15 Powerful Updates That Make This the Most Advanced Version of Opine Yet

Opine’s May release isn’t just a set of features. It’s a system-level upgrade making it the most advanced version of Opine yet.
From data-rich dashboards to smoother buyer collaboration, every enhancement is designed to reduce friction and sharpen execution.

Let’s take a look.

Success Criteria Metrics

Define winning, then scale it.

TL;DR: A new dashboard that shows which capabilities close deals—and which ones stall them. Align teams around top-performing differentiators and tune product strategy with real buyer feedback.

What’s New?

We’ve launched the Criteria Metrics Dashboard, a powerful new view that gives sales and product teams unprecedented visibility into how evaluation criteria are performing across deals. It ranks each criterion by score, volume, and sentiment—highlighting what’s helping close business and what may be holding you back.

Why It Matters

In technical sales, not all product capabilities carry equal weight. Some win deals; others raise red flags. The Criteria Metrics Dashboard empowers you to:

• Prioritize what matters: Identify which capabilities consistently exceed expectations and drive buyer confidence.

• Diagnose friction points: See which features fall short or cause deal drag, so you can address objections preemptively.

• Guide roadmap strategy: Help product and engineering teams focus on the most impactful areas based on real buyer feedback.

• Sharpen deal execution: SEs can use this data to tailor POC plans to winning criteria, increasing their chances of success.

How It Works

1. Ranked Criteria View: See a ranked list of criteria by average score, number of ratings, and associated POC plans.

2. Color-coded Performance Bars: Instantly understand what % of criteria exceed, meet, or miss expectations.

3. Interactive Filtering: Slice data by time period or engagement to isolate trends and anomalies.

4. Ratings Distribution: Each criterion includes a visual sentiment bar for quick readout of how it's been scored across accounts.

Use Case Examples

• A Sales Engineer prepping for a POC can prioritize criteria that "exceed expectations" to increase win probability.

• A Product Manager spotting recurring "misses expectations" ratings can propose targeted fixes for upcoming sprints.

• A Sales Leader can align messaging by doubling down on top-rated differentiators in outbound and proposal templates.

Sales Funnel

An enhanced view of your funnel.

TL;DR: Track deal progress with surgical clarity. Filter by team, stage, or value to diagnose bottlenecks and coach with precision without wrestling with legacy CRM reports.

What’s New?

We’ve launched a dynamic Sales Funnel view that gives you a crystal-clear picture of your team’s conversion performance. With advanced filtering, you can now instantly slice data by person, team, deal value, deal stage, or date range — all within a beautifully designed interface that’s easy to explore.

Why It Matters

Understanding where deals stall or succeed is critical in the technical sales process. This feature empowers sales leaders, account executives, and sales engineers to:

• Identify bottlenecks in the POC and deal cycle.

• Benchmark individual and team performance.

• Prioritize high-value opportunities.

• Quickly spot patterns that drive better forecasting and coaching.

Instead of digging through complex Salesforce or HubSpot views, your team gets real-time, actionable insights — eliminating hours of manual data wrangling and accelerating deal momentum.

Slack Notifications

TL;DR: Get notified, complete tasks, and jump into context all from Slack. It’s how async teams stay in sync.

What’s New?

Opine now offers granular Slack notification controls, letting you choose exactly which updates you want delivered right into Slack. For example, you can receive notifications when tasks are assigned to you or when you are mentioned in a conversation. You can even complete tasks directly from Slack and use deep links in the notifications to jump straight into the relevant resource in the Opine app.

Why It Matters

This integration helps technical sales teams stay responsive and aligned without constantly switching tools. Sales engineers, account executives, and customer success managers can stay on top of critical updates, reduce context switching, and keep deals moving forward more efficiently. By completing tasks from Slack, teams save time on admin work and can focus on closing deals and delivering value.

Public API

TL;DR: Connect Opine to your own ecosystem with scoped API keys. Pull only what you need—securely, cleanly, and with full control.

