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.

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’ 

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.