Now, when configuring a draft proposal in the CPQ system, the seller can synchronize proposal details with the Deal in HubSpot CRM before this proposal is submitted. This synchronization ability needs to be enabled by the admin via the HubSpot Settings screen.
When such proposal synchronization is enabled, the draft proposal will feature a ‘Save & Sync to CRM’ button in addition to the regular ‘Save’ button.
We are happy to introduce VAT Validation in DealRoom ✔
DealRoom publishers can now easily validate buyers' VAT details with DealRoom form widget, ensuring accurate transactions with ease.
After successful validation, the system displays enhanced details of the provided account.
For further assistance, contact DealHub Support or your Customer Success Manager.
• The VAT feature requires an additional payment.
We are excited to announce a new set of API services exposed by DealHub.
CPQ Product Catalog services
Below API services aim to replace the existing SFTP capability for uploading products to CPQ. With these new services, the consuming system can:
- Upload Products: Upload product catalog to the specified draft version. Based on the provided request payload, the service will either create new SKUs or replace existing ones (delete & add).
- Get Products: Retrieve the existing product catalog with details on each SKU, including product attributes, assignment rules, pricing rules, etc. This service is available for any version (Draft/Active/Deactivated).
- Delete Products: Delete either a specific product or all products from the specified draft version of CPQ.
DealRoom Signers’
The consuming system can retrieve information about the actual signers of a specific CRM opportunity. Signers’ information can be retrieved when the DealRoom is either partially or fully signed.
Talk to your customer service representative to learn how to implement this APIs.
To improve the user experience and introduce new capabilities, we are excited to share with you the redesigned Question Group Settings.
We added a dedicated tab for product filters so you can easily switch between settings tabs within the modal for improved usability. We have also created predefined presentation rules for product selection filters.
Instead of having to open a modal and manually select individual items, you can now easily retrieve external query data with just one click with the new External Object features, which include predefined presentation rules for the external object option.
To configure this feature, go to Playbooks> Specific Playbook> Question Groups> Specific Group Settings.
Introducing DealTalk for DealRoom - A new collaboration feature for DealRoom! With DealTalk, you can now collaborate seamlessly with your customers.
Effortlessly manage general discussions and widget-related chats, making collaboration a breeze for your team and clients.
Here's what you can expect from DealTalk:
📈 Effortless Collaboration: Seamlessly communicate with customers and team members within DealRoom.
✉️ Email and Slack Notifications: Stay updated with email and Slack notifications for new messages and mentions.
For further assistance, reach out to DealHub Support or your Customer Success Manager.
Need more proposal-related information in your HubSpot CRM?
As of now, administrators can set a configuration to synchronize proposal workflows and/or proposal playbook data (questions and answers) with their CRM. Synchronization enablement is done on the HubSpot Settings screen.
Feature: Version Settings -> Advanced Settings -> HubSpot Settings.
Additionally, once synchronized, this information could be seen via HubSpot CRM cards.
Note: This functionality can be utilized by accounts with a HubSpot Enterprise license. If the HubSpot CRM license differs from Enterprise or if your organization reaches the maximum limit of custom objects in HubSpot, the CPQ version activation will fail.
Out-of-the-Box, when CPQ synchronizes proposal information into CRM Deal, it synchronizes the multiplier of all factors defined on the product line item, so that the total net of the line item will be presented/calculated correctly. From now on, an admin can also add an explicit mapping of each factor to the custom field on the CRM side.
Feature: Version Settings -> Products -> Settings -> Product Factors
We are happy to introduce IBAN Validation in DealRoom ✔
DealRoom publishers can now easily validate buyers' IBAN details with our form widget, ensuring accurate transactions with ease.
After successful validation, the system displays enhanced details of the provided account.
Simply add an 'IBAN field' to your DealRoom template using the form widget, and you're good to go.
For further assistance, reach out to DealHub Support or your Customer Success Manager.
• The IBAN feature requires an additional payment 💵
A new way to import! Sellers can now easily import data from Excel into proposal tables with the help of a user-friendly template and robust validations. This streamlined process is guided by a step-by-step wizard that ensures accurate and error-free data entry.
The wizard identifies potential errors and allows users to skip problematic rows, enabling them to import the data and receive a comprehensive error report at the end. This report is a valuable tool for sellers, highlighting specific issues that require attention and allowing them to correct errors and re-upload the data efficiently.
For more details see article: Import Playbook Questions From Excel
We're thrilled to announce a new enhancement enabling users to set account and opportunity names as default values for proposal and DealRoom naming. In addition to the existing feature allowing admin users to predefine proposals and DealRoom names using preset text, this update provides greater flexibility in the naming process by giving users the ability to leverage parameters. With this improvement, users can now establish parameters for default proposals and DealRoom names, leading to a more efficient and streamlined user experience.
To set the default names, go to System Settings --> Quote section.
