AI Deal Desk Approval Writer

WHAT IT DOES

The AI Deal Desk Approval Writer converts deal details into a structured, professional approval request that helps sales teams navigate internal deal desk processes with confidence. You provide the deal information—deal name, value, discount/terms, customer, products, and any specific approval concerns—and the agent returns a structured request with six essential sections: Deal Summary (a concise overview of the opportunity), Financial Impact (ACV, TCV, margin implications, and payment terms), Discount Justification (rationale for non‑standard pricing, competitive context, and strategic value), Risk Assessment (potential risks to margin, implementation, or customer satisfaction), Approval Recommendations (clear guidance on who needs to approve and why), and Required Sign‑Offs (a checklist of required approvers and escalation paths). The output is capped at 1,024 tokens, so the request focuses on the five most critical approval factors—ensuring deal desk reviewers have exactly what they need to make fast, informed decisions. This is ideal for sales teams, deal desk professionals, revenue operations, and sales managers who need to streamline the approval process and reduce friction.

HOW TO USE

Open the agent in BotSurf (botsurf.ai). Paste your key once (the host handles key management). Then paste your deal details into the input box—deal name, value, discount/terms, customer, products, and approval concerns. You can use free‑form text, bullet points, or structured notes. Press “Draft approval” or use Ctrl+Enter (Cmd+Enter on Mac) to generate. Within seconds, you receive a structured approval request with clear sections. You can also click “Use page selection” to pull highlighted text from any open page—making it easy to capture details from emails, CRM records, or spreadsheets without manual retyping. The agent handles any deal type, from renewals to new logos to complex enterprise agreements.

WHAT IT SENDS

The agent sends exactly the text you place in the input box—nothing more. It does not transmit any metadata, browsing history, cookies, attached files, or system information. Transmission occurs only when you press the “Draft approval” button or the keyboard shortcut. Usage logs record the timestamp, user ID, and run count for billing purposes, but they do not store or transmit the substantive content of your input or the agent’s output. The agent does not retain your data after generating a response; every run is stateless. This section is required and precise—there is no hidden data collection, no background scanning, no external sharing, and no persistent storage of your deal data.

SUBSCRIPTION

$19.99/month with a 7‑day free trial (no charge during trial). Includes 100 runs per month; unused runs do not roll over. You may cancel anytime from your BotSurf account settings—no penalties, no questions asked. After cancellation, access ends at the current billing period’s close. The free trial is a great way to test the agent with your actual deals before committing.

THE PANEL

Drag the panel by its header to reposition it anywhere on screen. Snap to left, right, or bottom edges for side‑by‑side work with other tools. Collapse to a minimal bar when not in use (click the “−” button or press Escape). Press Escape again to expand. Close the panel with the “✕” button; your input and output remain until you clear them. Panel position and collapse state persist across sessions when the host supports state storage.

PLEASE NOTE

AI can produce incorrect or incomplete approval requests. Always verify critical outputs against your organisational pricing, discounting, and approval policies. This tool provides general information and drafting assistance only—it does not constitute professional sales, financial, or legal advice. Users must independently verify all financial figures, discount justifications, and approval requirements. The agent is an assistant, not a substitute for qualified deal desk, sales operations, or finance professionals.