What’s New?

Opine now supports a public API with granular scope-based permissions. Teams can generate API keys tailored to specific use cases, granting just the right access level.

Why It Matters

Sales engineering, RevOps, and platform integration teams often need structured data from Opine to power internal dashboards, CRMs, or automation workflows. With our new scoped API keys:

• Extract deal metadata and evaluation insights into tools like Salesforce, HubSpot, and Notion.

• Enrich Opine deals programmatically with customer notes or context from other systems.

• Limit exposure by scoping access only to necessary data, aligned with security and compliance best practices.

This helps teams automate the flow of technical sales information across platforms while maintaining tight control over data access.

How It Works

1. Navigate to Organization > API Keys in Opine.

2. Click Create to open the scoped API key builder.

3. Choose:

   • A name for your key

   • An expiration duration (e.g., 30 days)

   • Exact scopes (e.g., deals:read, evaluations:read)

4. Use the key with Opine’s public API to authenticate and act on permitted resources only.

Ideal for:

• Enriching deals from customer-facing tools

• Syncing POC milestones to external project trackers

• Monitoring deal risk via custom dashboards

Saved Views in Trends Dashboards

TL;DR: Save and pin your own dashboard filters. Whether it’s “Enterprise POCs last 30 days” or “SE Capacity QTD,” your dashboards just got personal.

What’s New?

You can now create, save, and pin personalized views within all Trends dashboards in Opine. Choose between private views for individual workflows or shared views for team-wide visibility. It’s a faster, more flexible way to access sales insights than traditional CRM dashboards.

Why It Matters

Whether you're preparing for a QBR or tracking daily team metrics, saved views eliminate repetitive setup and keep your focus on decision-making.

You can also pin a saved view as your default, so every time you open a Trends dashboard, it loads with your preferred context automatically.

This feature helps revenue teams reduce friction, stay aligned, and respond faster to changes in pipeline or POC progress.

How It Works

• Save Filter Combinations: Apply filters like team, stage, or timeline and save them as reusable views

• Choose Visibility: Create private views for personal workflows or shared views to align your whole team

• Pin Your Default View: Set a view to load by default each time you visit a Trends dashboard

• Switch Contexts Instantly: Move from “Enterprise POCs Last 30 Days” to “SMB Expansions QTD” with one click

• Share and Align: Standardize recurring reports and sync team discussions around shared views

Customizable Deal Cards

TL;DR: Surface the fields that matter most like SEs, technical status, or risk directly on your pipeline view. Built for GTM teams who don't believe in default settings.

What's New?

Opine’s Deal Board now lets you fully customize the fields displayed on each deal card. You can pull in any CRM field — including custom ones — as well as Opine-specific fields like assigned Sales Engineers, technical status, or internal risk scores.

Why It Matters

No two sales orgs are the same, and neither are their processes. With customizable deal cards, teams can now instantly surface the most relevant context at a glance. Whether it’s highlighting the primary SE assigned, showing internal notes, or flagging timeline risk, this flexibility ensures that your pipeline view reflects how your team actually works.

This is especially powerful for SE leaders and RevOps teams looking to standardize handoffs, track ownership, and improve deal reviews without digging into individual records.

How It Works

1. Navigate to the Deal Board.

2. Click “Customize Cards” to select from available CRM and Opine fields.

3. Rearrange or remove fields based on team needs.

4. Your selected layout persists for future sessions, making your board actionable and aligned.

Workbench Notes

TL;DR: Unstructured insights, structured beautifully. Capture pre-POC notes, call recaps, and ideas—all timestamped, searchable, and embedded in your SE workflow.

What’s New?

You can now create and manage notes directly in Opine’s Workbench, including notes that aren’t tied to a specific deal. This gives sales engineers a dedicated space to capture context, technical findings, and next steps without relying on rigid CRM fields.

