Ask questions, get answers and engage with your peers
Read product guides and how-to's
Submit ideas and suggestions to our team
Read the latest news from our product team
Explore and RSVP for upcoming events
Connect with like-minded professionals
Learn how to configure and apply Discounts in DealHub, present discount values on Output Documents and become a pro in all system calculation.
Allows you to organize and manage your product catalog with greater clarity and flexibility.
Integrate DealHub’s quoting engine directly into custom workflows, portals, and PLG environments.
One convenient place, giving you complete control with a seamless, user-friendly experience.
Hi,I have a question about Dealroom Emails. If a DealRoom expires (and is not unpublished) - does the buyer signer still get daily emails asking them to sign the DealRoom?Regards,Rose
Hello,Has anyone worked on a creative way to calculate commissions with DealHub? or is there a way to do it in Dealhub? Thanks,
Hi Team, Can anyone help me? I am trying to create a Salesforce checkbox field.When referencing a salesforce checkbox field in Dealhub, does DealDub see that as TRUE, FALSE or 0,1? or is it even True, False? Thanks,
One of the simplest ways to keep approvals from slowing deals down is to do a quick quarterly approval check — even if everything “seems fine.”How to run it:Review which approval rules fire most often Identify approvals that trigger frequently but ra
📋 Use CaseYou have a repeatable product selection question group with a query, and need to prevent users from selecting the same record multiple times. ✅ Pre-RequisitesBefore you begin, confirm the following: Familiarity with SOQL External Query syn
If you’ve wandered into DealHub’s system settings, you may have come across an innocuous checkbox titled Enable continuous versions While a simple toggle, it actually dramatically changes the way that draft quotes behave if you open them after a new
How do you hide the tags on a draft pdf so they the information only shows once its actually signed? Please see below. How do you hide those tags on the draft version?
When multiple users work in the system at the same time, accidental overrides can happen. Safeguard Configuration, found in System Settings, helps prevent that by locking edits when needed.Safeguard for ProposalsEnable Safeguard for Proposal allows o
You can add simple HTML directly in the DealHub playbook question Name to create clearer, visually separated sections for your users.Here are 2 common use cases and their breakdown: Use case 1 – Colored titleInsert this into the playbook question Nam
When working with date questions, it’s important to know that the system doesn’t support direct equality (=) comparisons between two dates.For example, trying to compare:❌ [GQ1.start_date] = [GQ1.Billing_Date]won’t work as expected. ✅ The Correct Way
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.