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.    

Take your DealRoom to the next level. Now you can add a custom background image to each widget.

Make something awesome? Show your CS rep so we can put it in a social post.

Scattered sales notes don’t help anybody. That’s why we made it easier to sync your sales team’s notes. 

Now, when your sales teams capture signatures outside of a DealRoom, they can mark the deal as closed-won in DealHub and their notes in the comment field will automatically sync into the CRM in a field of your choice.

Feature : Advanced settings - CRM settings - Output Fields Mapping

Further streamline the sales process. Now you can add business logic to decide when to hide or show questions during the guided selling process.

Feature: Playbook question - General setting