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

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.

Out-of-the-Box, when CPQ synchronizes proposal information into CRM Deal, it synchronizes the multiplier of all factors defined on the product line item, so that the total net of the line item will be presented/calculated correctly. From now on, an admin can also add an explicit mapping of each factor to the custom field on the CRM side.

Feature: Version Settings -> Products -> Settings -> Product Factors 

We are happy to introduce IBAN Validation in DealRoom ✔ 

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

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

Simply add an 'IBAN field' to your DealRoom template using the form widget, and you're good to go.

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

A new way to import! Sellers can now easily import data from Excel into proposal tables with the help of a user-friendly template and robust validations. This streamlined process is guided by a step-by-step wizard that ensures accurate and error-free data entry. 

The wizard identifies potential errors and allows users to skip problematic rows, enabling them to import the data and receive a comprehensive error report at the end. This report is a valuable tool for sellers, highlighting specific issues that require attention and allowing them to correct errors and re-upload the data efficiently.

For more details see article: Import Playbook Questions From Excel

DealStream is now providing geolocation and platform details for DealRoom events.

Enhance your deal exploration with this DealStream's latest enhancement. 🌐📱💻

Google Chrome Extensions -> DealHub DealStream

Configuration of Assignment Rules is now simpler with the addition of Item.sku parameter, eliminating the need to specify the exact SKU every time.

Using the new Item.sku parameter within the Assignment Rule section, will make the process more efficient and save time.

We're thrilled to announce a new enhancement enabling users to set account and opportunity names as default values for proposal and DealRoom naming. In addition to the existing feature allowing admin users to predefine proposals and DealRoom names using preset text, this update provides greater flexibility in the naming process by giving users the ability to leverage parameters. With this improvement, users can now establish parameters for default proposals and DealRoom names, leading to a more efficient and streamlined user experience.

To set the default names, go to System Settings --> Quote section.