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'


Add relevant teammates and teams to every DealRoom

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.


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’ 


Empower Sales to Group their Own Product Bundles

Sometimes, your sales team needs you to configure and group one-off product bundles for them. This process slows you down, but now it’s improved and completely streamlined.

When putting together a quote, your sales reps now can group line items together and roll them up into a single bundle. The buyer will see the bundle as a single line item and your team, from within your CRM, will be able to analyze the product items that went into that bundle.

Watch this video to learn how to configure the Group line items feature. 

Watch this video to better understand how sales can leverage this feature. 

Feature name: Group line items.

Image:  Please see below an example of an output document where the sales rep created his own bundle with a template congifured by the admin team. 


Localize dates and numbers

Professionalism is key in today's global market. Now, you can define the appropriate date and number format, in the generated document, based on any rule.

You can configure the date and number format rules in the Localization Settings.


Pin the product summary section

Your sales reps can continuously see the product summary section on the quote details screen, even while scrolling around. All they have to do is pin or unpin the product summary section to get it to float on their screen. 

Click Here to learn how to use it.



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