A new way to import! Sellers can now easily import data from Excel into proposal tables with the help of a user-friendly template and robust validations. This streamlined process is guided by a step-by-step wizard that ensures accurate and error-free data entry. 

The wizard identifies potential errors and allows users to skip problematic rows, enabling them to import the data and receive a comprehensive error report at the end. This report is a valuable tool for sellers, highlighting specific issues that require attention and allowing them to correct errors and re-upload the data efficiently.

For more details see article: Import Playbook Questions From Excel

We're thrilled to announce a new enhancement enabling users to set account and opportunity names as default values for proposal and DealRoom naming. In addition to the existing feature allowing admin users to predefine proposals and DealRoom names using preset text, this update provides greater flexibility in the naming process by giving users the ability to leverage parameters. With this improvement, users can now establish parameters for default proposals and DealRoom names, leading to a more efficient and streamlined user experience.

To set the default names, go to System Settings --> Quote section.  

Introduce DealStream's new Managers View feature! This feature provides managers with a comprehensive overview of their team's notifications.

👁️‍🗨️ With DealStream manager's view, you gain:

• Centralized Visibility: one dashboard to monitor all DealStream notifications, making it easier to stay informed.
• Enhanced  Insights: a bird's-eye view of deal activity, allowing you to make informed decisions quickly.
• Effortless management: Keep all your team's deal-related information in one place to reduce communication and updates.
• Timely Decisions: With access to real-time data, you can quickly respond to changes, ensuring that deals move forward efficiently.

🖥️ Usability:

• Navigate by Employee Badge: Click on an employee's badge to view their activity and deal-related notifications. 
• Unseen Message Indicator: Each employee's badge displays a numeric indication for unseen messages or updates relevant to the viewing manager, ensuring that you receive all important notifications and communications.

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

An exciting upgrade for the new DealHub system look & feel users only!

The group management feature represents a significant upgrade designed to optimize your tab organization experience. This feature brings forth a set of functionalities that include tab search, the flexibility to reorder tabs, and the convenience of deleting them.

Moreover, we've incorporated a new shortcut that streamlines the creation of various types of groups, such as global groups and repeatable groups, adding an extra layer of convenience to your browsing journey.

To upgrade to the new look & feel, go to System Settings> General Settings> "Enable new system look & feel".

Our new feature addition, Address Autocomplete, simplifies the process of adding accurate addresses to quotes by using Google Maps Place Autocomplete. 

Administrators can now configure a playbook question with a "text answer" type and specify it as an address. This enables sellers to benefit from Google API's address auto-completion.

Manage account:

Sales mode:

Administrators now can update the proposal summary title, moving away from the default fixed text. This feature enables the creation of a personalized quote design that resonates with your brand, aligning seamlessly with your company's marketing and business objectives. 

To modify the proposal summary title, navigate to Proposal Summary Preview Template --> Edit Info --> Display Name

You can now personalize the file name for downloaded proposal PDFs or WORDs. 

Use parameters such as opportunity name, proposal ID, and free text to create a cohesive name format for all your files. The name will always include date-time to search and track your files effortlessly. 

Stick to the default option, or switch to your preferred format. It's your call!

If you need any assistance, contact our support team.

 System administrators can now enable the synchronization of the CPQ product/s catalog with the HubSpot CRM product/s catalog during the version activation process. Simply turn on the 'Synchronize products to CRM' option in the Advanced Settings of the version configuration.

To ensure your custom product attributes are synchronized, add the corresponding configuration mappings alongside the product attribute definitions (Version Settings -> Products -> Settings -> Product Attributes ).

Introducing a new capability that seamlessly integrates product attributes into playbook questions to elevate your product selection process.
Until now, sellers could view the product attributes associated with each product during the product selection process. 

Now, we enhance this functionality by adding these attributes to the Product-Selected table.

Here's how it works: Administrators will define a playbook question with an ID that matches the product attribute name. Then, the system will automatically populate the playbook answer with the corresponding product attribute value. This enhancement supports all product attributes, including number, text, text list, and date.

This allows for a more streamlined and intuitive product selection process.

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

DealHub now supports multi-value (Text List) as a new addition to the Product Attributes capability.

Effortlessly create product attributes with multiple values to describe and categorize your products more accurately.

Filter products based on multi-value product attributes to find what you are looking for quickly, streamline your selling process, and save you precious time.