A discount or unusual contract term can hold up a deal long after the customer is ready. Requests disappear into Slack and email, approvers lack context, and Finance may only discover the exception once the agreement is signed.
With Tines, commercial approvals can be checked against policy and routed with the information decision-makers need, then recorded against the opportunity.
How it works
Approval requests come in from Salesforce or Slack.
Featured build
AI agent for building customer quotes from Salesforce and Xero
Describe what a customer needs and let an AI agent match products, check stock, and draft the quote.
Examples
We’ve assembled a gallery of real-world, ready-to-use apps, agents, and automation templates. Start from a template or from a prompt, using natural language and your own expertise.
Deal approval workflow
Route discounts and terms to the right approvers by size and policy, from the opportunity.
RevOps & FinanceSalesforce quote builder portal for faster, error-free quotingDeal desk console
Every open request with pricing, history and comparable deals, ready to approve.
Quote review agent
Checks quotes against pricing policy and flags exceptions before they reach an approver.
Finance & RevOpsAuto-create NetSuite sales orders from won Salesforce deals
Related use cases
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Product-led salesProduct usage in front of sellers, so they reach out at the right moment.
Renewals and expansionChurn risk spotted early, and growing accounts flagged before the renewal.