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You’re likely already utilizing Dealhub to do some basic forecasting by calculating ARR, ACV, and/or TCV, but did you know Dealhub can slice and dice your revenue forecasting out of the box? You can quickly see how much recurring revenue is going to hit a particular line of business without creating a pile of custom CRM reports. In this example we’re going to break out ARR by product line using product tags, proposal attributes, and parameters to sync an ARR calculation for each of our 3 product lines to CRM. Navigate to your product assignment rules and confirm you are calculating ARR on your recurring products. If not, create a new proposal attri

Hi Guys, can I ask some help here? When I do an Upsell by selecting an existing subscription line in DealHub, and increasing the quantity, does this update the existing subscription line in Salesforce? Or does it create a new line with the new values?

Sometimes you may be using a repeatable table with a manual item select to choose your products as it offers a scaled experience. Typically, one of the questions in that table will be ‘Quantity’ but you may have products that will be assigned in that table that should only have a quantity of 1. The approach outlined below will work for Quantity or any other field in your repeatable table that you may want to hide or make read only line by line.You could set conditional answers on the Quantity question but you’d have to have a rule that encompasses each sku that fits this model. The scalable way to achieve this is with Product Attributes. Product Attributes allow us to bring values from the Product into the Playbook, and specifically, into our repeatable table. In this example, I’ve created a Product Attribute called ‘Quantity Relevant’: 

Hello Community,When working with versions in Sandbox and Production it is recommended to add a comment to the draft version “Working Version” to indicate the specific version holds your latest updates and changes.This will be helpful to ensure you are not lost with several draft versions and won’t be sure which one has the latest information.Best,

One of the simplest ways to maintain a clean, efficient quoting process is to do a quick “rep walkthrough” every quarter. This helps you catch friction points early and ensure your DealHub setup still matches your current GTM strategy. How to run it:Invite one rep from each segment (SMB, MM, ENT) to build a real quote from scratch. Watch for moments of hesitation or confusion—these usually highlight configuration gaps or unclear logic. Verify that required fields, pricing logic, and approval flows are still aligned with how your teams actually sell today. Make small improvements like updating tooltips, field labels, or validations to remove friction.This 30–45 minute exercise consistently leads to fewer errors, cleaner data, faster approvals, and a better quoting experience for everyone.

Hi, after updating the domain with sendgrid integration, what will happen to the already published dealrooms, will they still have the old domain? Is it going to cause an issue?

Hi Team, Is there a way to prevent the signature block from showing up on draft documents?

I’m trying to reorder my line items in the product summary. What determines if we can or can't use drag and drop to reorder line items? Sometimes its available and other times it's not.

We have seen that reps are not submitting their quotes in DealHub, so we do not have any visibility in Salesforce. We have a way of fixing it moving forward however for the existing data/proposals in DealHub we need to figure out a way to submit/sync the created quotes in DealHub to Salesforce in bulk. What is the best approach on this?

Here’s a helpful trick for Admins who want to test hidden questions in a Playbook.  Step-by-step: How to set up a Debug toggle Create a new Playbook question Type: Radio Button Name & ID : Debug Answers: Yes / No Default value: No Hide the Debug question for non-admins Add a hiding rule: System user role != “Admin” This ensures only Admins can see and change the Debug toggle. Make hidden questions controlled by Debug Instead of using the rule true to hide questions, update each hidden question’s visibility rule to: GQ.Debug = “No” This means:  

If there is a need to remove an image from the Image Repository within the Output Documents, following the steps below will allow one to do that. Log in as an admin and open a draft version. Version Settings → Output Documents → Document Templates Open any document. Expand the Cover Page Widget Expand the Cover Image sub Widget Hover over the Image that you’d like to delete, hit the X and then confirm the deletion  See brief recording displaying this.  

When checking the Immediately present for approval to all levels checkbox, should all the approvers get the approval email at the same time?What will happen if I enable it?

