Likelihood to Recommend ContractZen is perfect for small and medium business where the use case is to manage contracts, get alerts, and track details about contract. ContractZen has other features such as meeting management, eSignatures etc. We focus primarily on contract management and are pleased with it. ContractZen has a lot of competition and many competitors have a full contract lifecycle, which is desirable in large companies. ContractZen does not have a full contract lifecycle process. Full contract lifecycle will have request for comments/proposals, NDA, quotes, implementation proposals etc. go through multiple people, multiple layers of approval etc. and different triggers in the contract would generate different tasks for staff to manage the contract till the contract expires. Large and complex companies have needs that ContractZen may not be suitable for
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 easy storage of contracts is important. Easier than a shared hard drive folder or a jointly administered Excel sheet, both of which we tried to use in the past. The alerts of key contract dates is crucial. Knowing what needs to be terminated or at least considered has saved us money. Simple signing of contracts electronically has saved us money in getting from an agreed to contract to a signed one in minutes. 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 I would like one view of entire client history. It would be nice to put the client information in once and then simply add on contract extensions in the same folder. 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 The inexpensive ContractZen saves time and money and is a joy to use
Read full review Usability Very user friendly
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 The best part about ContractZen is that I needed no support. I had a couple questions in the last 2 years which were answered accurately within hours. Everything has worked as expected.
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 Implementation Rating The capture of the new contracts is more important than the old contracts, somewhat counterintuitively. Once you start saving time using the electronic signing and retrieval, adding old material is easier. Old material additions fit our annual schedule as we've done them during periods of less administrative work.
Read full review Alternatives Considered ContractZen is true value for the money and far more simpler than more advanced systems
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 Easier to manage contracts. More contracts are being renewed on a timely basis. 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