CPQ

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

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 appear in one tab on QG-B. The 5th value can be selected in multiple tabs.Will appreciate ideas on how to implement a solution for this. For now, we were only able to display a warning message by counting the number of times each value was selected. 

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 Approvals objects, but haven’t been able to locate this information. Do these approval comments get passed into Salesforce, or do they remain only within DealHub?  Best,Jaida

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 outcome is 10,050, which is not correct.I have tried to change to change the  Mantissa length in Settings to 8 instead of 2 (Advanced Settings > General Settings) but that doesn’t appear to affect the Discount decimal places used.

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,

🛠 How to ensure re-selecting restricted items after filtering will not be selected 📋 Use CaseYou have a repeatable product selection question group with filters, and need to prevent users from selecting the restricted items by changing the filters after selection ✅ Pre-RequisitesBefore you begin, confirm the following:Knowledge of repeatable question groups using filters. Configured Product Selection question group, with ‘Select and Add’ button, filters enabled Enable population of product attributes into playbook questions Product attribute (Text/Text List) containing the filtering value🧭 Step-by-Step Instructions (Salesforce)1️⃣ Create a copy

DH currently does not support empty date fields, which may be required for billing and special use cases. To address this, a dedicated CRM date field can be used. By reading a CRM date field that is intentionally left empty, conditional logic can be applied, effectively allowing an empty date value when needed.

Triggering Approval When Reps Edit Terms & Conditions – Simple WorkaroundHi everyone 👋I wanted to share a practical workaround we’re using in DealHub to trigger an approval when a sales rep edits the Terms & Conditions.Use CaseWe want approvals to trigger only if the rep modifies the standard Terms & Conditions, but not when they leave them as-is.Solution OverviewThe idea is to compare a hidden “standard” version of the terms with an editable version that the rep sees.Setup Steps Create a hidden question This question contains the default / standard Terms & Conditions text. It is hidden from the seller and always holds the approved baseline terms. Create an editable question for the seller This question co

Hello,Has anyone worked on a creative way to calculate commissions with DealHub? or is there a way to do it in Dealhub? 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