Analyze Deal Desk Summary — Sales Intelligence

Sales teams analyze deals and customer data across systems. Manual analysis misses opportunities and risks.

27
Fields Extracted
300s
Max Processing
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What This Template Does

AI-powered extraction using gemini-2.5-flash. Part of 113 production-ready templates.

Capabilities

  • Reporting
  • Risk Assessment
  • Pipeline Analysis
  • Pipeline
  • Reporting

Output Schema

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "Deal Desk Summary Output",
  "description": "Structured output for deal desk review of non-standard order form terms",
  "type": "object",
  "required": [
    "customer_name",
    "deal_value",
    "non_standard_terms",
    "risk_level",
    "document_type"
  ],
  "properties": {
    "customer_name": {
      "type": "string",
      "description": "Name of the customer or account"
    },
    "account_id": {
      "type": "strin
...

Quick Start

$ pip install doclayer
$ doclayer process document.pdf --agent sales.deal-desk-summary

See It In Action

Real extraction example showing input document and structured output.

Input Document
ORDER FORM - DEAL DESK REVIEW

Document ID: ORD-2025-00847
Date: January 15, 2025

CUSTOMER INFORMATION
--------------------
Customer Name: Meridian Healthcare Systems
Account ID: ACC-78392
Industry: Healthcare
Segment: Enterprise

OPPORTUNITY DETAILS
-------------------
Opportunity ID: OPP-2025-1847
Sales Representative: Jennifer Martinez
Sales Manager: Robert Chen
Region: Northeast

DEAL SUMMARY
------------
Product: DocLayer Enterprise Platform
Contract Type: New Business
Contract Term: 36 mo
Extracted Data
{
  "customer_name": "Meridian Healthcare Systems",
  "account_id": "ACC-78392",
  "opportunity_id": "OPP-2025-1847",
  "sales_rep": "Jennifer Martinez",
  "deal_value": "$1,425,000.00 (TCV)",
  "deal_type": "new_business",
  "contract_term": "36 months",
  "contract_start_date": "2025-02-01",
  "contract_end_date": "2028-01-31",
  "non_standard_terms": [
    {
      "term_name": "Payment Terms",
      "requested_value": "Net 60, Quarterly Billing",
      "standard_value": "Net 30, Annual Prepayment",
      "approval_status": "approved",
      "approver": "Finance Director (Sarah Thompson)",
      "justification": "Customer procurement cycle requires 60-day terms"
    },
    {
      "term_name": "Service Level Agreement",
      "requested_value": "99.99% uptime with service credits",
      "standard_value": "99.9% uptime",
      "approval_status": "pending",
      "approver": "VP Engineering",
      "justification": "Healthcare systems require higher availability for patient data access"
    },
    {
      "term_name": "Liability Cap",
      "requested_value": "3x annual contract value",
      "standard_value": "1x annual contract value",
      "approval_status": "requires_review",
      "approver": "Legal Counsel",
      "justification": "Healthcare industry standard for PHI handling"
    },
    {
      "term_name": "Data Residency",
      "requested_value": "US-only, HIPAA-compliant data centers",
      "standard_value": "Global (US-based with CDN)",
      "approval_status": "approved",
      "approver": "Infrastructure Team",
      "justification": "PHI data sovereignty requirements"
    },
    {
      "term_name": "Termination for Convenience",
      "requested_value": "60-day notice, 6-month minimum",
      "standard_value": "90-day notice, 12-month minimum",
      "approval_status": "pending",
      "approver": "VP Sales",
      "justification": "Healthcare budget cycle uncertainty"
    }
  ],
  "discount_percentage": "16.7%",
  "discount_justification": "Competitive displacement of LegacyDocs Inc.",
  "custom_addendums": [
    "Business Associate Agreement (BAA) - under Legal review",
    "Security Exhibit - HITRUST certification commitment",
    "Data Processing Agreement (DPA) - 24-hour breach notification"
  ],
  "pending_approvals": [
    {
      "approver_role": "VP Engineering",
      "reason": "SLA modification to 99.99% uptime"
    },
    {
      "approver_role": "Legal Counsel",
      "reason": "Liability cap increase to 3x annual value"
    },
    {
      "approver_role": "VP Sales",
      "reason": "Termination clause modification"
    }
  ],
  "risk_level": "MEDIUM",
  "risk_factors": [
    "Increased liability exposure of $900,000",
    "Shortened termination notice period",
    "Higher SLA commitment with service credits",
    "Custom BAA with customer redlines pending review"
  ],
  "deal_desk_status": "pending",
  "document_type": "deal_desk_summary",
  "extracted_at": "2025-01-15T14:30:00Z"
}

Example demonstrating extraction of key deal parameters including opportunity value, timeline, competitive landscape, and approval requirements. Produces structured deal summary for pricing and contract negotiations.

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Frequently Asked Questions

What documents can Deal Desk Summary process?

The Deal Desk Summary template processes sales documents including various formats and layouts. See the instructions for specific document types supported.

How accurate is the Deal Desk Summary extraction?

The Deal Desk Summary template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.

Can I customize the Deal Desk Summary template?

Yes, you can modify the extraction schema, add custom fields, or adjust the instructions to match your specific requirements.

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