DealHub (formerly Valooto) is a CPQ and sales proposal solution that runs natively on Salesforce.com and other cloud-based CRMs.
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Ironclad
Score 7.3 out of 10
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Ironclad, from the company of the same name in San Francisco, is designed to streamline every part of the contract process—so users can focus on legal work, not paperwork.
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.
IronClad works great for organizations that have to deal with a lot of legal agreements at the same time, it works great for having a legal team reviewing and modifying the same legal document in a single place, and the comments in the workflow, and the approval functionality allows keeping track of the changes and assign accountability.
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.
Once you add someone into a workflow there is no way to remove them. It would be nice to be able to get out of a workflow or remove someone.
The "assignment" function could be more clear for those individuals who don't regularly use Ironclad. Perhaps prompting them on how to upload a signed agreement if they are not the owner of the workflow.
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.
The platform works great, the user interface is simple and clean, and very intuitive to use. Having different sections for completed or in progress workflows is really helpful, but I wish the title given to the different workflows could be easily modified in order to better identify the legal documents and workflows that are being developed with our different partners
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.
The Ironclad support team is very knowledgable and supportive to implement workflows, and also they also understand new features and releases. We could discuss how we should use considering future use.
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.
IronClad is a comprehensive platform that allows legal teams, cross functional teams and approvers to keep track of the suggestions and changes made to legal agreements. It keeps everything in a single place, however it lacks the simplicity and practicality of DocuSign throughout the signing process, so we usually have to use both platforms to complete a legal workforce
Positive - Increased efficiency, as all work into the legal department flows into Ironclad. We can see where resources are being spent and which internal business partners are utilizing the legal department the most.
Positing - Better internal business partner service. We are able to communicate directly with our internal partners as to the status of their request and keep them apprised where we are in the negotiation process, etc.
