Product Updates

Stay on top of every deal as it happens with real-time updates from DealRoom. This enhancement allows your systems to instantly react to activity, helping your team move faster and stay aligned. How it worksDealHub can now send real-time notifications whenever key actions happen in DealRoom. These updates can be connected to your existing tools, so your workflows can automatically respond without manual follow-up. Key Capabilities Real-Time UpdatesGet instant notifications when important actions happen in DealRoom. Automated WorkflowsTrigger actions in your systems automatically based on DealRoom activity.Seamless IntegrationEasily connect DealHub with your existing tools and processes. How to configure? Go to our developer site to learn more.   What’s in it for me? Move FasterReact to deal activity immediately without waiting for manual updates.Stay InformedKeep your team aligned with up-to-date information at all times.Reduce Manual WorkAutomate repetitive tasks and streamline your workflow.

This feature helps you create consistent, professional DealRoom emails by using ready-made templates that match your brand. Instead of writing emails from scratch, you can rely on structured templates for Publish, Republish, Approval, and Fully Signed communications. How it works Default templates are available out of the box and can be used as-is or customized. You can create your own versions, adjust the content and design, and define simple rules to decide when each template should be used. When an email is sent, DealHub automatically selects the most relevant template based on these rules. Key capabilities Consistent, Branded EmailsEnsure every message sent to customers looks polished and aligned with your brand. Easy CustomizationUpdate text, images, and subject lines using a simple editor, no technical skills needed. Smart Template SelectionAutomatically send the right message based on deal context or predefined rules. Enablement / ConfigurationFor more details, please refer to this article.  What’s in it for me? Save TimeReuse templates instead of creating emails from scratch every time. Look More ProfessionalDeliver clean, branded communication that improves customer experience. Stay ConsistentKeep messaging aligned across teams with less room for mistakes. 

This feature helps ensure every quote starts with the right playbook by automatically selecting it based on information already stored in your CRM. When a quote is created or opened, DealHub uses the opportunity details to choose the most relevant playbook, keeping your sales process aligned and consistent. How it works You can choose which CRM field should determine the playbook. Once set, DealHub reads that value when a quote is created and uses it to select the matching playbook. If the value is missing or doesn’t match an existing playbook, the system guides the user to choose from available options. Key capabilities Automatic Playbook SelectionSaves time by selecting the right playbook for each quote without manual input. Clear Guidance When NeededIf something doesn’t match, users receive clear messages and can easily choose the correct playbook. Flexible Fallback OptionsWhen no match is found, users can select from available playbooks to keep the process moving. How to configure  Turn On the Feature: Enable this by asking it from your CSM or DealHub Support Choose Your CRM FieldSalesforce: Control Panel → Version Settings → Advanced Settings → Salesforce Settings → Input Fields Mapping Select “Quote default playbook is based on:”    HubSpot / Microsoft Dynamics: Control Panel → Version Settings → Advanced Settings → HubSpot Settings → Advanced Configuration Select “Quote default playbook is based on:” Setup RequirementSelect a CRM field that contains the playbook name you want to use. What’s in it for me? Save TimeReduce manual steps by automatically selecting the right playbook.Stay ConsistentKeep your CRM and DealHub aligned for a smoother sales process.Reduce ErrorsAvoid incorrect playbook selection with built-in checks and helpful guidance.   

Meet the new smart sidebar, designed for faster navigation!

Get your work done faster and more efficiently with a redesigned navigation experience.
Move between versions seamlessly, or collapse the menu for a clean, focused view. Sidebar Smart Navigation Navigate faster with a clear visual overview and a more intuitive navigation experience  Global Version Management Stay in control of your system’s evolution. Manage, track, and switch between different versions across your entire workspace from one centralized location.  Workspace Optimization Your data takes center stage. Collapse the sidebar for a focused, full-screen view of your data, or expand it for deep-dive navigation whenever you need it.   

We’re excited to introduce two key updates designed to enhance your experience when managing proposals across multiple systems: Duplicate Proposal Summary with Manual Changes When duplicating an offer in a multi-system environment, the question group will be accurately copied with all playbook-updated questions. Now, the offer summary will also retain any manual changes from the original offer, ensuring that critical modifications carry over—saving you time and effort during duplication. Seamless Offer Reordering Across Multiple Systems Reordering multiple offers within a multi-system proposal is now more intuitive! With the new drag-and-drop feature, you can quickly rearrange offers, and the updated sequence will automatically sync across all related documents, giving you greater flexibility in structuring your proposals.These enhancements create a smoother, more efficient workflow, giving you better control and flexibility when managing proposals across multiple systems!  

