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
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.
