--- title: DealHub AI Reviews meta_title: 'DealHub AI Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 865 reviews by the users' company size, role or industry to find out how DealHub AI works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 865 scale: '5' date_modified: '2026-08-15' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # DealHub AI Reviews **Vendor:** DealHub.io **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 4.7/5.0 **Total Reviews:** 865 ## About DealHub AI DealHub AI is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub AI gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub AI to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze. ## DealHub AI Pros & Cons **What users like:** - Users praise the **exceptional customer support** from DealHub, highlighting responsiveness and helpful assistance in addressing needs. (105 reviews) - Users find DealHub AI's **ease of use** invaluable, enabling quick adoption and daily utilization across teams. (95 reviews) - Users appreciate the **time-saving capabilities** of DealHub AI, allowing for efficient proposal management and streamlined processes. (87 reviews) - Users value the **efficiency** of DealHub AI, which significantly streamlines processes and saves time during implementation. (85 reviews) - Users highly value the **seamless integrations** of DealHub AI, enabling effective management across various platforms. (81 reviews) - Users value the **customizability** of DealHub.io, enhancing usability and ensuring alignment with their specific business processes. (70 reviews) - Easy Integrations (69 reviews) - Easy Setup (67 reviews) - Flexibility (67 reviews) - Customizability (62 reviews) **What users dislike:** - Users find the **learning curve challenging** , particularly when managing complex proposals and integrations on DealHub AI. (35 reviews) - Users express frustration over **limited customization options** in DealHub AI, affecting their ability to tailor the system fully. (30 reviews) - Users experience a **steep learning curve** with DealHub AI, making initial implementation challenging before achieving ease of use. (23 reviews) - Users find the **missing self-service options** frustrating, impacting customization and prolonging the implementation process. (20 reviews) - Users face **integration issues** that complicate management, leading to slower processes and potential errors in updates. (18 reviews) - Access Limitations (17 reviews) - Complex Features (17 reviews) - Users note the **complexity of implementation** and limitations in functionality, affecting their overall experience with DealHub.io. (17 reviews) - Users find the **high complexity** of DealHub.io challenging, especially with configuration and subscription management issues. (16 reviews) - Slow Performance (16 reviews) ## DealHub AI Reviews ### 1. Dealhub helps AEs get agreements signed faster **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2023 **What do you like best about DealHub AI?** The ability to get approval on plans and pricing internally faster. It also looks better to prospects to review and sign versus sending a DocuSign. **What do you dislike about DealHub AI?** Sometimes, work flow for approval or on custom plans and pricing can tricky within Salesforce. **What problems is DealHub AI solving and how is that benefiting you?** Cleaner and faster internal approval on pricing and plans. Cleaner and better user experience for prospects to review and sign agreements. ### 2. It was nice to engage with folks that understand the product and the intricacies of your industry **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2022 **What do you like best about DealHub AI?** The helpful thing about Dealhub is the quick response to answers that we need in real-time. The upside of using Dealhub is the dedicated team they assign to each vendor to help them during the adaptive and testing phases. **What do you dislike about DealHub AI?** What was least helpful about using Dealhub is that when you are moving from a different system to a Dealhub you have to start from scratch on many solutions. We did not have much time to do this, but it would have been great to talk to a customer who was jumping from a similar solution to ours and using Dealhub. This would have helped us navigate the **What problems is DealHub AI solving and how is that benefiting you?** Dealhub is helping us solve the business problem of multi-team collaboration on a project. It is also a much easier system to train someone new on. It is very user-friendly. Productivty can quickly ramp up. ### 3. Such an easy-to-use platform with a truly great onboarding experience. **Rating:** 4.5/5.0 stars **Reviewed by:** Pete S. | Chief Revenue Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2022 **What do you like best about DealHub AI?** For a high-volume, simple sales process, DealHub is incredibly easy to configure and be used by Sales teams. It has enabled my team to configure, send out and have a deal signed in under 5 minutes and all digitally with no paper whatsoever. Great for us, easy for customers too. **What do you dislike about DealHub AI?** Depending on the type of products being sold, or the sales process used, the playbooks can become quite convoluted and complex. Although DealHub is reasonably easy to configure, I find that one needs to have a fairly good grip on technology in order to self-sufficiently setup and maintain. **What problems is DealHub AI solving and how is that benefiting you?** A single CPQ system integrated with our CRM (Salesforce), meaning we have a true single source of truth for all things Sales and Quoting. Additionally, it would typically take our Sales team hours and multiple documents + approvals to get a proposal out to a customer. Now, with DealHub, it takes less than 5 minutes for the entire quote, approval, submission to the customer and acceptance by the customer. Saving time, and effort and making our Sales team much more efficient and able to close more deals quicker. ### 4. Easy to use platform and fantastic customer experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2022 **What do you like best about DealHub AI?