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CPQ

All questions related to the quote process, from creating Playbooks and Products to submitting the quote.

  • 27 Topics
  • 5 Replies
27 Topics
DealHub Education
DealHub EducationCommunity Manager
published in CPQ
Custom Table Borders in Output Documents

ScenarioOptiCloud, a mid-size SaaS company offering customizable cloud analytics, handles complex proposals with multiple SKUs, implementation services, and region-specific legal clauses. Their Sales Ops team was struggling with:Inconsistent formatting in output documents Manual insertion of legal clauses and billing tables Lack of dynamic fields (e.g., product-specific T&Cs, pricing tables, renewal dates) Inability to quickly preview or adjust order forms on a per-client basisTo address this, they standardized on DealHub’s Document and Sub-Document Templates functionality to automate and professionalize document generation.Their most important need right now is to create a custom table in their output document with custom borders. They want to utilize DealHub’s HTML capabilities to achieve this.They also want to be able to add horizontal lines across their document. Solution Step 1: Adding a basic table in Output DocumentsClick on Add Element, then select Text SectionInsert a tabl

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DealHub Education
DealHub Education
DealHub EducationCommunity Manager
published in CPQ
How to's: calculating ARR, ACV and TCV

Learn how to calculate ARR, ACV and TCV ARR Focuses only on recurring subscription revenue, making it more relevant for tracking predictable revenue growth.For One time products won’t be calculated For Recurring products (Duration in months) ACV Includes prorated one-time fees, reflecting the full annualized contract valueFor One time productsFor Recurring products (Duration in months) TCV The total revenue generated from a contract over its entire duration, including recurring charges and one-time fees.For Recurring and One time products  To calculate the totals and sync it to the the CRMGo to Output Document Section → Document Parameters Add Parameter for each of the calculations   To only present the totals without syncing it to the CRMGo to Output Document Section → Proposal Summary Preview Templates In the “Select Parameter to add” search for the parameters (You don’t have to create them as a doc parameter first because the system calculates totals OOTB) Sales Mode 

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DealHub Education
DealHub Education
DealHub EducationCommunity Manager
published in CPQ
Multiple Offers

Scenario AtlasIQ, a SaaS company offering AI infrastructure tools, often builds proposals with multiple pricing packages—such as “Starter,” “Growth,” and “Enterprise”—using DealHub’s Multi-System functionality. While this gives customers flexibility, it created operational friction. Buyers would verbally choose one offer, but sales reps then had to manually remove the unselected systems and products from Salesforce, risking errors and slowing down approvals.To streamline this, AtlasIQ configured a dropdown menu in the DealRoom that lets buyers select the offer they want. Behind the scenes, DealHub converts that selection into a numeric value, which is used to flag which quote system to keep. All other systems are tagged for deletion via a synced proposal attribute (Offer__c) and a custom Salesforce field (Delete__c).Once the buyer submits their choice, Salesforce automatically deletes the non-selected quote lines using DealHub’s Quote Line Deletion package. The final CRM record reflect

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DealHub Education
DealHub Education
DealHub EducationCommunity Manager
published in CPQ
Pulling automatically the earliest Start Date and last End Date

Scenario DeployLogic, a SaaS provider offering modular implementation and onboarding services, often sells tailored solution packages to enterprise clients. These packages include multiple components like:Integration Setup Data Migration Training Programs Custom Feature DevelopmentEach of these services has its own start and end date, depending on resource availability, client readiness, and deployment sequencing. The RequirementsWhen a DealHub proposal includes multiple services within a repeatable table, the client success team wants to:Display a single, accurate project timeline summarizing all selected services. Show the earliest start date and latest end date for the entire engagement. Avoid manual errors or the need for reps to calculate summary dates outside the system.This summary data is crucial for the prospect and for setting expectations internally for resource planning.Overview:Using the method in the document, DeployLogic configures DealHub to automatically surface:The Fi

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DealHub Education
DealHub Education
DealHub EducationCommunity Manager
published in CPQ
Configuring Floor Pricing

Scenario TechNest, a mid-market SaaS provider of enterprise collaboration tools, operates a multi-tier sales model:Sales Reps can offer limited discounts. Managers and VPs can approve deeper discounts for strategic accounts.However, rather than approving based on a discount percentage, TechNest sets absolute floor prices per SKU. For example, while the list price for the “Collaboration Suite Pro” is $100/user/month, Sales Reps must not go below $80, and Managers must not approve less than $70.DealHub’s standard approval workflows rely on discount percentage thresholds—not specific price points.To meet this requirement the team implemented a flexible floor-price-based approval system using DealHub’s product and proposal attributes, assignment rules, and general workflows, outlined below. Solution PRODUCT ATTRIBUTEIn Products, click on Actions, then click on Settings, then select the “Product Attributes" tab.  Click Add Attribute and change Type to “Number”Label this attribute “Floor Pri

