Pin the product summary section

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.



DealHub for Channel Sales

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.


Daily Reminder for Pending Signatures

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

Dynamics 365 users: Syncing General Proposal Attributes to Dynamics 365

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.

Freeze Columns in a Table

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.


Either/Or Capability for Approvals

Sometimes you need approval from just one person, but it can be any one of several people. Now, for added flexibility, you can assign multiple potential approvers to your workflow.

To configure this for yourself, go to your “General Workflow” settings, and in the “Request approval of” dropdown menu, select the relevant people who can provide approval.


Redirect Users After eSignature

The Buyer’s Journey doesn't just end after the Deal is signed. Now you can redirect users to your website, payment processing, or any other page after they sign a deal. 

Also, add custom text so Buyers will be able to see a Call to Action with a Hyperlink when they return to the DealRoom that will send them to the appropriate redirect page. 

To Activate this feature please check off the appropriate bubbles in your signature widget in the DealRoom template:

See the Call to Action with a Hyperlink below: 


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