DealStream is now providing geolocation and platform details for DealRoom events.
Enhance your deal exploration with this DealStream's latest enhancement. 🌐📱💻
Google Chrome Extensions -> DealHub DealStream
DealStream is now providing geolocation and platform details for DealRoom events.
Enhance your deal exploration with this DealStream's latest enhancement. 🌐📱💻
Google Chrome Extensions -> DealHub DealStream
Configuration of Assignment Rules is now simpler with the addition of Item.sku parameter, eliminating the need to specify the exact SKU every time.
Using the new Item.sku parameter within the Assignment Rule section, will make the process more efficient and save time.
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:
🖥️ Usability:
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.