ContractWorks, An Onit Product vs. DealHub.io

[A] user-friendly platform that allows multiple users to store and organize documents across various departments within the company for easy access. [A] tagging feature is a helpful tool in sending reminders for upcoming renewals, etc.

DealHub is well suited to put controls on the contracting process. You are able to create price books in DealHub and run all calculations through their system to then push back to Salesforce opportunity/opportunity line items. The system can handle everything from the first meeting pipeline (We require all pipeline $$ to originate from a DealHub Proposal sync) to signature within Dealroom -- Their electronic signing tool. Where DealHub may not be appropriate is if you have a very complex selling motion or have very different selling operations within multiple regions. We have two core regions and each one is essentially set up as its own entity, requiring double work to update.

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• Managing renewals[.]
• Managing timed fee increases[.]
• Easy storing and retrieval of contracts[.]
• Manage roles to determine who sees what. Very granular.
• [The] signature process is quite powerful, and because it's integrated comes with management.

• 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.

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• Allowing changes to documents midway through approvals/signatures.
• More sophisticated interface for searching in document text would be nice.
• Some ability to restart agreements that have been declined by intermediate approvers would be nice also.

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• 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.

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Current Supply Chain users find great value in ContractWorks. We've been able to demonstrate a better, faster, efficient, cost effective way to solve document and data requirements. ContractWorks is gaining greater interest and acceptance across the Enterprise.

If you can browse [folder-based] software, then you are good to go from the start. [On] more than one occasion I have offered a tour to new users, just to be told: "thank you, I got it this is easy to use". [The search] feature works exactly as expected, [making] your life so much easier.

Once it's configured it's relativley maintenance free. Our sales opps team effectively manages the tools It's easy to add new products to the CP-Q. It's flexible for product and service sales. It's security is robust. The approval workflow is easy to understand and use. The integration with CRM is essential for the business

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I've never heard that we've had an outage or error and I 'm in ContractWorks days, evenings and weekends.

We haven't integrated ContractWorks with other systems. Otherwise, reasonably sized documents load fairly quickly and reports extract quickly. I work remotely sometimes it takes an extra minute

My questions are answered just about immediately, and this is true for all members of my team who have reached out for support. Furthermore, when we have asked about features that do not yet exist, we received detailed commentary from the company and its developers letting us know whether we could realistically expect any of those features to come to be. I am beyond satisfied with support.

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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.

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ContractWorks is the sole software that I have used. Prior to this, I used a spreadsheet and Outlook notifications to manage contract milestones.

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.

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Tasked with finding a cost conscious Contract Management platform, we knew change and acceptance across the Enterprise would come slow. Using ContractWorks means not overspending in initial months with fewer users. As our core group becomes more proficient and we demonstrate/prove ease of use to other departments with scale up use and cost together

• It has opened up a lot of time that contract managers/administrators wasted.
• Added efficiencies and the ability to manage contracts remotely.

• DealHub has saved me at least 30 mins on each proposal/quote that I've created. Gone are the days of having to update a Google Sheet, double-check the math, and all the misc. terms or incentives that come along with driving a deal forward.
• DealHub reduces my time in Salesforce each quote that's created by about 5 minutes.
• DealHub makes the internal approval process much faster as well; Sales Director receives approval via email, if CRO approval is needed, the approval-needed notification is sent right to the CRO, following Director level approval. Clicks not emails.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info