DealHub.io Features

Based on 359 DealHub.io reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote

Based on 348 DealHub.io reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products

Based on 360 DealHub.io reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included

Based on 368 DealHub.io reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Images can be displayed of options to enable users to visualize product options as it is being configured This feature was mentioned in 199 DealHub.io reviews.

Based on 356 DealHub.io reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items

Based on 343 DealHub.io reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Based on 324 DealHub.io reviews and verified by the G2 Product R&D team. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Based on 346 DealHub.io reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted

Based on 357 DealHub.io reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Based on 282 DealHub.io reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Based on 298 DealHub.io reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group

Based on 352 DealHub.io reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Based on 360 DealHub.io reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Based on 276 DealHub.io reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Based on 278 DealHub.io reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts

Based on 321 DealHub.io reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic

Based on 317 DealHub.io reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business

Based on 308 DealHub.io reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules

Based on 303 DealHub.io reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Supports users working on a mobile devide (phone and/or tablet) This feature was mentioned in 206 DealHub.io reviews.

Based on 206 DealHub.io reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

Based on 82 DealHub.io reviews. End customer users can configure, price, and buy products in a self service environment online

Based on 318 DealHub.io reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain

System provides API's that can be used to easily integrate to financial and other 3rd party systems This feature was mentioned in 219 DealHub.io reviews.

System support multiple currencies and languages to enable business in multiple countries This feature was mentioned in 226 DealHub.io reviews.

Based on 292 DealHub.io reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Based on 220 DealHub.io reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

As reported in 115 DealHub.io reviews. Allows the signor to easily and intuitively sign documents.

Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. 113 reviewers of DealHub.io have provided feedback on this feature.

Provides users with configure, price and quote capabilties. 117 reviewers of DealHub.io have provided feedback on this feature.

Based on 87 DealHub.io reviews. Allows users to attach video proposals within the virtual sales room.

Based on 101 DealHub.io reviews. Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.

Provides users with a repoistory of relevant content to share with clients. 100 reviewers of DealHub.io have provided feedback on this feature.

As reported in 88 DealHub.io reviews. Allows users to chat with prospects within the virtual sales room.

Based on 265 DealHub.io reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.

Based on 258 DealHub.io reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Based on 230 DealHub.io reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.

Based on 241 DealHub.io reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.

Based on 271 DealHub.io reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.

Based on 262 DealHub.io reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.

Based on 239 DealHub.io reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.

Based on 223 DealHub.io reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.

Based on 234 DealHub.io reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.

Based on 219 DealHub.io reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long.

Based on 208 DealHub.io reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.

Based on 199 DealHub.io reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

As reported in 140 DealHub.io reviews. Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l

Sends a notification when a prospect engages or interacts with content. This feature was mentioned in 147 DealHub.io reviews.

Tracks the level of engagement for a specific account based on the presented content. 136 reviewers of DealHub.io have provided feedback on this feature.

Tracks how frequently a particular piece of content is being used and monitors its effectiveness. This feature was mentioned in 138 DealHub.io reviews.

Based on 259 DealHub.io reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 255 DealHub.io reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.

Based on 264 DealHub.io reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.

Based on 238 DealHub.io reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.

Based on 228 DealHub.io reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.

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. 127 reviewers of DealHub.io have provided feedback on this feature.

Based on 151 DealHub.io reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features.

Based on 149 DealHub.io reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Based on 150 DealHub.io reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Based on 146 DealHub.io reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Based on 140 DealHub.io reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Based on 154 DealHub.io reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Based on 144 DealHub.io reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones.

Based on 133 DealHub.io reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities.

Based on 135 DealHub.io reviews. 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.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. 141 reviewers of DealHub.io have provided feedback on this feature.

Ability to import sales and marketing collateral built outside of the solution 143 reviewers of DealHub.io have provided feedback on this feature.

As reported in 149 DealHub.io reviews. Provides capabilities for building unique sales and marketing content within the product.

As reported in 155 DealHub.io reviews. Provides pre-built templates for fast and simple content creation.

Able to easily search, locate, and retrieve relevant content. This feature was mentioned in 138 DealHub.io reviews.

As reported in 138 DealHub.io reviews. Provides the ability to store and organize content.

