Features
Document extraction
Upload PDF, DOCX, or images. GPT-4 extracts customer name, contract value, discounts, payment terms, and product details.
Automated approvals
Configurable business rules auto-approve conforming deals or escalate exceptions with specific reasons.
Pricing calculator
Calculate list price from your margin model. Compare to contract value and see effective discount percentages.
Historical analysis
Cross-reference with revenue data to assess account health and validate renewal pricing.
Configurable rules
Customize thresholds and pricing parameters directly from the Slack App Home.
No data stored
Documents are processed in memory and immediately deleted. No persistent storage of order forms.
How it works
Upload an order form
Drag a PDF, DOCX, or image into any Slack channel where the bot is present.
Mention @DealDeskBot
Tag the bot in your message. It adds a processing indicator while analyzing.
Get the analysis
Receive a thread reply with deal summary, pricing comparison, rule evaluations, and recommendation.
Approval rules
| Rule | Auto-approve | Escalate |
|---|---|---|
| Discount | 20% or less | Above 20% without justification |
| Contract length | 6+ months (3+ for POC) | Below minimum term |
| Payment terms | Net 30 | Net 60+ or unhealthy account |
| Rollover credits | US region, healthy account | Non-US or declining revenue |
| Agency deals | Large agency with commitment | Unknown agency, no commitment |
Example response
DEAL DESK REVIEW: Acme Corp Renewal
Decision: APPROVED
Deal Summary
Customer Acme Corp
Type Renewal
Value $150,000
List Price $187,500
Discount 20.0%
Term 12 months
Payment Net 30
Pricing Analysis
Effective Discount 20.0%
Gross Margin 72.3%
Revenue Trend Growing (+8% YoY)
Rules Evaluated
Discount 20% within threshold
Contract Length 12 months OK
Payment Terms Net 30 standard
Account Health Revenue growing
Recommendation: Auto-approve this deal.