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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

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:

Hi!Did you know that you can easily add text with clickable links inside of proposal attributes?  To do so, simply add HTML formatting from the backend configuration of your proposal attribute in the assignment rule. For example, <a href="https://www.dealhub.io">Open DealHub website</a>:   The link will also be clickable in the output document:  Enjoy!

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 attribute and populate across all recurring products.  Make sure you have tagged your products by product line. This can be done when creating or editing a product. Here I’ve tagged the Platinum Plan with ‘platinum.’Create custom currency fields on your CRM Opportunity object to house your new ARR fields. Once complete, navigate to Version Setting

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’:  Then, on the Products I’ve listed some as ‘true’ and some as ‘false’, but these values are arbitrary, you could achieve the same thing with numbers an

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:   When Debug = No (the default), the question stays hidden. Admins can switch Debug to Yes to instantly reveal all hidden questions without refreshing data.  Why this is useful?  You can test hidden logic quickly and smoothly. No need to use the Inspector (which refreshes data). Only Admins can toggle visibility, keeping the experience clean for regular users.   Let me know if you want an example set

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. If you need help setting this up, your Customer Success Manager is ready to assist.

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?