Deal Desk

Are your sales reps relying on spreadsheets to look up pricing information for customer quotes? That leaves too much room for pricing and discounting adjustments. Leveraging your CRM data, Anaplan ensures your sales team is productive and efficient by providing them with a standard deal desk process for constructing, pricing, and discounting sales deals. Price and quote with confidence.


Business Function
SalesConfigure Price & Quote Optimization
High TechHospitalityInsuranceOtherPharmaTelecom
App Last Updated
381 MB
Terms & Conditions

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Why Anaplan for Deal Desk?

Import sales opportunities from any CRM system and construct customer quotes with pricing and discounting information. Price and quote with confidence.
View all historical customer quotes with complete pricing and discounting so you can continue to provide standard and consistent quotes.
Standardize the workflow process in Deal Desk for customer quote approvals, including automatic approvals, single-level approvals, and complex multi-level approvals.
Provide sales reps with insight into how pricing and discounting impacts their incentive compensation earnings for a sales deal.


What's new
Maintain history of sales deals through effective dating
  • Maintain history of sales forecast through effective dating, versions, and audit tracking
  • Historical price and quote information is tracked by account and opportunity
Audit trail of changes
  • Comprehensive audit tracking, down to the individual cell level, allowing you to view what, when, and who changed data in the system
Data integration (import and export)
  • Data integration with any upstream system using pre-built connectors (e.g., CRM, ERP, HRIS, BI, etc.)
  • Leverage well-documented APIs for data integration
  • Built on one common platform to enable integration across all applications in the business
  • Import data into the system using CSV and text file formats
  • Export data into Excel or a PDF
Dashboards, reporting, and analytics
  • Built-in dashboard, reporting, and analytics capabilities with data visualization components (e.g., charts, graphs, maps)
  • Configure dashboards and reports for sales executives, managers, and sales team
  • Analyze price and quote information by account and opportunity
Role-based security
  • Single, continuously monitored multi-tenant cloud platform and infrastructure
  • Role-based security and user management
  • Single sign-on
  • Audit tracking of changes, including data and metadata
  • Data segregation; no commingling
  • Disaster recovery and full data inscription
  • Ongoing testing and auditing of security and privacy
  • ISO 27k certified and/or SOC-audited facilities
Cloud solution
  • Reduce IT costs and resources by leveraging a deal desk application that was purposely built for the cloud with reliability, security, and compliance in mind (i.e., not an on-premise solution moved to the cloud)
Integrate Deal Desk app with Incentive Compensation app
  • Enable the sales team to view the impact on their incentive compensation earnings from the price and quote provided to the customer with seamless data integration between the Deal Desk and Incentive Compensation apps

What's new

November 12th, 2014
  • Leverage CRM system integration to create quotes directly tied to active opportunities
  • Track historical quotes by status and discount percentage to ensure alignment when creating a new quote
  • Optimize your quote process with data-driven metrics by account and rep
  • Create a PDF export of the quote to send directly to the customer
  • Embedded connection with provides flexible configuration

Terms and conditions


Application Terms and Conditions: BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service and modify the Application in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately.

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