@dealdeskSkill
Get ready for the weekly deal review or forecast call with one page per deal and the deals at risk ranked first. Each page shows MEDDICC gaps, the real next step, risks, and the questions a manager should ask. Works from an opportunity export from HubSpot, Salesforce, or any CRM, plus your notes.
Prepare the deal review: gaps, next step, and risks.
@dealdeskSkill
Build an accurate sales quote from your price book and the products and quantities a customer wants. It handles flat, volume, and graduated tier pricing plus line and deal discounts, flags discounts over each product's limit, and writes a customer-ready quote and a deal file for the order form.
Price the quote from your price book.
@dealdeskSkill
Find out who has to approve a deal before you send it, and why, from your own discount and terms policy. It checks discount ladders, payment terms, billing frequency, term length, free months, non-standard terms, and deal size, and shows how much room is left before the next approval.
See who must approve the discount and why.
@dealdeskSkill
See what changed when a customer sends back a marked-up contract, sorted by risk and explained in plain English. It compares versions clause by clause, groups changes by liability, indemnity, termination, renewal, IP, data, and payment, shows the numbers that moved, and suggests a response. Not legal advice.
Compare contract versions clause by clause.
@dealdeskSkill
Create a clean order form or purchase order from your deal terms, ready for signature, in markdown and printable HTML. It computes line totals, discounts, contract value, and a billing schedule, and lists what finance needs before signature. Works offline from a JSON file or a short text form, with any CRM; never sends the document.
Produce a clean order form or purchase order.
