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 reflects only the selected offer—no cleanup needed.

This approach ensures buyer intent is captured directly, syncing only relevant data to Salesforce, reducing errors, and making deal processing faster and more reliable.

Solution

1. Enable Multi-System in the playbook (This is done by clicking on the Multi-System button in the Playbook Settings, then enabling the feature)

2. cGQ.Offer_text] Create a GLOBAL (outside of the Multi-System) playbook question with a Text List answer. Your list should be the amount of offers that will appear in the deal. (For example: Offer 1, Offer 2, Offer 3 depending on the number of offers you want to make available)
   1. Make this available in Dealroom AND Display this field for the Seller 

3. bGQ.Offer_text_to_number] Create a GLOBAL (outside of the Multi-System) Calculated answer playbook question with a default answer of 0 and the following conditional answers:
   1. If GQ.Offer_text] = “Offer 1”, Answer = 1
   2. If sGQ.Offer_text] = “Offer 2”, Answer = 2
   3. Etc.

4. nMS.Delete] Create a Text Answer question inside the Multi-System
   1. Default Answer = False
   2. Conditional Answer: If oGeneral.SystemOrdinal] = nGQ.Offer_text_to_number], default answer to True

5. Create an SFDC Field on Opportunity Product OR QuoteLineItem (depending on if DH is working with client’s Quote or Opp object) to sync the offer selection answer to.
   1. SFDC Field Type = Text
   2. Suggested Name = Delete__c
   3. Length = 10

6. Create a proposal attribute and map the following value on all products:
   1. Proposal Attribute Name = Delete Line Item
   2. Field Type = Text
   3. Value in Field = sMS.Delete]
   4. Sync to = QuoteLineItem.Offer__c

7. Add "GQ.Offer] question into a forms widget in your DealRoom so that the buyer can select which offer they want to sign for.

8. Install the “DealHub Quote Line/ Opp Line Deletion for Salesforce” package (ask your CSM team for the link!): 
   1. Use the following example as guidance, repeat for both OpportunityProduct and QuoteLineItem
      1. Name = Delete
      2. Field Value = False
      3. Related Custom Field = Offer__c