Back to check on this - how is anyone managing this currently? I’ve been trying to find a way to audit/catch if someone doesn’t update a deal after a discount is given on a quote but I haven’t found a way to do that with reports or even a workflow/email notification. For instance, I was thinking if I could see a report that just showed all current quotes with discounts applied, I could audit them to make sure the deals match but nope. And then I thought maybe I could get an email notification if the quote subtotal doesn’t match the deal amount - but again, nope.
Any ideas are welcome!