We sell through dealers, so a given company will have a ton of deals underneath it. It would be awesome to map certain fields (company type, credit information, etc.) to the Deals underneath it.
As it currently stands, the data must be manually typed in twice, and duplicate entry is always bad.
The primary reason the “associated company” card (which shows the relevant Company properties in the Deal object) is good but inadequate is because we need the company info imported into Deal fields. For example, to generate a quote via PandaDoc (currently the only way I’m aware of to do that), the only thing we can pull from are Deal Fields. Most of the Company Info (including Company type, Billing Address) would transfer across to every deal. At present, we have to manually retype it to get it to show up on a quote or other internal documentation. It’s a field mapping issue we need to address.