DealHub.io

DealHub.io

(51)
4.7 out of 5 stars

DealHub provides the most comprehensive Sales Engagement & CPQ Platform

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DealHub.io Features

Configuration
Product Catalog

Allows users to search, filter, sort and select items to be added to quote

90%
(Based on 33 reviews)
Guided Selling

Based on answering questions about customers the configurator automatically selects the best fit products

92%
(Based on 32 reviews)
Configuration Rules

Rules ensure that users select only compatible options and that all required items are included

92%
(Based on 33 reviews)
Configured Pricing

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

92%
(Based on 33 reviews)
Visual Configuration

Images can be displayed of options to enable users to visualize product options as it is being configured

n/a
Ease of Use

Configurator guides users through process visually; no significant training required

94%
(Based on 33 reviews)
Document Creation
Customizability: Variables and Fields

Define fields to pull in dynamic information.

Not enough data available

Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Not enough data available

Rich Media

How well the platform supports images, audio, and video in proposals.

Not enough data available

Online Document Creation

Create adaptive online documents for view via browser or mobile device.

Not enough data available

PDF Creation

Create attractive PDF versions of proposals.

Not enough data available

Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

Not enough data available

Contract Management Platform Features
Contract Creation

Users can create new contracts within the platform using built-in document creation features.

Not enough data available

Contract Templates

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Not enough data available

Contract Editing

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Not enough data available

Contract Attachments

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Not enough data available

Contract Collaboration

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Not enough data available

Approval Process

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Not enough data available

Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

Not enough data available

Contract Database

Contracts can be stored in a central online repository with built in search capabilities.

Not enough data available

Integrations / APIs

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Not enough data available

Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Not enough data available

Pricing
Pricing Flexibility

Ability to support multiple pricing models for one-time, recurring, and other items

92%
(Based on 33 reviews)
Discounting

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

90%
(Based on 33 reviews)
Commerical Rules

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

93%
(Based on 32 reviews)
Terms and Conditions

Ensure that users automatically include the right terms based on items being quoted

93%
(Based on 32 reviews)
Approval Workflow

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

94%
(Based on 27 reviews)
Renewals

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

80%
(Based on 21 reviews)
Workflow
Document Builder Interface

Easily search for and add elements to a proposal.

Not enough data available

Collaborative Creation

Multiple users can edit a single document.

Not enough data available

Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

Not enough data available

Content Management
Content Import

Ability to import sales and marketing collateral built outside of the solution

88%
(Based on 11 reviews)
Content Creation

Overall functionality of building unique sales and marketing collateral within the product

93%
(Based on 13 reviews)
Templates

Pre-built templates for fast and simple content creation

94%
(Based on 15 reviews)
Advanced Search

Ability to search through all content to easily find necessary collateral

93%
(Based on 10 reviews)
Content Storage

Overall storage and organziation capabilities

95%
(Based on 12 reviews)
Quoting
Grouping

Ability to easily group items on quotes; apply and manage discounts and pricing by group

93%
(Based on 25 reviews)
Versioning

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

92%
(Based on 30 reviews)
Quote Document Generation

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

89%
(Based on 32 reviews)
Document Customization

Users can customize quote with supporting documents, comments, cover letters for each customer.

87%
(Based on 30 reviews)
Ordering

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

92%
(Based on 21 reviews)
Contracts

Ability to convert accepted quotes into contracts; set up of required assets and contracts

93%
(Based on 19 reviews)
Analytics
Engagement Tracking

Track who is looking at proposals and how often or for how long.

Not enough data available

Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

Not enough data available

Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Not enough data available

Analytics
Reporting

Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral

89%
(Based on 10 reviews)
Alerts

Notification as to when a prospects interacts with a piece of collateral

96%
(Based on 12 reviews)
Account-Based Engagement

The level of engagement for a specific account based on the presented collateral

99%
(Based on 11 reviews)
Content Utilization

How frequently sales teams use a particular piece of content and its effectiveness

100%
(Based on 9 reviews)
Admin
Configuration Ease of Admin

Easily build and maintain configurator; flexibility to easily embed all desired business logic

90%
(Based on 27 reviews)
Pricing Administration

Can easily build and maintain pricing logic required by business

89%
(Based on 27 reviews)
Workflow Management

Easily build and maintain workflows, misc commercial fields, commercial rules

92%
(Based on 25 reviews)
Document Admin

Ability to easily build and maintain quotes, contracts, and other document outputs

84%
(Based on 26 reviews)
Administration and Platform
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Not enough data available

Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

Not enough data available

CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

Not enough data available

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

Not enough data available

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Not enough data available

CPQ Integration

Push and pull data from quote applications to build proposals.

Not enough data available

Presentation
Live Presentation

Ability to present to a prospect in-person

Not enough data available

Screenshare

Virtual presentation capabilities via sharing screens

Not enough data available

Mobile Presentation

The option to present live on a mobile device

Not enough data available

Channels
Mobile User Support

Supports users working on a mobile devide (phone and/or tablet)

88%
(Based on 9 reviews)
Offline Support

Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet

n/a
Channel Partner Support

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

96%
(Based on 10 reviews)
eCommerce

End customer users can configure, price, and buy products in a self service environment online

n/a
Platform
CRM Integration

CRM integration is flexible and easy to maintain

92%
(Based on 25 reviews)
Integration API

System provides API's that can be used to easily integrate to financial and other 3rd party systems

87%
(Based on 13 reviews)
Internationalization

System support multiple currencies and languages to enable business in multiple countries

94%
(Based on 16 reviews)
Performance and Reliability

System is consistently available (uptime) and system's speed doesn't impact productivity

91%
(Based on 27 reviews)
Scalability

Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers

93%
(Based on 25 reviews)
Reporting and Dashboards

Easily generate desired reports and dashboard on configurations, pricing, and quoting

69%
(Based on 18 reviews)