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.

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.