Users can now manage their DealRoom notification preferences individually in the User Settings menu. Users can opt in or out of activity notifications for:
Feature: User Settings (menu at the top right corner of the screen)
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
This nifty, 'copy link' button can save your sales team from potential confusion.
Now when they want to share a proposal with someone else internally, instead of copying and pasting the URL, they just need to click the 'copy link' button.
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.