We’ve expanded how parameters can be used, making them more flexible across the platform.In addition to output documents, parameters are now supported in approval workflows and submit validation.What’s new:Autocomplete for parameters in workflows and submit validation. A unified Parameters Page (replacing the old Document Parameters page) for managing all parameters. Automatic migration from [DocumentParameter.X] to [Parameter.X] for existing setups. The old Document Parameters page is now marked as deprecated, with a notice and redirect.These changes make parameters easier to manage and keep their usage consistent across the platform. This feature is per request for setup guidance, configuration best practices, and help getting started please contact your Customer Success Manager.

Admins can now manage whether users are allowed to sign the proposal externally.This gives admins more control over who’s authorized to complete the signing process.To configure, go to: User Management> Permissions tab.  

Admins can now add internal notes directly in the Playbook questions.Notes are no longer limited to the ‘Conditional Answers’ tab, making it easier to provide context or guidance across all settings.  

The new indictor allows you to see in a glance how many teammates a proposal was shared with. No need to open the share dialog. Just a quick look to track distribution.  

The new tracking page allows administrators to monitor active sessions and access real-time information about active sellers and other administrators. It enables admins to view users' current page locations and track their work duration. To enable this feature, go to 'System Settings' > 'User Online Activities' section. To view and manage 'User Online Activities,' go to Control Panel> User Management> 'Session Activity.'  If you have any questions or concerns, please contact our customer support team at support@dealhub.io, and we will be happy to assist you.

We’re excited to introduce a new way to make organizing questions in the playbook easier! Effortless Reordering Questions can now be reordered easily. Simply click on the row number of any question and type the desired row number to move it instantly to the chosen position. This makes adjusting the sequence of questions quicker and more intuitive.  Improved Question Insertion When creating a new question or duplicating an existing one, it will automatically appear directly below the selected row. This eliminates the need for manual adjustments, ensuring new or duplicated questions appear exactly where intended.

Managing your third-party integrations and add-ons has never been easier! Our brand-new Integration & Add-ons Management Dashboard brings everything together in one convenient place, giving you complete control with a seamless, user-friendly experience. Including:Unified Management: Manage all integrations and add-ons from a single dashboard. Easy Configuration: Quick step-by-step installation process for easily setting up new third-party integrations and add-ons. Simple Modification: effortless modify existing integrations and add-ons.This dashboard transforms how you manage integrations, making your workflow smoother than ever.  If you have any questions or concerns, please get in touch with our customer support team at support@dealhub.io, and we will be happy to assist you.