Why It Matters

Sales engineers shouldn’t have to jump between tools just to stay organized. Workbench Notes are a key step toward making Opine the primary workspace for SEs. Whether you’re preparing for a POC, capturing learnings from a call, or sketching out a technical approach, Workbench offers a faster, cleaner experience compared to CRM systems.

Instead of forcing critical insights into predefined templates, you now have the flexibility to take notes your way. Everything stays accessible, structured, and embedded directly in your technical sales workflow.

How It Works

• Navigate to the “Notes” tab within the Workbench

• Create standalone notes or link them to an active deal

• All notes are auto-saved, timestamped, and searchable across your workspace

Buyer Portal Access Restrictions

TL;DR: Buyers can now drop files directly into the portal. No more Slack scavenger hunts or missing architecture diagrams.

What’s New?

You can now restrict buyer portal access to specific email addresses or entire domains, adding an extra layer of control on top of the existing shareable URL system.

Why It Matters

Sales cycles often involve sensitive information, especially during the proof-of-concept stage. With this update, teams can ensure only verified stakeholders, whether a specific customer or everyone from a certain company, can access the buyer portal. This helps protect proprietary content, and ensures alignment with the right buyer contacts.

How It Works

1. Navigate to the buyer portal settings for a given opportunity.

2. Choose between:

   • Restrict by Domain: for example, only emails from @acme.com can view the portal.

   • Restrict by Email Address: for example, grant access only to jane.doe@acme.com and john.smith@acme.com.

3. Once set, users outside the allowed list or domain will be denied access even if they have the portal link.

This enhancement helps your team stay in control of sensitive deal content while ensuring the right stakeholders remain engaged throughout the sales process.

Linear Integration

TL;DR: Log feature requests into Linear without leaving Opine. Automatically link them to deals, and track updates without chasing down PMs.

What’s new

You can now create feature requests or bug reports directly from Opine and seamlessly push them into Linear — all while linking those requests to multiple active deals. As the Linear ticket progresses, its status automatically syncs back to Opine, keeping your sales team fully aligned without the back-and-forth.

Why It Matters

Technical sales teams often need to escalate customer requests to product and engineering, but tracking those across deals is a nightmare. With this integration:

• Sales engineers and AEs can capture product gaps in context during the sales cycle.

• You eliminate the risk of duplicate requests and scattered follow-ups.

• Everyone stays in sync, as Opine automatically updates deal records when the Linear ticket moves forward — no manual updates or Slack chasing needed.

• You get a clear picture of which deals are tied to which product efforts, improving transparency between sales and product teams.

Insert Between Plan Rows

TL;DR: Add tasks or milestones anywhere in your deal plan. Just hover and drop—no reordering, no flow breakage.

What's New?

You can now insert items exactly where you need them in a deal plan, directly between existing rows. Just hover, click the “+”, and drop your new item in place without breaking your flow.

Why It Matters

The experience is fast, frictionless, and built for momentum. No need to scroll to the bottom or rearrange items after the fact—just click where your mind is already working. Whether you’re refining a POC timeline or capturing a customer’s last-minute ask, this small interaction makes your plans feel flexible, responsive, and under control.

How It Works

1. Hover between two plan items.

2. Click the in-line “+” button that appears.

3. Add your new task, meeting, or success criteria right in context, no reordering required.

Next Steps Update Frequency Override

TL;DR: Customize how often Opine updates your CRM’s “Next Steps.” Let fast-moving deals get daily love, and slow burns stay cool until needed.

What's New?

Opine now lets you override the default update frequency for the “Next Steps” field in your CRM. If your org-wide setting is turned off or set to a slower cadence, you can now choose to receive AI-generated updates every 1 day or 1 week, directly tied to deal activity across Slack, email, CRM notes, and call recordings.

Why It Matters

Not all sales cycles move at the same pace. Fast-moving POCs often require tighter coordination, while strategic deals may benefit from less frequent touchpoints. With this override, AEs and SEs can keep the “Next Steps” field fresh on critical deals without waiting for ops to update global settings.

