The Buyer’s Journey doesn't just end after the Deal is signed. Now you can redirect users to your website, payment processing, or any other page after they sign a deal. 

Also, add custom text so Buyers will be able to see a Call to Action with a Hyperlink when they return to the DealRoom that will send them to the appropriate redirect page. 

To Activate this feature please check off the appropriate bubbles in your signature widget in the DealRoom template:

See the Call to Action with a Hyperlink below: 

Now Salesforce users can synchronize Documents to Salesforce Files Object instead of synchronizing them to Notes & Attachments. 

To Configure this feature go to ‘Salesforce Settings’ and mark Yes for ‘Synchronize proposal documents into ‘Files object’. 

Now you can sync more data points to your Dynamics 365 from DealHub. Sync Playbook answers and Quote Approval Workflows so you can have one source of truth in your CRM to track responses and add more custom rules from your CRM. 

To configure this feature go to ‘Dynamics 365 Settings’ and mark Yes for ‘Synchronize DealHub answers into quote?’ and ‘Synchronize approval workflow information?’

Now the Sales team has the ability to add and merge additional documents into their contract in the DealRoom. Sales teams can now consolidate everything into one contract for them and their customers. 

Uploading appendix documents is easy!

Admins: To activate this new feature, easily configure it in the DealRoom template: