Community insights

TrustRadius Insights for DealHub.io are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Efficient Pricing Tabulation: Many users have found DealHub's pricing tabulation feature to be efficient and effective, consolidating all pricing information into one clean document. This has been praised by several reviewers for its convenience and time-saving capabilities.

Streamlined Approval Process: The ability of DealHub to submit for approvals quickly and efficiently without having to send an email is highly valued by many users. This streamlined process has been mentioned by multiple reviewers as a major advantage, allowing them to move forward with their tasks seamlessly.

Clear Visibility on Terms and Discounts: Several users have appreciated the clear visibility provided by DealHub on their Term and Discount thresholds. This transparency enables users to make quick decisions and take necessary actions, resulting in smoother operations.

Reviews

11 Reviews

DealHub.io software review

Rating: 8 out of 10

Incentivized

January 16, 2025

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

Likelihood to Recommend

DealHub.io is great for call recording/transcripting. It allows my team to fully engage in conversations without taking notes. The call recording and transcript are generally accurate. The tool could be more intelligent with the analysis and sentiment of the buyer. I love the sequence solution in the product and its ease of set up for my team and me.

Rod Wittenberg

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

Vetted Review

2 years of experience

Verified on LinkedIn

A solid option for your next CPQ!

Rating: 7 out of 10

Incentivized

January 9, 2025

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

Likelihood to Recommend

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.

Verified User

Vice-President in Sales (201-500 employees)

Vetted Review

3 years of experience

DealHub.io Review

Rating: 5 out of 10

Incentivized

April 20, 2023

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

Likelihood to Recommend

I've used more platforms that have visibility to clients receiving the document when they opened etc. There were a lot of glitches in contract creation

Christene Salinas

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

Vetted Review

1 year of experience

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We love DealHub.io!

Rating: 10 out of 10

Incentivized

March 27, 2023

Use Cases and Deployment Scope

Used for all quoting. Allows data controls, aligns pricing and streamlines input and leads our sellers through the quoting process. Automates approval workflows and automatically synchs to our CRM for pipeline management and deal booking.

Pros

Simplifies data input for quoting
Simple and user friendly interface
Straightforward approval workflows

Cons

Would like a direct link from the quote to the opportunity in CRM

Likelihood to Recommend

Its is a great tool and implementation has gone really well, ramping up the sellers was very quick. We are very well supported by our DealHub.io contact Roy K. We are able to adapt and make updates to suit our business and save time for our sales teams

Verified User

Manager (5001-10,000 employees)

Vetted Review

1 year of experience

Improving Seller Efficiency

Rating: 10 out of 10

Incentivized

March 27, 2023

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

Likelihood to Recommend

We have had great support from DH getting ramped up and making our system more efficient. To tool is highly customizable which is great for our use case since we have many products and options.

Audrey Garrett

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

Vetted Review

1 year of experience

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DealHub.io checks all the boxes!

Rating: 10 out of 10

Incentivized

March 8, 2023

Use Cases and Deployment Scope

We are using DealHub.io for our quoting process, syncing data back into Salesforce and reporting bookings and revenue through the field synching between both systems

Pros

makes the quoting process easy for the users
easy to use
support is outstanding

Cons

templates are hard to code and format for a standard admin user with no html knowledge

Likelihood to Recommend

DealHub.io is easy to use from the end user perspective. It's also very easy and manageable to configure in house.

Verified User

Manager in Sales (10,001+ employees)

Vetted Review

5 years of experience

Dealhub.io, The #1 CPQ system for Global Salesforce users

Rating: 10 out of 10

Incentivized

February 27, 2023

Use Cases and Deployment Scope

DealHub.io has helped to reverse inefficient sales processes regarding our contract structures. DealHub.io has helped streamline and automate our sales processes, reducing the time and effort required for proposals, and contracts. This then has freed up our sales team time to focus on selling rather than administrative, Salesforce and office tasks.

Pros

Updating Pricing
UX
Support

Cons

There is room for improvement in how instructions and capabilities given

Likelihood to Recommend

For any organization with a large number of SKUs that are either diverse or frequently updated, it is highly recommended to utilize DealHub.io in order to ensure that your Sales Team has access to the most comprehensive CPQ platform available. I would think that it is less relevant for an org who have only just set-up their Sales Dept and begun selling.

Simon Kaye

Head of Revenue Operations at Tastewise (51-200 employees)

Vetted Review

6 years of experience

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DealHub.io Review

Rating: 9 out of 10

Incentivized

February 23, 2023

Use Cases and Deployment Scope

I use DealHub.io for CPQ - contract and quote management.

Pros

Creating contracts
Creating quotes
Collecting Digital signatures

Cons

The backend is challenging to use
Making it flexible requires a power user or handholding by the (excellent) CS team

Likelihood to Recommend

I give DealHub.io a nine. I don't know how companies work without a tool like this.

Ori Lavie

CRO in Sales at Tastewise (51-200 employees)

Vetted Review

5 years of experience

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Highly recommend DealHub.io for quote generation

Rating: 10 out of 10

January 26, 2023

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)

Likelihood to Recommend

DealHub.io is well-suited for most situations where CPQ might be implemented but is also flexible enough and easy to use to be leveraged in simpler scenarios. I've only used it in conjunction with Salesforce, but it integrates very well to let you manage the quoting and subscription process.

Phoebe Farber

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

Vetted Review

2 years of experience

View profile

Account Executive

Rating: 9 out of 10

Incentivized

June 29, 2021

Use Cases and Deployment Scope

DealHub.io is currently being leveraged across AE, CSM, and AM teams here at Sendoso. We love the platform as it has replaced the Google Sheets we were using prior to create quotes and proposals for our prospective and existing customers. Gone are the days of double-checking the math, and which products were made available within each quote on a Google Sheet.

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.

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.

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.

Cameron Lucchesi

Account Executive, Mid Market in Sales at Sendoso (201-500 employees)

Vetted Review

1 year of experience

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