Introducing the Safeguard a two key functionalities new feature: Proposal Locking and Version Lock for admins.

Proposal Locking: This feature ensures only one user can edit a proposal at a time while others are in read-only mode. This prevents conflicts and maintains integrity. The system also indicates which users are currently viewing the proposal.

Version Safeguard for Admin: This feature locks configurable pages, ensuring that only one admin can edit at a time to prevent conflicts and overrides. This enhances collaboration and protects data integrity.

The system will check if a page is being edited and will activate a read-only mode for other users.

To enable this feature, go to 'System Settings' > 'Safeguard Configuration' section.

If you have any questions or concerns, please contact our customer support team at support@dealhub.io, and we will be happy to assist you.

For further assistance, contact DealHub Support or your Customer Success Manager.

🌟 Introducing Ready for Signature  🌟

The Ready for Signature feature allows DealRoom owners to publish a DealRoom in either a signable or non-signable state, giving you greater control and precision over your deal workflows.

Whether or not there’s an active contract revision process, you can control exactly when both parties are able to begin signing.

Signers are promptly notified via integrated email and Slack notifications when it’s their turn to sign, ensuring a smooth signing process.

Admins can easily enable the Ready for Signature feature and configure the initial signing state of a DealRoom directly from the settings section:

Get started today and streamline your document signing process with confidence!

Admins can now configure External Validation rules alongside existing internal checks.
How it works:

1. Set up an External Query entity of type API: Specify the URL of the external service and define the parameters the CPQ should send to this external system.
2. Create an external validation rule in the Submit Validation screen.

All validations (both internal and external) are executed upon proposal submission, ensuring all necessary checks are completed before proposal is sent for approval or ready to be shared with a buyer.

If validation fails, the external system sends a failure response. In such cases, admins have the flexibility to:

• Define a custom message that should be shown to the seller.
• Display the exact error message returned by the external system.
• Combine both approaches by embedding the external system’s response into a custom message for greater clarity.

For further assistance, contact DealHub Support or your Customer Success Manager.

DealHub 2.0 introduces an improved feature with custom filters, enabling users to create and save personalized filters for quick access.
Administrators can configure filters as private or share them publicly across the organization. Saved filters appear in the left-side menu and can be effortlessly rearranged using drag-and-drop functionality.

We're glad to introduce the new Export to Excel functionality in the User Management section.
This feature allows admins to easily download a detailed user list as an Excel file.

How to use it:

• Navigate to Control Panel → User Management → Users.
• Click the Export to Excel button in the top-right corner.
• Save the file to your system and open it with Excel or any spreadsheet software.
  
  

DealHub offers a new capability in the Salesforce settings:
Now, an admin can add custom fields and set them to write and not read-only. This will enhance Dealhub's ability to integrate seamlessly with Salesforce.

Now, when configuring a draft proposal in the CPQ system, the seller can synchronize proposal details with the Deal in HubSpot CRM before this proposal is submitted. This synchronization ability needs to be enabled by the admin via the HubSpot Settings screen.

When such proposal synchronization is enabled, the draft proposal will feature a ‘Save & Sync to CRM’ button in addition to the regular ‘Save’ button. 

We are happy to introduce VAT Validation in DealRoom ✔ 

DealRoom publishers can now easily validate buyers' VAT details with DealRoom form widget, ensuring accurate transactions with ease.

After successful validation, the system displays enhanced details of the provided account.

For further assistance, contact DealHub Support or your Customer Success Manager.

•  The VAT feature requires an additional payment.

We are excited to announce a new set of API services exposed by DealHub.

CPQ Product Catalog services

Below API services aim to replace the existing SFTP capability for uploading products to CPQ. With these new services, the consuming system can:

     - Upload Products: Upload product catalog to the specified draft version. Based on the provided request payload, the service will either create new SKUs or replace existing ones (delete & add).

     - Get Products: Retrieve the existing product catalog with details on each SKU, including product attributes, assignment rules, pricing rules, etc. This service is available for any version (Draft/Active/Deactivated).

     - Delete Products: Delete either a specific product or all products from the specified draft version of CPQ.

DealRoom Signers’ 

The consuming system can retrieve information about the actual signers of a specific CRM opportunity. Signers’ information can be retrieved when the DealRoom is either partially or fully signed.

Talk to your customer service representative to learn how to implement this APIs.