DealHub offers a new capability in the Salesforce settings:
Now, an admin can add custom fields and set them to write and not read-only. This will enhance Dealhub's ability to integrate seamlessly with Salesforce.
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 a fresh design for the advanced pricing rule section a new field for specifying the price rule name, enhancing the overall user experience.
This addition will allow you to describe rules according to the use case, area, or the products affected, making it easy to define, categorize, and search.
Feature: Products - Product Pricing - Advanced Pricing Rule
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
DealStream is now providing geolocation and platform details for DealRoom events.
Enhance your deal exploration with this DealStream's latest enhancement. 🌐📱💻
Google Chrome Extensions -> DealHub DealStream
Configuration of Assignment Rules is now simpler with the addition of Item.sku parameter, eliminating the need to specify the exact SKU every time.
Using the new Item.sku parameter within the Assignment Rule section, will make the process more efficient and save time.
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.
An exciting upgrade for the new DealHub system look & feel users only!
The group management feature represents a significant upgrade designed to optimize your tab organization experience. This feature brings forth a set of functionalities that include tab search, the flexibility to reorder tabs, and the convenience of deleting them.
Moreover, we've incorporated a new shortcut that streamlines the creation of various types of groups, such as global groups and repeatable groups, adding an extra layer of convenience to your browsing journey.
To upgrade to the new look & feel, go to System Settings> General Settings> "Enable new system look & feel".
Introducing Answer Referencing, our convenient new feature!
Designed to address the challenge of managing identical answers for multiple Playbook questions.
Currently, administrators have to set the same answer individually for each question, which may be time-consuming and repetitive. With Answer Referencing, admin users can create direct links between specific answers and other questions. Allows to easily update and manage answers across multiple questions simultaneously, making the Playbook management more efficient.
Additionally, this feature is visible to sellers too! Ensure that when a seller changes a Playbook answer referenced elsewhere, all other answers using that reference will be automatically updated.
Upgrade your Playbook experience with the new Answer Referencing feature to simplify the process of managing answers for multiple questions.
