You can now streamline your workflow, eliminate manual entry, data silos, and boost efficiency by synchronizing DealRoom fields with Hubspot CRM.
The fields available for synchronization encompass essential details such as the DealRoom URL, DealRoom status, and comprehensive information about the seller and buyer, including their names, titles, and email addresses.
Feature: Advanced settings - HubSpot Settings
We are excited to announce the launch of our brand-new Sales Training Courses, designed to empower your salespersons with all they need to know about using DealHub.
We have created short and easy-to-follow e-learning courses that cover topics such as:
Don't miss this incredible opportunity to enhance your salesperson's skills.
Access the Sales Training Courses Now!
Log in to DealHub> Click on your profile picture> DealHub Academy
If you have any questions or need assistance, we are always here to help.
Reach us at education@dealhub.io
Wishing you happy learning,
DealHub Knowledge Team
Now CPQ administrators can verify the correctness of the 'Submit Validation' rules without activating a version and submitting a test quote. We strongly believe that this capability will simplify the process of configuring Submit Validation rules.
Here are the benefits of this new capability:
Verify Rule Correctness: When configuring a draft version, administrators can now quickly validate the accuracy of their version configuration. With the new functionality, you can simulate the trigger of submit validation rules that run upon quote submission in the active version.
Context-Sensitive Button: The "Submit Validation" button will only be visible on the quote page when you are in a draft version.
Quick Rule Execution: By clicking the "Submit Validation" button, the system will execute all the validation rules configured under the Advanced Settings -> Submit Validation tab of the draft version. This allows you to test and verify the behavior of your validation rules instantly.
We understand the importance of validating your configuration without disrupting the live environment. With simulated Submit Validation, you can confidently fine-tune your validation rules and ensure a smooth quoting experience for your users.
Feature: Work Panel -> Opportunities -> My Proposals -> Quote
With the enhanced 'Switch To' functionality, administrators can now seamlessly switch between user profiles without having to log out and log back in.
Effortless User Impersonation: Once an administrator impersonates another user via the 'Switch To' button on the User Management screen, a new draggable element will appear across all CPQ screens. This element serves as an intuitive visual indication that the administrator has successfully entered someone else's profile.
Clear Visual Feedback: The draggable element is carefully designed to ensure administrators know their active impersonation. It is only visible when an administrator initiates impersonation through the 'Switch To' button. This provides a clear visual cue throughout their CPQ journey.
Smooth Transition: To log off from the impersonated user's profile and return to their initial profile, administrators can simply click the "Switch back to your profile" link within the draggable element. This action instantly ends the impersonation, redirecting administrators back to the User Management screen from where they originally initiated the impersonation.
We believe that this enhancement will greatly streamline the user management experience, saving administrators valuable time and effort. It eliminates the need to log out and log back in, ensuring seamless workflow within the CPQ system.
Feature: Control Panel -> User Management
We are excited to announce the latest addition to our product filter. This new upgrade allows you to sort and filter products based on specific attributes, making it easier for you to find what you're looking for.
You can now search for products based on criteria such as industry, size of the organization, geographical location and more. Simply select the attribute you want to use as a filter, and our platform will show you a list of products that match your criteria.
In addition, admins can define the product filters as part of the general settings of the product group. Filters can be defined by various attributes (for example, Hardware/Software, specific models, SKU, etc.) thus significantly narrowing down the list to relevant products only.
Moreover, we have also made improvements to our user interface, making it even more user-friendly and intuitive.
To learn more about this exciting new feature, click here
We are excited to announce a new UI facelift and features for the DealRoom product.
One of the significant changes is the new smart navigation menu, designed to make it easier and quicker for you to find the information you need. It's intuitive and user-friendly, making navigating DealRoom a breeze.
Additionally, we have added a new community page that enables you to view all members from both the seller and buyer sides. It's a great way to keep track of who is involved in your deals and reach out to them if necessary.
We are thrilled to introduce these new features and improvements to DealRoom, and we hope you enjoy using them as much as we enjoyed building them.
To learn more about this exciting new feature, click here
Introducing our latest feature: DealTalk - Team Discussion on Proposals. Now, your team can work together seamlessly and provide valuable feedback on quotes directly within our platform, eliminating the need for back-and-forth communication via email or messaging. This new feature streamlines the quote approval process and ensures that everyone is on the same page before finalizing a quote. Experience the convenience and efficiency of team discussion on quotes by trying it out now!
To learn more about this exciting new feature, click here
We are excited to announce the improvement of our rule based Workflow configuration.
Apart from the existing feature capability of specifying explicit approvers by name, the admin can now also specify approvers based on their role in your organization or based on dynamically provided information from your organization's CRM system. This enhancement expands the capability of our Rule-Based Workflow and allows for a more efficient approval process.
Feature: Version Settings -> Workflows & Validations -> Rule Based Workflow
We’re excited to announce a new configuration enhancement to our ‘rule based workflow’ feature!
Administrators can now configure a workflow rule to run every time a quote is submitted, regardless of whether it’s the first time the proposal has been submitted or if it’s a quote that was duplicated from an older quote that was already submitted and approved. Upon quote duplication and submission, the approval workflow will run even if there are no changes to the approval value in the duplicated quote.
This configuration is particularly useful when a stakeholder wants to review and approve every single proposal that comes in, regardless of what changes were made.
Feature: Version Settings -> Workflows & Validations -> Rule Based Workflow
We are pleased to announce that administrators now have the ability to map the quote submitter comment field in CPQ to a corresponding field in your CRM system. This will allow you to sync this important piece of information to your CRM, ensuring that your sales team has access to the latest insights and feedback from your customers.
Feature: Version Settings -> Advanced Settings -> CRM Settings
