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 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
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.
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.
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.
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)
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)
