Skip to main content

Community
Knowledge Base
Academy
Clubs
Product Updates
Events
Submit a Ticket

Join our inner DealHub Circle

Ask questions, get answers and engage with your peers

Get started

Read product guides and how-to's

Ask the community

Read product guides and how-to's

Wishlist

Submit ideas and suggestions to our team

News and Updates

Read the latest news from our product team

Events

Explore and RSVP for upcoming events

Clubs

Connect with like-minded professionals

New Course - Discounts in DealHub

Learn how to configure and apply Discounts in DealHub, present discount values on Output Documents and become a pro in all system calculation.

Browse our sales video library

Product Updates

Show me more

Product Hierarchy Configuration

Allows you to organize and manage your product catalog with greater clarity and flexibility.
Generate Quote and Actions API

Integrate DealHub’s quoting engine directly into custom workflows, portals, and PLG environments.
Integration & Add-ons Dashboard

One convenient place, giving you complete control with a seamless, user-friendly experience.

Academy
Knowledge Base
Submit a Ticket
Advocates
Partners Coming soon
Developers Coming soon

Recent activity

Marcos SotoEmployee

Sync Back Sign Externally Comment to CRM

Hi Team, is it possible to sync back the text when you click Sign Externally to the CRM?

Ay-Ay-RonEmployee

Dealroom Auto Join - Does it also share the proposal?

Hey everyone, I’m wondering if setting an Auto-Join rule for the Dealroom will also automatically share the proposal with the person who auto-joined?

Adam DrazninEmployee

Salesforce Pricebooks

When we change products in DH it generates a new pricebook in Salesforce. Do we have the option to update the existing pricebook instead of adding a new one? Or what is the best practice on this?

Rabia SariaEmployee

SendGrid Integration

Hi team,Does SendGrid support more than one domain?If yes, how can we limit or config specific users to use one email domain and not the other?Thanks,Rabia

Goldie SpectorEmployee

Custom Links in DealRoom

Want to generate a unique link per DealRoom that includes the customer’s account ID? Here’s a quick way to do it using a static link + a playbook question!🔗 How it works:Start with the static portion of your link (e.g. https://webforms.usa.pt-x.com/forms/Test%20Limited/debit?&ddplanreference=) Add a playbook question that captures the custom part of the URL—like the Customer Account ID Combine them in the embedded link field:https://webforms.usa.pt-x.com/forms/Test%20Limited/debit?&ddplanreference=%GQ.COMPANY_ID_DD% 💡 This is a great way to personalize links right from within the DealRoom.

Adam DrazninEmployee

Syncing countries from Salesforce to Dealhub

Hi, In Salesforce we use standard country picklist values. However when I sync it to DH it shows the country code. Is there a quick way to solve this without mapping each country code to a country name?

toddcoronaEmployee

Multiple Document Signature in DealRoom

I have a client that has multiple documents that require individual signatures. They are wondering if the signing of these multiple documents can be facilitated within the DealRoom?Example, Like the client needs to sign the following individuallyThe MSA The Contract The Terms of Usage / ServiceIf we support this how is this configured for each document?

Anton RudakovskiEmployee

What are the best practices for showing tiered based pricing?

When using discount tables for tiered based pricing, sometimes clients are asking to show the price of each tier in the pricing tables of the output document.I can think of two below approaches to this:Only when using advanced product filter in manual selection, we could create the tiered prices inside product attributes and then refer to them in the proposal attributes to display in the pricing tables Maintaining all of the tiered based pricing in the playbook and referring to these values in the proposal attributes (not the best for maintenance)Wondering if there’s a better approach to this that I haven’t though of. Please share your ideas.

DealHub EducationCommunity Manager

How to Handle Consumption-Based Deals

Consumption-based deals are pricing agreements where customers are billed based on actual usage, rather than a fixed recurring subscription. These models are common in industries such as cloud services, marketing platforms, and telecommunications, where usage patterns can vary greatly over time.For example, Logz.io offers a consumption plan where customers are charged based on their use of specific products. Although only selected products are actively sold and billed, it's still essential to sync rate card information for all products—whether selected or not. How to Set Up Assignment Rules for Consumption PlansTo correctly reflect both selected and non-selected products in the CRM, define two assignment rules:Rate Card Assignment Rule (for unselected products):Ensures that all consumption products are synced to the CRM, even if they were not chosen.This allows for rate visibility without charging the customer. Product Assignment Rule (for selected products):Applies when a product is

DealHub EducationCommunity Manager

How to Restrict the Start and End Date to the First Day of the Month

In certain pricing or contract scenarios, it's necessary to restrict selected start or end dates so they always align with the first day of a calendar month. This approach ensures consistency across billing cycles and simplifies downstream logic tied to monthly intervals. The following method explains how to configure this behavior using calculated date logic. How to Set Up the Base Date and User Input Begin by creating two date questions:One date question that acts as the base date. This should always be a fixed value—such as January 1, 2025—and represents the anchor point for all date calculations.Another date question that is visible to the user, allowing them to select any date. Once a user selects a date, extract the month and year from that input. How to Calculate the Time Difference Next, determine the difference in time between the base date and the selected date. Since the base year is fixed, you can simplify your logic by hardcoding it when calculating the year difference. U

User Leaderboard

smile

No scores yet

Make your move be the first
to shine on the leaderboard!

smile

No scores yet

Make your move be the first
to shine on the leaderboard!

Employee Leaderboard

smile

No scores yet

Be the first employee to shine on the leaderboard

smile

No scores yet

Be the first employee to shine on the leaderboard

Can't find what you're looking for?

Contact Us

Visit our Knowledge Center

Powered by Gainsight

Terms & Conditions Cookie settings

Community

Get started Ask the community News and Updates Events Clubs

Solutions

Configure Price Quote (CPQ) Contract Management DealRoom Subscription Billing

Resources

Knowledge Center Academy Glossary

Company

About Us Blog Careers

Community Code of Ethics
Terms of Use
Security
Privacy

GDPR Compliance | ISO 27001 Certified | Copyright © 2025 DealHub Ltd. All Rights Reserved.

Sign up

Already have an account? Login

Login with SSO

Login with OpenIdConnect

Login to the community

Login with SSO

Login with OpenIdConnect

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK