Setting up and duplicating numerous pricing tables for your sales team is a hassle. Now it doesn’t have to be. You can easily configure rules that will determine which pricing table columns will appear in the output document and DealRoom.

Feature: 'Pricing table’ ->  'Configure rule based presentation'

Happy New Year! 

Now you can add additional guardrails by adding a validation rule when your sales rep ‘submit’ a quote. This feature will help you add logic to the entire quote and not just the line items. 

You can also configure error messages so reps know how to fix the issue. 

Feature Tab: 'Workflows' -> ‘Submit Validation’ 

Sometimes, your sales team needs you to configure and group one-off product bundles for them. This process slows you down, but now it’s improved and completely streamlined.

When putting together a quote, your sales reps now can group line items together and roll them up into a single bundle. The buyer will see the bundle as a single line item and your team, from within your CRM, will be able to analyze the product items that went into that bundle.

Watch this video to learn how to configure the Group line items feature. 

Watch this video to better understand how sales can leverage this feature. 

Feature name: Group line items.

Image:  Please see below an example of an output document where the sales rep created his own bundle with a template congifured by the admin team. 

Professionalism is key in today's global market. Now, you can define the appropriate date and number format, in the generated document, based on any rule.

You can configure the date and number format rules in the Localization Settings.

Now you can add an email field to your DealRoom forms. This field will ensure that you get an accurate email address the first time you ask for it.

Click Here see how to configure it. 

We’re excited to announce that you can now streamline and standardize the sales process for your channel partners. DealHub’s “Create a Quote” button can now be embedded within your Partner Relationship Management (PRM) system.  

Talk to your customer service representative to learn how to implement this API.

Here’s one less roadblock to closing deals: you can trigger a daily email reminder listing all pending approvals assigned to that approver. 

How to configure:  Go to your version, click on “Advanced Settings” and then “DealRoom Settings”. Add one or multiple signers by selecting the relevant names. You can see this illustrated in the GIF here. 

Now you can keep columns visible while scrolling through a table.

How to Configure: 

Go to Question Groups in your Playbook Settings and select General Settings. Then, in the “Freeze columns” dropdown menu at the bottom of the General Settings, select the column you want to freeze. You can see this illustrated in the screenshot below.

The Buyer’s Journey doesn't just end after the Deal is signed. Now you can redirect users to your website, payment processing, or any other page after they sign a deal. 

Also, add custom text so Buyers will be able to see a Call to Action with a Hyperlink when they return to the DealRoom that will send them to the appropriate redirect page. 

To Activate this feature please check off the appropriate bubbles in your signature widget in the DealRoom template:

See the Call to Action with a Hyperlink below: 

Now Salesforce users can synchronize Documents to Salesforce Files Object instead of synchronizing them to Notes & Attachments. 

To Configure this feature go to ‘Salesforce Settings’ and mark Yes for ‘Synchronize proposal documents into ‘Files object’.