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DealHub Education
DealHub Education
DealHub EducationCommunity Manager
published in CPQ
Ordered Pricing

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

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DealHub Education
DealHub Education
DealHub EducationCommunity Manager
published in CPQ
Rate Cards / Usage

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

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DealHub Education
DealHub Education
DealHub EducationCommunity Manager
published in CPQ
Exchange rate (using Manage Currencies from SFDC)

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

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DealHub Education
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Daniel BrooksNew Participant
asked in CPQ
Hide the Create Quote button

Is there a way to hide or remove the “Create Quote” button in HubSpot based on user roles or permissions?Ideally, I’d like only specific users to see or use it. 

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BrettHub
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Ava MillerNew Participant
asked in CPQ
Prevent users from picking a past date

I want to make sure users can’t select a date before today, but I’m looking for a way to do it without relying on a validation rule.

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Ava MillerNew Participant
asked in CPQ
sync quote creation date to Salesforce

I’d like to sync the quote creation date into Salesforce, but I don’t see anything for that in the DealHub SFDC settings.

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Ava MillerNew Participant
asked in CPQ
total discount in line items

Is there a way to control how the total discount on a quote gets distributed across the line items?

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Liam BennettNew Participant
asked in CPQ
Best way to set Start Date as the contract’s signature date?

Hey!I’m trying to set up our contracts so that the Start Date of the term is automatically set to the signature date of the contract.What’s the best way to approach this in DealHub? Has anyone implemented this kind of logic successfully?

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Gal Bachar
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Liam BennettNew Participant
asked in CPQ
User roles in DH

Hey,Can I stop the Salesforce–DealHub role sync and just manage user roles in DealHub for building approvals?

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Gal Bachar
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Liam BennettNew Participant
asked in CPQ
Locking the Start Date question when duplicating quotes?

Hey!I’m looking for a way to keep the original Start Date selected in the first quote, so it doesn’t keep updating to today’s date every time the quote is duplicated.Is there any way to “lock” the Start Date question so it stays fixed and doesn’t auto-refresh on each duplication?

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Liam BennettNew Participant
asked in CPQ
Internal signature after sign externally

Hey,DealHub admin here Is it possible to set up a Signing Rule that forces an internal user (like a VP or COO) to sign only after the external party has signed?Trying to make sure internal approval happens at the right stage. 

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Liam BennettNew Participant
asked in CPQ
Roles sync from Salesforce

Do user roles update from Salesforce CRM every time a version is activated in DealHub? Or is it a one-time sync?

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Liam BennettNew Participant
asked in CPQ
Set document type to PDF by default?

Hey,Is there a way to set the document type to PDF by default?Would be super helpful if we didn’t have to select it manually every time.

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Daniel BrooksNew Participant
asked in CPQ
Contract object

Hey,Can DealHub pull data from the Contract object in HubSpot, or is it just Company and Deal?

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Daniel BrooksNew Participant
asked in CPQ
Product factors

Is there a limit to how many factors a product can have?

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Daniel BrooksNew Participant
asked in CPQ
Can’t find ‘Sign Externally’ button anymore

Hey all,I marked a deal as Closed Won in HubSpot, but now the ‘Sign Externally’ button is gone.I still need to update the quote status to WON — any idea how to do that now that the button’s missing?Appreciate any help!

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Daniel BrooksNew Participant
asked in CPQ
Managing renewal and upsell in different pipelines

Hey! I’m running into a situation and could use some input.I’ve got a renewal deal that also includes an upsell — and right now, I’m handling it with two separate deals in two different pipelines: One deal for the renewing products One deal for the upsell (new products) This setup came from the idea that we need separate pipelines for renewals vs. new business since each has different weights.Just wondering… is this still the best approach? Or is there a cleaner way to manage a renewal that includes an upsell without splitting it across pipelines?

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Daniel BrooksNew Participant
asked in CPQ
Anyone got ARR working in HubSpot with multiple systems?

Anyone know how to get HubSpot’s native ARR calc to actually work when you’ve been using a bunch of different systems over the years? Kinda stuck here.

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Emily CarterNew Participant
asked in CPQ
Setting quote templates with repeatable tables

Hey! I’m setting up Quote templates but ran into a bit of a roadblock. I can’t really use Playbook questions with conditional answers because we have repeatable tables in the mix. Has anyone dealt with something like this before? Would love any tips or ideas!

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Emily CarterNew Participant
asked in CPQ
DealRoom Email

Hi all, is there a way to notify or indicate to the sales rep that their DealRoom email was successfully sent to the recipients?

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