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
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)
Get ready for a game-changing update! With the new Approvals Dashboard, sellers can now track all their proposals pending approval, and quickly identify any deals that may be stalled or in queue. This allows sellers to take action, such as reaching out to the approver to speed up the approval process.
The Approvals Dashboard consolidates the views for either administrators or sellers; with their respective permissions. Sellers can now view all their submitted proposals and their approval status, while DealDesk and approvers continue to have access to relevant information based on their personas.
Upgrade your organization's experience by sharing this exciting new functionality with your sales team. Leverage this new streamlined access to proposal approval information today!
We are excited to announce the release of a new feature that allows you to use defined numeric product attributes in pricing calculations!
This powerful feature will give you more control and flexibility over how you price your products.
You can now easily take into account factors such as cost or others, offering a more streamlined pricing strategy for your products.
Feature: Version Settings - Products - Product Pricing
Introducing a new feature for DealRoom publishers: the high-resolution/high-performance loading mode toggle.
This option allows publishers to choose between faster loading with compressed images or slower loading with original, high-resolution images.
The setting will only come into play when DealRoom is unable to automatically detect the client/user’s bandwidth quality in real time.
Feature location: Advanced Settings - DealRoom Settings - Display Settings
Introducing the Approval Workflow Dashboard, a new functionality that provides additional visibility and control over your organization's approval process. With the Dashboard, designated users can now view all of your organization's active workflows.
The system also enables access rights to be assigned to provide users with the appropriate permissions to Approve or Reject a quote on behalf of the original approver, as well as dynamically Delegate an approval stage to other stakeholders.
Dashboard also has the ability to improve the efficiency and effectiveness of your approval process by setting Service Level Agreements (SLAs), with configurable thresholds that can be tracked and managed.
For more information on this functionality refer to Approvals Dashboard
Admins can now use a formula or refer to questions from the playbook to define the max discount for a product instead of assigning a fixed number. This new capability provides flexibility in establishing discount thresholds based on a number of variables, based on the unique business case.
Feature: Products - Product Pricing - Max Discount
