I think Bidsketch would work well for any small business or freelancer looking for a low-cost, simple to use proposal software solution. It's quick and easy to set up and provides everything you need for more cases. If you're looking for something with more flexibility or features that Bidsketch does not offer then you may need to keep looking.
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.
REALLY PRICEY for a small business/freelancer that doesn't do a lot of proposals each month. Would be nice if they offered a per proposal pricing for the smaller guys.
Wish there was more customization of the design/layout to better fit in with branding.
Also would like to be able to mark a proposal private.
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.
I'd say Bidsketch is very easy to use. I don't think most people would have any problem getting comfortable with this software. I was able to get up and running very quickly. Their template library is a great resource to get a professional proposal up and out the door fast.
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.
Although I didn't need to reach out to support much, they seemed to do a very good job. I've also heard great things about the team through people I've talked to so I wouldn't expect anyone to run into issues with regards to their support. Their support definitely was not a factor in my ultimately not sticking with the product.
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.
We used DocSend to track our outgoing proposals but after testing Bidsketch we never returned back. It is simply better suited for us as we send out tens of proposals every week and the professional output and management of proposals won us over.
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.
