Looking to automate quote creation and execution through your existing tech stack? The Generate Quote and Actions API allows you to integrate DealHub’s quoting engine directly into custom workflows, portals, and PLG environments. 

Generate Quote and Actions API - Seamless API-Driven Quoting

The Generate Quote and Actions API brings full automation to your quoting process. Instantly generate, submit, and sign quotes via API, reducing manual effort and accelerating deal cycles. Built for teams looking to embed DealHub’s quoting engine into custom portals, product experiences, or external workflows.

Key Benefits

• For E-commerce & In-Product (PLG): Integrate quoting directly into customer-facing websites, portals and product flows using DealHub-managed pricing and configurations.
• Automated Renewals: Trigger renewal quotes without manual intervention for consistency and speed.
• Flexible Integration: Connect seamlessly with your CRM, ERP, eCommerce, and PLG environments to fit complex workflows.

Core Capabilities

• Simulate a Quote: Retrieve line items and pricing via API.
• Generate a Quote: Create drafts, calculate pricing, publish a DealRoom, and initiate external signing.
• Execute Actions: Submit, publish, and sign quotes via API or UI for ultimate flexibility.

Architecture and Configuration Updates

We’ve introduced purpose-built updates to support API-driven quoting:

New Playbook Type: Playbook API 

Built for API-based quote creation with:

• No question dependencies or hidden logic. 
• External pricing engine and data source support.
• Validation of all API-provided inputs.

Quote Type API Configuration

• API-Only Generation: Quotes are exclusively created through API using Playbook API.
• Limited UI Adjustments: Quotes can be viewed and adjusted in the UI (discounts, certain fields),, but playbook selections cannot be changed.
• Supports Real-Time Pricing: Ensures accurate configuration updates in dynamic pricing environments.

Example Use Cases:

• E-commerce Portals: Automatically generate and display pricing and quotes within customer-facing portals for a real-time buying experience.
• In-Product Quoting (PLG): Enable self-service quotes directly from your product interface, with DealHub managing pricing logic in the background.
• Automated Renewal Workflows: Trigger renewal quotes without manual involvement, ensuring consistency and faster contract cycles.
• Partner Platforms: Allow external partners to generate and submit quotes securely via API, while maintaining governance and control.
• Custom Approval Flows: Integrate quote actions into custom approval or CRM workflows, reducing context-switching for sales and operations teams.

Admin Configuration Note:

This feature requires setup of a dedicated Playbook API and associated quote types. Admin users can review API documentation or reach out to Customer Success for guided enablement support.

Pricing Information:

This capability is not included in core DealHub pricing. Pricing will be determined in consultation with your Customer Success Manager. Please contact your CSM if you are interested in access or implementation guidance.

Why This Matters: 

For organizations scaling their revenue operations, the Generate Quote and Actions API offers the flexibility to embed quoting capabilities directly into the selling ecosystem. It provides centralized control, real-time data accuracy, and supports evolving business models across all channels.

Next Steps: 

For setup guidance, configuration best practices, and help getting started? To learn more about pricing or implementation, contact your Customer Success Manager. 

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.