Sometimes, your sales team needs you to configure and group one-off product bundles for them. This process slows you down, but now it’s improved and completely streamlined.

When putting together a quote, your sales reps now can group line items together and roll them up into a single bundle. The buyer will see the bundle as a single line item and your team, from within your CRM, will be able to analyze the product items that went into that bundle.

Watch this video to learn how to configure the Group line items feature. 

Watch this video to better understand how sales can leverage this feature. 

Feature name: Group line items.

Image:  Please see below an example of an output document where the sales rep created his own bundle with a template congifured by the admin team. 

Professionalism is key in today's global market. Now, you can define the appropriate date and number format, in the generated document, based on any rule.

You can configure the date and number format rules in the Localization Settings.

Your sales reps can continuously see the product summary section on the quote details screen, even while scrolling around. All they have to do is pin or unpin the product summary section to get it to float on their screen. 

Click Here to learn how to use it.

Sales managers should be pleased about this: now they can approve or reject approvals from the Pending Approval Report without needing to drill down into each approval. 

Click Here to learn how to use it.

Now you can add an email field to your DealRoom forms. This field will ensure that you get an accurate email address the first time you ask for it.

Click Here see how to configure it. 

Now you can sync more information from your CRM to the playbook by running queries in regular question groups. This enables you to pull additional data from your custom objects related to accounts and opportunities. 

Click Here to see how to configure it.

We’re excited to announce that you can now streamline and standardize the sales process for your channel partners. DealHub’s “Create a Quote” button can now be embedded within your Partner Relationship Management (PRM) system.  

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

Here’s one less roadblock to closing deals: you can trigger a daily email reminder listing all pending approvals assigned to that approver. 

How to configure:  Go to your version, click on “Advanced Settings” and then “DealRoom Settings”. Add one or multiple signers by selecting the relevant names. You can see this illustrated in the GIF here. 

Various general attributes of the line item (like 'list price', 'total discount %' etc) can now be synced back to Dynamics 365. This is especially helpful if you sell multiple bundles as it provides full visibility of the bundle source for every product (Line Item) sold.

How to configure: Open your “Products” page, open “Actions”, click “Settings” and then click the “General Attributes” tab. Click “Add attribute”, and select the relevant attribute and where you want it to sync to. You can see this illustrated in the GIF here.

Now you can keep columns visible while scrolling through a table.

How to Configure: 

Go to Question Groups in your Playbook Settings and select General Settings. Then, in the “Freeze columns” dropdown menu at the bottom of the General Settings, select the column you want to freeze. You can see this illustrated in the screenshot below.