** DealHub is relatively easy to configure and allows for a wide range of customization. Implementing it has been instrumental in streamlining our processes and decreasing the risk of human errors in building quotes. As someone with little technical knowledge, I've found the platform straightforward and manageable to make changes. Our CSM, Brett Davis, has been excellent in helping us determine the best configuration strategy and has been a patient, knowledgeable resource. **What do you dislike about DealHub AI?** Our experience with DealHub has been great. Brett has been able to help us navigate any issues or questions thus far, and I can't say we've had any significant problems or roadblocks. **What problems is DealHub AI solving and how is that benefiting you?** DealHub provides a simplified, streamlined method for building quotes that decreases human error and can be endlessly customized. It's a better experience for our reps and has made changing our processes very manageable for the operations team. We're looking forward to continuing to build out our dealroom and seeing the benefits of that resource. ### 5. CPQ tech must be complex. Customer buying journeys must be simple. DealHub solves for both. **Rating:** 5.0/5.0 stars **Reviewed by:** Doug W. | Executive Director, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2022 **What do you like best about DealHub AI?** DealHub is the emerging world leader in the critical business of delivering powerful CPQ software AND making the customer and sales rep process of using said CPQ software a joy. That means you have to make the system powerful, easy to use and a pleasure to look at. DealHub did that. In addition, Mohammed Fadel, Cole and the rest of the onboarding team have been world-class. **What do you dislike about DealHub AI?** Nothing. They are currently adding aggressive new functionality to their HubSpot integration which is going to be a game-changer. **What problems is DealHub AI solving and how is that benefiting you?** We needed complex, question-based configuration software that is also easy for reps to use, integrates with HubSpot and supports up-sell and cross-sell. DealHub delivered all of that for us. ### 6. Extremely Flexible and Customizable - A Great Way to Streamline Quoting **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha W. | Sales Operations Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about DealHub AI?** DealHub is one of the most flexible CPQs I've seen to date. We have an extremely complex pricing structure that covers many products and markets and DealHub has been able to handle it all. We have simplified a very complex product library into a straightforward, linear set of questions. Even in the early days of the rollout, our sales reps are raving about the time savings we've created. Though we purchased DealHub for just quoting, we have expanded our scope of use and continued to increase our ROI with DealHub. We've automated the production of several supporting documents that typically took hours for our sales reps to complete and standardized their design with the Help of the DealHub team. Implementation was smooth. Our CSM Roy was knowledgeable and proactive in working to meet our needs. Support was quick to respond whenever we had an issue and the design teams did wonders customizing every aspect to our brand. Great experience. **What do you dislike about DealHub AI?** We use HubSpot as our CRM, for which DealHub's integration is very new. Although its base features work fantastically, there are still improvements to be made to catch up to the quality provided by DealHub's SalesForce integration. Looking forward to continued improvements. There is also room for improvement regarding collaboration. Although you can share quotes with colleagues, having more than one editor has been shown to cause errors. Allowing for real-time collaboration in a google doc or confluence-like manner would be incredibly beneficial, as we have sales reps and solutions engineers working together on most deals. However, even though it is a speed bump it is not a barrier and we have still been able to work effectively without this feature. **What problems is DealHub AI solving and how is that benefiting you?** DealHub has been incredible at listening to and working to solve any problems we've brought up. As they develop the HubSpot integration they have listened to our needs, kept us informed on timelines, and worked to find workarounds until they could deliver. It has been extremely appreciated throughout the process. Right now they are working to help us capture data regarding turn around times for quotes, they have provided automated reports, BI dashboard snapshots, and timelines for future custom object integrations that will let us do our reporting in-house in the near future. This will be a huge benefit when looking to report on KPIs, track rep performance, and justify transitioning to this CPQ. ### 7. Dealhub Implementation and Support **Rating:** 4.5/5.0 stars **Reviewed by:** Cheryl A. | Key Accounts/Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2022 **What do you like best about DealHub AI?** Our investment in this state-of-the-art quoting system Dealhub provides functionality to expedite our service and now enables our customers to electronically manage their quote documents more efficiently. The Dealhub platform provides: digital email quote proposals, the e-signature Option to expedite the quote process, a digital copy of their quote, and includes marketing materials detailing the latest services offerings with Prime Power. The implementation process was smooth with the talented and attentive implementation team, along with the responsive and helpful support team, helping this become our smoothest Go Live launch. **What do you dislike about DealHub AI?