Orbox
Waitlist
All examples
Revenue operations

Approving a non-standard deal

How one team described it:
“When a rep wants a discount over 15% in HubSpot, finance checks the margin, the CEO approves anything over 25% in Slack, legal reviews custom terms, then we send the contract from DocuSign and set up billing in Stripe.”
  • HubSpot
  • Google Sheets
  • Slack
  • Google Docs
  • DocuSign
  • Stripe
5 run on their own3 stay with people

Typically saves 3–5 h a week

Make this process yours

Orbox starts from this example and asks how your team does it.

No developer? Work with an Orbox Partner
Revenue operationsApproving a non-standard deal
Process description
Trigger
A sales rep requests a discount above 15% in HubSpot
Outcome
Every non-standard deal is approved by the right person and billed exactly as signed.
Tools
HubSpotGoogle SheetsSlackGoogle DocsDocuSignStripe
Steps
  1. 1
    Collect deal details and the discountSales rep, tool HubSpot
    Can be automated
  2. 2
    Calculate the margin impactFinance, tool Google Sheets
    Can be automated
  3. 3
    Approve discounts up to 25%Head of sales, tool Slack
    Stays with a person
  4. 4
    Approve discounts over 25%CEO, tool Slack
    Stays with a person
  5. 5
    Review custom contract termsLegal, tool Google Docs
    Stays with a person
  6. 6
    Generate and send the contractSales rep, tool DocuSign
    Can be automated
  7. 7
    Set up the subscription as signedBilling, tool Stripe
    Can be automated
  8. 8
    Log the approval trail on the dealRevenue ops, tool HubSpot
    Can be automated

Want this process in your company?

Make this process yours

Orbox starts from this example and asks how your team does it.

No developer? Work with an Orbox Partner

More examples