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

Starting today, you can trace back any individual quote back to its origin, making it easier for sellers to recall every step of the deal.

This built-in linkage between quotes ensures dynamic record-keeping.

Feature : System settings - Quote

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'

Now you can group users together to form teams. This allows you to assign DealRoom permissions to a team and not just one individual user.

Configure at: User Management → Permissions.

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.

When sales teams are cross-selling new products, it is important to not include items sold already. Now, with the exclude filter, you can put guardrails to make sure this does not happen again. 

With the exclude filter, items already sold can be filtered out.

Feature: 'Playbook’ ->  'Text List Answer' 

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'

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’