Pricing requests arrive from everywhere
Sales, distributor teams, account owners, and customer-facing staff ask for pricing help through chats, emails, calls, and spreadsheets.
Back to Reflexio Suite
Deal Desk Deep Dive
Govern pricing requests, deal exceptions, and approval work from one desk.
Reflexio Deal Desk gives revenue, distributor, and pricing teams a governed workspace for pricing requests, approval routing, deal exceptions, vendor pricing context, customer evidence, and Teams intake follow-up.
Pricing requestsDeal exceptionsApproval routingVendor contextTeams intake
Deal Desk Reality
Pricing work needs a governed desk, not another message thread.
Reflexio Deal Desk gives pricing, revenue, distributor, and sales teams one place to request, review, approve, and follow up on pricing decisions. It is a separately licensed Reflexio app for teams that need controlled pricing governance connected to customer and commercial context.
Approvals lose the commercial story
Margin, urgency, customer evidence, distributor context, volume, comparable deals, and approval history are hard to review together.
Teams wait without ownership
A request can sit between sales, pricing, finance, management, and vendor teams because no one can see the next owner clearly.
Teams To Pricing Desk
From a Teams request to an owned pricing decision.
Sales employees can begin a request from Microsoft Teams, but the pricing record lives in Reflexio with the right account context, evidence, owners, approvals, and follow-up.
Teams intake
A seller can start a pricing request from Microsoft Teams when they need support fast.
Request workspace
Reflexio captures customer, distributor, product, volume, urgency, evidence, and requested terms.
Pricing review
Pricing owners inspect margin, similar deals, vendor context, account notes, and commercial risk.
Approval path
Exceptions move through the right owners with comments, decisions, and audit-ready history attached.
Outcome follow-up
The decision returns to the requester, next actions stay owned, and analytics can track cycle time.
Deal Desk workspace4 active requests
Strategic discount requestAlpha TestPricing reviewMargin evidence missing
Distributor exceptionNorth channelManager approvalVolume threshold met
Vendor price checkBusiness Central itemWaiting on vendorOwner assigned
Renewal uplift questionEnterprise accountReady to answerSimilar deals found
Pricing Visibility
Every request keeps the customer, margin, evidence, and decision trail together.
Deal Desk connects pricing requests to CRM, presales evidence, distributor context, vendor pricing notes, Teams intake, approvals, and analytics so leaders can see what is moving, what is blocked, and who owns the next step.
Live Workspace Preview
Deal Desk gives pricing teams one governed workspace, with Aiden ready inside the flow.
The dashboard brings vendor pricing, quote movement, renewal pressure, pricing requests, and custom Aiden widget creation into one operating view so teams can ask, act, and follow up without leaving the workspace.
App Outcomes
What Reflexio Deal Desk adds to the Reflexio Suite.
Pricing Request Workspace
Capture requester, customer, distributor, product, volume, urgency, evidence, requested pricing, and decision status in one record.
Approval Governance
Route exceptions through owners, managers, pricing teams, and audit-ready approval history without losing context.
Revenue Context
Connect pricing decisions to CRM, presales evidence, account notes, distributor context, and analytics follow-up.
Workflow
How teams move through Reflexio Deal Desk.
Request
Sales or distributor users submit pricing requests with customer, product, evidence, urgency, and commercial context.
Review
Pricing owners inspect margin, account history, vendor context, comparable requests, and supporting evidence.
Approve
Approvers decide, ask for more information, route exceptions, and keep the decision trail visible.
Follow up
Teams receive the outcome, next steps stay owned, and analytics tracks pricing activity and cycle time.
Aiden In This App
Aiden for deal desk teams
Aiden helps summarize pricing requests, compare similar deals, identify missing evidence, explain approval blockers, and prepare follow-up notes.
Suite Governance
Reflexio Deal Desk stays connected to Reflexio enterprise controls.
Role-aware Access
Every workflow respects suite roles, app permissions, and workspace governance.
Audit-ready Activity
Key changes, decisions, outputs, and access events remain visible to administrators.
Aiden Context Control
Aiden operates within Reflexio context and supports the work without replacing governed ownership.
Data Boundary Control
Reports, summaries, and connected records stay aligned to tenant, workspace, customer, and permission boundaries.