Incorporating data from 3rd party software is, at times, important for the quote preparation process. Up until now, the DealHub platform only supported dedicated queries with specific CRM solutions, allowing companies to query data from these platforms into the playbook and to create all sorts of calculations and conditional rules based on the data received.

Now, DealHub opens up its query ability to all 3rd party solutions, allowing customers to query any platform (including billing solutions, ERP platforms and more). Admins can now choose to configure playbook questions and calculations based on data from these platforms directly instead of relying on data flows between these solutions and the CRM. 

Contact DealHub customer support to enable this functionality.

When configuring the pricing table widget in an output document template or DealRoom template, the administrator can now choose to show the proposal/product attributes in the 'totals' row.

Proposal attributes are data points that are calculated per product and are relative to the quote being prepared. Examples include: ARR, MRR, Start Date, End Date among others. You can now sum up the total of numeric and/or currency attributes for display in the quote preparation as well as in the output documents and DealRoom.

When enabled, you will be able to select the specific proposal attributes for which you would like to calculate the totals. As this feature only works with attributes of the number/currency types, you can select to present a text alternative for any other type of attribute or to remove those attributes from the total line altogether. The system will not summarize product factors (duration/quantity). 

Feature: Output Document / DealRoom Editor - Pricing table

Great news! DealHub is now natively integrated with Gong. This partnership provides previously unavailable deal intelligence and improved revenue predictability. DealStream analytics are now embedded into Gong Forecast to enrich data on customer interactions throughout the sales process, and provide a complete scope and deeper understanding of deal health and pipeline risk.

This new integration enables pushing engagement events from DealHub into Gong, where they're displayed in Gong's activity timeline for DealHub and Gong mutual customers.

The Gong integration setup is relevant only for DealHub customers who are also Gong customers and use Salesforce CRM. 

For more information read here

Summary Bundles can now be modified!

The product factors of Products Summary Bundles (the type of bundle where the pricing of the bundle is calculated by a summary of the products contained within it) can now be modified by the sales team if the system admin chooses to allow it.
When creating or editing a bundle, the admin can select which products to make modifiable, allowing the users to change the factors of these specific products when generating a quote.

Feature: Products - Bundles - Create/Edit products summary bundle 

* This feature is not enabled in the 'Fixed Price Bundle'.

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:

• Build DealBox templates: Define rule-based templates and set default files per DealRoom ("Deal Kit"). 
• Protected files: The admin can set a file or folder to be “protected”, meaning that the file cannot be removed from the DealBox in live mode. 
• Enable uploads and downloads: Authenticated users (permission based) can create new files and folders. 
• Add comments to files: Permitted users can comment on single or multiple files.
• Action notifications: DealRoom members can be notified of any actions within DealBox.
• DealStream activities: DealBox will log all box-related actions such as file addition, deletion, or download, comments to files, and newly created or deleted directories.
  
  For more information about DealBox, click here
  
  

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. 

When activating new configuration versions, sales users are no longer locked out during the whole update process. Users can continue editing quotes until the new version has been fully published, upon which any new configuration logic will apply.