Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should!
The trouble is, right now it doesn't.
Custom discounts aren't automatically reflected in the deal value and it's not an option. So in order to keep deals up to date, every time a new discounted quote is produced, a rep has to remember to head back to the deal and update the value manually.
That might be ok once. But doing that multiple times, on multiple deals is setting reps up to fail. What's more, it seems kinda crazy, particularly when product level (i.e. a discounted version of the product) discounts are reflected in the deal value.
So it's not that the value doesn't update. It's that discounts are disregarded despite unqeustionably impacting the value of a deal. How is this intended behaviour?
Sure, we could go in and build out 5%, 10%, 15%, 20% discounted versions of each of our products, but where do we stop? It seems like it would be incredibly confusing and result in an unnecessarily bloated product library, while making the in-quote discounting essentially arbitrary.
The inconsistency adds confusion for reps, extra steps toward managing deals in the pipeline, and will likely result in inaccuracies when it comes to reporting—meaning extra time double checking the values on all deals.
It seems like it would be easily rectified. I suggest either making it standard behaviour for a deal value to sync with the most recent/accepted quote including discounts, or to at least have some option for that behaviour to exist.
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CRM Objects (Contacts & Companies & Deals & Tickets)
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Products and Quotes