Looking to automate quote creation and execution through your existing tech stack? The Generate Quote and Actions API allows you to integrate DealHub’s quoting engine directly into custom workflows, portals, and PLG environments.  Generate Quote and Actions API - Seamless API-Driven Quoting The Generate Quote and Actions API brings full automation to your quoting process. Instantly generate, submit, and sign quotes via API, reducing manual effort and accelerating deal cycles. Built for teams looking to embed DealHub’s quoting engine into custom portals, product experiences, or external workflows. Key Benefits For E-commerce & In-Product (PLG): Integrate quoting directly into customer-facing websites, portals and product flows using DealHub-managed pricing and configurations. Automated Renewals: Trigger renewal quotes without manual intervention for consistency and speed. Flexible Integration: Connect seamlessly with your CRM, ERP, eCommerce, and PLG environments to fit complex workflows. Core Capabilities Simulate a Quote: Retrieve line items and pricing via API. Generate a Quote: Create drafts, calculate pricing, publish a DealRoom, and initiate external signing. Execute Actions: Submit, publish, and sign quotes via API or UI for ultimate flexibility. Architecture and Configuration Updates We’ve introduced purpose-built updates to support API-driven quoting: New Playbook Type: Playbook API  Built for API-based quote creation with:No question dependencies or hidden logic.  External pricing engine and data source support. Validation of all API-provided inputs.  Quote Type API Configuration API-Only Generation: Quotes are exclusively created through API using Playbook API. Limited UI Adjustments: Quotes can be viewed and adjusted in the UI (discounts, certain fields),, but playbook selections cannot be changed. Supports Real-Time Pricing: Ensures accurate configuration updates in dynamic pricing environments.  Example Use Cases: E-commerce Portals: Automatically generate and display pricing and quotes within customer-facing portals for a real-time buying experience. In-Product Quoting (PLG): Enable self-service quotes directly from your product interface, with DealHub managing pricing logic in the background. Automated Renewal Workflows: Trigger renewal quotes without manual involvement, ensuring consistency and faster contract cycles. Partner Platforms: Allow external partners to generate and submit quotes securely via API, while maintaining governance and control. Custom Approval Flows: Integrate quote actions into custom approval or CRM workflows, reducing context-switching for sales and operations teams. Admin Configuration Note: This feature requires setup of a dedicated Playbook API and associated quote types. Admin users can review API documentation or reach out to Customer Success for guided enablement support. Pricing Information: This capability is not included in core DealHub pricing. Pricing will be determined in consultation with your Customer Success Manager. Please contact your CSM if you are interested in access or implementation guidance. Why This Matters:  For organizations scaling their revenue operations, the Generate Quote and Actions API offers the flexibility to embed quoting capabilities directly into the selling ecosystem. It provides centralized control, real-time data accuracy, and supports evolving business models across all channels. Next Steps:  For setup guidance, configuration best practices, and help getting started? To learn more about pricing or implementation, contact your Customer Success Manager. 

We’ve introduced a new capability that enables the system to send emails to buyers on behalf of sellers using "SendGrid Domain Authentication."This feature reduces the risk of emails being marked as spam and ensures important messages reach their intended recipients. How it works?An admin integrates "SendGrid Domain Authentication" by adding specific records to their hosting DNS. After successful verification, sellers’ emails will be sent using their username and email, adding a personalized touch for buyers. To get started, go to:Control Panel → System Settings / Integrations & Add-ons → SendGrid Domain Authentication For further assistance, contact DealHub Support or your Customer Success Manager.

Introducing the Safeguard a two key functionalities new feature: Proposal Locking and Version Lock for admins.Proposal Locking: This feature ensures only one user can edit a proposal at a time while others are in read-only mode. This prevents conflicts and maintains integrity. The system also indicates which users are currently viewing the proposal.  Version Safeguard for Admin: This feature locks configurable pages, ensuring that only one admin can edit at a time to prevent conflicts and overrides. This enhances collaboration and protects data integrity.The system will check if a page is being edited and will activate a read-only mode for other users.  To enable this feature, go to 'System Settings' > 'Safeguard Configuration' section. If you have any questions or concerns, please contact our customer support team at support@dealhub.io, and we will be happy to assist you.

The new tracking page allows administrators to monitor active sessions and access real-time information about active sellers and other administrators. It enables admins to view users' current page locations and track their work duration.To enable this feature, go to 'System Settings' > 'User Online Activities' section. To view and manage 'User Online Activities,' go to Control Panel> User Management> 'Session Activity.'  If you have any questions or concerns, please contact our customer support team at support@dealhub.io, and we will be happy to assist you.

We’re excited to introduce a new way to make organizing questions in the playbook easier!✨ What’s New?Effortless ReorderingQuestions can now be reordered easily. Simply click on the row number of any question and type the desired row number to move it instantly to the chosen position. This makes adjusting the sequence of questions quicker and more intuitive.  Improved Question InsertionWhen creating a new question or duplicating an existing one, it will automatically appear directly below the selected row. This eliminates the need for manual adjustments, ensuring new or duplicated questions appear exactly where intended.

Managing your third-party integrations and add-ons has never been easier! Our brand-new Integration & Add-ons Management Dashboard brings everything together in one convenient place, giving you complete control with a seamless, user-friendly experience.Including:Unified Management: Manage all integrations and add-ons from a single dashboard. Easy Configuration: Quick step-by-step installation process for easily setting up new third-party integrations and add-ons. Simple Modification: effortless modify existing integrations and add-ons.This dashboard transforms how you manage integrations, making your workflow smoother than ever.  If you have any questions or concerns, please get in touch with our customer support team at support@dealhub.io, and we will be happy to assist you.