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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.

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Recent activity

NroimiEmployee

data into a Repeatable Table from a Query Table

I’m trying to pull data into a Repeatable Table from a Query Table, based on countries and tiers selected in the original table. For example, I select 2 countries in the table, define the number of employees for each, and then I want to pull the Monthly Fee for each country from a table fetched from Salesforce.When I select only one country, it works fine — the fee is pulled correctly. But when I select two countries, it breaks.Additionally, when I use a calculate if condition and try to compare a value from one table to a value from the other table, it doesn’t work — but if I hardcode a specific value (as plain text), it does work.If anyone has ideas for a solution (other than using an API), I’d really appreciate it — this is urgent for a client.

Adam DrazninEmployee

Dealroom Expiration

If a quote has expired is the Dealroom automatically expire too?

Rabia SariaEmployee

Onboarding - Checklist for Prod Migration

Hi team,I created the attached checklist for preparing for Prod Migration for one of my clients with HubSpot CRM.Feel free to add comments or suggestions.Thanks,Rabia

YaelEmployee

Is there a way to map a product attribute to a proposal attribute?

I need to display a product attribute in the Product Summary table.To do that, I need to add this product attribute as a proposal attribute.Is there a way to reference the product's attribute dynamically (like [item.sku]), instead of manually typing the value for each product individually?

Adam DrazninEmployee

Why Dealroom form does not display pre-populated data pulled from the CRM? Answer:The information will display only for published quotes.

Adam DrazninEmployee

Can we discount items by group

How can you update the Saas total net amount from $157,500 to $150,000?Different product families need different amounts rounded.

Adam DrazninEmployee

Why quick publish option is not available in private mode?

Do you know why the quick publish is not available when the DR is private mode? Because it’s in private mode. Private is used so only specific invitees can enter, so quick publish doesn’t make sense.

Adam DrazninEmployee

Validation Rules

Can we use the validation rule functionality on the line level of the quotes?

Valmiki SawhEmployee

Remove the ability for buyers to add signers in Dealroom

Is there a way to remove the ability for buyers to add signers in Dealroom?

Adam DrazninEmployee

Sign multiple documents in the Dealroom

Can we sign multiple documents in the Dealroom?

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Product Updates

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Product Hierarchy Configuration

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Generate Quote and Actions API

Integrate DealHub’s quoting engine directly into custom workflows, portals, and PLG environments.
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