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' 

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.

Sales managers should be pleased about this: now they can approve or reject approvals from the Pending Approval Report without needing to drill down into each approval. 

Click Here to learn how to use it.

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. 

Now you can sync more information from your CRM to the playbook by running queries in regular question groups. This enables you to pull additional data from your custom objects related to accounts and opportunities. 

Click Here to see how to configure it.