Each playbook question group can only support one type - either single or repeatable (as a table or not) - which leads to complexity in the user experience with certain use cases. Admins can now choose to hide a question group's name, creating the illusion of merging the question group with the one before it and supporting multiple question types (repeatable questions, tables, single questions) under one unified topic or display name.
Feature: Playbook -> Question Group -> General Settings
The 'Bulk Edit' capability enables users to update multiple line items while generating a quote.
This reduces the need to manually modify multiple line items sequentially.
The 'Bulk Edit' is another step in increasing the efficiency of the quote process - and speeding our customers' time-to-value.
Unboxing DealBox! DealHub’s newest feature to securely save and share deal-related assets. With DealBox, DealRoom users now have the ability, and the place, to securely store deal-related information, content, and other supporting materials.
DealBox supports most file types like PDF, JPEG, XLSX, PPTX, MP4, and many more.
DealBox enables full control of creating, editing, and presenting materials. Only relevant content will be viewable to users, depending on the level of permissions granted.
The DealBox widget provides the following functionalities:
You've waited and waited and now it's here! The DealRoom editor just got widget duplication abilities.
Now, an editor user can duplicate widgets with entire design, tabs, and content
for a smoother, faster, and friendlier design process.
A new tool has been developed for Admins: Inspect mode provides real-time visibility of rules and configurations as they are executed based on Playbook selections and other inputs. This makes it much easier to validate changes and troubleshoot potential issues as they arise.
The Inspector can be opened in the top menu bar for users with Admin privileges only.
For more info, contact DealHub customer support.
For repeatable question groups shown as a table, admins can now set widths for each column (question) individually, allowing for finer control over the on-screen layout for users.
Feature: Question group - General setting
For playbook data imported into Playbooks from CRM (e.g. subscription fields) or other sources, Admins can now define how numerical data should be displayed when using tabular & summary views. Numeric, currency, or percentage formats are supported.
Feature : Playbook - Numeric questions - Edit answer
DealHub now supports login authentication via Single Sign On, simplifying the experience for users and improving security to align with corporate policies.
Supported methods include Google authentication and SAML SSO. To set up Google/SAML SSO for your DealHub environment, contact Customer Success.
For users accessing DealHub directly, a centralized login page is now available at login.dealhub.io. This page will automatically route users to the appropriate DealHub environment based on their login credentials.
*Note: this page is not available for customers still using the legacy Salesforce package on Valooto. Use service.valooto.com to login.
To upgrade your Salesforce package, contact DealHub customer support for further details.
Free yourself from reformatting Word Documents in our native editor and upload the Microsoft Word Documents you were already using. You can now easily add Word files as sub-documents to the output document template.
P.S. You can only enable this feature if you have upgraded your output documents to G2 (Beta).
Feature: Version Settings - Output documents - Sub-Document Templates.
