CPQ

Hi all,Does anyone know if the Salesforce Lightning/DealHub integration has the equivalent of the "Update Revenue" button?Our customer is unable to find this option in the layouts. I realize this may be more of a Salesforce-specific question, but I’m wondering if other customers using the integration have come across this and how they handled it.Thanks in advance.

Hi everyone 👋In a CPQ setup, is there a way to create quotes on behalf of another user, or to manually update the proposal/quote owner?We have a use case where a client sometimes needs to generate quotes on behalf of sales reps, but the requirement is that the reps themselves remain the official “owners” of those quotes within the system.Curious to hear if anyone has implemented a clean solution for this, whether through permissions, workflow rules, or a manual reassignment process.Thanks in advance! 🙏

Is it possible to have two separated signed proposals against one deal within HubSpot?

Is there a way to configure the approval workflow so that if the same person is assigned to multiple workflows, they only get a notification once all the previous steps in all those workflows are completed? I’d like to avoid premature notifications and instead have them grouped so the approver is only pinged when it’s actually their turn in all of them.

hi is it possible to pull approval times for specific workflows?

How can I count how many options are in a dropdown text list? Not how many were selected, but how many in tota

Hi all, I’m using a combination of proposal attributes and tag criteria to display specific products, but none of the filters are working. Any suggestions? The reason 'Dedicated' is showing twice is because some products only have the 'Dedicated' tag, while others have multiple tags and one of them is 'Dedicated'." 

When a quote goes through group approval, how can I tell who actually approved it?

Hey everyone! Is there a way to have a question group open by default in a playbook instead of being collapsed? Would love to know if that’s possible or if there’s a workaround.

Hi, Who can see the comments section in the proposal?  

Is it possible to set the Quote Expiration date dynamically based on a playbook answer?

We have a requirement to enable direct navigation from a DealHub Quote to its associated Salesforce Opportunity. Could you please advise if DealHub supports creating a hyperlink field that dynamically links to the Salesforce Opportunity? 

I’m looking to pull quantities of a specific category of products out of a repeatable table as a tertiary product has to be priced as a ratio of that specific subset of products. How can I identify the total quantity of a specific subset of products from a repeatable table to use in my pricing rule for the other product?

How are we able to sync back the Parent SKU for a bundle back to HubSpot?

we can use max function and round function togeher in the same fourmula ? 

Hi, In Salesforce we use standard country picklist values. However when I sync it to DH it shows the country code. Is there a quick way to solve this without mapping each country code to a country name?

Hey everyone, I’m wondering if setting an Auto-Join rule for the Dealroom will also automatically share the proposal with the person who auto-joined? 

Hi Team, is it possible to sync back the text when you click Sign Externally to the CRM?     

When we change products in DH it generates a new pricebook in Salesforce. Do we have the option to update the existing pricebook instead of adding a new one? Or what is the best practice on this?

When using discount tables for tiered based pricing, sometimes clients are asking to show the price of each tier in the pricing tables of the output document.I can think of two below approaches to this:Only when using advanced product filter in manual selection, we could create the tiered prices inside product attributes and then refer to them in the proposal attributes to display in the pricing tables Maintaining all of the tiered based pricing in the playbook and referring to these values in the proposal attributes (not the best for maintenance)Wondering if there’s a better approach to this that I haven’t though of. Please share your ideas. 

Consumption-based deals are pricing agreements where customers are billed based on actual usage, rather than a fixed recurring subscription. These models are common in industries such as cloud services, marketing platforms, and telecommunications, where usage patterns can vary greatly over time.For example, Logz.io offers a consumption plan where customers are charged based on their use of specific products. Although only selected products are actively sold and billed, it's still essential to sync rate card information for all products—whether selected or not. How to Set Up Assignment Rules for Consumption PlansTo correctly reflect both selected and non-selected products in the CRM, define two assignment rules:Rate Card Assignment Rule (for unselected products):Ensures that all consumption products are synced to the CRM, even if they were not chosen.This allows for rate visibility without charging the c

In certain pricing or contract scenarios, it's necessary to restrict selected start or end dates so they always align with the first day of a calendar month. This approach ensures consistency across billing cycles and simplifies downstream logic tied to monthly intervals. The following method explains how to configure this behavior using calculated date logic. How to Set Up the Base Date and User Input Begin by creating two date questions:One date question that acts as the base date. This should always be a fixed value—such as January 1, 2025—and represents the anchor point for all date calculations.

Some customers work with Distributors who require different SKU codes depending on specific product configurations. These variations typically relate to factors such as package type or environment. For example, in Keepit, the original SKU may change based on the selected package type. In AvePoint, it may depend on the environment.To handle these scenarios effectively, you can dynamically modify or extend the SKU using proposal attributes that concatenate additional data to the base SKU. How to Configure SKU Extensions First, create playbook questions that return the relevant extension values based on user selections. For instance:A question for package type that outputs a specific string (e.g., -ADV or -STD).

In certain business scenarios, clients may need to extract a value only from the last system opened in a Multi-System configuration. Since the number of systems opened is not known in advance, hard-coding logic for each instance is not feasible.This method allows you to dynamically identify and fetch the value from the last opened system. How to Create a Counter for System TrackingAdd a numeric question inside the Multi-System group. Set its default value to 1. This question will act as a system counter and will be used in an aggregate function (SUM) to determine the total number of systems opened at runtime.How to Use a Proposal Attribute to Identify the Last System To isolate the value from the last system, use conditional logic with the FLOOR() function. Example scenario:Assume the following values from each system:System 1: 100 System 2: 20

Exclude filters are a powerful feature used to dynamically remove or restrict options based on previous user input or existing customer data. Below are three common use cases that show how to implement exclude filters effectively in subscription flows, inclusion logic, and product selection. How to Remove Items from a Text List Based on Existing SubscriptionsUse Case 1: Subscriptions This scenario involves preventing users from selecting a product they already own in a new subscription quote. For example, if a client already has Product A from a previous subscription, it should not appear in the current selection list. InstructionsCreate a dedicated question group for exclude logic.