Hi Team, is it possible to sync back the text when you click Sign Externally to the CRM?
Hey everyone, I’m wondering if setting an Auto-Join rule for the Dealroom will also automatically share the proposal with the person who auto-joined?
When we change products in DH it generates a new pricebook in Salesforce. Do we have the option to update the existing pricebook instead of adding a new one? Or what is the best practice on this?
Hi team,Does SendGrid support more than one domain?If yes, how can we limit or config specific users to use one email domain and not the other?Thanks,Rabia
Hi, In Salesforce we use standard country picklist values. However when I sync it to DH it shows the country code. Is there a quick way to solve this without mapping each country code to a country name?
I have a client that has multiple documents that require individual signatures. They are wondering if the signing of these multiple documents can be facilitated within the DealRoom?Example, Like the client needs to sign the following individuallyThe MSA The Contract The Terms of Usage / ServiceIf we support this how is this configured for each document?
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