From verbal agreement to live pricing, without the chase

The client agreed. Now the terms have to be drafted, reviewed, approved, and made live in the system that actually charges them, and today that means email threads, a tracked-changes document, and a manual re-key. Negotiated Pricing turns everything after the handshake into a workflow you configure, tracked from draft to live.

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The challenge

The hard part of a negotiated deal usually isn't the negotiation. It's everything after the handshake: drafting terms that are unambiguous, getting the desk to review them, getting the client to sign, getting an approver to sign off if the discount is aggressive, and getting it all keyed into a system that can actually charge it.

Today that path runs through email threads, a document with tracked changes, and a manual entry into the billing system once everyone has finally said yes. Every handoff is a place the deal can stall, and every stall is a client waiting on a bank that already agreed to the terms.

By the time the deal is live, weeks have passed, and the RM has spent more time chasing signatures than closing the next deal.

How Fincarna solves it

Negotiated Pricing turns the deal into a structured record that moves through a workflow you configure. A typical setup runs from draft, through an internal review, a customer confirmation step, and an approval, to live. Each step is a state someone advances, recorded and attributed, so a deal is never just sitting in an inbox with nobody sure whose turn it is.

The negotiation with the client still happens the way it always has, over the phone, over email, through the relationship. Fincarna does not try to replace that. When the client agrees, the RM records the confirmation as a step in the workflow. The communication stays yours, and the state of it becomes something everyone can see.

Nothing goes live without an approval on record, and a rejected deal returns to the RM as a draft with the reasons attached. Once approved, the deal goes live on its effective date in the same engine that does the billing, with no re-entry into a separate system and no gap between the terms that were agreed and the terms the customer is charged.

Where deals stall today

The deal stuck in someone's inbox

Waiting on a reply

The terms were drafted and sent for review three weeks ago. Nobody is sure who has it now, or whether it's waiting on the desk, the client, or an approver.

The tracked-changes doc

v4_final_FINAL.docx

Terms live in a Word document that gets emailed back and forth. Each round trip is a chance for a clause to change without everyone noticing.

The approval nobody remembers to chase

Aggressive discount, no sign-off

A concession big enough to need approval sits in an inbox because nobody flagged it as urgent. The client is waiting. The RM doesn't know the hold-up isn't on them.

Signed, then re-keyed by hand

Manual entry, day one

Once everyone finally agrees, someone still has to manually enter the terms into the system that actually charges the client. That's one more place for a typo to become a billing error.

What changes

A workflow you configure

The deal moves through the steps your process needs: draft, review, customer confirmation, approval, live, or whatever sequence you define. The steps are configuration rather than something the business has to work around, and you can always see which step a deal is on.

Your communication, our tracking

Fincarna does not email or call your client. You do that the way you always have. What it holds is the state of that conversation as a step in the workflow, so “waiting on the client” becomes a status everyone can see rather than a guess.

Nothing goes live without an approval

Every deal clears an approval before it can be published, and that approval is recorded against the deal: who approved it and when. Approval is the gate between agreed and charged.

Reject sends it back, with reasons

A rejected deal returns to the RM as a draft with the reason attached. Nothing is lost and nothing is charged, and the next version starts from where the last one left off.

Approved and live, without re-keying

Once a deal is approved it publishes to the billing engine on its effective date. No manual entry into a separate system, and no typo between the terms that were agreed and the terms the customer is charged.

Renegotiation clones, it doesn't overwrite

When terms change, the new deal is composed from the old one and goes through approval again. The previous version is archived intact, so the history of what was agreed stays readable.

Expected outcomes

Days

Draft to live

Down from weeks of email threads and manual re-keying

Manual re-entry

Approved terms publish to the billing engine, no re-keying

Always

Visible status

Which step a deal is on, known at any time

Bring your slowest deal to the demo

The one that took six weeks to go live for reasons nobody can fully explain. We'll show you how it moves through the workflow instead.

or email us at hello@fincarna.com