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.

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 introduce two key updates designed to enhance your experience when managing proposals across multiple systems:

Duplicate Proposal Summary with Manual Changes

When duplicating an offer in a multi-system environment, the question group will be accurately copied with all playbook-updated questions. Now, the offer summary will also retain any manual changes from the original offer, ensuring that critical modifications carry over—saving you time and effort during duplication.

Seamless Offer Reordering Across Multiple Systems

Reordering multiple offers within a multi-system proposal is now more intuitive! With the new drag-and-drop feature, you can quickly rearrange offers, and the updated sequence will automatically sync across all related documents, giving you greater flexibility in structuring your proposals.

These enhancements create a smoother, more efficient workflow, giving you better control and flexibility when managing proposals across multiple systems!

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.

We’re excited to introduce a new way to make organizing questions in the playbook easier!

✨ What’s New?

Effortless Reordering

Questions can now be reordered easily. Simply click on the row number of any question and type the desired row number to move it instantly to the chosen position. This makes adjusting the sequence of questions quicker and more intuitive.

Improved Question Insertion

When creating a new question or duplicating an existing one, it will automatically appear directly below the selected row. This eliminates the need for manual adjustments, ensuring new or duplicated questions appear exactly where intended.

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.

Admins can now configure External Validation rules alongside existing internal checks.
How it works:

1. Set up an External Query entity of type API: Specify the URL of the external service and define the parameters the CPQ should send to this external system.
2. Create an external validation rule in the Submit Validation screen.

All validations (both internal and external) are executed upon proposal submission, ensuring all necessary checks are completed before proposal is sent for approval or ready to be shared with a buyer.

If validation fails, the external system sends a failure response. In such cases, admins have the flexibility to:

• Define a custom message that should be shown to the seller.
• Display the exact error message returned by the external system.
• Combine both approaches by embedding the external system’s response into a custom message for greater clarity.

For further assistance, contact DealHub Support or your Customer Success Manager.