In our business, there are two types of pricing models we quote for our deals. Option A might be $50k and Option B might be $100k.
By specifying the product types for each option, I’ve created two custom rollup fields to help with forecasting.
The field for Pricing Model #1 will pull in the amount for Option A and the field for Pricing Model #2 will pull in the amount for Option B.
HOWEVER, because I don’t believe there’s a way to pull information from quotes, I’m left to use the Deal’s Line Items to properly populate the custom fields.
Without doing a bunch of back and forth with creating quotes and then re-adding line items that got deleted, my method of creating the custom rollup fields is too cumbersome.
Does anyone have any recommendations?