Keep sales reps' deal values accurate with gross pricing updates

Sales reps adjusting net amounts risk incorrect quotes and invoice mismatches. Gross VAT-included amounts update on CRM deals so finance and reps reference consistent quoted totals.

Overview

Inaccurate deal totals create quote and invoice mismatches that waste reps' time and frustrate finance. This workflow calculates and writes VAT-inclusive gross amounts to CRM deals whenever net values change, giving sales and finance a single source of truth and removing manual math. Customers report fewer billing discrepancies and smoother handoffs between sales and finance.

Notable Features

Calculate VAT-inclusive gross deal amounts
Update CRM deals on change
Notify reps and finance instantly