DealHub.io

Score8.1 out of 10

32 Reviews and Ratings

What is DealHub.io?

DealHub is an agentic Quote-to-Revenue platform that operates natively within Salesforce and other cloud-based CRMs to streamline quoting and revenue processes.

Categories & Use Cases

Media

Screenshot of the interface to configure pricing, streamline approvals, and produce quotes.

Screenshot of the dashboard that provides visibility into sales processes, forecasts, and approval workflows.

Screenshot of where to generate comprehensive revenue analytics with dynamic charts, graphs, and tables.

Screenshot of real-time interactions between buyers and AI-powered assistants, providing tailored ROI insights, relevant case studies, and guided next steps to support confident decisions.

Screenshot of the interface to automate billing cycles and manage subscription revenue.

1 / 5

Screenshot of the interface to configure pricing, streamline approvals, and produce quotes.

Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Category average: 9
Purchase history and open contracts
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
Category average: 8.9
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 8.7

Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Category average: 9.3
CPQ reporting & analytics
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
Category average: 7.7
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Category average: 9

Rod Wittenberg View profile

Senior Vice President of Sales, North America in Sales at BigHand (501-1000 employees employees)

Use Cases and Deployment Scope

DealHub.io is our tool for prospecting, call logging and analysis and it integrates with salesforce.

Pros

Call recording
Call analysis
Automated email sequences
LinkedIn integration for ICP targeting

Cons

Multi party email scheduling
Persone accuracy and clean up

Return on Investment

easy to track quotes history
easy to assess discounting issues with reps
simple to publish
easy for e-signing

Usability

Alternatives Considered

NetSuite ERP

Other Software Used

Apollo.io, Grammarly, Salesforce Einstein Bots

Verified User

Vice-President in Sales (201-500 employees employees)

Use Cases and Deployment Scope

We use DealHub for all price book, proposal and contracting purposes. DealHub has allowed us to achieve consistency globally in our proposal-to-signature process, which in turn has eliminated errors and the ability to circumvent the process. The guided selling motion within the system has allowed us to get answers to pertinent information within the Salesforce account object to ensure data accuracy (Account types, segment, etc.). Those answers enable us to create workflows to specifically quote for each prospect bucket.

Pros

Guided selling playbook
Sync to salesfoce
Electronic signing
Consistent contracting

Cons

Complex mapping depending on product/company complexity
Seemingly random changes to playbook during enhancements
System slow downs happen sometimes

Return on Investment

Reduced write offs due to inconsistent contracting
Allowed for global analysis of booked vs billed
Pipeline metrics are significantly more accurate
Review of proposals/Deal Desk set up

Usability

Alternatives Considered

Salesforce Revenue Cloud, Conga CPQ and HubSpot Sales Hub

Other Software Used

Salesforce Sales Cloud, Ordway, Gong

Audrey Garrett View profile

Sales Operations Manager in Sales at AvePoint (1001-5000 employees employees)

Use Cases and Deployment Scope

We use DealHub for daily quoting and syncing back to our CRM. We have ~250 sellers using the product globally with many different use cases and scenarios per region. DealHub gives us the flexibility to customize by region which has proven to be very valuable.

Pros

Flexibility
Customizable
Quick help from DH support

Cons

Once quote is submitted, flexibility to send back quote for changes without needed to reject/dupe/reopen
Japan Decimal issues

Return on Investment

Less quoting time for sellers
Better experience for sellers
Better looking quotes for customers
Easier product and sku maintenance for admins

Usability

Phoebe Farber View profile

Director of Sales Operations in Sales at Reprise (51-200 employees employees)

Use Cases and Deployment Scope

We use DealHub.io for all customer contract generation (ie. pilots, new business, expansion, renewal). Within that we use DealHub.io to manage related approvals.

Pros

Allow for dynamic pricing
Coterming contracts
Flexible contract management

Cons

Adding attachments as part of the quote generation process (vs. only once a quote is published)

Return on Investment

DealHub.io has helped us manage 99% of our contracting situations, which saves time for ops
It's helped manage approvals to pull that out of email/slack, which saves time and offers a record

Alternatives Considered

Salesforce CPQ and PandaDoc

Other Software Used

LeanData, WorkRamp, ZoomInfo SalesOS

Usability

Christene Salinas View profile

Account Director in Sales at Tastewise (51-200 employees employees)

Use Cases and Deployment Scope

To send contracts and manage the approval process.

Pros

Managing approval flow
Automating contract templates
digital signatures

Cons

Providing more visibility to where the contract is at in the process
DealRoom never worked
DealRoom was failing during contract creation

Usability

Conga Advantage CPQ

Salesforce Agentforce Revenue Management

CloudSense CPQ

DealHub.io

What is DealHub.io?

Categories & Use Cases

Media

Key Features

Top Performing Features

Quote sharing/sending

Purchase history and open contracts

Guided selling/Sales portal

Areas for Improvement

Configuration options

CPQ reporting & analytics

Attachments to quotes

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Usability

Use Cases and Deployment Scope

Pros

Cons

Usability

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