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 2.0 introduces an improved feature with custom filters, enabling users to create and save personalized filters for quick access.
Administrators can configure filters as private or share them publicly across the organization. Saved filters appear in the left-side menu and can be effortlessly rearranged using drag-and-drop functionality.

We're glad to introduce the new Export to Excel functionality in the User Management section.
This feature allows admins to easily download a detailed user list as an Excel file.

How to use it:

• Navigate to Control Panel → User Management → Users.
• Click the Export to Excel button in the top-right corner.
• Save the file to your system and open it with Excel or any spreadsheet software.
  
  

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.

Now, when configuring a draft proposal in the CPQ system, the seller can synchronize proposal details with the Deal in HubSpot CRM before this proposal is submitted. This synchronization ability needs to be enabled by the admin via the HubSpot Settings screen.

When such proposal synchronization is enabled, the draft proposal will feature a ‘Save & Sync to CRM’ button in addition to the regular ‘Save’ button. 

We are happy to introduce VAT Validation in DealRoom ✔ 

DealRoom publishers can now easily validate buyers' VAT details with DealRoom form widget, ensuring accurate transactions with ease.

After successful validation, the system displays enhanced details of the provided account.

For further assistance, contact DealHub Support or your Customer Success Manager.

•  The VAT feature requires an additional payment.

We are excited to announce a new set of API services exposed by DealHub.

CPQ Product Catalog services

Below API services aim to replace the existing SFTP capability for uploading products to CPQ. With these new services, the consuming system can:

     - Upload Products: Upload product catalog to the specified draft version. Based on the provided request payload, the service will either create new SKUs or replace existing ones (delete & add).

     - Get Products: Retrieve the existing product catalog with details on each SKU, including product attributes, assignment rules, pricing rules, etc. This service is available for any version (Draft/Active/Deactivated).

     - Delete Products: Delete either a specific product or all products from the specified draft version of CPQ.

DealRoom Signers’ 

The consuming system can retrieve information about the actual signers of a specific CRM opportunity. Signers’ information can be retrieved when the DealRoom is either partially or fully signed.

Talk to your customer service representative to learn how to implement this APIs.

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 DealTalk for DealRoom - A new collaboration feature for DealRoom! With DealTalk, you can now collaborate seamlessly with your customers. 

Effortlessly manage general discussions and widget-related chats, making collaboration a breeze for your team and clients.

Here's what you can expect from DealTalk:

📈 Effortless Collaboration: Seamlessly communicate with customers and team members within DealRoom.

✉️ Email and Slack Notifications: Stay updated with email and Slack notifications for new messages and mentions.

For further assistance, reach out to DealHub Support or your Customer Success Manager.

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