DealHub Kickstart in Less Than 45 Minutes
Getting Started
Access and Modes
Dive into the DealHub world!
Learn to access the system, navigate its Sales & Admin modes, and meet Secira, our test environment company. Ready to streamline your sales process?
Customizing System Settings
Customize core System Settings, define default currency and date format, integrate tools, and shape your quote IDs.
User Management Essentials
Learn how to manage DealHub users. Craft user accounts, set basic roles and permissions, and configure the Admin Profiles.
Version Settings
Understand DealHub CPQ versions, including the Playbook, product catalog, discounts, list price factors, documents, approvals, and more.
DealHub Playbook
Crafting the Guided Selling
Discover the Playbook - learn to build dynamic Guided Selling to tailor solutions for customers' unique needs.
Adding Products
Build a product catalog. Create or import your products, ensuring they seamlessly integrate with the Playbook. Discover features like product grouping by tags, custom attribute creation, and flexible pricing options.
Manual Product Selection
Leverage Manual Product Selection. Learn to navigate the product catalog directly, bypass certain Playbook rules, and tailor quotes to unique customer needs. Master both guided and manual approaches.
Advanced Product Filtering
Utilize product search and selection with Advanced Filtering by defining rules based on tags and attributes, making manual product selection a breeze.
Factors and Discounts
Unlock advanced pricing capabilities and customize list prices with configurable factors like tiers, location, and currency exchange rates to eliminate the need for multiple SKUs.
Implement temporary discounts or tailor pricing for specific scenarios.
Approval Workflows and Validations
Initiate an automated quote approval workflow using various rules and circumstances to follow your business guidelines. Create validations to ensure the quote's integrity.
Output Document
Use DealHub's Output Documents template to automate proposal generation with extensive design, conditional text, and dynamic pricing tables to simplify your work.
Discover the Digital DealRoom
Transform your sales game with DealHub's DealRoom - an outstanding and well-designed hub to collaborate with your buyers on all your deals. Learn how to manage key details, store essential files, share updates in real-time, e-signatures, and more.