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How can product images and attachments best be used in the dealroom / quote template?

Hello!We’re working on the setup of the playbook, the product library and also the DealRoom/quote. On the product level we have attributes where we store URLs that lead to images & attachments (user manual etc) stored in another system.How can we best show these in the DealRoom or quote? Ideally it works like a repeatable question group and we would really like to prevent putting all images and attachments separately in the Dealroom/quote template. Thanks :)

2 days ago

Wouterdeg23New Participant

DealRoom

Form submissions via Dealroom - Where does the data go?

Hi!We are testing with a form in in our dealroom and I can’t figure out where the submitted information goes. I have tested everything & the form fields are linked to the respective playbook questions. Because of this I expect the submitted information to show up in the playbook as answers to the linked questions (see screenshot below). However, this doesn’t seem to be the case and I can’t find the information from the form submission anywhere.I have followed the documentation / DealHub knowledge base article step by step and this also didn’t change anything. Anyone here who can help me out? Thanks!

122

2 days ago

GizemTutucuErdoganNew Participant

CPQ

Bulk Sync Quotes from Dealhub to Salesforce

We have seen that reps are not submitting their quotes in DealHub, so we do not have any visibility in Salesforce. We have a way of fixing it moving forward however for the existing data/proposals in DealHub we need to figure out a way to submit/sync the created quotes in DealHub to Salesforce in bulk. What is the best approach on this?

2 days ago

Ofek MordoNew Participant

CPQ

Buyer Signature Condition Failing with DocuSign

Hi, There is a text section that I want to display only after the buyer signs the deal. Until now, I used the condition BuyerSignedDeal = Yes, and it worked. However, after integrating DocuSign, it seems that this parameter no longer works, and the section is not displayed.I would appreciate any ideas on how I can ensure that this section is shown only after the buyer’s signature when using the DocuSign integration.

181

3 days ago

GizemTutucuErdoganNew Participant

CLM

Multiple Signers - Sign Count Requirement

We have some signing rules in the system and there are multiple signers assigned to each rule. Is there system setting like one signature is ok or require signatures from all signers? ( Like the setting we have for rule based approvals require one or all). If not in this case would the system move deal to won if only 1 signer signs? Just trying to understand the behavior and the impact of multi-signers.Do all the signers needs to sign? Is one signature is enough for a deal to be considered as complete? Can we set the behavior of signature requirement as we do to approvers (all the signers or any of the signers)?

3 days ago

jonasskaalen

CPQ

Can merged products still be separated by proposal attributes?

We want to utilize the option “Merge multiple instances of this product into single line” on products, since it really helps clean up the product summary and makes things easier to read on the product summary.However, in some cases we still need the same product to remain separated, because it could carry unique proposal attributes that should not be combined.Is there a way to use “Merge multiple instances of this product into single line” on a product, but still force DealHub to split it back out if unique proposal attributes are present?

131

3 days ago

Gal BacharCommunity Manager

Product Hierarchy Configuration

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 fol

191

4 days ago

Wouterdeg23New Participant

DealRoom

Dealroom width of template

Hello!Can the width of the dealroom template also be adjusted? It would be really nice to have a little more control over that. Thanks :)

4 days ago

VTanNew Participant

CPQ

Quote/DealRoom Expiration Date

Hi! One of our reps had a good question regarding the exact time a quote/DealRoom expires. Does it expire at 12 AM after the expiration date based on the local time of the user who submitted and published the quote? Thank you in advance!

263

4 days ago

sidnieNew Participant

CPQ

Product Pricing Rule Syntax

I’m trying to implement a pricing rule that when a specific product ‘SCM’ is selected in the question group, and the Frequency is Weekly to have $x.xx. However, I also need to have a pricing rule that is the same with the addition of if there is a QTY entered into another field ‘vetting’ (SCM.QTY_Vetting). When I do the sytax for the secondary portion with vetting, I can’t get that field to display and my rule is showing as invalid. Is there a syntax difference I would need to do with a QTY field? The product assignment already covers if the SCM product is selected. Then on the Product Pricing tab this is the syntax for what I have the error on. IncludesANY([SCM.Frequency],"Weekly") AND IncludesANY(SCM.QTY > 0)

191

4 days ago

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