Enhance your post-signature workflow with an attached signed proposal.

What’s new

You can now automatically attach the fully signed PDF contract to the final Deal Won email.

Previously, once the last party signed, stakeholders were notified that the deal was closed and had to return to the DealRoom to download the document. Now, the signed proposal is delivered directly to their inbox as soon as the deal is won.

Why use it

• Save time by eliminating manual downloads and follow-ups.
• Give Legal and Finance teams instant access to the signed document.
• Create a smooth and complete closing experience for your customers.

How to enable

1. Go to Advanced Settings > DealRoom Settings.
2. Enable “Attach proposal document to ‘DealRoom: Fully Signed’ email”.
   
   
3. Enjoy a seamless workflow for every signed deal.

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.

The new indictor allows you to see in a glance how many teammates a proposal was shared with. No need to open the share dialog. Just a quick look to track distribution.

Admins can now add internal notes directly in the Playbook questions.
Notes are no longer limited to the ‘Conditional Answers’ tab, making it easier to provide context or guidance across all settings.

Admins can now manage whether users are allowed to sign the proposal externally.
This gives admins more control over who’s authorized to complete the signing process.

To configure, go to: User Management> Permissions tab.

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.

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.