DealHub.io vs. airSlate SignNow

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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SignNow is particularly useful for simple documents, forms and contracts where there the fields are pretty standards- names, signature block, title. It would be helpful to have features that allow substitution of certain fill in the blanks such that allow you to use the same template but first have a dialog to integrate language for a person, corporation, partnership or LLP. I'm a lawyer and having the ability to assemble variation of this nature into one template would be helpful. Also (and it may do this) the ability to change the actual form/document within the a template would be useful.

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• 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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• Ease of setting up documents that require eSignatures
• Ability to manage the order in which the document needs to be eSigned
• Tracking the status of who has signed and who hasn't
• Ability to 're-send' invites to team members who might have missed the original invite
• Ability to download the eSigned documents for internal record keeping

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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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• When using shared templates, the option to rename the document is at the bottom of the signatures page. I would like that to be visible sooner as some of my team misses it and sends documents to clients with the templated name instead of the correct name because they forgot to scroll down far enough to see it.
• CC'ed contacts used to show suggestions as you typed the email if you've sent that person a document before, but that functionality no longer shows on our account. I'd like to see that brought back.
• It would be nice if we could add folders to our documents page so that we could sort sent and signed documents into individual client folders. The search feature works fine, but folders would help clean up the view for my team.

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The features are too limited. The biggest issue though is the flexibility for editing existing forms without having to create a whole new form. The other issues are its payment partner options, lack of automation, and logic flow. We plan to quit this software and use other software in its place.

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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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In terms of core functionality - adding options for signatures, text, dates, check boxes, etc., as well as customising the body of the request, the title of the request, follow-ups / reminders for signature, etc., SignNow is great. It's really easy to navigate and use in this regard. SignNow loses points when it comes to the end-user who needs to sign. There's an option for them to either use the app (which is most prominent in the page that shows when they open the request) or to sign using their browser (which is much smaller). I had my assistant create this step by step guide for our clients, so they can complete the request the way we need them to:https://docs.google.com/presentation/d/1FopYjlykHMFjIAQjgaNLtNIvSCQND_kb86-U9bA5M2A/edit?usp=sharing As far as I'm aware, you can't make it mandatory for them to draw their signature, and there's no option to remove the prompt for them to download the app when signing on their mobile device. I really wish these were options, but they don't take away from the fact it does what it is intended to do, and it does it well.

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SignNow is always available when I need it. It seems that most updates occur outside of business hours so I have full functionality when I need it most between the hours of 8am-6pm EST. There has only been I time when I experience application errors when I need to use the system but it did not last long and the issue was resolved within a few hours.

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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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781 / 5,000Translation resultsTranslation resultMy experience with airSlate SignNow support has been super ok so far. I only had to contact them once because a document got stuck when I was signing it, so I sent them an email and they responded the next day. They solved the problem, but I found it a bit slow... They could have more direct support, like live chat or even WhatsApp. I believe that if there was a subscription plan for dedicated support it would also be very interesting. For example, a large company with several signature routines, including important signatures that block important workflow processes and sometimes with high added value, these companies, due to the risks, do not want to stop a process because of a signature, so they would not mind investing a little more in dedicated support. Minha experiência com o suporte do airSlate SignNow foi super ok até agora. Só precisei entrar em contato uma vez porque um documento travou na hora de assinar, aí mandei um e-mail e eles responderam no dia seguinte. Resolveram o problema, mas achei meio demorado... podia ter um suporte mais direto, tipo chat ao vivo ou até WhatsApp, acredito que se houvesse um plano de assinatura para suporte dedicado também seria bem interessante, por exemplo uma empresa grande com varias rotinas de assinaturas, entre elas temos assinaturas importantes que travem procesos de Workflow importantes e as vezes de alto valor agregrado, essas empresas devido as riscos não querem parar um processo por conta de um assinatura, por isso não ligariam de investir um pouco mais em suporte dedicado.

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It was nice to be shown the basics of the system and be able to see or understand the specific functions our company would need to use, such as the template creation, document grouping and document group templates. Being taught on how to use these functions, made learning them much easier.

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Make sure you know exactly what you need before implementation and be sure to ask how to use the most important functions of the system that you will be using.

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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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I chose airSlate SignNow over DocuSign primarily due to the superior ease of use and a more intuitive user interface (UI). airSlate SignNow's UI stood out with its simplicity and well-thought-out design, making the entire process of signing and managing documents much more straightforward.The drag-and-drop functionality and the ability to customize signature fields in airSlate SignNow were additional factors that tipped the scale in its favor. These features not only streamlined the signing process but also allowed for a more personalized and efficient document management experience.

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• 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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• SignNow is far more economical than any other signature program I have ever seen.
• SignNow performs all the tasks that the more expensive competition does.
• SignNow does not require my clients to set up an account with a user name and password.

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