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CPQ quote and discount review template
Review every quote line before it goes into Salesforce CPQ. Net price and totals calculate automatically, and any discount over your threshold is flagged for approval. For deal desk and RevOps teams who need to catch discount exceptions before they're locked in.
Free template
Get the template
Download the account review template for renewals, whitespace tracking, and Salesforce cleanup.
Best for
Built for deal desks protecting margin
Use this template when discounts are getting approved in Slack threads and email. It gives deal desk one place to review lines and route approvals before anything hits CPQ.
- Discount approval — flag every line above your threshold before it goes to CPQ, so nothing slips through.
- Quote QA — check net price, quantity, and line totals across a whole quote in one view.
- Deal desk review — route lines to manager or VP approval based on discount depth.
- Margin protection — see total discount given across a quote before you sign off.
What’s inside
Catch discount exceptions before they're locked in
The template calculates net price and totals, tiers each line's discount risk against your threshold, and tells you what approval it needs.
- Quote line fields (product, list price, quantity, discount)
- Net price and line total, auto-calculated
- Discount risk tiers, auto-calculated against your threshold
- Suggested approval action per line
- Quote-level totals and average discount
Field mapping
Intro: The template uses common Salesforce fields plus planning fields many teams keep as custom fields or review notes.
Related templates
More Salesforce templates your team may need
Use these as next downloads on the main Valorx Templates page.
When the account template becomes weekly work, make it live
A spreadsheet template is useful for planning. Valorx is useful when the same account review needs to
happen directly on Salesforce data, with fewer exports, fewer uploads, and fewer stale updates.
happen directly on Salesforce data, with fewer exports, fewer uploads, and fewer stale updates.