** Our company processes may be complex, so it did take some time to configure the backend system for full functionality, but the implementation team was attentive during setup. **What problems is DealHub AI solving and how is that benefiting you?** The backend will be easier to manage than our legacy pricing software, but the system also sold itself to the sales team when they saw all the additional functionality, including the user friendly user interface, as well as the digital professional proposal, that can also include our updated marketing materials (brochures, videos, etc). ### 8. DealHub has worked phenomenally for our very unique pricing variables! **Rating:** 5.0/5.0 stars **Reviewed by:** Josh G. | Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about DealHub AI?** As far as Dealhub product, we love the dealroom and the customization it offers for our customers. Our Implementation team has really set us up for success! **What do you dislike about DealHub AI?** I haven't personally come across any dislikes with Dealhub. From the initial research to our launch, it's just been a great experience. A big contributor to that would be Brett, who has helped us with every step. **What problems is DealHub AI solving and how is that benefiting you?** Dealhub is giving us the access to break down our pricing by SKU with included minimums and variables with such ease that growing and adding new products is no longer a chore. The customizable dealroom is definitely a step into the future compared to plain PDFs and word docs that the customer truly appreciates. ### 9. Great product, even better service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2023 **What do you like best about DealHub AI?** Scaleable tool that dont require development work around it like other tools in the market, very responsive implementation support and consultants that help and support us throughout the implementation **What do you dislike about DealHub AI?** not supporting additional documents proceesses apart from Order forms. Integration to IDP's are limitied **What problems is DealHub AI solving and how is that benefiting you?** Help us manage our qouting process with all of the complications around it ### 10. User Friendly & Customizable CPQ Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Thi N. | Sales Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about DealHub AI?** Dealhub has made the quoting and proposal process seamless for the ops, sales, renewals and finance teams. Like any CPQ system, setting up Dealhub can be challenging to implement. However, the team at Dealhub (aka Brett Davis) and his knowledge of the system made it possible. He provided solutions for any scenarios we had and was quick to respond. The team is open to feedback and constantly improving with new rollouts. Dealhub is very customizable and can fit most pricing model. It integrates with salesforce to give you accurate data. **What do you dislike about DealHub AI?** There are a limited number of resources and help articles around Dealhub. I acquired Dealhub at our company and had difficulty maintaining it without assistance. It wasn't until we got a designated CSM that I fully adopted and implemented Dealhub for our company. **What problems is DealHub AI solving and how is that benefiting you?** Dealhub benefits a lot of departments at our company: - Sales: Creates a consistent and streamlined selling process - Renewals & Customer Success: Provides accurate contract data for renewals and upsell opportunities - Finance: Aligns contract details with finance requirements - Ops: Allows me to analyze and evaluate our pricing strategy ### 11. DealHub - Flexible to Configure and a World Class Onboarding/Support Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about DealHub AI?** The onboarding experience is top-class. They truly care about you getting implemented the right way; building a tool that is designed completely around your sales process, ensuring the configuration is easy for our sales team to understand and use, and ensuring that all of our needs are met from a data perspective. On top of that, the people that work for this organization are top-class. I've never looked forward to onboarding meetings more than when I met with DealHub. **What do you dislike about DealHub AI?** The UI sometimes is a little confusing but it's apparent they are making strides for a better overall experience. The HubSpot integration isn't necessarily a true fully built out integration, but there are workarounds to make it work. **What problems is DealHub AI solving and how is that benefiting you?** We were utilizing word documents, PandaDoc, and HubSpot quote to generate proposals and order forms for our prospects and customers. We were unable to capture line item data in Hubspot in a unified way. DealHub is creating a consolidated approach to generate documents, capture contract/line item data, and help with a larger-scale project with a HubSpot to NetSuite integration. It wouldn't be possible without a slick tool like DealHub. Our team has praised DealHub as a way that will enable them to generate proposals and order forms quicker, while potentially providing our team the ability to close deals quicker. ### 12. The easy to customize & user friendly CPQ **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about DealHub AI?** DealHub has exceeded my expectations after going live last month. Onboarding was extremely easy and the application is extremely customizable as promised during the sales process. All of my AEs are extremely impressed with the end-user experience when creating a quote in DealHub. Additionally, I have had to make a few updates to our environment which I have been able to do very quickly without any development experience. **What do you dislike about DealHub AI?