Max Discount as a Formula

Admins can now use a formula or refer to questions from the playbook to define the max discount for a product instead of assigning a fixed number. This new capability provides flexibility in establishing discount thresholds based on a number of variables, based on the unique business case. 

Feature: Products - Product Pricing - Max Discount


DealHub Gong Integration Announcement

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

Introducing: Modifiable Bundle Factors

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'.

Special Factors Formula

Determining and configuring pricing factors using a fixed value requires an admin to create and maintain multiple special factor assignment rules, each one to fit a different scenario. 

The release of the special list price factor formula allows the admin to consolidate multiple scenarios with calculated factors into one line, at times reducing tens or hundreds of static factors. 

Feature: Price Factor -> Special Factors

DealRoom Editor - Duplicate Widgets

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.

Quote Inspector

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. 


Version Activation - Optimization

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.

Number formatting for pre-populated fields

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


Centralized Login Page

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.

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