All Sales users are able to “Markup” the following items in any proposal without any additional Approvals:
Name | Approved Markup | Notes/Comments |
Service Escalation | 11% | This is the minimum annual escalator a Rep can input before requiring an approval |
Pricing Approval | -10% | This is the lowest Markup a Rep can input before requiring an approval |
Service Approval | 0 | Any service rate discount requires an approval. |
MPS Pricing | 0% | Any MPS rate discount requires an approval. |
Sequence of Discounts | N/A | Required for proposals that include a post-sale discount of 30% or more and holds equipment margin |
At any time, you can check these amounts on the Approvals tab. In the event any of these approval amounts are exceeded, a corresponding Request from the Request tab must be submitted. You can also use the Create Request button in the Approvals tab for individual requests, Or “Request All” to generate all:
When submitting your Request, please use the text box to provide as much information as possible to support why you need this approved. More information is better – it will assist the reviewer:
Requests will be routed, reviewed and approved or reassigned as follows until an acceptable amount is approved:
PREO APPROVAL LEVEL SETTINGS
Setting Approvers
PREO uses a legacy naming system to align appropriate approvers to their approved level. The name of the approval level in PREO may not align with the approvers actual title. Here is a breakdown of the XBS positions/titles/roles that would be aligned and the corresponding PREO Approval Level Name:
XBS Position/ Title/ Role | Corresponding PREO Approval Level NAME | XBS - US Sales Compensation 2025 Pay Plan Assigned: |
National Leaders | President | N/A |
Core Presidents / GTM Leaders | VP | N/A |
MPS Manager, MPS Director | MPS VP | Sales Manager of MPS Specialist |
Core VPs | RVP | Vice President of Sales |
Sales Team Leaders/Directors | Director | Player Coach: Manager Level 1 / Territory Account Executive |
Authorized CSS approvers as backup for National Leaders | Regional Authorized Approver | N/A |
Approval Levels
Approvers are assigned in the Branch setup of PREO.
Effective June 2025:
XBS Approvers | PREO Name Used for Approval Level | Service Escalation Reduction | Pricing Approval Discount | Service Approval Discount | MPS Pricing Discount |
Sales Team Leaders/ Directors | Director | 10% | No less than 50% True Margin | 10% | 10% |
Core VPs | RVP | 10% | No less than 40% True Margin | 15% | 15% |
MPS Manager, MPS Director | MPS VP | 7% | No less than 30% True Margin | 20% | 20% |
Core Presidents / GTM Leaders | VP | 7% | No less than 30% True Margin | 20% | 20% |
National Leaders | President | 5% | No less than -10% True Margin | 60% | 60% |
Authorized CSS approvers as backup for National Leaders | Regional Authorized Approver | 5% | No less than -10% True Margin | 60% | 60% |
Approved Regional CFO Limit | XBS Regional CFO | 0% | No less than -20% True Margin | 70% | 70% |
Approved XBS CFO Limit | XBS National CFO | 0% | No less than -50% True Margin | 80% | 80% |
Approved Print CFO Limit | Global Print CFO | 0% | No less than -100% True Margin | 100% | 100% |
APPROVING REQUESTS
From the Request tab, open the Request, scroll to the bottom of the Request and click the Approve button:
Then click Proceed:
“President approval required.”
Many of the Requests will show you if you can approve with a green thumbs up or a red thumbs up. If that is not shown and you try to approve something outside of your empowerments, you will receive the following message:
Even though the Message says “President approval required” that does NOT mean the request has to be reassigned to the Branch President. Review the request and reassign it to the next approver level above you. We are working to have this notice updated to remove “President.”
REASSIGNING REQUESTS
Requests should always be reassigned to the next available approval level, even if that approver will not be able to approve. This will provide an opportunity to review the request and then determine if the request warrants further review and approval or should be adjusted.
From the Request tab, open the Request, scroll to the bottom of the Request and click the Reassign button:
Options to Reassign will appear – select the correct next approver:
Regional Authorized Approver
PREO allows up to 4 Authorized Approvers in each Core. To select the correct Regional Authorized Approver, Click “Assign to Regional Authorized Approver (Pick from list)” and a list of the current options will show. Click on the approver and then click the “Assign Pricing Approval Request” button:
Assign to CFO
To select the correct CFO, Click “Assign to CFO (Pick from list)” and a list of the current options will show. Click on the CFO Level needed and then click the “Assign Pricing Approval Request” button:
LOCKED PROPOSALS
Any submitted or Won Proposal is locked to prevent changes. If you get an error that says the Proposal is locked when you try to approve or reassign, please engage the PREObot and your Regional PREO Champion will be able to unlock and relock the proposal for you.