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Discount approval check

@dealdesk/discount-approval-check

Check a deal against your own approval policy file and get the list of who must approve and why: discount ladders, payment terms, billing frequency, term length, free months, non-standard terms, and deal size. Also shows how much room is left before the next approval.

SkillRevOpsv1.0.0 (latest)Tested
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  1. 1# Discount approval check
  2. 2
  3. 3Checks a deal against your team's approval policy and tells you who must approve it and why. The policy is a plain JSON file you own, so every rep gets the same answer.
  4. 4
  5. 5## Who it is for
  6. 6
  7. 7Deal desk, sales managers, and reps who want to know before they send a quote whether they need a VP, finance, or legal to sign off, and how much room they have left.
  8. 8
  9. 9## Example
  10. 10
  11. 11Input: `examples/deal.json` (60 seats at $420 instead of $600, onboarding at half price, 24 months, quarterly billing, Net 45, one non-standard term) and `examples/approval-policy.json`.
  12. 12
  13. 13Output (`out/approvals.md`):
  14. 14
  15. 15```text
  16. 16Needs 3 approval(s): VP Sales, Finance, Legal
  17. 17VP Sales: Discount over 25% (actual 27.1)
  18. 18Finance: Payment terms longer than Net 30 (actual 45); non-annual billing on $31,200 ACV
  19. 19Legal: Non-standard contract terms (actual 1)
  20. 20Room before the next approval: discount 27.1 now; CFO needed past 40
  21. 21```
  22. 22
  23. 23## What it can access
  24. 24
  25. 25- Runs `node scripts/approvals.mjs` (Node built-ins only, no network).
  26. 26- Reads `data/` (plus the kit's own `examples/`), writes `data/` and `out/`.
  27. 27
  28. 28## Setup
  29. 29
  30. 30Copy `examples/approval-policy.json` to `data/approval-policy.json` and change the thresholds and approver names to match your real policy.
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