Likelihood to Recommend 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 This presents the customers with a customized invoice, it does manage a lot of attributes. The prices and dates with the entitlements and so forth. This also includes a great feature it will configure the invoice by fields with, clients, products, and a billing plan. I do enjoy that you can send the invoices and notifications automatically with the schedule that I have chosen. It is a great product, it ensures that the outstanding balances are accounted for and billed appropriately I do not really have any negative feedback on this product.
Read full review Pros 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 It helps with revenue renewal recovery It conducts recovery across multiple currencies Read full review Cons 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 Some of the functions are hard to use at first, not sure how to use them. You do get a hang of it after a while. Read full review Usability 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 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 Alternatives Considered 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 We selected Vindicia since they were one of the only providers who could run a proof of concept test. The other providers were asking for exorbitant sums of money and good faith to show the results would increase.
Read full review Return on Investment 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 This product does have some kinks, yet I believe they are working on fixing them, I have had the software slow down and sometimes freeze. Read full review ScreenShots