Sales & Outbound

Pricing Exception Alert

Flags discounts exceeding approved thresholds for review.

Discount discipline erodes one exception at a time, and by the time finance notices, the exceptions are the norm. The Pricing Exception Alert flags any discount or term that exceeds approved thresholds the moment it appears in a quote or deal.

Thresholds and approval rules live in the team's memory, so the policy being enforced is the one the team actually agreed on. Approvers receive an alert with the deal context and the size of the exception, and the decision stays theirs; the agent only flags.

What it does

  • Flags discounts and terms that exceed the approved thresholds recorded in memory.
  • Routes each exception to the right approver based on its size and the deal type.
  • Attaches deal context so approvers can decide without digging.
  • Tracks exception frequency per rep, segment, and product.
  • Reports the margin impact of granted exceptions over time.
  • Records every exception decision in memory for audit.

How it works

  1. 1Install the agent into your team's memory and define the discount and term thresholds.
  2. 2Connect your CRM and quoting integration categories through OAuth.
  3. 3Whenever a new quote or discount is recorded, the agent checks it against the thresholds.
  4. 4Exceptions land as alerts with the right approver, with the deal context attached.
  5. 5A human approves or rejects each exception; the agent changes nothing itself.

Works with

CRM:SalesforceHubSpotPipedriveZoho CRMCloseWhere accounts, contacts and deals live.
Email (optional):GmailSendGridOutreachSalesloftInstantlySending and reading the messages this agent works with.
Calendar & scheduling (optional):Google CalendarCalendlyCal.comReading availability and booking meetings.
Call & meeting transcripts (optional):Fireflies.aiZoomMicrosoft TeamsOtter.aiGrainWhere recorded conversations come from.

You connect these from the memory's settings after installing — one provider per category is enough.

Runs on top of your team's shared memory — reads approved data only.

Sign up