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Hey everyone,I have a question regarding the automatic Opportunity Stage update after a customer signs a DealHub proposal.Currently, once the customer signs, DealHub automatically updates the Salesforce Opportunity Stage to Closed Won.Is it possible to control which Opportunity Stage is set after the customer signs? In our case, we would like the Opportunity to move to Signed instead of Closed Won.Is this configurable in DealHub, or is the Closed Won stage update part of the standard signing process?Thank you! 

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 a discount. Does this Approval Rule look ok?

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.

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 If that question is not updated and left stagnant, we are going to start pushing bad/outdated dates to our CRM fields. We would like to force the mandatory question to be answered even on duplicated proposals. 

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 to see the same KPIs. Today, "Make Default" seems to apply a single column layout for everyone, and each user has to manually re-adjust columns via "Adjust Columns".Questions:1. Is it possible to define group- or role-specific column presets so each user group lands on the right view by default?2. If not natively supported, is there a recommended workaround (e.g. profile-based configuration, multiple saved views)?Thanks a lot for any guidance!

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 customer correct if needed. 

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 appear in one tab on QG-B. The 5th value can be selected in multiple tabs.Will appreciate ideas on how to implement a solution for this. For now, we were only able to display a warning message by counting the number of times each value was selected. 

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

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

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. Important: Switching from Rich Text back to Plain/Simple Text will erase the HTML and its styles.   2. Button Design Options ExplainedEach design p

For non-admin users, is it possible to edit or duplicate quotes that were created by other users without having to share the quote first? Is there another way to achieve this that removes the need for manual sharing?

Hello Community,  In Salesforce, we’re trying to find a way to report on approval comments, specifically the comments reps enter when submitting a quote that triggers an approval process. I’ve checked the DealHub Quote Answers and DealHub Quote Approvals objects, but haven’t been able to locate this information. Do these approval comments get passed into Salesforce, or do they remain only within DealHub?  Best,Jaida

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 outcome is 10,050, which is not correct.I have tried to change to change the  Mantissa length in Settings to 8 instead of 2 (Advanced Settings > General Settings) but that doesn’t appear to affect the Discount decimal places used.

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 after selection ✅ Pre-RequisitesBefore you begin, confirm the following:Knowledge of repeatable question groups using filters. Configured Product Selection question group, with ‘Select and Add’ button, filters enabled Enable population of product attributes into playbook questions Product attribute (Text/Text List) containing the filtering value🧭 Step-by-Step Instructions (Salesforce)1️⃣ Create a copy of the unique value in the Repeatable Group Outside of the repeatable question group, add a Text List question, to be used as the filter Values should be the different values that you filter according to, e.g ‘Tier 1’, ‘Tier 2’, ‘Tier 2’   QG1.Tier_Selection     2️⃣ Create a placeholder for the filtering attribute in the Repeatable Group I

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 on the DB? Thank you,

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 applied, effectively allowing an empty date value when needed.

💡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 seller side*** 

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 approvals to trigger only if the rep modifies the standard Terms & Conditions, but not when they leave them as-is.Solution OverviewThe idea is to compare a hidden “standard” version of the terms with an editable version that the rep sees.Setup Steps Create a hidden question This question contains the default / standard Terms & Conditions text. It is hidden from the seller and always holds the approved baseline terms. Create an editable question for the seller This question contains the same default Terms & Conditions text. It is visible to the seller and can be edited if needed. Approval Rule Logic Configure the workflow rule to trigger an approval when:Standard Terms (hidden question) ≠ Editable Terms (seller-

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,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

 📋 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