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PaigeElmore
Participant

Quote/ Invoice Discounts applied Not reflected in Deal Amount

SOLVE

It is not possible to add a discount prior to generating a Quote on a deal. Once the discount is generated with the quote, it is not possible to see or report on the discount for the deal in any way. The deal is not updated with the discount amount in the contract value, nor is there any way to know that the deal has a discount applied to it. 

How is everyone else handling this? How are you reporting on or visualizing which clients are using discounts? How do you handle the deal amount not including the discount for commission calculations? 

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1 Accepted solution
DianaGomez
Solution
Community Manager
Community Manager

Quote/ Invoice Discounts applied Not reflected in Deal Amount

SOLVE

Hi @PaigeElmore,

 

Thanks for reaching out to the Community!

 

After reviewing this topic, it appears this is working as expected. When checking this documentation on quotes, "In the Summary section, you can add discounts, fees, and taxes for the quote subtotal. These additional elements will not be added to the associated deal's Amount property."

 

For new feature suggestions, please consider posting on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.
If your idea is not already there, feel free to create a new idea.
Thank you for being part of the discussion!

 

Best,

Diana


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1 Reply 1
DianaGomez
Solution
Community Manager
Community Manager

Quote/ Invoice Discounts applied Not reflected in Deal Amount

SOLVE

Hi @PaigeElmore,

 

Thanks for reaching out to the Community!

 

After reviewing this topic, it appears this is working as expected. When checking this documentation on quotes, "In the Summary section, you can add discounts, fees, and taxes for the quote subtotal. These additional elements will not be added to the associated deal's Amount property."

 

For new feature suggestions, please consider posting on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.
If your idea is not already there, feel free to create a new idea.
Thank you for being part of the discussion!

 

Best,

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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