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21 Oct 2026, 10:51 UTC · 1 question · ID 27a8051bb123
Who asked
Persona
CFO (Chief Financial Officer)
Company
Whirlpool Corporation
Industry
Manufacturing
Pages visited (1)
  1. /solutions/quote-to-cashQuestion 1 asked here
Question 1

“How do discount approvals work by deal size?”

Answer
Partly answered

The site says quotes can follow approval rules by discount and deal size, and that discounts above your limits go to finance. It never explains how those rules are set: the thresholds, the approval levels, who approves at each deal size or how long approvals take.

Section on the siteStatusTicket
/solutions/quote-to-cashApprove without email chains (card)Partly answers it
Add a discount approval rules section to /solutions/quote-to-cash

Ticket

Paste this into your ticketing tool.

Add a discount approval rules section to /solutions/quote-to-cash

Who needs it: Finance and sales leaders setting quote controls (this visitor: Whirlpool Corporation)
Section: /solutions/quote-to-cash › Approve without email chains (card)

What is missing:
- How approval thresholds are set by deal size and by discount level is not explained.
- Whether rules can have several approval levels or approvers is not stated.
- Who can approve at each level, and how approvers are chosen, is not described.
- What an approver sees and what is recorded with each decision is not shown.

Where: New section on /solutions/quote-to-cash, placed after "Four steps between a yes and the payment".
  Related sections: Approve without email chains · Why finance likes it as much as sales · Quotes your team can send with confidence
  Main topics: Setting thresholds by discount and deal size · Approval levels and approvers · What the approver sees · Decision history on the deal · Example rule set

What to do:
1. Confirm with product how approval rules are configured: the conditions available, whether several levels are supported and how approvers are assigned.
2. Add the new section with the confirmed rule options and one worked example of rules by deal size.
3. Link the "Approve without email chains" card to the new section.

Done when: /solutions/quote-to-cash explains how discount approval rules are set by deal size, the approval levels and who approves at each.

From: conversation 27a8051bb123, question 1: "How do discount approvals work by deal size?"
Who needs it: Finance and sales leaders setting quote controls (this visitor: Whirlpool Corporation)
What is missing
  • How approval thresholds are set by deal size and by discount level is not explained.
  • Whether rules can have several approval levels or approvers is not stated.
  • Who can approve at each level, and how approvers are chosen, is not described.
  • What an approver sees and what is recorded with each decision is not shown.
Where
New section on /solutions/quote-to-cash, placed after "Four steps between a yes and the payment".
Related sections
Approve without email chains · Why finance likes it as much as sales · Quotes your team can send with confidence
Main topics
Setting thresholds by discount and deal size · Approval levels and approvers · What the approver sees · Decision history on the deal · Example rule set
What to do
  1. Confirm with product how approval rules are configured: the conditions available, whether several levels are supported and how approvers are assigned.
  2. Add the new section with the confirmed rule options and one worked example of rules by deal size.
  3. Link the "Approve without email chains" card to the new section.
Done when: /solutions/quote-to-cash explains how discount approval rules are set by deal size, the approval levels and who approves at each.
/products/revenueQuotes your team can send with confidence (card)Partly answers it
Add deal-size approval rules to the quotes card on /products/revenue

Ticket

Paste this into your ticketing tool.

Add deal-size approval rules to the quotes card on /products/revenue

Section: /products/revenue › Quotes your team can send with confidence (card)

What is missing:
- The card says discounts above your limits go to finance but never mentions rules based on deal size.
- Approval levels beyond finance are not mentioned.

Where: Update this section: add a line to the list under "Quotes your team can send with confidence", beside "Discounts above your limits go to finance".
  Related sections: Routes the approvals

What to do:
1. Confirm with product which approval conditions and levels Revenue Hub supports.
2. Add a line on deal-size approval rules and link it to the new approval rules section on /solutions/quote-to-cash.

Done when: /products/revenue states that quote approvals can be set by deal size as well as discount, and links to the details.
Depends on: Add a discount approval rules section to /solutions/quote-to-cash

From: conversation 27a8051bb123, question 1: "How do discount approvals work by deal size?"
What is missing
  • The card says discounts above your limits go to finance but never mentions rules based on deal size.
  • Approval levels beyond finance are not mentioned.
Where
Update this section: add a line to the list under "Quotes your team can send with confidence", beside "Discounts above your limits go to finance".
Related sections
Routes the approvals
What to do
  1. Confirm with product which approval conditions and levels Revenue Hub supports.
  2. Add a line on deal-size approval rules and link it to the new approval rules section on /solutions/quote-to-cash.
Done when: /products/revenue states that quote approvals can be set by deal size as well as discount, and links to the details.
Depends on: “Add a discount approval rules section to /solutions/quote-to-cash”
Answer full page
Revenue Hub builds each quote from your price lists and sends discounts for approval before the quote goes out, so approvals happen without email chains. This page shows how that approval step works from quote to invoice. I don't have details on setting approval rules by deal size, so I'm happy to put you in touch with the team for that.
Open the answer page ↗
Sections in the answer pageStatus
/products/revenueRoutes the approvals (card)Answers it
/solutions/manufacturingQuotes from your real price lists (card)Answers it
/solutions/quote-to-cashApprove without email chains (card)Partly answers it
/products/revenueQuotes your team can send with confidence (card)Partly answers it

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.