A discount or unusual term can hold up a deal long after the customer is ready. Requests get lost in Slack and email, approvers don’t have the context, and finance may only find the exception once the agreement is signed.
With Tines 3B, you build the deal desk your team actually wants, whether that’s an approval flow in Slack, a console for your deal desk, or quote checks that flag exceptions before they reach an approver. You decide which requests need approval, who signs off, and what they see. Each decision is recorded against the opportunity, so finance gets the terms with nothing left to chase.
How it works
Approval requests come in from your CRM, Slack, or a quote.
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
A gallery of real-world agents, apps, and automations, ready to use. Start from an example or a prompt, and shape it around how your team works.
- Pre-built
Finance & RevOpsRevenue recognition automation from Salesforce to NetSuite with human review RevOps & FinanceSalesforce quote builder portal for faster, error-free quoting

Finance & RevOpsAuto-create NetSuite sales orders from won Salesforce deals
RevOpsSolutions engineer assignment approval with CRM validation and Slack routing
- RevOpsPOC deal room workflow for solution engineers
Related use cases
Lead management, enrichment, and routingLeads enriched, scored, and routed by your rules.
GTM system hygieneDuplicates, missing fields, and stale records, with your CRM kept accurate as new data comes in.
Forecasting and pipeline analyticsPipeline, risk flags, and forecasts, with views built on live CRM data.
Revenue risk detection and retentionUsage drops, health scores, and renewal dates, with at-risk accounts flagged while there’s still time to act.
Customer onboarding and handoverDeal context, kickoff tasks, and owners, with context carried from sales to success.
RevOps helpdesk and internal toolingRequests, access, and quick fixes, with answers based on how your team actually works.