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FeatureNew
3 years ago

Automatic Refresh of External Query

Previously we announced that we've made significant enhancements to our data integration feature, providing even greater flexibility and control for our customers. Our platform now supports query type 'API', allowing customers to query any 3rd party solution they need to include in their proposal preparation process.

Now, we've added a new capability that allows administrators to define whether the system should automatically rerun external queries if the user modifies one or more query parameters. 

With this new enhancement, administrators can configure their playbook questions and calculations based on the most up-to-date data, ensuring the accuracy and relevance of their proposals. We're thrilled to see how our customers will use this new functionality to streamline their proposal preparation processes and drive business growth.

This capability is available for accounts that use DealHub Open API functionality. Contact our customer support team to enable it.

Feature: Version Settings - Playbook