We’re excited to introduce a new way to make organizing questions in the playbook easier!

✨ What’s New?

Effortless Reordering

Questions can now be reordered easily. Simply click on the row number of any question and type the desired row number to move it instantly to the chosen position. This makes adjusting the sequence of questions quicker and more intuitive.

Improved Question Insertion

When creating a new question or duplicating an existing one, it will automatically appear directly below the selected row. This eliminates the need for manual adjustments, ensuring new or duplicated questions appear exactly where intended.

The new tracking page allows administrators to monitor active sessions and access real-time information about active sellers and other administrators. It enables admins to view users' current page locations and track their work duration.

To enable this feature, go to 'System Settings' > 'User Online Activities' section.

To view and manage 'User Online Activities,' go to Control Panel> User Management> 'Session Activity.'

If you have any questions or concerns, please contact our customer support team at support@dealhub.io, and we will be happy to assist you.

Introducing the Safeguard a two key functionalities new feature: Proposal Locking and Version Lock for admins.

Proposal Locking: This feature ensures only one user can edit a proposal at a time while others are in read-only mode. This prevents conflicts and maintains integrity. The system also indicates which users are currently viewing the proposal.

Version Safeguard for Admin: This feature locks configurable pages, ensuring that only one admin can edit at a time to prevent conflicts and overrides. This enhances collaboration and protects data integrity.

The system will check if a page is being edited and will activate a read-only mode for other users.

To enable this feature, go to 'System Settings' > 'Safeguard Configuration' section.

If you have any questions or concerns, please contact our customer support team at support@dealhub.io, and we will be happy to assist you.

For further assistance, contact DealHub Support or your Customer Success Manager.

🌟 Introducing Ready for Signature  🌟

The Ready for Signature feature allows DealRoom owners to publish a DealRoom in either a signable or non-signable state, giving you greater control and precision over your deal workflows.

Whether or not there’s an active contract revision process, you can control exactly when both parties are able to begin signing.

Signers are promptly notified via integrated email and Slack notifications when it’s their turn to sign, ensuring a smooth signing process.

Admins can easily enable the Ready for Signature feature and configure the initial signing state of a DealRoom directly from the settings section:

Get started today and streamline your document signing process with confidence!

Admins can now configure External Validation rules alongside existing internal checks.
How it works:

1. Set up an External Query entity of type API: Specify the URL of the external service and define the parameters the CPQ should send to this external system.
2. Create an external validation rule in the Submit Validation screen.

All validations (both internal and external) are executed upon proposal submission, ensuring all necessary checks are completed before proposal is sent for approval or ready to be shared with a buyer.

If validation fails, the external system sends a failure response. In such cases, admins have the flexibility to:

• Define a custom message that should be shown to the seller.
• Display the exact error message returned by the external system.
• Combine both approaches by embedding the external system’s response into a custom message for greater clarity.

For further assistance, contact DealHub Support or your Customer Success Manager.

DealHub 2.0 introduces an improved feature with custom filters, enabling users to create and save personalized filters for quick access.
Administrators can configure filters as private or share them publicly across the organization. Saved filters appear in the left-side menu and can be effortlessly rearranged using drag-and-drop functionality.

We're glad to introduce the new Export to Excel functionality in the User Management section.
This feature allows admins to easily download a detailed user list as an Excel file.

How to use it:

• Navigate to Control Panel → User Management → Users.
• Click the Export to Excel button in the top-right corner.
• Save the file to your system and open it with Excel or any spreadsheet software.
  
  

DealHub offers a new capability in the Salesforce settings:
Now, an admin can add custom fields and set them to write and not read-only. This will enhance Dealhub's ability to integrate seamlessly with Salesforce.

Get your work done faster and more efficiently with DealHub 2.0. Upgrade now to view all your deals in one place, track all your activity in real-time, create custom filters and more.

Don't miss out! Get early beta access by contacting your Customer success or DealHub support.

Increase efficiency with proposal filters

Search, sort and view using predefined filters by account, date, creator, or create a custom filter. You can choose which columns to display, hide, or apply multiple filters to view proposals that match specific conditions. 

Sign and view all your deals in one place

Check out the new DealRooms page, a one-stop shop for all your activities and deal actions. Viewing, managing and collaborating on signing deals directly from your DealRoom has never been easier. 

Follow your deal sentiment and never miss notifications

Ditch the plug-in and get notifications directly from your DealRoom. View all your activity in the new seamless integrated DealStream and get notified when an action occurs.

Build fully customizable layouts

Personalize your layout to get a fully customizable table. You can control which columns to display by naming, resizing, or adjusting the sequence.