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Guided Selling & Building Your First Quote
Learn to use guided selling and playbook questions to build your first quote with dynamic product selection.
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Product Summary Pricing & Discounting
Adjust prices, apply line-item and total discounts, and understand locking logic in the Product Summary Table.
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Understanding Sales Discount Calculations
Explore how locked items affect discount logic using a step-by-step sales discount calculation example.
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Personalize Your Quote View
Customize your Product Summary Table by adding, grouping, and reordering columns to fit your workflow.
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Collaborate on Quotes with DealTalk
Use DealTalk to comment, tag users, and manage quote feedback in real-time—all within the quote view.
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Publish & Share a DealRoom
Learn to publish DealRooms from email or CRM, manage access, and invite stakeholders securely.
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Exploring the DealHub 2.0 Proposals Page
Navigate DealHub 2.0’s Proposals page to manage quotes, filter deals, and access dashboards with quick actions.
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Using DealStream for deal Insights
Stay updated with real-time DealRoom activity, notifications, reminders, and team insights using DealStream.
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Seller’s Experience in the DealRoom
Explore DealRoom from the seller’s view—publish, manage members, and handle signing based on permissions.
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Buyer’s Experience in the DealRoom
Learn how buyers navigate DealRoom, interact with DealTalk, fill forms, and sign contracts with ease.
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