Account-Specific Rate and Custom Discount Improvements

💲 Account-Specific Rate Improvements

The rate editing experience on quotes has been updated to give reps clearer control and prevent accidental rate sprawl.

• The Copy and Edit Rate button has been renamed to Clone to make it explicit that a new account-specific rate is being created. Hovering over the button shows: "This rate cannot be edited but can be cloned to create a new account-specific rate."
• If you are on an account-specific rate that is only used on the quote you are currently editing, a new Edit button appears, letting you modify that rate directly (add/remove tiers, change amounts, etc.) without creating a new one. The rate is updated in place on save.
• The Clone option is also available under the three-dot menu when Edit is shown.

🔄 Custom Discounts Persist as Custom Across Amendments & Renewals

Previously, custom discounts were automatically converted into catalog discounts and selected on the new Quote. Now:

• The original custom discount value, name, and description are retained.
• Converted custom discounts no longer appear in the Catalog Discount dropdown.
• Amendments and renewals preserve the original discount intent and context.