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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 If a DealRoom expires (and is not unpublished) - does the buyer signer still get daily emails asking them to sign the DealRoom?Regards,Rose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 rarely change the deal Confirm approvals still reflect how your teams actually sell today Flag approvals that add friction without improving outcomesWhen the same approvals trigger quarter after quarter, it’s usually a sign the business has evolved and DealHub needs tuning — not more guardrails.This review helps keep approvals intentional, deal velocity high, and exceptions truly exceptional.

 📋 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 syntax. Knowledge of repeatable question groups. Unique value of the records that can be used as a filter 🧭 Step-by-Step Instructions1️⃣ Create a copy of the unique value in the Repeatable Group In your repeatable question group, add a Text question. Reference the unique value you want to exclude on the 2nd attempt, for example: QG1.DealHub_Subscription__cId_copy Include a comma and a single quote (' ) at the beginning (after the comma) and end. ,'%QG1.DealHub_Subscription__cId%' 2️⃣ Aggregate Ids Outside the Repeatable Group Outside the repeatable group, create a Text answer. Reference the Id copy field you created in Step 1 Add parentheses ( ) Add a dummy value (for null cases), to be first, make sure it is quoted ' '. (if i

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 DealHub version was activated.You should consider which option works best for your business. Let’s take a simple example to understandAs a sales rep, on the 24th of December, I go ahead an create a quote for my customer and save it as a draft, then go on holiday.This is done while version V10 is active in my DealHub environment.I have a simple SaaS line item with a list price of $100 per user per month and an advanced analytics with a list price $5,000.While I’m still working on the draft quote, nothing gets sent to the customer. On the 1st of January, my DealHub admin activates V11, in which the list price of my SaaS product goes up to $120 per user per month, and advanced analytics no longer exists.Both reflect the evolution of my compan

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 only one user to edit a proposal draft at a time. The first user gets edit access Other users see the proposal in read-only mode Prevents conflicting edits and lost changes Perfect for sales teams working on shared proposals.Version Safeguard for AdminEnable Version Safeguard for Admin prevents multiple admins from editing the same module simultaneously. One admin edits at a time Other admins are temporarily locked from making changes Helps keep system configuration stable Both settings are available under System Settings → Safeguard Configuration and can be enabled based on your team’s workflow. 

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 Name to create a blue, bold section title:xml<font size="4" face="Arial" color="#2596be"><b>Opportunity Summary</b></font> Result: The question title is rendered in Arial, slightly larger, bold, and in the DealHub-like blue color, making the section stand out in the playbook UI (shown in the first screenshot).​ Use case 2 – Visual dividerRight below the title, add this line divider in a separate question Name (or as the next line where supported):xml<font face="Arial" color="#2596be">━━━━━━━━━━━━━━━━━━</font> Result: A clean blue divider bar appears, visually separating sections in the playbook and helping users scan the flow more easily (shown in the second screenshot).​ Quick breakdown of the HTML sections

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: Compare Date Parts with FormulasTo properly compare two dates for equality, break each date into its Day, Month, and Year components and compare them individually using formulas.Example logic: DAY([GQ1.start_date]) = DAY([GQ1.Billing_Date]) MONTH([GQ1.start_date]) = MONTH([GQ1.Billing_Date]) YEAR([GQ1.start_date]) = YEAR([GQ1.Billing_Date]) When all three conditions are true, the two dates are effectively the same, and the system accepts equality without issues.     

Hello, I am trying to Publish a Dealroom. Is there a way to only allow quick publish?Thanks, 

Hi, I’m syncing the quantity field from the system to a custom field called “Quantity DH”, but for some reason, the regular quantity on SFDC is also getting populated. What is the reason for it?How is it being populated/ synced?  Thanks!

How do I merge 2 subscription products that have the same SKU into one? Ideally the Quantity should be 1 and the Price should total of both SKUs’ prices . Thanks

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?

Understanding the COUNT_SELECTED Formula in DealHub The COUNT_SELECTED formula is a powerful, yet often overlooked, tool within the DealHub configuration engine. Its primary purpose is to dynamically calculate the number of options chosen in a multi-select question, allowing you to drive logic, pricing, or visibility based on the "volume" of selections rather than the specific values themselves. How It WorksAt its core, the formula scans a target multi-select field and returns an integer representing the total count of active selections. The Logic: User chooses 1 option → Formula returns 1 User chooses 3 options → Formula returns 3 User chooses nothing →  Formula returns 0  Practical Use Case: Product BundlingImagine you have a question labeled Product Type with the following options: Hardware Software Support By creating a hidden "Counter" question and applying COUNT_SELECTED, you can automate backend behavior.  Why Use It? Simplified Logic: Instead of creating complex conditi

Having issues where calculations that you are creating are not returning the correct values?  Use the Inspector to dive in and see the true values to all variables that your playbook questions are creating.  Inspector mode provides you with real-time visibility of configurations & rules as they are executed based on Playbook selections and other inputs. This makes it much easier to validate changes and troubleshoot potential issues as they arise.  A few of the advantages of the Inspector:-Ability to present hidden questions-Show the actual formulas and how they are evaluated  -Discover which assignment rule triggered a specific product-Discover which pricing rule impacts a specific product Note:  The Inspector mode is only presented for users who are Dealhub adminshttps://support.dealhub.io/support/solutions/articles/1060000047371-inspector

Did you know the best practice for maintaining contract relationships and a contract hierarchy? If your company has multiple Parent and Child Agreements, you can create a field in your CRM to track how those agreements connect. Then, when you are on a child agreement, you can easily see through the lookup what the Parent Agreement may be. You should also tag each agreement so you can easily separate all of the documents and their Agreement type.An example would be a Parent Agreement (ex: Master Services Agreement) and a Child Agreement (Statement of Work). You would make a lookup in CRM from the MSA to the SOW to see that Parent / Child relationship, and would tag the Parent Agreement in DealHub as a Master Services Agreement and the Child Agreement in DealHub as a Statement of Work. Beyond a lookup for a Parent / Child Agreement, when using DealHub CLM, you can also group related agreements per Opportunity to have a quick view of all applicable agreements. Grouping Documents by Fields

 📋 Use CaseYou have a repeatable product selection question group and need to prevent users from selecting the same product multiple times. ✅ Pre-RequisitesBefore you begin, confirm the following: Familiarity with Select and Add button functionality. Knowledge of product filters. A multiple-choice text list question with all possible values pre-selected by default. A product attribute (e.g., SKU) exists for each product, matching the text list values to enable exclusion once selected.   🧭 Step-by-Step Instructions1️⃣ Create a Concatenated SKU Field in the Repeatable Group In your repeatable question group, add a Text question. Reference the product attribute you want to exclude, for example: %product_selection.sku%; Include a semicolon and a space (; ) at the end. Name this field: product_selection.sku_concat  2️⃣ Aggregate SKUs Outside the Repeatable Group Outside the repeatable group, create a Text answer. Reference the concatenated SKU field you created in Step 1: