30 Reviews and Ratings
4 Reviews and Ratings
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
It is a great solution for small to medium-sized businesses. It is fairly customizable, and their support team has been great to work with us. They have helped us build some custom workflows to push a customer straight to a credit card page once they sign the proposal. This has really helped increase conversions when signing on a new customer.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
Very professionalEasy to navigate and useEasy to edit and draw up new proposalsIncentivized
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 user interface is not intuitive and you'll need some time to understand where things are.The structure of the proposals is sort of rigid and is difficult to create really beautiful documents (unless you are a genius designer).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
I didn't choose Proposable over DocuSign, but I did use it at a previous company. Proposable is great for the smaller business and makes the creation and sending of agreements so easy! DocuSign was nice, but it was more complex in my experience and created a bottleneck for our sales team to get approval. I'm sure this was more of our own internal process, but between the two, Proposable was much faster to get what you needed in the form of an agreement. Less time freed up more time for selling!Incentivized
allows reps to sell more, quoting is less time consuming with DealHub.ioreporting revenue bookings is done in Salesforce now, instead of excel filesIncentivized
It has left a great impression on current prospects and clientsIt is the easiest way to draw up terms of an agreementIt is the best way to track who and when a prospect is viewing a proposalIncentivized