Set 1
After requesting a 27% discount on a quote that was rejected by Matt Carr, what should be the next steps if you want to re-apply?
Clone the quote and submit for re-approval
How can we apply a low-wage country discount in DealHub?
We don't, this has been depricated
What is the process for configuring monthly pricing with no annual commitment?
Just add country for a particular offering, don't add subscription. It will be for on their monthly pricing
How can we update the list pricing for a specific offering?
It's not a correct practise to change list price, instead, if you want to increase list price from 600 to 700, using -ve discount, you can do it.
How can a 6-month term subscription be created?
You can't minimum term lenth for a contract is 1 year
How can we send a deal room to the customer without pricing?
Document Type - Proposal
How do we edit a quote after publishing the deal room?
You will need to clone and quote and then edit
How do we update the signatory in a deal room?
Add them in dealroom and toggle the allowed to sign option
When and how does a selected offering in DealHub sync with Salesforce?
Either you submit/ publish the quote or when you save with option save and make primary
What is the process for tagging a customer in Dealroom?
You can go to Dealtalk
How can we enable the option to add multiple contacts at the quote or proposal level?
Add a contact in Opportunity Role and toggle in Dealroom
After the legal review, how will the revised quote be shared with the prospect?
Legal team will upload this in the dealroom
How do we select offering content [EOR/GP/AOR] based collaterals in the deal room?
Based on the offering selected in proposal, it will auto appear
Which country should be selected if the prospect is unsure where they want to hire?
Select global as a country
What happens if I bypass approvals, redline the contract via legal ticket, and trigger it in PandaDoc?
None of the automated workflows we created will work. You will have to re-sign through for invoices to be sent out.
Once existing customers are moved to DealHub, Pandadoc will be removed by March across all.