** Because DealHub is a newer CPQ software, they are still building out some "nice to have" functionalities. This has not affected our ability to quote effectively and efficiently in the meantime. Given my experiences so far, I have no doubt that DealHub will deliver the future functionality on their roadmap within the timeframe the lay out. Also, they take customer feedback seriously when deciding which direction they will go to build out their software. **What problems is DealHub AI solving and how is that benefiting you?** Previously our reps were creating order forms in word documents and all approvals were completed over slack. This lead to inaccurate information in the order forms and incomplete approvals on quotes that went out for signature. DealHub has streamlined all of that and ensure that every deal is approved by the appropriate stakeholders prior to execution. ### 13. Positive overall **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2023 **What do you like best about DealHub AI?** Very convenient for sending contracts and communicating with customers **What do you dislike about DealHub AI?** Hard to edit once created and when changes are made quickly internally **What problems is DealHub AI solving and how is that benefiting you?** Less back and forths with contracts with customers ### 14. A Flexible & Great CPQ Solution **Rating:** 4.0/5.0 stars **Reviewed by:** Katelyn B. | Director, Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2022 **What do you like best about DealHub AI?** We chose DealHub over other CPQ companies for many reasons. Their ability to offer insights and recommendations into best practices is invaluable for someone using this tool for the first time. It has allowed us to implement a deal desk with our sales and renewal process. Fields, key data, and signed agreements all write back to Salesforce, which makes the process much more efficient and error-free for all involved. Their ability to adjust workflows based on product refinements mid-process was something that Derrick handled with ease. They have been with us through the implementation process since Day 1 and continue as we move towards the next Phase. **What do you dislike about DealHub AI?** If the buyer decides not to use the online redline tool and sends the quote/agreement outside DealHub. In that case, we lose the approval process with Legal and Finance for any redlines/edits and the automation of writing it back to Salesforce. **What problems is DealHub AI solving and how is that benefiting you?** Helping optimize our deal desk to decrease inefficiencies and drive revenue. ### 15. Working with DealHub **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2023 **What do you like best about DealHub AI?** The customer-facing interface has a great value for us **What do you dislike about DealHub AI?** Some of the admin practices are not intuitive **What problems is DealHub AI solving and how is that benefiting you?** The interface for both sales reps and the customer are much better than the existing custom solution and the customization options are much better ### 16. Great Help **Rating:** 5.0/5.0 stars **Reviewed by:** Enoch L. | Business Application Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about DealHub AI?** Appreciated that we did not have to build our Dealroom alone and that Goldie was knowledgeable, especially in translating our manual process into something more automated. I love that Dealhub has a sandbox and production instance because it allows us to test before deploying the changes to live. I also appreciated the length of time given to complete our integration to get it live and being able to debug what we have, as some other companies would have rushed the integration to get us onboarded. Glad we were taken care of well and efficiently to match our Go Live date. **What do you dislike about DealHub AI?** I had no dislikes while working with Goldie, she was very professional, fun to work with and very communicative at every juncture. **What problems is DealHub AI solving and how is that benefiting you?** We no longer have to create quotes manually, and we can pull the products into our Dynamics instance, allowing us to make better reports. The Dealroom has been very useful as before, we could not know if signatories were viewing our sent quote, and we get an instant notification to allow us to sign after they have it based on the rules we have set. ### 17. Great tool and even better support team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2023 **What do you like best about DealHub AI?** What is most helpful is the amazing tentative CSM that has been assigned to our account. **What do you dislike about DealHub AI?** Can take some time to set the tool up, but helped by a great Dealhub team. **What problems is DealHub AI solving and how is that benefiting you?** Streamline quoting and approving process ### 18. SpotOn + DealHub / Ron Kashani **Rating:** 4.0/5.0 stars **Reviewed by:** Nancy B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about DealHub AI?** - Guided Selling functionality - DealRoom - Easy UX - Awesome support team. Ron has been a fantastic resource! **What do you dislike about DealHub AI?** - Sometimes bug-y - PDF management is clunky **What problems is DealHub AI solving and how is that benefiting you?** - We have a lot of products (too many) and product skus. Guided selling helps eliminate user error (ie, selecting the wrong product). - We're not there quite yet, but DealRoom solves our out dated proposal generation problem. ### 19. Extremely collaborative implementation and responsive support team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2023 **What do you like best about DealHub AI?