Approval Email: Customize Email Subject

From your subject line to your personalized signature - your approval email is now fully customizable!

Now, administrators can tailor their email subject to the recipient, and make it a personalized experience.

Feature: Version settings - Output Documents - Approval Templates

Hide questions with conditions

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

 

 

Delegate Existing Approvals

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'


Get a Custom Domain for your DealRoom

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.

Configure pricing tables at ease

Setting up and duplicating numerous pricing tables for your sales team is a hassle. Now it doesn’t have to be. You can easily configure rules that will determine which pricing table columns will appear in the output document and DealRoom.

Feature: 'Pricing table’ ->  'Configure rule based presentation'


Validate every quote

Happy New Year! 

Now you can add additional guardrails by adding a validation rule when your sales rep ‘submit’ a quote. This feature will help you add logic to the entire quote and not just the line items. 

You can also configure error messages so reps know how to fix the issue. 


Feature Tab: 'Workflows' -> ‘Submit Validation’ 


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