route

This deal needs Manager before it can move forward. Submit once you are ready to create the approval requests.

Outcome

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

Required approvers: Manager

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
CORE-SEAT Core Platform Seat Product 0 20 $48,000.00 $30,000.00 37.5% $18,000.00 Add ramp
AUTO-FLOW Workflow Automation Product 0 8 $12,000.00 $7,200.00 40% $4,800.00 Add ramp

Triggered rules

These rules are affecting the saved deal right now.

R

Manager approval for notable discounting

Escalate discounting once the rep leaves the normal range. Triggered because max discount > 15% (actual 40%).

Require Manager approval
R

Block extreme discounting

Prevent rescue pricing that exceeds the maximum allowed discount threshold. Triggered because max discount > 35% (actual 40%).

Block the deal

Why this outcome

Human-readable explanations from the deterministic engine.

  • Escalate discounting once the rep leaves the normal range. Triggered because max discount > 15% (actual 40%).
  • Prevent rescue pricing that exceeds the maximum allowed discount threshold. Triggered because max discount > 35% (actual 40%).

Approval routing

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

Open inbox

No approval requests yet

Submit the deal for approval once you are satisfied with the pricing breakdown and rule outcome.

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.