** The ability to customize the tool as per the CRM environment. Also, the responsiveness from the Dealhub team has been outstanding. **What do you dislike about DealHub AI?** A few functionality issues concerning integration with Hubspot properties. **What problems is DealHub AI solving and how is that benefiting you?** Dealhub will be our one-stop shop for all subscription-related info and quote generation processes. ### 20. Super agile and a game changer - BUY IT! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2022 **What do you like best about DealHub AI?** DealHub is a highly flexible CPQ (not only CPQ, but it's also a great sales engagement platform); it's intuitive to use and configure and can support pretty much anything (we're yet to find something it can't support). As a user, it's not always obvious how to solve something, but the team is always there to help with your requests and always find a solution, no matter how strange your request might be. Overall the team has been excellent in support and responsiveness. Extensive onboarding, and very patient with you as a customer. Once the templates and playbook are set up, it's easy for our sales team to create quotes. For us, it ensures there's no human error and consistency for all of our deals, which previously has been a very tedious and manual process. It allows us to capture more data than before. In many ways, implementing DealHub has also pushed us to question and better outline our existing processes (the team often gives feedback if something you're doing is against best practice), which is a great value add for us. **What do you dislike about DealHub AI?** We've not come across any show-stoppers yet. If I had to be picky, I would say that the documentation is somewhat lacking, which means you rely on their support (they always help you, but it prolongs the process a little vs if the documentation existed). The only other "complaint" would be that the UI is sometimes a bit frustrating to work with as an admin. **What problems is DealHub AI solving and how is that benefiting you?** Dealhub allows us to better manage our different pricing models and provides a better process for handling expansions and renewals. Our big priority was giving autonomy back to our sales team, even for complex deals. Having Dealhub also enables our sales reps to engage quicker with our customers, leading to better customer retention and satisfaction. ### 21. Low/No code configurations that help build a complex quoting process. **Rating:** 4.5/5.0 stars **Reviewed by:** Amitesh M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 12, 2023 **What do you like best about DealHub AI?** Low/No code configurations. Impact analysis functionality that helps identifies many dependencies for any changes. Output documents templates and flexibility in making adjustments to variance in output documents. **What do you dislike about DealHub AI?** Not something that comes straight to mind. **What problems is DealHub AI solving and how is that benefiting you?** Enabling quoting process in the organization and have the ability for clients to provide a standard dealroom to review their contracts for signature. ### 22. Dealhub is such a gamechanger for our organization **Rating:** 5.0/5.0 stars **Reviewed by:** David K. | Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2023 **What do you like best about DealHub AI?** Dealhub has such a friendly UX and has been immensely helpful in speeding up the Opportunity process for our sales team, driving more revenue. **What do you dislike about DealHub AI?** As an admin, it can be a bit challenging to address certain issues in the platform. However, once you're fully up to speed it is very managable. **What problems is DealHub AI solving and how is that benefiting you?** - Speeding up the opportunity process from quote to close - Eliminating manual reviewing - Eliminating manual data input ### 23. Flexible and Detailed **Rating:** 5.0/5.0 stars **Reviewed by:** Alex L. | Revenue Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2023 **What do you like best about DealHub AI?** DealHub is extremely configurable, and their Customer Success team goes above and beyond to help build, configure, teach and deploy the platform. **What do you dislike about DealHub AI?** Like any CPQ, there is a balance between control and flexibility, so understanding the needs of your users and management requirements are important during setup. **What problems is DealHub AI solving and how is that benefiting you?** Capturing product, deal and contract details for every quote, and seamlessly syncing into our CRM for reporting and collaboration between Sales, Finance, Product and Customer Success. ### 24. Great support, relatively easy to implement **Rating:** 4.5/5.0 stars **Reviewed by:** dan w. | Enterprise (> 1000 emp.) **Reviewed Date:** March 08, 2023 **What do you like best about DealHub AI?** Not dev support required, flexible, changes/updates are quick and easy. **What do you dislike about DealHub AI?** Not built with non-SAAS business models in mind. **What problems is DealHub AI solving and how is that benefiting you?** Streamline proposal generation process by unifying the vetting and proposal creation process, get proposals in the hands of customers faster, enable reps to spend more time selling. ### 25. Amazing Onboarding Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Francesca R. | Revenue Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about DealHub AI?** Dealhub is an amazing tool that enables you to build out your CPQ through logic and guide your sales reps through producing a quote simply on the front end, but adapting to complex structures in the back end. The onboarding was incredible - Dafna spent a lot of time with us guiding through and supporting us in the implementation, providing fixes and alternative solutions for us. We had a few tech questions which Roy guided us through - the whole team were **What do you dislike about DealHub AI?