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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.
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 Team,I am exploring the product hierarchy feature, is this an expected behavior or a bug?When you try to filter a product, it only highlights the result and doesn't remove the rest? Thank you,
The Discount parameter only captures 2 decimal places, so if I have a list price of 15,000 and I set the total price to 10,000 then the Discount becomes 33.33%. This presents a problem when I use the Discount * List Price in my CRM system because the
I would like to send a daily or weekly email reminder to clients who have yet to sign for renewals business, is this possible natively in Dealhub, or should I build it out in Salesforce?
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,
🛠 How to ensure re-selecting restricted items after filtering will not be selected 📋 Use CaseYou have a repeatable product selection question group with filters, and need to prevent users from selecting the restricted items by changing the filters af
Hey team, found a nice workflow: you can embed Gong calls directly in a Dealroom using the File Viewer widget.Steps attached if you want to try it outhttps://docs.google.com/document/d/1U66x8YpT7KU0WBShUkICMnep82klz6Z65TkhS8XYYog/edit?usp=sharing
Hello,I have a question regarding creating products on CRM.When we are updating an existing product in DH, how do we identify the product in the CRM that needs to be updated upon activation?Is this by the product SKU, or the product id attached to it
DH currently does not support empty date fields, which may be required for billing and special use cases. To address this, a dedicated CRM date field can be used. By reading a CRM date field that is intentionally left empty, conditional logic can be
💡Did you know you can set up daily signature reminders for your sellers?You can find this notification setting by navigating to Advanced Settings > DealRoom Settings > Notifications & Reporting. ***Please keep in mind this only notifies the
Triggering Approval When Reps Edit Terms & Conditions – Simple WorkaroundHi everyone 👋I wanted to share a practical workaround we’re using in DealHub to trigger an approval when a sales rep edits the Terms & Conditions.Use CaseWe want approva
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