Can Managers send too?

Yes. Hierarchical-inclusive means a Manager is also a Sender. Their sends count against their own per-user cap.

What about pre-sales sends that should not count against the cap?

Caps apply uniformly. The right answer is to either size the cap with that in mind or use the override path for exceptions (which is audit-trailed for review).

Use Case

Sales Reps Send Their Own Gifts — Within a Per-Rep Cap

Give each rep a per-user spend cap and per-period invite-link count. They send autonomously. Finance keeps the audit trail + the headroom guardrail. No one waits on approval emails.

Per-user spend cap with periodPer-user link-count capTeam-scoped Manager permissionsManager utilization viewAudit-trailed cap edits

Get a proposal Browse the shop

Approval Bottlenecks Kill Sales Gifting Programs

What usually goes wrong

Every send waits on an approver

The deal closes Tuesday. The thank-you gift gets approved Friday. By then the recipient has forgotten.

No way to set per-rep guardrails

Either everyone has the company card or nobody does. There is no middle ground.

The CRO worries about a single rep blowing the budget

One enthusiastic rep could spend the whole quarter in a week. Without per-rep caps, there is no protection.

Per-Rep Caps + Hierarchical Roles

How we run it

Per-user spend cap

Each rep gets their own period cap. They send within it autonomously.

Per-period link cap

Cap volume separately from dollars. "20 invites per quarter" is one keystroke.

Manager handles their team

Sales Manager edits caps on their reps; doesn't touch other teams. Admin handles cross-team policy.

Manager sees their team utilization

Manager pulls up the team's spend / link usage and current period progress in one view.

Frequently asked questions

3 answers

Manager raises the cap (audit-trailed) or your Admin overrides the specific held order with a captured reason. Both paths are clean and reviewable.

Related use cases

All use cases →

Multi-Department Gifting Controls Custom New Hire Welcome Kits Custom Client Appreciation Gifts

See Delegated Gifting in Action

Custom mockups and a proposal in 24 hours. No commitment.

Start a project Create a free account