Based on 75 DealHub.io reviews and verified by the G2 Product R&D team. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Based on 107 DealHub.io reviews and verified by the G2 Product R&D team. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Based on 86 DealHub.io reviews and verified by the G2 Product R&D team. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

Based on 122 DealHub.io reviews and verified by the G2 Product R&D team. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

Based on 108 DealHub.io reviews and verified by the G2 Product R&D team. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Based on 114 DealHub.io reviews and verified by the G2 Product R&D team. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Based on 113 DealHub.io reviews and verified by the G2 Product R&D team. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Based on 110 DealHub.io reviews and verified by the G2 Product R&D team. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Ability to create and send invoices automatically at predefined or custom frequencies. This feature was mentioned in 47 DealHub.io reviews.

Consolidate invoices so customers can make one payment for multiple bills. This feature was mentioned in 45 DealHub.io reviews.

Adjust invoices to handle exceptions and correct errors. This feature was mentioned in 45 DealHub.io reviews.

Assists users in collecting payments for unpaid invoices. This feature was mentioned in 41 DealHub.io reviews.

Manages disputes regarding billing and payments. This feature was mentioned in 44 DealHub.io reviews.

Define escalation processes to suspend service for unpaid invoices. 41 reviewers of DealHub.io have provided feedback on this feature.

Based on 43 DealHub.io reviews. Track the financial performance of various types of packages.

Based on 43 DealHub.io reviews. Identify the impact of special pricing and discounts on revenue.

Monitor plan changes such as upgrades and downgrades, or cancellations. This feature was mentioned in 43 DealHub.io reviews.

Integrate with software such as ERP or CRM to use data for document generation 115 reviewers of DealHub.io have provided feedback on this feature.

Allows users to generate documents using information from spreadsheets This feature was mentioned in 90 DealHub.io reviews.

Ability to generate new documents using other documents in multiple formats 117 reviewers of DealHub.io have provided feedback on this feature.

Based on 125 DealHub.io reviews. Include templates for various types of documents such as invoices or quotes

Automate document generation based on customizable rules This feature was mentioned in 122 DealHub.io reviews.

Allow users to personalize documents for branding purposes 124 reviewers of DealHub.io have provided feedback on this feature.

Define and manage workflows for document distribution 115 reviewers of DealHub.io have provided feedback on this feature.

Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts This feature was mentioned in 44 DealHub.io reviews.

As reported in 40 DealHub.io reviews. Tracks revenue for goods or services that have yet to be collected

Accurately determines and reports the accounting period when revenues are recognized 40 reviewers of DealHub.io have provided feedback on this feature.

Users can create new contracts within the platform using built-in document creation features. 61 reviewers of DealHub.io have provided feedback on this feature.

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. 58 reviewers of DealHub.io have provided feedback on this feature.

As reported in 58 DealHub.io reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

As reported in 59 DealHub.io reviews. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Based on 52 DealHub.io reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. 60 reviewers of DealHub.io have provided feedback on this feature.

Based on 59 DealHub.io reviews. Receive notifications and schedule reminders with alerts according to contract milestones.

Based on 45 DealHub.io reviews. Contracts can be stored in a central online repository with built in search capabilities.

As reported in 44 DealHub.io reviews. Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations

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. This feature was mentioned in 54 DealHub.io reviews.

Ability to e-sign legally-binding contracts within the same platform. This feature was mentioned in 61 DealHub.io reviews.

As reported in 54 DealHub.io reviews. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. 54 reviewers of DealHub.io have provided feedback on this feature.

Track who is looking at proposals and how often or for how long. This feature was mentioned in 99 DealHub.io reviews.

Access pre-built and custom reports and dashboards on proposal volume and acceptance. 89 reviewers of DealHub.io have provided feedback on this feature.

Find out which pieces of content are performing best. 92 reviewers of DealHub.io have provided feedback on this feature.

As reported in 112 DealHub.io reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 115 DealHub.io reviews. Program in-app and email notifications for approval milestones or actions.

Meets required regulartory compliances. This feature was mentioned in 93 DealHub.io reviews.

As reported in 122 DealHub.io reviews. Provides features to intregate with CRM software.

As reported in 89 DealHub.io reviews. Provides features to integrate with internal messaging systems.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt. 14 reviewers of DealHub.io have provided feedback on this feature.

Condenses long documents or text into a brief summary. This feature was mentioned in 13 DealHub.io reviews.

As reported in 12 DealHub.io reviews. Allows users to generate text based on a text prompt.

As reported in 12 DealHub.io reviews. Condenses long documents or text into a brief summary.

Based on 11 DealHub.io reviews. Provides the ability to generate images from a text prompt.

Converts images into a textual description, identifying key elements. 12 reviewers of DealHub.io have provided feedback on this feature.

Allows users to generate text based on a text prompt. This feature was mentioned in 21 DealHub.io reviews.

Allows users to generate text based on a text prompt.

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.

Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.

Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.

Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way

Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments

Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth