Playbook by @slashclone · updated 8 Nov 2026
Close a deal
Take a deal from review to signature: see the gaps, price it from your price book, check who must approve the discount, read the redlines, and send the order form.
- Goal
- Get a deal from review to a signed order form
- For
- Founders and account executives
- Steps
- 5
- About
- 90 minutes
5 steps, in order. Sign in to keep track as you go.
Step 1: Prep your weekly deal review
Review the deal: MEDDICC gaps, the real next step, and the risks.
Passes on: The deal's gaps and the next step
Step 2: Build a sales quote from your price book
Build the quote from your price book for the products and quantities they want.
Passes on: A priced quote
Step 3: Find out who needs to approve a deal discount
Check the quote against your discount policy and see who has to approve it.
Passes on: An approved quote, or the approvals to ask for
Step 4: Summarize contract redlines in plain English
When the contract comes back marked up, see what changed, sorted by risk.
Passes on: The redlines to accept, push back on, or escalate
Step 5: Create an order form or purchase order for a deal
Create the order form from the final terms, ready to sign.
Passes on: An order form ready for signature