Coming soon: DealHub 2.0 🎉

Get your work done faster and more efficiently with DealHub 2.0. Upgrade now to view all your deals in one place, track all your activity in real-time, create custom filters and more.

Don't miss out! Get early beta access by contacting your Customer success or DealHub support.

Increase efficiency with proposal filters

Search, sort and view using predefined filters by account, date, creator, or create a custom filter. You can choose which columns to display, hide, or apply multiple filters to view proposals that match specific conditions. 

Sign and view all your deals in one place

Check out the new DealRooms page, a one-stop shop for all your activities and deal actions. Viewing, managing and collaborating on signing deals directly from your DealRoom has never been easier. 

Follow your deal sentiment and never miss notifications

Ditch the plug-in and get notifications directly from your DealRoom. View all your activity in the new seamless integrated DealStream and get notified when an action occurs.

Build fully customizable layouts

Personalize your layout to get a fully customizable table. You can control which columns to display by naming, resizing, or adjusting the sequence.


DealHub is now integrated with Slack

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



Enables DealHub CPQ new look & feel by yourself!

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.


 

DealHub Sales Training Courses

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

DealHub Gong Integration Announcement

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

Quote Inspector

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. 


Embed Word Documents Into the Output Document

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.





Upgrade to Document Generation 2 (G2)

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.


Get a Custom Domain for your DealRoom

Put your brand front and center in every DealRoom - yourbrand.dealhub.io.

Speak with your customer success rep to customize your DealRoom's domain. P.S. This only works if you migrated to DealHub for Salesforce v2 Connector.

DealHub for Channel Sales

We’re excited to announce that you can now streamline and standardize the sales process for your channel partners. DealHub’s “Create a Quote” button can now be embedded within your Partner Relationship Management (PRM) system.  

Talk to your customer service representative to learn how to implement this API.