DealHub.io vs. JungleDocs

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.

Incentivized

Great for maintaining consistent language in proposals, contracts, RFI responses, and other legal documents. We can make sure our language passes our legal, regulatory and compliance departments without burdening each document with detailed reviews. This saves us time. When responding to RFIs, we have some standard language to several hundred questions and we can answer them by clicking the boxes. We put in an RFI response question # so they can easily be sorted to match the RFI document. Again, I can't count the labor hours saved. We use this to build plan documents and plan adoption agreements using building blocks that are added by selecting the sections and clicking some checkboxes to determine what gets added. JungleDocs is great for these use cases.

Incentivized

• 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.

Incentivized

• Auto population of documents from files stored on SharePoint. Eliminates extra steps for more efficacy.
• Can also set up automation for managing documents. Our department uses specific naming conventions for our documents and JungleDocs allows the naming conventions to be automated to help eliminate human error.

Incentivized

• 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.

Incentivized

• The ability to update fields in headers and footers, if they change after the document has been created
• When content or metadata change, the document doesn't auto update the fields in the document, you have to manually go and click the update option (excludes fields in headers or footers footers)

Incentivized

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.

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.

Incentivized

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.

Incentivized

JungleDocs was intuitively easier to use than eFileCabinet and Sharepoint. JungleDocs works with Sharepoint to extend its feature set and make it easier to use. Our team didn't feel that eFileCabinet was suitable for all of our use cases, especially the RFI response documents. We used a scorecard to rank the products and JungleDocs proved to be the winner.

Incentivized

• 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

Incentivized

• Longer startup for member who are not familiar with metadata.
• Some support documents are hard to follow.

Incentivized