DealHub can now pull the tenant company name directly from a CRM opportunity field and use it consistently throughout the quoting experience, so the name shown to your customer always matches what's in your CRM, without manual overrides.

What's new:

• Select which CRM opportunity field supplies the company name, using a new CRM setting.
• Display the CRM-sourced name across documents, the DealRoom, signature areas, and supported email templates.
• Show an alternative company name when needed, for example, a partner or reseller name instead of the end customer's legal name.
• Refresh the name automatically from the CRM whenever a quote is created, opened, upgraded, or duplicated, keeping it always up to date.