CPQ

How can I structure repeatable Question Groups (QGs) to handle this efficiently? How should I think about multi-system dependencies (e.g., CRM, ERP, billing)? What key questions should I ask myself before deciding on the right approach?

Hi, I’m mapping a playbook question to a proposal attribute to change a product’s display name. It works with single-select, but when I use multi-select, the text doesn’t populate. Has anyone found a workaround?

Has anyone found a way to “lock” the Start Date question so it doesn’t reset to today’s date each time a quote is duplicated? A customer of mine wants the Start Date they selected in the first quote to remain unchanged on duplicates instead of being replaced again and again.

Is there a limit on the number of values (or the overall text string length) that can be used in a question hide rule? I’m running into an error when I add more than a certain number of values in an INCLUDESANY statement. Has anyone else seen this and found a workaround?

Hi, when using the product selection filter feature, we can create a predefined filter for a specific QG. The issue is that in the manual item, the user can still click the “X” to remove the selected item. Once they do that, the predefined filter no longer applies when they choose from the row again.Has anyone else encountered this behavior, and is there a way to prevent it or work around it?

We’re running into an issue with volume pricing in CPQ. A list price factor is being applied, but in Salesforce the synced list price field is showing $0.00 for all products that use volume pricing. My question is: what is the expected list price value that should be synced back to Salesforce in this case? Should it be the base list price, the factored list price, or something else? Has anyone run into this behavior before?

In CPQ proposals, is it possible to use HTML hex codes to change the text color in the header of the Product Summary section?For example, can I directly apply custom colors (#000000, #FF5733, etc.) in the template configuration, or is this limited to predefined styles?

Hi team,When a quote is approved, it automatically becomes the primary quote and is synced to the opportunity. Is there a way to prevent or disable this automatic "set as primary upon approval" behavior?Looking to see if others have managed this scenario or found a configuration/workaround.Thanks in advance.

Hi all,If I have a pricing table that contains both grouped and ungrouped line items, what determines the display order in the table?I’m trying to understand the default logic behind how the system arranges these items, and whether the display order can be configured or customized.Thanks in advance for any clarity.

Team,We’re working with a product catalog of more than 87,000 SKUs, and it is causing DealHub to perform extremely slowly. At this scale, the system has become unmanageable, and we’ve had to revert to a more limited SKU list just to complete the build.Has anyone dealt with a product catalog of this size? If so, how did you overcome the performance challenges and make the system manageable?Appreciate any insights or best practices.

Hi all,My client is filling in the playbook with contract start date and end date.We’re using the YEAR function to separate the year from these fields.The issue is that the result comes out with a comma (2,024 instead of 2024), and in the output document we need it displayed without the comma.I also noticed that this formula can only be applied on a Numeric answer type and not on a Text one, which makes formatting trickier.Does anyone know how to format the year properly without the comma, or suggest a workaround to achieve a clean output?Thanks in advance!

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?