This course is designed to help you understand and confidently use Deal Hub to create accurate quotes, streamline approvals, and support your sales process. Whether you’re new to quoting or looking to refresh your knowledge, this training provides the foundational skills you need to work effectively with Deal Hub.
This course is for sales reps, sales support teams, and anyone involved in generating or managing quotes in the sales cycle using Deal Hub.
Introduction to quoting at UiPath
Overview of Deal Hub and its key features
Step-by-step quote creation
Approval workflows and quote submission
Common tools and support channels
Tips for avoiding quoting errors
By the end of this course, you will be able to:
Navigate Deal Hub confidently
Create accurate and complete quotes
Understand and follow approval flows
Leverage support tools for efficient quoting
Avoid common quoting mistakes