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.

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!

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

Incorporating data from 3rd party software is, at times, important for the quote preparation process. Up until now, the DealHub platform only supported dedicated queries with specific CRM solutions, allowing companies to query data from these platforms into the playbook and to create all sorts of calculations and conditional rules based on the data received.

Now, DealHub opens up its query ability to all 3rd party solutions, allowing customers to query any platform (including billing solutions, ERP platforms and more). Admins can now choose to configure playbook questions and calculations based on data from these platforms directly instead of relying on data flows between these solutions and the CRM. 

Contact DealHub customer support to enable this functionality.

When configuring the pricing table widget in an output document template or DealRoom template, the administrator can now choose to show the proposal/product attributes in the 'totals' row.

Proposal attributes are data points that are calculated per product and are relative to the quote being prepared. Examples include: ARR, MRR, Start Date, End Date among others. You can now sum up the total of numeric and/or currency attributes for display in the quote preparation as well as in the output documents and DealRoom.

When enabled, you will be able to select the specific proposal attributes for which you would like to calculate the totals. As this feature only works with attributes of the number/currency types, you can select to present a text alternative for any other type of attribute or to remove those attributes from the total line altogether. The system will not summarize product factors (duration/quantity). 

Feature: Output Document / DealRoom Editor - Pricing table

Great news! DealHub is now natively integrated with Gong. This partnership provides previously unavailable deal intelligence and improved revenue predictability. DealStream analytics are now embedded into Gong Forecast to enrich data on customer interactions throughout the sales process, and provide a complete scope and deeper understanding of deal health and pipeline risk.

This new integration enables pushing engagement events from DealHub into Gong, where they're displayed in Gong's activity timeline for DealHub and Gong mutual customers.

The Gong integration setup is relevant only for DealHub customers who are also Gong customers and use Salesforce CRM. 

For more information read here

Summary Bundles can now be modified!

The product factors of Products Summary Bundles (the type of bundle where the pricing of the bundle is calculated by a summary of the products contained within it) can now be modified by the sales team if the system admin chooses to allow it.
When creating or editing a bundle, the admin can select which products to make modifiable, allowing the users to change the factors of these specific products when generating a quote.

Feature: Products - Bundles - Create/Edit products summary bundle 

* This feature is not enabled in the 'Fixed Price Bundle'.