Introducing Answer Referencing, our convenient new feature!
Designed to address the challenge of managing identical answers for multiple Playbook questions.

Currently, administrators have to set the same answer individually for each question, which may be time-consuming and repetitive. With Answer Referencing, admin users can create direct links between specific answers and other questions. Allows to easily update and manage answers across multiple questions simultaneously, making the Playbook management more efficient. 

Additionally, this feature is visible to sellers too! Ensure that when a seller changes a Playbook answer referenced elsewhere, all other answers using that reference will be automatically updated.

Upgrade your Playbook experience with the new Answer Referencing feature to simplify the process of managing answers for multiple questions.

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.

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

 🎉 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.

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.

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: 

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

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

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

With the enhanced 'Switch To' functionality, administrators can now seamlessly switch between user profiles without having to log out and log back in. 

Effortless User Impersonation: Once an administrator impersonates another user via the 'Switch To' button on the User Management screen, a new draggable element will appear across all CPQ screens. This element serves as an intuitive visual indication that the administrator has successfully entered someone else's profile.

Clear Visual Feedback: The draggable element is carefully designed to ensure administrators know their active impersonation. It is only visible when an administrator initiates impersonation through the 'Switch To' button. This provides a clear visual cue throughout their CPQ journey.

Smooth Transition: To log off from the impersonated user's profile and return to their initial profile, administrators can simply click the "Switch back to your profile" link within the draggable element. This action instantly ends the impersonation, redirecting administrators back to the User Management screen from where they originally initiated the impersonation.

We believe that this enhancement will greatly streamline the user management experience, saving administrators valuable time and effort. It eliminates the need to log out and log back in, ensuring seamless workflow within the CPQ system.

Feature: Control Panel -> User Management