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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 cu
Are you a new admin?Here are a few useful links to help you get started:DealHub Kickstart in Less Than 45 Minutes - A series of videos to help you get the hang of DealHub CPQ. Integrations and Add-ons Manuals for All Supported CRMs and Apps DealHub A
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
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
Stay on top of every deal as it happens with real-time updates from DealRoom. This enhancement allows your systems to instantly react to activity, helping your team move faster and stay aligned. How it worksDealHub can now send real-time notification
This feature helps you create consistent, professional DealRoom emails by using ready-made templates that match your brand. Instead of writing emails from scratch, you can rely on structured templates for Publish, Republish, Approval, and Fully Signe
This feature helps ensure every quote starts with the right playbook by automatically selecting it based on information already stored in your CRM. When a quote is created or opened, DealHub uses the opportunity details to choose the most relevant pl
Meet the new smart sidebar, designed for faster navigation! Get your work done faster and more efficiently with a redesigned navigation experience. Move between versions seamlessly, or collapse the menu for a clean, focused view. Sidebar Smart Navig
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
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 Appro
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
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,
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