This helps you:

• Stay on top of active POCs without manual follow-up

• Prevent stale CRM fields from derailing internal syncs

• Tune visibility to match the urgency of the deal

How It Works

As seen in the GIF above:

1. Go to the Key Deal Details panel

2. Click the gear icon next to “Next Steps”

3. Select either 1-day or 1-week update frequency

4. Opine takes care of the rest, syncing updates from all your deal comms

Buyer File Uploads in the Portal

TL;DR: Buyers can now drop files directly into the portal. No more Slack scavenger hunts or missing architecture diagrams.

What's New?

Buyers can now securely upload files directly into the File Center of their shared portal, making it easier than ever to collaborate on deal-critical documents in one centralized location.

Why It Matters

During a POC or technical evaluation, key documents often get scattered across emails, Slack threads, or outdated links. This update eliminates the chaos by giving buyers a dedicated space to contribute directly to the deal’s source of truth. Whether it's requirements docs, architecture diagrams, or product screenshots, everything stays organized and accessible in one place.

This unlocks smoother cross-functional collaboration between SEs, AEs, and customer stakeholders, with less back-and-forth and stronger alignment throughout the sales cycle.

How It Works

1. Buyers access their portal as usual.

2. Within the File Center tab, they now see an option to upload files securely.

3. Uploaded files become instantly visible to both vendor-side and buyer-side collaborators.

4. SEs and AEs can tag, organize, and reference those files directly from the deal workspace.

Opine keeps deal context clear and centralized, so your team can stay focused on what matters most: winning the deal.

Improved In-App Notifications

TL;DR: See what changed, not just that something did. Deep-linked updates mean faster decisions and fewer detours.

What’s New?

Opine’s in-app notifications have been upgraded to provide precise, contextual information. Notifications now directly display associated details — for example, when a buyer leaves a comment, the notification shows the exact comment inside the notification dialog. Even better, each notification now deep-links straight to the relevant resource within the app.

Why It Matters

This enhancement eliminates the need to hunt for context when receiving updates. For sales engineers, account executives, and customer success managers, it means fewer clicks and no wasted time figuring out which deal, document, or conversation needs attention. You can immediately respond to buyer input, align internal teams, and remove blockers faster — all critical for keeping POCs on track and deals moving forward.

How It Works

1. When a buyer posts a comment or action triggers a notification, the dialog displays the exact message or event details.

2. Clicking the notification takes you straight to the relevant deal, document, or task inside Opine.

3. You stay in the flow of work, without toggling between tools or searching manually.

Document Regeneration

TL;DR: Recreate any Opine AI document using its latest template—instantly. Great for template updates, mid-cycle refreshes, and CSM handoffs.

What's New?

You can now regenerate any document created by Opine AI using its original template, giving you a fresh version that reflects the latest structure, formatting, and content logic without starting from scratch.

Why It Matters

Opine’s AI-generated documents are crafted using full deal context, powered by flexible templates that support inline prompts. This means you can generate technically detailed, customer-specific assets in seconds.

Now, with Document Regeneration, you can revisit and recreate those assets at any point in the deal cycle. Whether your team has updated a template, refined the messaging, or simply wants to reset the document flow, regeneration ensures that your content remains aligned, relevant, and fast to produce.

It’s ideal for:

• Instantly reflecting template updates across active opportunities

• Refreshing outdated assets mid-POC with no manual editing

• Supporting Customer Success teams with clean, current documentation at handoff

How It Works

1. Locate any document created with Opine AI

2. Click the regenerate icon next to the document title

3. The document is rebuilt using the most recent version of the template, including inline prompts and dynamic logic

This release is more than a feature drop.

It’s a rethink of how presales teams operate at scale with clarity, speed, and confidence.

Welcome to the most advanced version of Opine yet.