** There is a lot of work to put in building out the rules + products, however, the onboarding and customer success team make this simple and even took on a lot of the heavy lifting for us. Dafna was particularly amazing at this! **What problems is DealHub AI solving and how is that benefiting you?** Providing quotes to customers, guiding reps through the pricing+ proposal and providing native esignature. Before we were preparing proposals and quotes through manual docs - this makes it so much easier ### 26. Incredible -- It's like Salesforce CPQ took steroids and became WAY easier to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Eli B. | Director of Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2022 **What do you like best about DealHub AI?** +Easy customizability. It's the only tool I've ever used where it felt like I was able to make changes easily. +Unbelievably dedicated and knowledgeable customer support team. It feels like they know the product inside and out. +The DealRoom features are A+. The ability to easily get a digital signature and, with their recent update, redlines all within the platform is pretty damn impressive. **What do you dislike about DealHub AI?** Not much. They genuinely crushed it. I would still caution that any quoting implementation takes time and energy, but DealHub is definitely way less frustrating than anything else I've implemented. **What problems is DealHub AI solving and how is that benefiting you?** Automate, standardize, speed up, and better-track our quoting process and pricing. We also used it to build an infrastructure calculator so it automatically maps out the required infrastructure for our deals. ### 27. Sales Operations Manager: **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about DealHub AI?** The support I receive from Brett Davis and the Dealhub team has been incredible. **What do you dislike about DealHub AI?** There isn't anything I can think of that I don't like about Dealhub. **What problems is DealHub AI solving and how is that benefiting you?** Professional quote presentation. ### 28. Dealhub - The ultimate CPQ **Rating:** 5.0/5.0 stars **Reviewed by:** Valmiki S. | Deal Desk Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2022 **What do you like best about DealHub AI?** Dealhub is able to support all our pricing needs without fail. It is super flexible and allows us to optimize not only our pricing and standardize our quotes, contracts, etc, but it also allows us to have a more streamlined sales .process. **What do you dislike about DealHub AI?** There isn't much to dislike about Dealhub but if I do have to be picky, I'll go with the text editing of the documents and Dealroom needs to be enhanced. It can be made a bit more user friendly and some more MS Word-like features for document creation **What problems is DealHub AI solving and how is that benefiting you?** Dealhub allows us to better manage our different pricing models and also provides an optimal process for handling our expansions and renewals. This enables our sales reps to quickly engage customers for renewals and upsells leading to better customer retention ### 29. DealHub is a great Tool! Very simple to use (for both user and admin) **Rating:** 5.0/5.0 stars **Reviewed by:** Hanni P. | Sales operation manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2022 **What do you like best about DealHub AI?** Very simple to use, very flexible, user friendly (also to admin, not only to users), and change the sales/proposal process to be much more efficient and easy. The salesperson just needs to follow the question, and the quote is done!!! i have to emphasize that the big thank belongs to the implementers (Karin Demayo & Shani Levi)- it was a pleasure working with them. they are so professional and understanding of customer needs, they tailored the best solution for us, did an Amazing job!!! **What do you dislike about DealHub AI?** I'm missing the option to add the salesperson's contact information (From SF user) to the mail when publishing deal room, hope it will be added soon. **What problems is DealHub AI solving and how is that benefiting you?** Consistency in proposal template, approval flow, documentation of proposal and signed contracts and marketing information / Deal room is awesome. We just start using it and we received only good feedback from the users. ### 30. Agile tool and support for customized needs **Rating:** 4.0/5.0 stars **Reviewed by:** Saara K. | Senior Sales Support Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** August 26, 2022 **What do you like best about DealHub AI?** DealHub is very flexible and thus we can implement quick updates that fit our specific needs. The hands-on support from both our CSM and the DealHub support works fast and is very problem-solving-oriented. We get a lot of helpful best-practice solutions from our CSM Roy. **What do you dislike about DealHub AI?** The UI in the backend was complex to learn and sometimes less than intuitive. The complexity of our configurations is hard to manage, especially with limited documentation possibilities. Hopefully, the new debugging functionality will help with the maintenance and managing the complexity. **What problems is DealHub AI solving and how is that benefiting you?** We are using DealHub for configuration, pricing and quoting. Without DealHub, our configuration and pricing would be done in excel. For a fast-growing company, it's necessary to have a more automated, scalable CPQ solution, while maintaining the ability to customize and update the CPQ process in quick cycles. ### 31. Super flexible CPQ and amazing onboarding experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Yael S. | Director of Business Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about DealHub AI?