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.

DealHub now supports receiving a playbook name directly from your CRM at the moment a quote is created.

This allows automatic playbook selection based on CRM opportunity data, ensuring the right playbook is applied to each quote without any manual setup.

Why it matters

• Automatically applies the correct playbook to every quote
• Eliminates manual playbook selection
• Reduces errors and improves consistency
• Streamlines quote creation workflows

*This feature is available upon request. For setup guidance, configuration best practices, and help getting started. Please contact your Customer Success Manager or DealHub Support.

Admins can now create and manage multiple email templates for DealRoom Publish, Republish, and Fully Signed emails.

Each template is fully customizable, including content, logos, banners, and buttons, and can be automatically selected using rule-based logic.

Sellers can still edit the content within their assigned template, while admins maintain full control over branding and template rules without needing support.

Benefits

• Consistent, professional email communication
• Greater control with multiple customizable templates
• Automatic template selection based on defined rules
• Simpler, more scalable email setup

*This feature is available upon request. For setup guidance, configuration best practices, and help getting started. Please contact your Customer Success Manager.

DealRooms just got more adaptable.

Introducing the “Accept Deal” option, a faster, simpler alternative to traditional signatures. Whether you're handling internal approvals or closing high-velocity deals, you can now choose the flow that works best for you.

Configuration: DealRoom Template → Signature Widget → Edit

For assistance with setup guidance and configuration best practices, please reach out to your Customer Success Manager or contact DealHub support.

Enhance your post-signature workflow with an attached signed proposal.

What’s new

You can now automatically attach the fully signed PDF contract to the final Deal Won email.

Previously, once the last party signed, stakeholders were notified that the deal was closed and had to return to the DealRoom to download the document. Now, the signed proposal is delivered directly to their inbox as soon as the deal is won.

Why use it

• Save time by eliminating manual downloads and follow-ups.
• Give Legal and Finance teams instant access to the signed document.
• Create a smooth and complete closing experience for your customers.

How to enable

1. Go to Advanced Settings > DealRoom Settings.
2. Enable “Attach proposal document to ‘DealRoom: Fully Signed’ email”.
   
3. Enjoy a seamless workflow for every signed deal.

Stay instantly connected to your deal flow!

We're excited to announce the introduction of enhanced webhook capabilities in DealRoom. 

Now you can seamlessly integrate your existing systems and automate workflows with real-time notifications.

What's New

• Real-time notifications for DealRoom actions.
• Automated workflows can now respond instantly to DealRoom activity.
• Seamless system integration with your existing tech stack.

Speed up work and keep your team informed with instant, automated updates.

We’ve enhanced Playbook with a new capability that offers both admins and sellers more flexibility when setting proposal expiration dates.

Instead of relying solely on a fixed expiration rule, you can now dynamically calculate the expiration date based on a numeric input from the Playbook.

How It Works

A new "Expiration Date" option is now available in the Playbook settings. Admins can configure it in one of two ways:

• Default: Applies the standard expiration period defined in your system settings.
• Custom: Links to a numeric Playbook question that determines how many days should be added to the proposal creation date.

Additionally, there’s an optional setting that lets sellers manually adjust the expiration date—providing the perfect balance between automation and flexibility.

The new indictor allows you to see in a glance how many teammates a proposal was shared with. No need to open the share dialog. Just a quick look to track distribution.

Admins can now add internal notes directly in the Playbook questions.
Notes are no longer limited to the ‘Conditional Answers’ tab, making it easier to provide context or guidance across all settings.

Admins can now manage whether users are allowed to sign the proposal externally.
This gives admins more control over who’s authorized to complete the signing process.

To configure, go to: User Management> Permissions tab.