Renewal Quote & Approval Workflow

The problem this kills

Renewal season comes around and the same scramble starts. Someone opens last year's contract, copy-pastes the line items into a fresh quote, tries to remember whether this account got the 5% uplift or the 7% one, eyeballs the proration on a mid-term add-on, and fires it off. Multiply that by every account up for renewal this quarter and two things happen: quotes come out inconsistent, and margin quietly leaks. A rep "just wanted to close it" so they dropped 12% without asking anyone. A downgrade slipped through that should have triggered a save play. Nobody can say, three months later, who approved the off-list discount.

The uplift you carefully set in your pricing policy only works if it's actually applied. The discount-approval matrix only protects margin if deviations actually stop and wait for a sign-off. When renewals are rebuilt by hand in a spreadsheet or straight in the CRM, neither rule holds - they depend on a busy rep remembering to follow them under deadline pressure.

This tool makes the standard renewal the default and the easy path, and makes any concession something a human with authority has to approve - on the record - before the quote can leave the building.

What you'll build

A small internal web app, just for your renewals team, that:

• Imports your current contracts from a CSV (account, products, quantities, prices, term, renewal date).
• Reads your pricing rules - the standard uplift, proration logic, and any approved add-ons - and auto-drafts a standard renewal quote for each contract, carrying terms forward and applying the uplift consistently.
• Detects every deviation from standard - a discount below list, a downgrade in quantity or tier, a non-standard term length - and flags it.
• Routes each deviation to the right approver using your discount-approval matrix (e.g., reps can give 5%, managers 15%, deal desk anything more), via a clean Resend email.
• Holds the quote at a hard gate: a quote with an unapproved deviation physically cannot be issued.
• Dedupes on contract ID + renewal term so exactly one renewal quote exists per cycle - no accidental doubles.
• Produces the final approved renewal quote as a PDF and a clean CSV export in the exact columns your quote/CRM system expects.

What's inside the Implementation Plan

The plan is a single markdown file you paste into Claude Code (a free AI coding agent). It walks the agent through building the whole tool, step by step, each step ending with a ready-to-paste prompt.

The most important part: the plan opens by interviewing you about your business. Before it writes a single line, the agent asks how you rebuild renewals today, what your exact uplift and proration rules are, how your discount-approval matrix is structured, the real field names and SKU/product conventions in your contracts, your typical and peak renewal volumes, and your messiest edge cases (multi-year deals, co-terming add-ons, mid-term price changes, currency). It reads a short tailored spec back to you, you confirm it, and only then does it build - so you get a tool shaped to your renewal motion, not a generic template you have to bend to fit.

Inside you'll find:

• The discovery interview and how the agent turns your answers into the data model and pricing engine.
• The full build: database, login, contract import with duplicate guards, the renewal-quote generator that applies uplift and proration, deviation detection, the approval routing, the PDF generator, and the CSV export.
• The hard human approval gate that no deviation can bypass.
• Verification steps so you can prove it works, and the CSV-export fallback so it's fully usable even before you connect it to your CRM or CPQ system.

The governance it includes (this is the point)

This isn't a toy. The plan builds in the controls a revenue team actually needs:

• Login so only your team can see or touch anything.
• Row-level security so people only see the contracts and quotes that belong to your organization.
• A complete audit trail - every quote drafted, deviation flagged, approval requested, sign-off given or denied, and quote issued is logged with who and when.
• A hard human-in-the-loop gate - the AI drafts the standard quote and flags deviations, but a real approver must sign off on any concession; nothing off-standard is ever issued automatically.
• The discount-approval matrix enforced in code - a deviation beyond a person's authority physically cannot be self-approved or skipped.
• Duplicate guards on contract ID + renewal term so the same renewal can't be quoted twice in a cycle.

Who it's for

Renewals reps, account managers, deal-desk and revenue-operations folks who rebuild renewal quotes by hand every cycle - and who keep giving away uplift and discount because the rules live in a policy doc instead of in the tool. If consistent renewal pricing and controlled concessions matter to you, and you'd rather not buy a heavyweight CPQ platform or wait on engineering, this is for you. You don't need to write code. You need your contracts CSV, your pricing rules, your approval matrix, and an afternoon-to-a-weekend.

You've got this - paste the first prompt and let the agent interview you.