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.

From approval to close in just one click.

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.

We’ve expanded how parameters can be used, making them more flexible across the platform.
In addition to output documents, parameters are now supported in approval workflows and submit validation.

What’s new:

• Autocomplete for parameters in workflows and submit validation.
• A unified Parameters Page (replacing the old Document Parameters page) for managing all parameters.
• Automatic migration from [DocumentParameter.X] to [Parameter.X] for existing setups.
• The old Document Parameters page is now marked as deprecated, with a notice and redirect.

These changes make parameters easier to manage and keep their usage consistent across the platform.

This feature is per request for setup guidance, configuration best practices, and help getting started please contact your Customer Success Manager.

We’re excited to introduce two key updates designed to enhance your experience when managing proposals across multiple systems:

Duplicate Proposal Summary with Manual Changes

When duplicating an offer in a multi-system environment, the question group will be accurately copied with all playbook-updated questions. Now, the offer summary will also retain any manual changes from the original offer, ensuring that critical modifications carry over—saving you time and effort during duplication.

Seamless Offer Reordering Across Multiple Systems

Reordering multiple offers within a multi-system proposal is now more intuitive! With the new drag-and-drop feature, you can quickly rearrange offers, and the updated sequence will automatically sync across all related documents, giving you greater flexibility in structuring your proposals.

These enhancements create a smoother, more efficient workflow, giving you better control and flexibility when managing proposals across multiple systems!

We’re excited to announce a new enhancement to the product catalog: Product Hierarchy Configuration! This feature allows you to organize and manage your product catalog with greater clarity and flexibility, making it easier to structure relationships between different products.

With the Product Hierarchy feature, admins can:

• Define Relationships – Establish clear parent-child connections between products, ensuring a well-structured and organized catalog. This simplifies the grouping of related products and streamlines the selection process.
• Enforce Mandatory Products – Ensure that essential products are always included when configuring solutions. This helps maintain consistency and prevents crucial components from being overlooked.
• Add Alternatives – Provide flexibility by offering substitute or alternative product options. This allows users to choose the best fit while preserving the integrity of the overall product setup.

When a product hierarchy is enabled in Playbooks, sellers follow a structured product selection process instead of manually choosing from an open product catalog. This ensures that required products are included, alternatives are selected correctly, and optional products are available as needed.