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Scenario InsightFlow, a SaaS company, provides a flexible analytics platform with modular features. Customers can choose from a list of add-ons such as:Data Enrichment Predictive Modeling Custom DashboardsEach module adds value, but InsightFlow wants to incentivize volume purchasing through tiered pricing:The first module purchased is priced at a premium. The second module is discounted. Additional modules are priced even lower.This approach increases deal sizes while maintaining perceived value for the primary feature.Traditional CPQ systems price each product independently. However, InsightFlow wants pricing to depend on the order of selection, not the product itself. Regardless of which modules are chosen:First = $50 Second = $30 Third = $15This dynamic pricing must work within the constraints of DealHub’s CPQ engine without requiring hardcoding for every combination. Solution  Playbook Configuration (Set up for a total of 3 products):Add a question to the playbook that is a Text Li

Scenario A cloud communications provider sells products such as API calls, voice minutes, and message transactions. Buyers can either:Commit to purchasing a minimum volume upfront, or Lock in future rates through a rate card, without immediate purchase.Sales needs a way to configure deals that reflect both committed usage (which is billable now) and rate card agreements (which are informational for future usage), all in the same proposal and order form.The goal is to set up a pricing and proposal structure in DealHub that:Differentiates between committed usage (charged now) and rate card usage (charged later). Displays tiered rates and volumes for both types. Automatically updates the order form with correct product details, quantities, and pricing.  Solution Playbook configurationUsing a repeatable table in the playbook is a great tool to create custom tiers or prices for usage products. Suggested questions: Is this a commit or rate card product? This question allows you to know if yo

Scenario GlobaTech, a fast-growing SaaS provider for supply chain automation, operates globally with sales teams and customers across North America, Europe, and APAC. Pricing is maintained in USD, but clients often request quotes in their local currencies (EUR, GBP, AUD, etc.).Previously, reps manually adjusted currency conversions or referenced internal spreadsheets. This created:Inconsistent exchange rates across quotes Manual errors in pricing Discrepancies between DealHub proposals and Salesforce CRM recordsTo solve this, GlobaTech leverages Salesforce’s Manage Currencies feature and integrates it directly with DealHub to automate currency conversion in real-time using the exchange rates stored in Salesforce. Solution OverviewUsing DealHub’s external object integration capabilities, GlobaTech implemented a seamless way to:Automatically pull the customer’s currency from the Salesforce Opportunity. Query Salesforce’s CurrencyType object to fetch the correct exchange rate. Apply that