Dealhub Academy

Advanced Product Filtering

Advanced Product Filtering

Learn when advanced product filtering in DealHub is the right fit, and how to configure it step by step for smarter product selection.

API-First Headless Quoting

API-First Headless Quoting

Extend DealHub CPQ with API-First Headless Quoting

Approval Workflows

Approval Workflows

Accelerate quote creation processes and enhance sales and managers experience with DealHub Approval Workflows.

Best Practices for Approvals - Part 1

Best Practices for Approvals - Part 1

Learn how to build, manage, and automate your General Approval Workflows to improve and streamline your sales processes.

Best Practices for Approvals - Part 2

Best Practices for Approvals - Part 2

Leverage Rule-Based approvals!

Boost your sales flexibility using DealHub multi-system

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.

Contract Revision and Slack Integration

Contract Revision and Slack Integration

Revolutionize Deal Management by implementing new DealHub features into your work process.

Creating a Playbook

Creating a Playbook

Learn all you need to create a well-structured Playbook that meets your organization's business needs.

Discounts in DealHub

Discounts in DealHub

Learn how to configure and apply Discounts in DealHub, present discount values on Output Documents and become a pro in all system calculation.

Empower Your Partners Using DealHub

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.

Essential Admin Certification

Essential Admin Certification

Prove your theoretical and practical knowledge of DealHub Administration, prepare for DealHub implementation, and earn recognition from clients and colleagues.

Expanded CLM & Contract repository

Expanded CLM & Contract repository

Introduction to a new DealHub CML feature

First Steps in DealHub

First Steps in DealHub

Access DealHub, configure the System Settings, and create your first draft version.

Getting Started with Products

Getting Started with Products

Move a product list from Excel to DealHub, configure pricing, and populate your Playbook Questions.

List Price Factors

List Price Factors

Understand how DealHub calculates List Price and utilizes List Price Factors.

Output Documents Part 1

Output Documents Part 1

Generate your first Document Template with neatly arranged products and pricing tables, to publish your first quote.

Output Documents Part 2

Output Documents Part 2

Streamline document creation by utilizing Shared Pricing Tables and MS Word Sub-Templates, and discover more document-related features.

Product Filters and DealTalk

Product Filters and DealTalk

Upgrade your Playbook by implementing new DealHub functionality.

Repeatable Question Groups

Repeatable Question Groups

Increase the efficiency of your Playbook by utilizing Repeatable Question Groups.

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.

The DealRoom Difference

The DealRoom Difference

Discover how DealRoom isn’t just your navigation system, it’s your turbo engine.

Use cases using DealHub API

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.

User Management

User Management

Learn the basics of user management in DealHub to streamline work processes and troubleshoot issues.

Working with Partners

Working with Partners

Learn how to configure DealHub for partner-based selling - from managing partner levels and discounts to enabling partner-led quoting through PRM integrations.