Keep business owners' deals accurate with product modules

Business owners face invoice errors when module details arrive out of sync. This workflow adds product modules to deals so sales reps see correct pricing and quantities before proposals.

Overview

Incorrect module pricing creates invoice disputes and slows deal handoffs. This workflow ensures configured product modules and adjusted pricing land on the deal, giving sales reps reliable proposals and eliminating manual price checks. That reduces pricing errors and creates cleaner handoffs to finance.

Notable Features

Add product modules to deals
Adjust price for surcharges
Notify sales reps on update