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'.

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

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.

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.

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

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.

Your pricing table just got a new look!

In an effort to increase customizability for users, we have enabled header and text alignment flexibility, making output documents and DealRoom tables easier to consume.

Feature: Version Settings - Output Documents - DealRoom/Output document pricing tables

We know our customers enjoy using pre-populated bundles which make for a seamless and easy quote creation. 

Now, sellers can go a step further, customize and modify factors (e.g. quantity, duration etc.) per each line item in the bundle.

Feature : Products - Bundle (summary type) 

This nifty, 'copy link'  button can save your sales team from potential confusion.

Now when they want to share a proposal with someone else internally, instead of copying and pasting the URL, they just need to click the 'copy link' button.