Looking to automate quote creation and execution through your existing tech stack? The Generate Quote and Actions API allows you to integrate DealHub’s quoting engine directly into custom workflows, portals, and PLG environments. 

Generate Quote and Actions API - Seamless API-Driven Quoting

The Generate Quote and Actions API brings full automation to your quoting process. Instantly generate, submit, and sign quotes via API, reducing manual effort and accelerating deal cycles. Built for teams looking to embed DealHub’s quoting engine into custom portals, product experiences, or external workflows.

Key Benefits

• For E-commerce & In-Product (PLG): Integrate quoting directly into customer-facing websites, portals and product flows using DealHub-managed pricing and configurations.
• Automated Renewals: Trigger renewal quotes without manual intervention for consistency and speed.
• Flexible Integration: Connect seamlessly with your CRM, ERP, eCommerce, and PLG environments to fit complex workflows.

Core Capabilities

• Simulate a Quote: Retrieve line items and pricing via API.
• Generate a Quote: Create drafts, calculate pricing, publish a DealRoom, and initiate external signing.
• Execute Actions: Submit, publish, and sign quotes via API or UI for ultimate flexibility.

Architecture and Configuration Updates

We’ve introduced purpose-built updates to support API-driven quoting:

New Playbook Type: Playbook API 

Built for API-based quote creation with:

• No question dependencies or hidden logic. 
• External pricing engine and data source support.
• Validation of all API-provided inputs.

Quote Type API Configuration

• API-Only Generation: Quotes are exclusively created through API using Playbook API.
• Limited UI Adjustments: Quotes can be viewed and adjusted in the UI (discounts, certain fields),, but playbook selections cannot be changed.
• Supports Real-Time Pricing: Ensures accurate configuration updates in dynamic pricing environments.

Example Use Cases:

• E-commerce Portals: Automatically generate and display pricing and quotes within customer-facing portals for a real-time buying experience.
• In-Product Quoting (PLG): Enable self-service quotes directly from your product interface, with DealHub managing pricing logic in the background.
• Automated Renewal Workflows: Trigger renewal quotes without manual involvement, ensuring consistency and faster contract cycles.
• Partner Platforms: Allow external partners to generate and submit quotes securely via API, while maintaining governance and control.
• Custom Approval Flows: Integrate quote actions into custom approval or CRM workflows, reducing context-switching for sales and operations teams.

Admin Configuration Note:

This feature requires setup of a dedicated Playbook API and associated quote types. Admin users can review API documentation or reach out to Customer Success for guided enablement support.

Pricing Information:

This capability is not included in core DealHub pricing. Pricing will be determined in consultation with your Customer Success Manager. Please contact your CSM if you are interested in access or implementation guidance.

Why This Matters: 

For organizations scaling their revenue operations, the Generate Quote and Actions API offers the flexibility to embed quoting capabilities directly into the selling ecosystem. It provides centralized control, real-time data accuracy, and supports evolving business models across all channels.

Next Steps: 

For setup guidance, configuration best practices, and help getting started? To learn more about pricing or implementation, contact your Customer Success Manager. 

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.

Exciting new capability! DealHub is now integrated with Slack to provide users with an efficient and effective way to manage their deals and keep track of important updates without switching back and forth between multiple platforms.

This seamless integration enables stakeholders to receive important DealHub notifications directly to Slack, such as proposal status updates, approval requests, DealTalk comments, and DealRoom updates.

These notifications are actionable! Allowing users to perform actions, approve or reject requests and reply to comments without leaving the Slack platform.
To make the experience even more personalized, DealHub also offers users to manage which notifications they want to receive. 

Feature: System Settings -> Integration For Slack

We are thrilled to announce the release of DealHub's CPQ updated new look & feel. We have invested much time and effort in developing this fresher design to enable you and your team to create complex quotes faster while enjoying an improved user experience.

To enjoy the new UI immediately, apply it from System Settings> General Settings.

If you have any inquiries or would like additional information, please contact your Customer Success Manager.

We are excited to announce the launch of our brand-new Sales Training Courses, designed to empower your salespersons with all they need to know about using DealHub. 

We have created short and easy-to-follow e-learning courses that cover topics such as:

• Introducing DealHub CPQ: Explore the features and functionalities of our Configure Price Quote solution.
• Generate a quote: Learn pricing, discounting, and approval workflows to create accurate and compelling quotes.
• Performing quote actions: Discover how to make changes, collaborate with team members, publish DealRooms, and more, all within the DealHub platform.
• DealRoom flow: Gain a comprehensive understanding of DealStream insights and electronic signature capabilities within DealHub's DealRooms.
  
  

Don't miss this incredible opportunity to enhance your salesperson's skills.
Access the Sales Training Courses Now!

Log in to DealHub> Click on your profile picture> DealHub Academy 

If you have any questions or need assistance, we are always here to help.

Reach us at education@dealhub.io

Wishing you happy learning,

DealHub Knowledge Team

Great news! DealHub is now natively integrated with Gong. This partnership provides previously unavailable deal intelligence and improved revenue predictability. DealStream analytics are now embedded into Gong Forecast to enrich data on customer interactions throughout the sales process, and provide a complete scope and deeper understanding of deal health and pipeline risk.

This new integration enables pushing engagement events from DealHub into Gong, where they're displayed in Gong's activity timeline for DealHub and Gong mutual customers.

The Gong integration setup is relevant only for DealHub customers who are also Gong customers and use Salesforce CRM. 

For more information read here

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.