Discount Request

Discount requests approved through informal email or verbal authorization give sales and finance teams an inconsistent record of what was requested, on what product, at what rate, and why. The type of discount — percentage, fixed amount, volume-based, or promotional — is not captured in a structured format. Business justification is not documented alongside the request, meaning approving managers make decisions based on a summary in an email rather than a structured case. Without a centralized discount request process, managing pricing exceptions consistently and maintaining an auditable record of every discount granted requires more effort than it should.

The Discount Request template for SharePoint, built with Infowise Ultimate Forms, provides a request form that captures the submitting employee's details, the customer company and contact information, the product or service name, quantity, and unit price, the reason for the discount request, the type of discount, the requested discount rate, a detailed justification, additional comments, the submission date, and the submitter's e-signature. Every request is stored as a complete, auditable record in SharePoint.

How it works

Employee and customer details

The form captures the submitting employee's full name, employee ID, department or team, job title, email address, and optionally their phone number alongside the customer's company name, contact person, email address, and optionally their phone number. Capturing both the internal submitter and the customer contact within the same request record gives the approving manager complete context — who is making the request and on whose behalf — without consulting separate CRM or HR records.

Product or service details

The form captures the product or service name, the quantity involved, and the unit price. Capturing these details in structured columns at the point of the request gives the finance and sales teams the information needed to calculate the financial impact of the proposed discount and assess whether it falls within acceptable margin thresholds before approval is granted.

Discount type, rate, and reason

A required discount type column captures the category of discount being requested. A requested discount rate column captures the specific percentage or value being sought. A required reason for the request column documents the business context driving the discount need. Capturing type, rate, and reason in structured columns ensures the approving manager has a complete and consistent basis for every decision, rather than assessing informally described requests against an undocumented standard.

Justification and additional context

A justification column gives the submitter the space to make a detailed case for the discount — referencing competitive pressure, customer retention risk, volume commitment, or other relevant factors. An additional comments column captures any further context. Together these columns create a documented business case within the request record that can be reviewed, referenced, and audited long after the original conversation has been forgotten.

Date and signature

The form closes with the submission date and the submitter's e-signature, creating a formally documented and signed discount request without any paper-based process.

What you get

• A discount request form capturing employee details, customer company and contact information, and product or service details
• Discount type, requested rate, and reason for request in structured columns for consistent approval decision-making
• Business justification and additional comments creating a documented case within the request record
• Submission date and submitter e-signature for a formally endorsed request record
• Every request stored as a complete, auditable record in a standard SharePoint list
• Extendable with automated submission notifications and manager approval workflows using Ultimate Forms
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Discount Request system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All request records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.