** The tool is very flexible and easy to use, which was crucial for us with our complex pricing model. The onboarding experience was terrific! Roy Gil was able to onboard us within six weeks while implementing our complex business needs into the system and providing us with brilliant solutions. The tool allows us to execute our pricing policy across regions, verticals and different Sales roles while creating consistency, alignment and transparency. **What do you dislike about DealHub AI?** We havnt found any deal breaker while using the tool. The only thing missing for me is a dashboard that shows all the quotes, status, history and details. There are reports that I can use as an alternative, but there are not sufficient. **What problems is DealHub AI solving and how is that benefiting you?** Creating consistency, alignment and transparency across the company. Implementation of approval workflows - Legal, Finance and discounts. ### 32. Dealhub CPQ **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about DealHub AI?** Dealhub is super easy to use for our reps and easy to configure for our admin **What do you dislike about DealHub AI?** It can get a little buggy when working with multiple playbooks. **What problems is DealHub AI solving and how is that benefiting you?** Allows us to better report on discounting and to make sure we have all the proper approvals in place before submitting a proposal to a customer ### 33. Best one on the market after many demos **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about DealHub AI?** Excellent customer service from DealHub. Great user interface. **What do you dislike about DealHub AI?** Time consuming creating product to playbook assignments, but worth it to get the best results. **What problems is DealHub AI solving and how is that benefiting you?** Everyone using the same quote tools and correct naming conventions ### 34. DealHub is Incredible **Rating:** 5.0/5.0 stars **Reviewed by:** Katie N. | Director, Business Applications, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2023 **What do you like best about DealHub AI?** DealHub is extremely configurable/customizable. We have yet to come across a use case that DealHub cannot handle. Our CSM, Brett Davis is extremely knowledgable and helpful. He offers around the clock help via slack and weekly meetings. I feel very well supported. **What do you dislike about DealHub AI?** We have yet to come across any limitations in DealHub. Even the most complex processes can be handled with creativity and our CSM's help. **What problems is DealHub AI solving and how is that benefiting you?** DealHub has replaced standard Salesforce quoting in our org, freeing up our Deal Desk's time and allowing reps to self-service their own quotes. ### 35. Accelerated & Refined Our Quoting Process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2023 **What do you like best about DealHub AI?** Our reps love how quickly they can build and send quotes. Our Ops team loves having logic in place to ensure these quotes are completely accurate. **What do you dislike about DealHub AI?** Can only send out one Dealroom per opportunity **What problems is DealHub AI solving and how is that benefiting you?** Quote turnaround, signature turnaround, quote accuracy, quote pricing controls. ### 36. DealHub is a flexible CPQ solution **Rating:** 4.5/5.0 stars **Reviewed by:** Rogelio C. | Revenue Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2022 **What do you like best about DealHub AI?** DealHub is an incredibly flexible CPQ solution. It is the only solution in the market that could manage our pricing structure, and even if the standard settings didn't adjust to some of our pricing needs, the CS team at DealHub helped us to engineer some workarounds to make it work. **What do you dislike about DealHub AI?** The only downside that we faced was the difficulty of use for the DealRoom editor when comparing it to design solutions. It took a long time for our design team to get around it. **What problems is DealHub AI solving and how is that benefiting you?** DealHub is solving our age-problem with the pricing, discount approval, and sales proposal generation processes. Even if we're not yet using DealHub at its full extent, we can say it is going to be a game changer for our sales teams. ### 37. DealHub.io CPQ at Canonical **Rating:** 5.0/5.0 stars **Reviewed by:** Greg M. | Global Sales Operations Director, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about DealHub AI?** Flexible workflows and the ability to tailor the tool to support our highly customized environment. If we ever get 'stuck' we can count on the knowledgeable resources available to us to set us straight. **What do you dislike about DealHub AI?** It is a sophisticated tool with full integration into our complex Salesforce environment, on rare occasions we find a change in DealHub causes unintended consequences in our Salesforce. However as our skills improve, we are seeing this less often. **What problems is DealHub AI solving and how is that benefiting you?** Improved accuracy of customer facing quotes, with proper approval workflows to ensure sales doesn't send wrong information. ### 38. Product presents a great interface via the dealRoom for prospects; it requires extensive consulting **Rating:** 4.0/5.0 stars **Reviewed by:** Claudia B. | Salesforce Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2022 **What do you like best about DealHub AI?** The presentation of the Deal Room is quite impressive. The customer support has been outstanding once we were assinged to a team in the US **What do you dislike about DealHub AI?** It requires quite a bit of setting and learning the platform. Some things that were assumed to be part of the solution are not. **What problems is DealHub AI solving and how is that benefiting you?