DealRoom

How can a predetermined value be displayed in a DealRoom Form question? The question is displaying in the DealRoom with the values as a dropdown. However, the defaulted answer is not displaying. We want the defaulted answer to display and have the customer correct if needed. 

I would like to send a daily or weekly email reminder to clients who have yet to sign for renewals business, is this possible natively in Dealhub, or should I build it out in Salesforce?

Hey team, found a nice workflow: you can embed Gong calls directly in a Dealroom using the File Viewer widget.Steps attached if you want to try it outhttps://docs.google.com/document/d/1U66x8YpT7KU0WBShUkICMnep82klz6Z65TkhS8XYYog/edit?usp=sharing

💡Did you know you can set up daily signature reminders for your sellers?You can find this notification setting by navigating to Advanced Settings > DealRoom Settings > Notifications & Reporting. ***Please keep in mind this only notifies the seller side*** 

Hi,I have a question about Dealroom Emails. If a DealRoom expires (and is not unpublished) - does the buyer signer still get daily emails asking them to sign the DealRoom?Regards,Rose

Hello, I am trying to Publish a Dealroom. Is there a way to only allow quick publish?Thanks, 

Hi Team, Is there a way to prevent the signature block from showing up on draft documents?

Hi, my client want’s to know if there is a limit to signatures in Dealroom?

Hi!We are testing with a form in in our dealroom and I can’t figure out where the submitted information goes. I have tested everything & the form fields are linked to the respective playbook questions. Because of this I expect the submitted information to show up in the playbook as answers to the linked questions (see screenshot below). However, this doesn’t seem to be the case and I can’t find the information from the form submission anywhere.I have followed the documentation / DealHub knowledge base article step by step and this also didn’t change anything. Anyone here who can help me out? Thanks! 

Is there a way to merge two quotes from different deals or pipelines into a single DealRoom in HubSpot, so that all related quotes can be centrally managed and viewed together? Can an account have a static URL within HubSpot where multiple quotes are collected over time? Also, are there options to involve a HubSpot expert to review or optimize how quotes and deals are configured and linked in such scenarios?

Hello!We’re working on the setup of the playbook, the product library and also the DealRoom/quote. On the product level we have attributes where we store URLs that lead to images & attachments (user manual etc) stored in another system.How can we best show these in the DealRoom or quote? Ideally it works like a repeatable question group and we would really like to prevent putting all images and attachments separately in the Dealroom/quote template. Thanks :)

Hello!Can the width of the dealroom template also be adjusted? It would be really nice to have a little more control over that. Thanks :)

Is there a way to export statistics that show how many times buyers clicked on a link inside the DealRoom? I’m trying to understand if link engagement (for example, clicking external resources or documents) can be tracked and reported. Has anyone done this or found a workaround?

Hi, is it possible to use the signature block with multiple signers when integrating with DocuSign?

When a customer uploads a file into the dealbox, is the email notification sent to the Dealroom community at the point of upload or only when the customer signs?

Want to generate a unique link per DealRoom that includes the customer’s account ID? Here’s a quick way to do it using a static link + a playbook question!🔗 How it works:Start with the static portion of your link (e.g. https://webforms.usa.pt-x.com/forms/Test%20Limited/debit?&ddplanreference=)   Add a playbook question that captures the custom part of the URL—like the Customer Account ID   Combine them in the embedded link field:https://webforms.usa.pt-x.com/forms/Test%20Limited/debit?&ddplanreference=%GQ.COMPANY_ID_DD%  💡 This is a great way to personalize links right from within the DealRoom.