Our new feature addition, Address Autocomplete, simplifies the process of adding accurate addresses to quotes by using Google Maps Place Autocomplete.
Administrators can now configure a playbook question with a "text answer" type and specify it as an address. This enables sellers to benefit from Google API's address auto-completion.
Manage account:
Sales mode:
Administrators now can update the proposal summary title, moving away from the default fixed text. This feature enables the creation of a personalized quote design that resonates with your brand, aligning seamlessly with your company's marketing and business objectives.
To modify the proposal summary title, navigate to Proposal Summary Preview Template --> Edit Info --> Display Name
You can now personalize the file name for downloaded proposal PDFs or WORDs.
Use parameters such as opportunity name, proposal ID, and free text to create a cohesive name format for all your files. The name will always include date-time to search and track your files effortlessly.
Stick to the default option, or switch to your preferred format. It's your call!
If you need any assistance, contact our support team.
System administrators can now enable the synchronization of the CPQ product/s catalog with the HubSpot CRM product/s catalog during the version activation process. Simply turn on the 'Synchronize products to CRM' option in the Advanced Settings of the version configuration.
To ensure your custom product attributes are synchronized, add the corresponding configuration mappings alongside the product attribute definitions (Version Settings -> Products -> Settings -> Product Attributes ).
Announcement We are thrilled to announce that in our ongoing efforts to provide you with the best possible service, our ticketing and knowledge base system will transition to the Freshworks platform.
The migration is scheduled for October 29, 2023.
It will include a new and improved user interface, a new knowledge center that matches our product flow, and an efficient ticketing system that lets you submit and track your requests in real-time.
To access our new Knowledge Center, visit us at support.dealhub.io.
Action Required - To begin, please register by clicking the login button located in the top right corner. Additionally, we have provided detailed instructions in the following guide if you require assistance with the registration procedure.
The process of submitting a ticket has mostly stayed the same. Same existing channels via email and web form:
Our goal is to provide you with the best service possible, and this move to Freshworks is a big step in that direction.
If you have any questions or concerns, please get in touch with our customer support team at support@dealhub.io, and we will be happy to assist you.
Introducing a new capability that seamlessly integrates product attributes into playbook questions to elevate your product selection process.
Until now, sellers could view the product attributes associated with each product during the product selection process.
Now, we enhance this functionality by adding these attributes to the Product-Selected table.
Here's how it works: Administrators will define a playbook question with an ID that matches the product attribute name. Then, the system will automatically populate the playbook answer with the corresponding product attribute value. This enhancement supports all product attributes, including number, text, text list, and date.
This allows for a more streamlined and intuitive product selection process.
If you have any inquiries or would like additional information, please contact your Customer Success Manager.
DealHub now supports multi-value (Text List) as a new addition to the Product Attributes capability.
Effortlessly create product attributes with multiple values to describe and categorize your products more accurately.
Filter products based on multi-value product attributes to find what you are looking for quickly, streamline your selling process, and save you precious time.
Starting today, we are proud to announce support for the Partner API integration for HubSpot CRM!
With this new integration, you gain the power to seamlessly engage partnering sellers within your organization, ensuring a more unified and efficient sales process. We understand the critical role that partners play in your business, and this integration is designed to empower you and your partners for greater success.
Our Partner API integration not only streamlines collaboration but also harnesses the capabilities of Configure-Price-Quote (CPQ). This means you can now leverage DealHub CPQ features and functionalities to enhance your sales experience. Whether it's configuring complex solutions, generating accurate quotes, or expediting the sales cycle, CPQ has you covered.
Another capability that can help you establish a standardized sales process to improve consistency and alignment across your organization.
If you have any inquiries or would like additional information, please contact your Customer Success Manager.
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.
Introducing a new email notification to quote owners! This new feature will send an email to the owner of a quote every time an approver clicks to approve the quote.
This new feature is designed to keep quote owners informed about the progress of their quotes.
To access this new notification, users should go to their user settings and select the notification preferences. From there, they can choose to subscribe to the new email notification for quote approvals. Once subscribed, they will receive an email notification every time an approver approves one of their quotes.
