AI Deal Desk Approval Request Drafter

WHAT IT DOES

AI Deal Desk Approval Request Drafter helps you create structured, professional approval requests for deals that require deal desk review. You provide details about the deal—deal name, customer, total value, requested discounts or deviations from standard terms, business justification, competitive context, risk factors, and any other relevant context—and the agent generates a complete approval request. The output includes a deal overview, requested terms and deviations from standard pricing or contract terms, a compelling business justification, competitive context, risk assessment, and a recommended approval path with suggested approvers. Whether you need approval for non-standard discounts, extended payment terms, special concessions, or complex contract structures, this agent ensures your request is thorough and professionally presented.

HOW TO USE

Open the agent in BotSurf and paste your API key once—the host handles key storage securely via BGAI.setKey, so you never manage it yourself. Enter your deal details in the input box: deal name, customer company, total deal value (ARR or total contract value), standard pricing or terms, requested deviations (discount percentage, payment terms, scope changes, etc.), the business justification (strategic importance, competitive pressure, renewal risk, upsell potential, etc.), competitive context (who you're up against and their offering), and any identified risks. Click "Draft approval request" to generate a structured request. You can also use the "Use page selection" button to pull in text from the current page—select relevant content and it will be inserted automatically. Review the draft, copy it with one click, and submit it through your internal approval workflow.

WHAT IT SENDS

When you click "Draft approval request," the agent sends only the text you have typed or pasted into the input field (or selected via "Use page selection") to the BGAI.generate bridge. No other data—such as browsing history, system information, or user identifiers—is collected or transmitted. Usage logs record only the count of runs for billing purposes; the content of your queries is not stored or retained. The request is truncated to BGAI.maxInput (6000 characters) before sending, and the model output is rendered locally with textContent—never innerHTML—for security.

SUBSCRIPTION

This agent is available for $19.99/month with a 7-day free trial. Each subscription includes 100 runs per month—enough for drafting approval requests for multiple deals or refining your submissions. Unused runs do not roll over. You can cancel anytime through your BotSurf account settings, and you will not be billed further after cancellation. The free trial allows you to test the agent with your own deal scenarios.

THE PANEL

The agent runs as a panel in BotSurf, with a sticky header displaying the title, a message banner for status updates, and two cards—one for input and one for output. The panel is fully draggable, resizable, and supports snap-to-grid positioning. Press Escape to close the panel at any time. Panel position preferences can be saved using BGAI.setState for persistence across sessions.

PLEASE NOTE

This agent provides general sales guidance based on the information you provide. AI can produce incorrect, incomplete, or inappropriate content. Always review and verify all financial figures, deal terms, and justifications before submitting for approval. This is not professional legal or financial advice. Consult appropriate experts for complex deal structures and regulatory compliance. Use at your own discretion.