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
Now you can delegate existing approvals too!
Someone getting sick or moving companies should not create complete chaos. Now you can easily delegate not only their future approvals but also their EXISTING approvals.
Feature: 'User Setting' - 'Delegate Approval'
Now you can group users together to form teams. This allows you to assign DealRoom permissions to a team and not just one individual user.
Configure at: User Management → Permissions.
Put your brand front and center in every DealRoom - yourbrand.dealhub.io.
Speak with your customer success rep to customize your DealRoom's domain. P.S. This only works if you migrated to DealHub for Salesforce v2 Connector.
When sales teams are cross-selling new products, it is important to not include items sold already. Now, with the exclude filter, you can put guardrails to make sure this does not happen again.
With the exclude filter, items already sold can be filtered out.
Feature: 'Playbook’ -> 'Text List Answer'
