A customer asks to cancel, and the save offer is already drafted

Part of Praxis Virtual Sales Rep — it acts only when you approve.

When a sold customer emails to cancel, the request lands in Email Updates and on Action Needed with the job's own numbers under it: what they pay now, their install date, and the job priced three ways — Par, Employee and Cost. You choose a save with the facts in front of you, not from memory.

If you haven't answered within two hours, the app drafts a save offer at Par, or the next price that is a real save, as a reply in their thread and your phone gets a push: Cancel-save draft ready. Approve sends it; Dismiss drops it. The moment you reply yourself, it steps back. From there it follows the thread for you: the customer's yes, their no, or three days of silence each reach your phone once.

They said yes? Tap Apply cancel-save price. The check shows the old price and the new one, the commission you give up, and every guard it passed: it is still a sale with a contract, the customer accepted, and the new price is at or above cost and below what they pay now. The Detailed Explanation line is written for you — a cancel save, old price to new, scope unchanged, install date held — ready to paste. Approve, and the new price is applied to the job's quote with the tax worked out again and read back. Still a no? Cancel the contract or Send one more follow-up — each asks you first.

A customer's thread in Communications: the cancel-save block with what they pay now and the job priced at Par, Employee and Cost, the Apply cancel-save price button, and the customer's reply accepting the offer. — The customer's thread in Communications, photographed on a rep's phone. Customer details are obscured on purpose. Tap the image to fill the screen.

1Asked to cancel → a save offer drafted
2Par, Employee and Cost — your pay at each price
3One tap applies the accepted price, only after you approve
4Their yes, read from the reply

The Apply cancel-save price check: the old and new price, the commission at the new price and the commission given up, what will and will not change, the checks it passed, and the Detailed Explanation line, waiting for Approve. — The Apply cancel-save price check, photographed on a rep's phone. Nothing changes until you tap Approve. Tap the image to fill the screen.

1Old price → new price, and what it does to your pay
2Exactly what will change, and what won't
3Every check passes first
4Applied in Salesforce only when you approve

How you use it

Open the request from the notification, Email Updates or Action Needed.
Approve the drafted offer, change it, or offer Employee or Cost instead.
When they say yes, tap Apply cancel-save price, read the check and Approve. Paste the Detailed Explanation line into Salesforce.
Still canceling? Cancel the contract, or Send one more follow-up.

What it does, step by step

A sold customer emails to cancel. The request shows in Email Updates and on Action Needed with what they pay now, the install date and the job priced at Par, Employee and Cost.
If you haven't answered within two hours, a save offer at Par is drafted as a reply in their thread and your phone gets a push. Approve sends it; Dismiss drops it.
The moment you reply yourself, the automation stops for that thread.
The customer's yes, their no, or three days of silence each push your phone once.
They said yes: Apply cancel-save price shows the old and new price, the commission given up and every check, and writes the Detailed Explanation line for you to paste.
Approve, and the new price is applied to the job's quote with the tax worked out again and read back. Still a no: Cancel the contract or Send one more follow-up, each behind its own approval.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Working out a save price	15–20 min with a calculator and the price sheet	Par, Employee and Cost already on screen
Writing the save offer	10–15 min	Drafted for you to approve
Changing the price and writing the note	15–20 min in Salesforce	One approval and a paste

Typically 30–45 minutes per cancel request, and more cancels saved.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

A save offered below costThe price has to be at or above the job's Cost line before it can be applied.Guesstimate: zero below-cost saves
A new price with no explanation on the opportunityThe Detailed Explanation line is written for you: old price, new price, scope unchanged, install date held.Guesstimate: every save explained
A cancel request that sits unansweredAn offer is drafted after two hours and pushed to your phone.Guesstimate: more cancels answered the same day

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repSave the sale with the numbers in front of you, and see the pay you give up.
Office & installersThe install date and the scope stay put; the note says why the price moved.
The customerA fast, fair answer instead of silence.
The managerSaves made within the rules, never below cost.