We are excited to announce the improvement of our rule based Workflow configuration. 

Apart from the existing feature capability of specifying explicit approvers by name, the admin can now also specify approvers based on their role in your organization or based on dynamically provided information from your organization's CRM system. This enhancement expands the capability of our Rule-Based Workflow and allows for a more efficient approval process.

Feature: Version Settings -> Workflows & Validations -> Rule Based Workflow

We’re excited to announce a new configuration enhancement to our ‘rule based workflow’ feature! 

Administrators can now configure a workflow rule to run every time a quote is submitted, regardless of whether it’s the first time the proposal has been submitted or if it’s a quote that was duplicated from an older quote that was already submitted and approved. Upon quote duplication and submission, the approval workflow will run even if there are no changes to the approval value in the duplicated quote.

This configuration is particularly useful when a stakeholder wants to review and approve every single proposal that comes in, regardless of what changes were made.

Feature: Version Settings -> Workflows & Validations -> Rule Based Workflow

We are pleased to announce that administrators now have the ability to map the quote submitter comment field in CPQ to a corresponding field in your CRM system. This will allow you to sync this important piece of information to your CRM, ensuring that your sales team has access to the latest insights and feedback from your customers.

Feature: Version Settings -> Advanced Settings -> CRM Settings

When setting a list price that is calculated as a percentage of another product's pricing, you can now configure it as 'dynamic', giving your sales team the ability to increase the list price during the proposal generation process. This is particularly useful for large and custom orders, allowing your sellers to easily adjust the price based on the customer’s needs.

We hope this new feature will help you better manage your product pricing and give you and your sales team the flexibility to adjust prices quickly and accurately. 

If you have any questions about this feature or CPQ in general, please don’t hesitate to reach out. We’re here to help!

Feature: Version Settings - Products - Product Pricing

We are thrilled to announce that administrators can now effortlessly duplicate versions across  environments without the need to link their account to each individual environment. This significant update enables admins to duplicate a version to any environment within their account’s domain, without requiring any additional setup. This streamlined process empowers admins to work more efficiently, saving valuable time and effort.

A new improvement has been introduced that aims to reduce workload for administrators during initial configuration setup and maintenance. This enhancement involves the ability to configure a single pricing table that can be used in multiple output documents and DealRoom templates. The purpose of this feature is to save time and simplify maintenance when making changes to the pricing table within templates.

Now, administrators can create a pricing table that includes all necessary conditions and settings. This single table can then be added to multiple document templates, eliminating the need for manual duplication, ensuring consistency, and accuracy throughout all templates.

For more information, please refer to the available documentation materials. 

To activate this functionality, please contact our support team.

When setting a list price that is calculated as a percentage of another product's pricing, you can now select that it be based on the MSRP (Manufacturer’s Suggested Retail Price). This allows for more accurate pricing for your customers, with the added benefit of having a consistent pricing structure across products.

Feature: Version Settings - Products - Product Pricing

Previously we announced that we've made significant enhancements to our data integration feature, providing even greater flexibility and control for our customers. Our platform now supports query type 'API', allowing customers to query any 3rd party solution they need to include in their proposal preparation process.

Now, we've added a new capability that allows administrators to define whether the system should automatically rerun external queries if the user modifies one or more query parameters. 

With this new enhancement, administrators can configure their playbook questions and calculations based on the most up-to-date data, ensuring the accuracy and relevance of their proposals. We're thrilled to see how our customers will use this new functionality to streamline their proposal preparation processes and drive business growth.

This capability is available for accounts that use DealHub Open API functionality. Contact our customer support team to enable it.

Feature: Version Settings - Playbook 

Introducing a new feature for DealRoom publishers: the expanded address field.

This feature provides a breakdown of an address into individual fields, including a ZIP code. This means you can easily view and manage all essential details of an address with ease. 

Feature: DealRoom Editor - Form Widget - Address element

Our new feature allows users of HubSpot CRM to streamline their proposal preparation process by retrieving important data directly from their CRM system. 

With this feature, CPQ administrators can configure 'external' queries that retrieve data from HubSpot CRM. These queries can be triggered automatically by the system or manually by the seller, giving administrators control over how and when data is retrieved. 

This new functionality enables users to easily access and incorporate important data from their CRM into their proposals, improving the efficiency and accuracy of the proposal generation process. 

Feature: Version Settings - Advanced Settings - Manage External Objects(tab)