Create consolidated line-item summary on deals for reps

Your deals often lack readable product details, leaving reps unprepared for pricing and scope conversations. Provide a consolidated line-item summary on the deal record so reps can act same day.

Overview

Deals often reach sellers without clear product context, forcing manual lookups and slowing qualification; this flow consolidates associated line items onto the deal record so reps see product mix at a glance. That reduces prep time and enables same-day pricing and outreach.