Stay instantly connected to your deal flow!

We're excited to announce the introduction of enhanced webhook capabilities in DealRoom. 

Now you can seamlessly integrate your existing systems and automate workflows with real-time notifications.

What's New

• Real-time notifications for DealRoom actions.
• Automated workflows can now respond instantly to DealRoom activity.
• Seamless system integration with your existing tech stack.

Speed up work and keep your team informed with instant, automated updates.

We’ve enhanced Playbook with a new capability that offers both admins and sellers more flexibility when setting proposal expiration dates.

Instead of relying solely on a fixed expiration rule, you can now dynamically calculate the expiration date based on a numeric input from the Playbook.

How It Works

A new "Expiration Date" option is now available in the Playbook settings. Admins can configure it in one of two ways:

• Default: Applies the standard expiration period defined in your system settings.
• Custom: Links to a numeric Playbook question that determines how many days should be added to the proposal creation date.

Additionally, there’s an optional setting that lets sellers manually adjust the expiration date—providing the perfect balance between automation and flexibility.

We’ve expanded how parameters can be used, making them more flexible across the platform.
In addition to output documents, parameters are now supported in approval workflows and submit validation.

What’s new:

• Autocomplete for parameters in workflows and submit validation.
• A unified Parameters Page (replacing the old Document Parameters page) for managing all parameters.
• Automatic migration from [DocumentParameter.X] to [Parameter.X] for existing setups.
• The old Document Parameters page is now marked as deprecated, with a notice and redirect.

These changes make parameters easier to manage and keep their usage consistent across the platform.

This feature is per request for setup guidance, configuration best practices, and help getting started please contact your Customer Success Manager.

We’re excited to announce a new enhancement to the product catalog: Product Hierarchy Configuration! This feature allows you to organize and manage your product catalog with greater clarity and flexibility, making it easier to structure relationships between different products.

With the Product Hierarchy feature, admins can:

• Define Relationships – Establish clear parent-child connections between products, ensuring a well-structured and organized catalog. This simplifies the grouping of related products and streamlines the selection process.
• Enforce Mandatory Products – Ensure that essential products are always included when configuring solutions. This helps maintain consistency and prevents crucial components from being overlooked.
• Add Alternatives – Provide flexibility by offering substitute or alternative product options. This allows users to choose the best fit while preserving the integrity of the overall product setup.

When a product hierarchy is enabled in Playbooks, sellers follow a structured product selection process instead of manually choosing from an open product catalog. This ensures that required products are included, alternatives are selected correctly, and optional products are available as needed.

The new tracking page allows administrators to monitor active sessions and access real-time information about active sellers and other administrators. It enables admins to view users' current page locations and track their work duration.

To enable this feature, go to 'System Settings' > 'User Online Activities' section.

To view and manage 'User Online Activities,' go to Control Panel> User Management> 'Session Activity.'

If you have any questions or concerns, please contact our customer support team at support@dealhub.io, and we will be happy to assist you.

Introducing the Safeguard a two key functionalities new feature: Proposal Locking and Version Lock for admins.

Proposal Locking: This feature ensures only one user can edit a proposal at a time while others are in read-only mode. This prevents conflicts and maintains integrity. The system also indicates which users are currently viewing the proposal.

Version Safeguard for Admin: This feature locks configurable pages, ensuring that only one admin can edit at a time to prevent conflicts and overrides. This enhances collaboration and protects data integrity.

The system will check if a page is being edited and will activate a read-only mode for other users.

To enable this feature, go to 'System Settings' > 'Safeguard Configuration' section.

If you have any questions or concerns, please contact our customer support team at support@dealhub.io, and we will be happy to assist you.

A new tool has been developed for Admins: Inspect mode provides real-time visibility of rules and configurations as they are executed based on Playbook selections and other inputs. This makes it much easier to validate changes and troubleshoot potential issues as they arise. 

The Inspector can be opened in the top menu bar for users with Admin privileges only.

For more info, contact DealHub customer support. 

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.