CPQ

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 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,

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.

 📋 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 exclud

If you’ve wandered into DealHub’s system settings, you may have come across an innocuous checkbox titled Enable continuous versions  While a simple toggle, it actually dramatically changes the way that draft quotes behave if you open them after a new DealHub version was activated.You should consider which option works best for your business. Let’s take a simple example to understandAs a sales rep, on the 24th of December, I go ahead an create a quote for my customer and save it as a draft, then go on holiday.This is done while version V10 is active in my DealHub environment.I have a simple SaaS line item with a list price of $100 per user per month and an advanced analytics with a list price $5,000.While I’m still working on the draft quote, noth

How do you hide the tags on a draft pdf so they the information only shows once its actually signed? Please see below. How do you hide those tags on the draft version?  

When multiple users work in the system at the same time, accidental overrides can happen. Safeguard Configuration, found in System Settings, helps prevent that by locking edits when needed.Safeguard for ProposalsEnable Safeguard for Proposal allows only one user to edit a proposal draft at a time. The first user gets edit access Other users see the proposal in read-only mode Prevents conflicting edits and lost changes Perfect for sales teams working on shared proposals.Version Safeguard for AdminEnable Version Safeguard for Admin prevents multiple admins from editing the same module simultaneously. One admin edits at a time Other admins are temporarily locked from making changes Helps keep system configuration stable Both settings are available under

You can add simple HTML directly in the DealHub playbook question Name to create clearer, visually separated sections for your users.Here are 2 common use cases and their breakdown: Use case 1 – Colored titleInsert this into the playbook question Name to create a blue, bold section title:xml<font size="4" face="Arial" color="#2596be"><b>Opportunity Summary</b></font> Result: The question title is rendered in Arial, slightly larger, bold, and in the DealHub-like blue color, making the section stand out in the playbook UI (shown in the first screenshot).​ Use case 2 – Visual dividerRight below the title, add this line divider in a separate question Name (or as the next line where supported):xml<font face="Arial" color="#2596be">━━━━━━━━━━━━━━━━━━</font> Result: A clean blue divider bar appears, visually separatin

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 effecti

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

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 admins

 📋 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

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 attri

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’: 

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.

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:  

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?

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