Likelihood to Recommend While there's some things I'd love to see and maybe they will one day, I think this platform is an EXCELLENT choice for someone looking to automate forms. I love not having to manually update a spreadsheet daily, this is more of a set up and forget process although there are times that the automation fails and has to be done manually
Read full review DealHub is great for making quick quotes on the fly and allows for the ability to draft proposals before going through a deeper internal review process. I love how DealHub auto-updates Salesforce as well, so I don't have to go back and update areas on the opportunity record twice. DealHub also reduces error significantly since it intelligently knows our products and the differentiators that have been set up by our admins.
Read full review Pros The bots are fantastic, so many to use to really increase functionality User friendly for those who are first time users, and the system just gets easier and easier to use with experience The email notifications for bot failures are very much appreciated, we know right away if something is not functioning The customer technical support to assist with flow issues, they are quick to respond and assist until the problem is solved or the flow is functioning as envisioned Regular updates to the platform for improve functionality Read full review DealHub efficiently tabulates all the pricing into one clean document. DealHub allows us to submit for approvals quickly and efficiently, without having to send an email. I know very easily what my Term and Discount thresholds are, so I can move quickly. DealHub syncs automatically with our Salesforce instance, reducing any duplicative areas that need to be updated. Read full review Cons On occasion, bots need to be reset/removed in order to work. I wish there was a way to add a quick document before sending something out similar to DocuSign envelopes. Versioning is very helpful but I do wish there was a way to prepare a form for sending, add in a quickly customized document and a field or two, and send it to just that person. Being able to assign fields while in the field editor would be helpful! Read full review Nothing too specific here since this is the first CPQ tool I've used; maybe the training around how the actual DealRoom presents to a customer would have been helpful, but I operate more in an old-school way and like to send my contracts directly to the people I'm working with via email or DocuSign... the whole DealRoom thing scares me a little. Read full review Likelihood to Renew I give this rating because I am hopeful the functions I would like will be added in the near future.
Read full review Usability It seems airSlate designers spent a significant amount of time ensuring the product is easy to use and appealing. They were able to accomplish this without sacrificing functionality and quality. The interface isn't cluttered and allows end-user to get going with minimal training. Designing workflows is a snap with the drag and drop "bots" (functions).
Read full review It's still a bit complex in areas, and I'd love to see more robust documentation, but the support team is awesome in helping us work through anything I might get tripped up on.
Read full review Support Rating I have reached out to airSlate support a number of times during setup and after. The platform includes a built-in support chat that is very convenient and fast. I'm able to get the answers I need is less time than it takes with any other software I use. And I don't need to pick up a phone or write an email and wait for a response. They support staff is very knowledgeable and accommodating
Read full review I personally haven't had to reach out directly to the DealHub team, but they did a great job enabling our director of RevOps, who is basically our one-stop shop for all DealHub related questions. We've never had a question (in my experience) that needed to be raised to the actual DH support team.
Read full review Alternatives Considered We had been unable to get much attention from
DocuSign support/sales when we decided we wanted to connect forms to
Salesforce . I stumbled across airSlate on the appExchange, and their sales team was responsive and helpful. I haven't worked in
DocuSign myself, but my users tell me that airSlate forms are much cleaner.
Read full review We had the basic quoting functionality within Salesforce but were quickly outgrowing that as our deals grew in size, structure and complexity. The primary competitor we evaluated against Valooto was SteelBrick and we chose Valooto due to the promised faster implementation, lower cost and it being a more streamlined solution.
Read full review Return on Investment Time saved on downloading documents, they are automatically added to our Google Drive. Capability to edit each document without creating a whole new template saves a lot of time. Cuts down on volunteers needed to do intake paperwork with a patient. Read full review allows reps to sell more, quoting is less time consuming with DealHub.io reporting revenue bookings is done in Salesforce now, instead of excel files Read full review ScreenShots