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.
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’
