Admins can now configure automatic aggregation of numeric attributes from a bundle's child products into bundle-level proposal and product attributes.

What's new:

• Automatically aggregate numeric values from child product and proposal attributes into a bundle-level attribute.
• Configure aggregation settings directly in the Bundle Info step.
• Choose between aggregation and the existing inheritance behavior on a per-attribute basis — both remain fully supported.
• Apply aggregation to both product and proposal numeric attributes, including Number and Currency types.
• Configure numeric aggregation through the API or Excel import.

Administrators can now populate child product proposal attributes using Assignment Rules.

What's new:

• Define a specific Assignment Rule for each child product in a bundle.
• Automatically populate that child product's proposal attributes based on the selected Assignment Rule.
• Configure Assignment Rule selection per child product directly in the Bundle Product Selection step.
• Configure Assignment Rule mapping through the API or Excel import.

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.