DealHub provides multiple ways to manage contract edits, such as Playbook Questions with pre-approved clause substitutions and our native Online Redlining experience. However, some customers still rely on Microsoft Word for redlining and want to manage changes using Track Changes.That’s where our Offline Revisions workflow shines.We recommend having the seller or selling-side legal team download the DOCX contract from the DealRoom and share it with the buyer over email. The buyer can then redline the document in the familiar Word environment. After both parties reach agreement, the seller simply uploads the revised DOCX file back into the DealRoom.For best results: Disable buyer permissions to download or upload revision files, keeping version control with the seller. Pair this workflow with Signing State controls to maintain structure and prevent premature signing.

A clickable button in DealHub helps users access resources while preserving their DealHub view. You can easily style this button to match your branding or workflow needs.Here are step-by-step instructions: 1. Button Code ExamplePaste this HTML block into a DealHub Text Answer field as Plain/Simple Text, then convert to Rich Text:text<p> <button style="font-size: 14px !important;min-width: 60px;outline: none !important;padding: .75rem 1rem !important;margin-right: .75rem;background-color: #32aed8;border: 0px solid #ccc;border-radius: 8px;"> <span> <a href="YOUR_PUBLIC_URL_HERE" target="_blank" rel="noopener noreferrer" style="color: #fff !important;">YOUR_BUTTON_TEXT_HERE</a> </span> </button> </p> Change YOUR_PUBLIC_URL_HERE to your public link and YOUR_BUTTON_TEXT_HERE to the button label

Hello, in a Multisystem setup, a product appearing multiple times even if its product assignment sits outside of the multi-system. How do I fix this?Ex. Product "Certified Migration Partner", shows twice even if it's presentation rule is outside the multi system.

Hi, do we have a way to capture the different address components on separate fields?

I’m trying to read Contacts from the Account Contact Relationship object in SFDC, how do I set it up in Dealhub?

You are able to edit the HTML of a question label. This can be useful for a header or a warning.   To do this configure the question label with the following html code:<font size=4 face="Arial" color=#2596be><b>Proposal Info </b></font>You can use color, font, size, italics and other HTML options. 

In partner levels tiers - do we have an option that the "Partner Program" will be selected automatically from a SF field?

Managerial Summary: The process takes product and shipping data from DealHub, transforms it into Avalara’s format, retrieves official tax calculations, and delivers line-level tax amounts back to DealHub in real time.Optional Middleware Tools: Make, Zapier, Workato, n8n, Celigo, etc. Trigger: Webhook from DealHubDealHub sends product and shipping data when a quote requires tax calculation. Step 1: Collect Product Data The middleware iterates through product line items (SKU, Name,

Formatting troubles with your Word sub-doc template? Do your graphics and formatting look super sleek in Word, but once uploaded to DealHub and previewed in your proposal, they appear misaligned? Tip: Verify the margins on the Word doc and the DealHub editor are the same! This will prevent any misalignment or differences when viewing your template in DealHub and preserve your perfectly polished masterpiece. To check this, navigate to Version Settings > Output Documents > Document Templates > Select Your Template > Settings (top right). DealHub’s recommendation is to use: 80px for top and bottom margins and 60px for left and right margins. The table below converts pixels to inches and cm for Word margins. 

We have some signing rules in the system and there are multiple signers assigned to each rule. Is there system setting like one signature is ok or require signatures from all signers? ( Like the setting we have for rule based approvals require one or all). If not in this case would the system move deal to won if only 1 signer signs? Just trying to understand the behavior and the impact of multi-signers.Do all the signers needs to sign? Is one signature is enough for a deal to be considered as complete? Can we set the behavior of signature requirement as we do to approvers (all the signers or any of the signers)?

My client wants to write to custom object in HubSpot? Is this possible?

Hi, my client want’s to know if there is a limit to signatures in Dealroom?

This section outlines how DealHub calculates key revenue metrics—ARR (Annual Recurring Revenue), ACV (Annual Contract Value), and TCV (Total Contract Value)—based on product types and durations. These metrics are available out-of-the-box and can be used for display purposes or synced to your CRM. ARRARR focuses solely on predictable, recurring subscription revenue and excludes one-time product charges.Applicable to: Recurring products only Calculation basis: Product duration (in months) Not applicable to: One-time products