Pro Tips & More
DealHub Ice Cream Shop
I put my 8-year-old daughter in front of DealHub, and she made her own ice cream quote on the first try.
Fast, Auditable CPQ Approvals
Approvals are one of the biggest pain points for customers we work with. Pulling discount, business, and legal approvals into DealHub simplifies the entire process.
Feature Review - item.sku parameter
DealHub.io’s release of the Item.sku parameter is a big headache saver.
Product Images
Associate brochure-ware or images with each product in your catalog and dynamically present them in your PDF or DealRoom.
Guided Selling Saves the Day
I know with the great resignation good help is hard to find...but this is absolutely ridiculous...
In-context Help
How to add in-context help for your sellers within the quoting tool.
Term Selection (Part 1)
How to add easy term selection for your sellers within the quoting tool that is intuitive and handles any situation - new business, expansions, and coterminous.
Term Selection (Part 2)
How to configure the easy term selection we built in Part 1 for your sellers within the quoting tool.
Conditional Follow-up Answers
How to program a single follow-up question with different answers based on the users response to a prior question.
Enable Tiered and Ramp Pricing in Quotes
I took some time to walk through using out of the box DealHub quoting functionality to allow your sellers to quote a complex pricing structure on a single page.
Volume Discounting with Subscriptions
Building tiered pricing in DealHub is extremely easy. After you're up and running with deals closed and subscriptions logged you will want to make sure your tiered pricing takes into account the customer's existing contracts.
Tab Management
The new tab management feature helps you spread playbook questions across many question groups to make managing them easier.