Glossary

What is deal desk?

A deal desk is the internal function that reviews, prices and approves non-standard sales deals before they go to the customer, coordinating between sales, finance, legal and product.

How it works

When a deal falls outside standard terms — unusual discount, custom contract language, non-standard payment schedule — it routes to the deal desk. They assess margin impact, check legal exposure, confirm the product can deliver what's being promised, and either approve, amend or reject. In smaller companies it's a person; in larger ones a team with a defined SLA.

An example

An AE wants to offer 35% off list for a three-year prepay. The deal desk models the margin, flags that the requested SLA exceeds what support can staff, and approves at 28% with a standard SLA.

Related

Frequently asked questions

What is a deal desk?

A deal desk is the internal function that reviews, prices and approves non-standard sales deals before they reach the customer, coordinating between sales, finance, legal and product.

When does a company need a deal desk?

Usually when non-standard deals become frequent enough that ad-hoc approvals slow the cycle — commonly around the point where enterprise deals become a meaningful share of revenue.

See it working

Deal desk in Zealos

Connect your inbox and calendar and Zealos starts working in about ten minutes.

7-day free trial. Set up in minutes. Cancel anytime.