Can AI set prices or discounts?
It can apply approved, deterministic rules and explain the result. Novel pricing, material discounts, margin exceptions, and nonstandard terms should require the authority defined by the business.
AI Use Case
Reduce the handoffs between an approved deal and collected cash—without letting AI invent terms or move money unchecked.
Revenue operations often break at the transitions: configuration to proposal, approval to signature, delivery to invoice, and overdue balance to follow-up. AI can assemble context, draft documents, explain exceptions, and personalize approved communications. Pricing rules, contract authority, payment controls, ledger entries, and escalation boundaries must remain deterministic and owned.
Designed reference workflow. This guide explains how Krastor would scope and govern the use case. It is not presented as a live client result.
Written and reviewed by Greyson Jones · August 22, 2026
Recognition points
This use case becomes valuable when:
- 01Salespeople rebuild approved configurations and pricing inside proposal templates.
- 02Contract, signature, deposit, onboarding, invoice, and payment status live in separate systems.
- 03Invoices wait for missing delivery evidence or an owner who knows what should be billed.
- 04Collections follow-up is inconsistent, generic, or delayed until balances become difficult to recover.
- 05Leadership cannot see where revenue is stuck between verbal agreement and cash in the bank.
The production workflow
What the connected system actually has to do.
01
Approved scope and pricing
Pull products, quantities, services, rates, discounts, taxes, payment schedules, and approval evidence from the governed source. AI may explain or format approved terms; it must not invent the commercial decision.
02
Proposal and contract assembly
Generate the correct document from versioned clauses, customer context, and deal data. Route nonstandard terms, material discounts, and legal changes to the authorized reviewer before sending.
03
Signature and deposit
Send through the approved signature provider, verify completion from the provider, issue the payment request, and update the deal only after the downstream systems confirm the event.
04
Delivery-to-invoice handoff
Collect approved milestones, time, quantities, acceptance, or shipment evidence; calculate invoice lines deterministically; and route discrepancies before the invoice reaches the customer.
05
Payment reconciliation
Match provider-confirmed payments and bank events to the correct invoice and account. Preserve partial, duplicate, failed, refunded, and disputed states rather than reducing every event to paid or unpaid.
06
Collections and escalation
Sequence approved reminders by balance, age, customer, commitment, dispute, and relationship context. AI can draft a useful message; credit holds, legal escalation, concessions, and settlement remain under authorized human control.
Connected systems
The context and tools the workflow may need.
- — CRM, CPQ, or product configurator
- — Approved pricing and discount rules
- — Proposal, contract, and e-signature platforms
- — Project, delivery, inventory, or service records
- — Accounting and invoicing
- — Payment processors and bank reconciliation
- — Email, SMS, tasks, and collections queues
Controls
What keeps the capability governable.
- — Versioned approved prices, clauses, and templates
- — Authority limits for discounts and nonstandard terms
- — Provider-confirmed signature and payment events
- — Separation of drafted communication from financial action
- — Idempotent document, invoice, and payment updates
- — Human review for disputes, concessions, holds, legal escalation, and refunds
Success measures
How to know the workflow is improving the business.
- — Time from approved scope to proposal sent
- — Proposal-to-signature and signature-to-deposit time
- — Manual touches and correction rate per document
- — Time from delivery acceptance to invoice
- — Days sales outstanding and aging distribution
- — Payment match, dispute, and failed-delivery rate
Implementation path
Move from current workflow to bounded production use case.
01
Map one revenue path
Choose one offer or product line and document the approved scope, pricing, clauses, authority, signature, payment, delivery, invoice, and exception sequence.
02
Separate rules from generation
Encode price, tax, discount, approval, and status logic deterministically. Provide AI only the approved values and language it is allowed to use.
03
Prove downstream events
Verify signature, delivery, invoice, and payment states from each provider. Build for retries, duplicates, timeouts, partial success, and reconciliation before calling the path automated.
04
Introduce assisted drafts
Have owners review proposals and collections messages with source context and flagged deviations. Move standard paths to automatic delivery only after quality and authority checks are reliable.
05
Operate the exception queue
Review stuck revenue, contract deviations, failed events, disputes, and corrections. Expand to additional offers after the first path has stable definitions and ownership.
Questions owners and implementation teams ask
Direct answers before you scope the work.
Can the system send proposals automatically?
Standard proposals can be assembled and delivered automatically after the required fields, pricing, clauses, and approvals are confirmed. Nonstandard or high-consequence proposals should remain in an approval path.
Can AI handle collections conversations?
It can draft and sequence approved reminders using account and conversation context. Disputes, concessions, credit actions, settlement, and legal escalation must route to authorized people.
Where should we start?
Start with one repeatable offer where proposal preparation or invoice handoff creates measurable delay and where the commercial rules and downstream systems are understood.
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