New Email Notification for Quote Approvals

Introducing a new email notification to quote owners! This new feature will send an email to the owner of a quote every time an approver clicks to approve the quote.
This new feature is designed to keep quote owners informed about the progress of their quotes.
To access this new notification, users should go to their user settings and select the notification preferences. From there, they can choose to subscribe to the new email notification for quote approvals. Once subscribed, they will receive an email notification every time an approver approves one of their quotes.


DealHub is now integrated with Slack

Exciting new capability! DealHub is now integrated with Slack to provide users with an efficient and effective way to manage their deals and keep track of important updates without switching back and forth between multiple platforms.

This seamless integration enables stakeholders to receive important DealHub notifications directly to Slack, such as proposal status updates, approval requests, DealTalk comments, and DealRoom updates.

These notifications are actionable! Allowing users to perform actions, approve or reject requests and reply to comments without leaving the Slack platform.
To make the experience even more personalized, DealHub also offers users to manage which notifications they want to receive. 

Feature: System Settings -> Integration For Slack



HubSpot CRM card - New 'Approvals Dashboard' button

 🎉 DealHub CRM Card just got even better! Introducing the 'Approvals Dashboard' button - your view to approval workflow tracking.

🚀 With this latest upgrade, HubSpot users can now effortlessly connect to DealHub's Approvals Dashboard. Stay in the loop with your approval progress, all in one place.

🎯 Save time, streamline your workflow, and never miss a beat on your deals! Click the 'Approvals Dashboard' button today to experience the difference.



Enables DealHub CPQ new look & feel by yourself!

We are thrilled to announce the release of DealHub's CPQ updated new look & feel. We have invested much time and effort in developing this fresher design to enable you and your team to create complex quotes faster while enjoying an improved user experience.

To enjoy the new UI immediately, apply it from System Settings> General Settings.

If you have any inquiries or would like additional information, please contact your Customer Success Manager.


 

HubSpot - CRM Card for DealHub Quotes

We are excited to announce the launch of our brand new CRM Card for DealHub Quotes- an innovative feature that will enhance your quoting experience within HubSpot CRM.

The DealHub Quotes CRM Card provides seamless integration with HubSpot, offering a powerful view within the HubSpot deal page, allowing you to track your DealHub quotes through quote snapshots.


DealBox CRM Sync

We're thrilled to announce our latest new feature in DealRoom's DealBox – DealBox CRM Sync: A powerful way to sync specific files or folders directly to your CRM account. 

Forget about manual data entry and tedious uploads, and say hello to effortless synchronization with popular CRM platforms such as Salesforce, MSD, HubSpot, and FreshSales CRM.

With DealBox Sync, sellers within your organization can now easily keep their CRM accounts up to date with the latest files and folders, ensuring enhanced productivity, accurate data, and streamlined workflows. Whether it's sales presentations, contracts, or important documentation, syncing relevant files right from the DealRoom has never been easier!

DealBox View:


CRM View: 

HubSpot CRM - Subscriptions support

We are thrilled to announce that the DealHub CPQ system now offers subscription management support for companies using HubSpot CRM. This new capability allows you to effortlessly manage recurring products and services, simplify your subscription pricing and subscription renewals.

With subscription management support, CPQ administrators can create and manage subscription plans tailored to their organization’s business needs. Our powerful rules engine can enforce pricing and discount rules based on specific criteria, such as customer type or subscription type.

To learn more about this exciting new feature, click here

Synchronization for DealRoom Fields to Hubspot CRM

You can now streamline your workflow, eliminate manual entry, data silos, and boost efficiency by synchronizing DealRoom fields with Hubspot CRM. 

The fields available for synchronization encompass essential details such as the DealRoom URL, DealRoom status, and comprehensive information about the seller and buyer, including their names, titles, and email addresses.


Feature: Advanced settings - HubSpot Settings


DealHub Sales Training Courses

We are excited to announce the launch of our brand-new Sales Training Courses, designed to empower your salespersons with all they need to know about using DealHub. 

We have created short and easy-to-follow e-learning courses that cover topics such as:

  • Introducing DealHub CPQ: Explore the features and functionalities of our Configure Price Quote solution.
  • Generate a quote: Learn pricing, discounting, and approval workflows to create accurate and compelling quotes.
  • Performing quote actions: Discover how to make changes, collaborate with team members, publish DealRooms, and more, all within the DealHub platform.
  • DealRoom flow: Gain a comprehensive understanding of DealStream insights and electronic signature capabilities within DealHub's DealRooms.

Don't miss this incredible opportunity to enhance your salesperson's skills.
Access the Sales Training Courses Now!

Log in to DealHub> Click on your profile picture> DealHub Academy 


 

If you have any questions or need assistance, we are always here to help.

Reach us at education@dealhub.io


Wishing you happy learning,

DealHub Knowledge Team

Verify 'Submit Validation' rules

Now CPQ administrators can verify the correctness of the 'Submit Validation' rules without activating a version and submitting a test quote. We strongly believe that this capability will simplify the process of configuring Submit Validation rules.

Here are the benefits of this new capability:

Verify Rule Correctness: When configuring a draft version, administrators can now quickly validate the accuracy of their version configuration. With the new functionality, you can simulate the trigger of submit validation rules that run upon quote submission in the active version.

Context-Sensitive Button: The "Submit Validation" button will only be visible on the quote page when you are in a draft version. 

Quick Rule Execution: By clicking the "Submit Validation" button, the system will execute all the validation rules configured under the Advanced Settings -> Submit Validation tab of the draft version. This allows you to test and verify the behavior of your validation rules instantly.

We understand the importance of validating your configuration without disrupting the live environment. With simulated Submit Validation, you can confidently fine-tune your validation rules and ensure a smooth quoting experience for your users.

Feature: Work Panel -> Opportunities -> My Proposals -> Quote


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