DealHub Clubs

Painfully New to Approval Rules

I am painfully new to DealHub Approval Rules. I have a long history with Salesforce Approval Rules.Could someone review this Approval Rule and let me know if it looks ok to you?We have a field that has the tag deployment. It is never supposed to have

381

mackfishEmployee

🩺 Quarterly Approval Health Check

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

701

btbolinNew Participant

Mandatory Questions on Duplicated Proposals

Is there a way to require action on a mandatory question when a proposal has been duplicated? We are collecting data to push to our CRM. One of these questions is a text list of timelines that interacts with a date formula. If that question is not up

160

CelineCorazziNew Participant

Configuring different column view presets per user group in the Product Summary grid

Hi everyone,We're looking for a way to set up different default column views (presets) in the Product Summary grid depending on the user's group/role.Context: our AEs and AMs work on different motions (New Business vs. Expansion), so they don't need

350

How to display a preferred answer in DealRoom Form Question

andiSSNew Participant

DealRoom

How can a predetermined value be displayed in a DealRoom Form question? The question is displaying in the DealRoom with the values as a dropdown. However, the defaulted answer is not displaying. We want the defaulted answer to display and have the cu

170

3 months ago

DealHub EducationCommunity Manager

Welcome to DealHub community

Useful links for new admins

Are you a new admin?Here are a few useful links to help you get started:DealHub Kickstart in Less Than 45 Minutes - A series of videos to help you get the hang of DealHub CPQ. Integrations and Add-ons Manuals for All Supported CRMs and Apps DealHub A

1030

Shifra Hadassi DorotNew Participant

How to Ensure a value in a picklist can be selected only once in a Repeatable Table

IN QG-A we have a multiselecting question with 5 options.In QG-B, which is using a Repeatable Table we have a picklist question where we can select one of the options selected in the question we had on the QG-A question.4 of these values should only

791

hikariNew Participant

Creating an evergreen discount

What is the best way to create an every green discount?

471

decimal places for japanese currency

Tracey AtkinsonNew Participant

Billing

I am looking to configure my order form for Japan. The Totals and Unit Prices need to exclude decimal places. E.g. $152.00 needs to read as $152 on the Japanese order form

311