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.

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.

Product Selection Filter Tab

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.

External Object

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.