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)
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'
