Ask the community

If you share a quote with someone in your system, can you let them edit or change the quote while blocking them from submitting or finalizing it? How does your workflow or permission structure support this kind of collaboration—what steps or settings do you use to separate editing rights from submission authority?

Is there a way for managers to view all proposals submitted by their team members automatically, or to have those proposals shared with them by default? 

What are some good ways to support a fully customizable product in a SaaS subscription setup? My customer does not use product descriptions in their output documents or deal records—only product name and price are shown. Is there a way to let them freely edit the product name and price, while keeping the SKU constant and still syncing all changes back to Salesforce? Their products typically appear as groups of repeatable questions. 

Hi teamIf I have a rule-based approval workflow set to Active: ALWAYS, what happens when I duplicate a quote that has already been approved? Will the duplicated quote trigger the approval workflow again, or will it carry over the approval status from the original quote?

With multi-system used as multi offer, is it possible to have the T&Cs sections under the pricing table of each offer?Each pricing table of each offer has a different T&C section. So instead of scrolling to the end of the document to see all T&Cs the request is to have each pricing table and the relevant T&C be connected.Thanks

Hello!We’re working on the setup of the playbook, the product library and also the DealRoom/quote. On the product level we have attributes where we store URLs that lead to images & attachments (user manual etc) stored in another system.How can we best show these in the DealRoom or quote? Ideally it works like a repeatable question group and we would really like to prevent putting all images and attachments separately in the Dealroom/quote template. Thanks :)

Hi, There is a text section that I want to display only after the buyer signs the deal. Until now, I used the condition BuyerSignedDeal = Yes, and it worked. However, after integrating DocuSign, it seems that this parameter no longer works, and the section is not displayed.I would appreciate any ideas on how I can ensure that this section is shown only after the buyer’s signature when using the DocuSign integration.

We want to utilize the option “Merge multiple instances of this product into single line” on products, since it really helps clean up the product summary and makes things easier to read on the product summary.However, in some cases we still need the same product to remain separated, because it could carry unique proposal attributes that should not be combined.Is there a way to use “Merge multiple instances of this product into single line” on a product, but still force DealHub to split it back out if unique proposal attributes are present?

Hello!Can the width of the dealroom template also be adjusted? It would be really nice to have a little more control over that. Thanks :)

Hi! One of our reps had a good question regarding the exact time a quote/DealRoom expires. Does it expire at 12 AM after the expiration date based on the local time of the user who submitted and published the quote? Thank you in advance!

I’m trying to implement a pricing rule that when a specific product ‘SCM’ is selected in the question group, and the Frequency is Weekly to have $x.xx. However, I also need to have a pricing rule that is the same with the addition of if there is a QTY entered into another field ‘vetting’ (SCM.QTY_Vetting). When I do the sytax for the secondary portion with vetting, I can’t get that field to display and my rule is showing as invalid. Is there a syntax difference I would need to do with a QTY field? The product assignment already covers if the SCM product is selected. Then on the Product Pricing tab this is the syntax for what I have the error on. IncludesANY([SCM.Frequency],"Weekly") AND IncludesANY(SCM.QTY > 0)

Has anyone run into a situation where a bundle syncs to Salesforce showing both the parent (bundle) price and the child item prices? I’m trying to understand if this is expected behavior or a configuration issue.

Hi all, looking for some best practices. When using Salesforce with renewal opportunities (created upon completion of the original opportunity), how can DealHub support cases where price changes or updates are made? Specifically, is there a way to update pricing on draft opportunities in Salesforce, or alternatively, apply price updates on the Subscription Management records?

Hi!We’re working on the setup of our playbook and in our first general question group many questions will contain CRM information and thus be read-only. Only 2 or 3 questions in this group will be editable when creating a proposal. However in DealHub all questions (21) are counted and shown in the title of the question group. This might be perceived by users as too much and can cause confusion and/or frustration (while in reality its only 2-3 questions they need to enter).  We considered moving the questions to a different question group, but regardless of that its confusing that not-editable questions are counted and shown here. A bit more control over this or only the editable question being included would be a great improvement.Anyone else here that think of this before? Or got this feedback from their user(s)?

I can’t log in. Was my learning sandbox deleted? 

Hi! I just started the Essential Admin learning path. How do I get access to a learning environment?

Team, a significant product catalog of 87,000+ SKUs is causing DealHub to run extremely slowly, to the point where the system becomes unmanageable. The only workaround so far has been reverting to a limited SKU list in order to complete the build. Has anyone worked with product catalogs of this size, and what approaches or best practices have helped overcome this hurdle?

Hi all, is there a way to have a query run automatically when a rule is triggered, instead of running it manually each time?

Hi all, is it possible to use the answer from an Excel group question in another group of questions? If so, what’s the best way to reference or map it?

Is there a way to extract data from the second multi-system and insert it into a question that is defined outside of the first multi-system? 

Hi, is it possible to have the signature block at the end of the document when adding an appendices in the Dealroom? 

Hi all, we’re using a Doc parameter in a table to display a discount quantity. By default it shows 4 decimals, so we applied Math.round to show only 2. The issue is that this causes the totals on the order form to be off by a penny. Is there a way to display 2 decimals for readability while keeping the totals accurate?

Hi, is there a way to sync the Quote creation date into Salesforce? I wasn’t able to find an option for this under the Salesforce settings. Any recommendations on how this can be achieved?

Hello,It seems like something has changed with how attributes are handled after a recent release. For example, we use connection type as a product attribute. Previously, when multiple options were listed on a product, the first one in the list would be selected by default. Now, instead of defaulting to the first one, the system is just comma-separating all options and showing them all at once. It seems to affect all product attributes.I also have the question group set as table and the question type as text list. Is this the intended behavior now if you have more than one product attribute, or should it be considered a bug? Just want to confirm before I start adjusting everything on my side.

How can I structure repeatable Question Groups (QGs) to handle this efficiently? How should I think about multi-system dependencies (e.g., CRM, ERP, billing)? What key questions should I ask myself before deciding on the right approach?