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.
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 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
DealHub now supports login authentication via Single Sign On, simplifying the experience for users and improving security to align with corporate policies.
Supported methods include Google authentication and SAML SSO. To set up Google/SAML SSO for your DealHub environment, contact Customer Success.
Free yourself from reformatting Word Documents in our native editor and upload the Microsoft Word Documents you were already using. You can now easily add Word files as sub-documents to the output document template.
P.S. You can only enable this feature if you have upgraded your output documents to G2 (Beta).
Feature: Version Settings - Output documents - Sub-Document Templates.
Let’s make Document Generation even better! Now you can generate better PDF files, faster when you upgrade to G2. Fonts for additional Asian languages are also supported.
Switching to the G2 foundation for output documents will enable many future feature updates.
Feature: Version Settings - Advanced Settings - General Settings.
Users can now manage their DealRoom notification preferences individually in the User Settings menu. Users can opt in or out of activity notifications for:
Feature: User Settings (menu at the top right corner of the screen)
From your subject line to your personalized signature - your approval email is now fully customizable!
Now, administrators can tailor their email subject to the recipient, and make it a personalized experience.
Feature: Version settings - Output Documents - Approval Templates
Starting today, you can trace back any individual quote back to its origin, making it easier for sellers to recall every step of the deal.
This built-in linkage between quotes ensures dynamic record-keeping.
Feature : System settings - Quote
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
