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Articles
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More content coming soon
We're building out our FAQs -- check back soon, or reach out via Contact us on the homepage if you have a question in the meantime.
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More content coming soon
We're building out training content for ValueHub -- check back soon, or reach out via Contact us on the homepage if there's something specific you need help with in the meantime.
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What is a template?
A template in ValueHub is a pre-built, reusable business case that gives you a ready-made starting point for a specific customer or prospect, so you're not building a case from scratch every time. ...
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Template admin overview
Here we will highlight what template admin functionality is and what this feature includes. To get started, nominated admin users can access Template Admin via the sidebar: Template admin users Ad...
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Output templates & customization
This update introduces significant enhancements to output customization, offering users greater flexibility and efficiency in presenting and exporting data. This guide provides an overview of the n...
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Template admin - category management
Admin users have full control over template categories; including adding, editing or deleting templates: You can add a brand new category here: It will then appear as category in the list as well...
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Featured templates
Featured Templates appear on the home screen within ValueHub. These are a curated set of business case templates, giving users quick access to the most relevant options for their customers and pros...
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Template categories
Templates built within ValueHub can now be organised into categories, making it easier to find the right template for your prospect. You'll find these categories at the top of your Case Library. N...
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Template admin - template suggestion and review
If a user suggests a new template, admin users will be notified by email: From here, the admin user can open their admin dashboard to see the pending template suggestion: After clicking Review, ...
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AI-enhanced template search
Once inside the Case Library, a user can search for templates relevant to a prospect or customer. Here, a search for 'cars' returns relevant templates such as Automotive Parts Manufacturer and Busi...