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.

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.

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.

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: 

Now Salesforce users can synchronize Documents to Salesforce Files Object instead of synchronizing them to Notes & Attachments. 

To Configure this feature go to ‘Salesforce Settings’ and mark Yes for ‘Synchronize proposal documents into ‘Files object’. 

Now you can sync more data points to your Dynamics 365 from DealHub. Sync Playbook answers and Quote Approval Workflows so you can have one source of truth in your CRM to track responses and add more custom rules from your CRM. 

To configure this feature go to ‘Dynamics 365 Settings’ and mark Yes for ‘Synchronize DealHub answers into quote?’ and ‘Synchronize approval workflow information?’

Now the Sales team has the ability to add and merge additional documents into their contract in the DealRoom. Sales teams can now consolidate everything into one contract for them and their customers. 

Uploading appendix documents is easy!

Admins: To activate this new feature, easily configure it in the DealRoom template: