Creating a Dealhub

All proposals should be created in Dealhub unless written permission is given by a manager.   To launch Dealhub click on the "create quote" button on the opportunity. 

On the top section of the Dealhub check that the opportunity name and the contact are correct.  If the contact you are looking for is not listed make sure that they are listed as a contact on that opportunity.

Answer all of the questions in the general information section.  

The documents needed will be different for new vs existing business and for new business you will need an MSA.  If you need the program to start or end on a specific date check off the custom start/ end date checkboxes. 

If you are renewing products that were in a previous program you can pull those straight into the proposal using the "Get subscription function"

The next section will allow you to choose which packages are bring added to the proposal.  If you are selling leads add the leads package.

Fill out the payment terms accurately and double-check that all of the information is correct.  The total amount for invoices must match the total cost of the contract or you will not be able to close the Dealhub.

The "Dealroom" section will allow you to customize what you want to be presented along with the contract.  Slides, welcome text etc.

If you will be adding products that are not part of a package you can find them in the add on section.

Discounts - These can be added inline in the product summaries.  You must choose an option here or it will not allow you to submit the Dealroom.  Any discounts over 10% will require manager approval.

Events will always require approval from the programs team.

Preapproved discounts.
Multiple product matrix for packages

Packages for an existing customer, are in the above matrix link.

The approval workflow will appear at the bottom of the dealhub.

Important - You must fill out every field with the correct information for each product you have in your proposal.  If there is anything out of the ordinary or special instructions for the delivery team that must be documented in the "notes for delivery" field.

To submit your proposal, use the quick publish function and send a link to your prospect.

Of you need the proposal in a word doc change the document type in the top section of the Dealhub.

Once a Dealroom is created it cannot be changed.  If you need to alter the proposal view your Dealrooms by clicking on the view quotes button on the opportunity.

You will then have the option to duplicate your proposal, change what is needed and resubmit.