Take your DealRoom to the next level. Now you can add a custom background image to each widget.

Make something awesome? Show your CS rep so we can put it in a social post.

Scattered sales notes don’t help anybody. That’s why we made it easier to sync your sales team’s notes. 

Now, when your sales teams capture signatures outside of a DealRoom, they can mark the deal as closed-won in DealHub and their notes in the comment field will automatically sync into the CRM in a field of your choice.

Feature : Advanced settings - CRM settings - Output Fields Mapping

Further streamline the sales process. Now you can add business logic to decide when to hide or show questions during the guided selling process.

Feature: Playbook question - General setting

Now you can delegate existing approvals too! 

Someone getting sick or moving companies should not create complete chaos. Now you can easily delegate not only their future approvals but also their EXISTING approvals.

Feature: 'User Setting' - 'Delegate Approval'

Bring the right people from your team to create a unique team selling experience. 
You, as an admin, now have the option to assign specific teammates on every deal. And you can configure this option based on rules. For example, you can choose to assign your CRO to be part of an enterprise DealRoom and not a mid-market DealRoom. 

Configure at: Version Settings → DealRoom Settings →  Auto-join Rules.

Put your brand front and center in every DealRoom - yourbrand.dealhub.io.

Speak with your customer success rep to customize your DealRoom's domain. P.S. This only works if you migrated to DealHub for Salesforce v2 Connector.

Your sales reps can continuously see the product summary section on the quote details screen, even while scrolling around. All they have to do is pin or unpin the product summary section to get it to float on their screen. 

Click Here to learn how to use it.

Sales managers should be pleased about this: now they can approve or reject approvals from the Pending Approval Report without needing to drill down into each approval. 

Click Here to learn how to use it.

Now you can sync more information from your CRM to the playbook by running queries in regular question groups. This enables you to pull additional data from your custom objects related to accounts and opportunities. 

Click Here to see how to configure it.

We’re excited to announce that you can now streamline and standardize the sales process for your channel partners. DealHub’s “Create a Quote” button can now be embedded within your Partner Relationship Management (PRM) system.  

Talk to your customer service representative to learn how to implement this API.