Dealhub Academy

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Full collection of DealHub Academy content. Use a search bar or filter by content type to find what you are looking for.
Approval Workflows
4 lessons
60 minutes
Approval Workflows
Accelerate quote creation processes and enhance sales and managers experience with DealHub Approval Workflows.
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Best Practices to Boost Approval Workflows
1 lessons
48 minutes
Best Practices to Boost Approval Workflows
Learn how to build, manage, and automate your General Approval Workflows to improve and streamline your sales processes.
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Boost your sales flexibility using DealHub multi-system
1 lessons
38 minutes
Boost your sales flexibility using DealHub multi-system
Learn what "system" means in the context of multi-system quotes and when to use this feature.
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Contract Revision and Slack Integration
1 lessons
31 minutes
Contract Revision and Slack Integration
Revolutionize Deal Management by implementing new DealHub features into your work process.
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Creating a Playbook
4 lessons
60 minutes
Creating a Playbook
Learn all you need to create a well-structured Playbook that meets your organization's business needs.
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Empower Your Partners Using DealHub
1 lessons
33 minutes
Empower Your Partners Using DealHub
Discover how DealHub streamlines complex quote generation for your partners, integrates with Partner Relationship Management (PRM) systems, and hear a customer’s success story with a 3rd-party PRM integration.
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Essential Admin Certification
2 lessons
75 minutes
Essential Admin Certification
Prove your theoretical and practical knowledge of DealHub Administration, prepare for DealHub implementation, and earn recognition from clients and colleagues.
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First Steps in DealHub
4 lessons
30 minutes
First Steps in DealHub
Access DealHub, configure the System Settings, and create your first draft version.
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Getting Started with Products
4 lessons
60 minutes
Getting Started with Products
Move a product list from Excel to DealHub, configure pricing, and populate your Playbook Questions.
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Output Documents Part 1
4 lessons
60 minutes
Output Documents Part 1
Generate your first Document Template with neatly arranged products and pricing tables, to publish your first quote.
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Output Documents Part 2
4 lessons
60 minutes
Output Documents Part 2
Streamline document creation by utilizing Shared Pricing Tables and MS Word Sub-Templates, and discover more document-related features.
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Product Filters and DealTalk
1 lessons
46 minutes
Product Filters and DealTalk
Upgrade your Playbook by implementing new DealHub functionality.
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Repeatable Question Groups
4 lessons
45 minutes
Repeatable Question Groups
Increase the efficiency of your Playbook by utilizing Repeatable Question Groups.
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The DealRoom
4 lessons
60 minutes
The DealRoom
Learn to transform your sales game with DealHub's DealRoom - an outstanding and well-designed hub to collaborate with your buyers on all your deals.
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The DealRoom Difference
1 lessons
50 minutes
The DealRoom Difference
Discover how DealRoom isn’t just your navigation system, it’s your turbo engine.
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Use cases using DealHub API
1 lessons
46 minutes
Use cases using DealHub API
Watch our specialists demonstrate what you can do with DealHub API, like fetching quote data to external sources, partner API, User API, and more.
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User Management
4 lessons
30 minutes
User Management
Learn the basics of user management in DealHub to streamline work processes and troubleshoot issues.
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