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

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Product Hierarchy Configuration

Allows you to organize and manage your product catalog with greater clarity and flexibility.
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Integrate DealHub’s quoting engine directly into custom workflows, portals, and PLG environments.
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Recent activity

Valmiki SawhEmployee

CPQ

How to Delete Images from the Document Image Library?

If there is a need to remove an image from the Image Repository within the Output Documents, following the steps below will allow one to do that. Log in as an admin and open a draft version. Version Settings → Output Documents → Document Templates Op

2 days ago

OConnorNew Participant

CPQ

Email notifications

When checking the Immediately present for approval to all levels checkbox, should all the approvers get the approval email at the same time?What will happen if I enable it?

2 days ago

Will.HamiltonEmployee

CLM

When Your Customer Base Insists on Using Word for Redlining…

DealHub provides multiple ways to manage contract edits, such as Playbook Questions with pre-approved clause substitutions and our native Online Redlining experience. However, some customers still rely on Microsoft Word for redlining and want to mana

2 days ago

Omri OshrielEmployee

CPQ

How to Create a Clickable Button in DealHub UI

A clickable button in DealHub helps users access resources while preserving their DealHub view. You can easily style this button to match your branding or workflow needs.Here are step-by-step instructions: 1. Button Code ExamplePaste this HTML block

3 days ago

Marcus PatelNew Participant

Subscription

Subscription Upsell

Hi Guys, can I ask some help here? When I do an Upsell by selecting an existing subscription line in DealHub, and increasing the quantity, does this update the existing subscription line in Salesforce? Or does it create a new line with the new values

4 days ago

Taylor RNew Participant

CPQ

Multisystem

Hello, in a Multisystem setup, a product appearing multiple times even if its product assignment sits outside of the multi-system. How do I fix this?Ex. Product "Certified Migration Partner", shows twice even if it's presentation rule is outside the

101

6 days ago

OConnorNew Participant

CLM

Address field separation

Hi, do we have a way to capture the different address components on separate fields?

6 days ago

Taylor RNew Participant

CPQ

Reading from Contacts Object in SF to DH

I’m trying to read Contacts from the Account Contact Relationship object in SFDC, how do I set it up in Dealhub?

372

10 days ago

Katie BowenEmployee

CPQ

How to Use HTML Characters in Question Labels

You are able to edit the HTML of a question label. This can be useful for a header or a warning. To do this configure the question label with the following html code:<font size=4 face="Arial" color=#2596be><b>Proposal Info </b>&lt

10 days ago

Darius StoneNew Participant

CPQ

Partners

In partner levels tiers - do we have an option that the "Partner Program" will be selected automatically from a SF field?

191

11 days ago