** We are still in the process of releasing the first version. We are hoping that is helps us with the renewals and upsells and add ons. We were also relying on a spreadsheet which is subject to unintentional edits. We want to make use of the approval workflows ### 39. Modern interface with many dynamic features that provide flexibility to our sales team! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2022 **What do you like best about DealHub AI?** The open-ended and simple tools within DealHub allow maximum design flexibility for companies with more complex product and service catalogs. Aside from the initial configuration/integration, someone with a working knowledge of algorithms can manage and edit the playbooks without writing a single line of code. Support teams (both in the U.S. and in Israel) have been incredibly responsive throughout our onboarding and launch process. I appreciate the copious hours our Customer Success Manager has devoted to teaching me how to use the system. **What do you dislike about DealHub AI?** Some parts of DealHub's knowledge base are less developed than others. I found it difficult at times to find an answer on my own. Thankfully, the support and sales teams are very knowledgeable. There are a few arithmetic/logical functions I wish were present, most of which are founded upon expectations set by familiarity with SFDC. However, all the "missing" operations are achievable through combinations of other functions -- though the additional playbook questions required to achieve desired results can add "clutter" to the overall playbook. Approvals are tricky to grasp/master, and the email notifications they output are not fully controllable from the Admin UI...yet. The hardest part of implementing DealHub was solidifying our own business rules, as DealHub doesn't really do much to force you into a standardized pattern. This freedom to design can be both a blessing and a curse. **What problems is DealHub AI solving and how is that benefiting you?** DealHub is actively developing new capabilities that users request. Their redlining feature is currently being enhanced to allow portable documents. They customized a sync function for our company. They are willing to work with their customers, and the development train seems to be running at full speed toward resolutions that have been requested by the customer base at large. New features are hitting the platform on a fairly regular cadence, which gives me great optimism about the upside potential of this already-solid tool. ### 40. CPQ implementation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2023 **What do you like best about DealHub AI?** Product - very flexible and was able to implement most of the requirements CSM - customer focus, logical and supportive. Without she being our CSM, I cannot imagine we would have been able to implement in the way that we have gone live with. **What do you dislike about DealHub AI?** Cannot think of anything that I dislike. **What problems is DealHub AI solving and how is that benefiting you?** This will automate our current quote/discount approval process. ### 41. Excellently crafted CPQ platform + top-notch sales and service teams **Rating:** 5.0/5.0 stars **Reviewed by:** Premsai S. | Vice President - Growth, Mid-Market (51-1000 emp.) **Reviewed Date:** December 24, 2022 **What do you like best about DealHub AI?** The thoughtfulness with which the CPQ software was created to make it so easily configurable by non-techies. **What do you dislike about DealHub AI?** I don't know if their contracts management tool is fully built, but CLM is something that could further improve our experience. **What problems is DealHub AI solving and how is that benefiting you?** Easy to use and setup CPQ that plugs into any CRM seamlessly. ### 42. Flexible & intuitive product with an amazing Customer Success and Support Team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2022 **What do you like best about DealHub AI?** It's a great starting point for your first CPQ. The product is very very powerful, but is simplified and easy to understand compared to oher CPQ products Their customer success and support team are brilliant and genuinely want to help solve your problem! **What do you dislike about DealHub AI?** It's difficult to answer this one as it's the first CPQ software I've used. Visually, it looks a lot easier to use than other CPQ software I looked at. **What problems is DealHub AI solving and how is that benefiting you?** A structured quoting process for new business, along with subscription management for renewals and upsell/cross sells. It speeds up our process massively and allows us to add new products for our team to sell quickly. ### 43. DH is a very intuitive and clear platfom for creating quotes with minimum training time **Rating:** 5.0/5.0 stars **Reviewed by:** Barak S. | IT Director of Business Applications, Enterprise (> 1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about DealHub AI?** One walkthrough navigation page when creating a quote while during the walkthrough all information updates online. any change to quote BOM can be done easily with immediate effect on quote outcome. **What do you dislike about DealHub AI?** it would be nice to have more advanced alerts/notifications capabilities **What problems is DealHub AI solving and how is that benefiting you?** Ease of use for sales teams that usually try not to use MIS applications due to time consumption claims, DH intuitive UX and fast UI mitigate these claims and allow us to systemize the quoiting process, approval process, analytics, and more. ### 44. Flexible Tool and Amazing Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2022 **What do you like best about DealHub AI?** DealHub is very flexible and intuitive and it can be configured to meet complex business requirements. Their support team has been very understanding and has helped us to implement our business logic in DealHub so far. It has been amazing working with Michael in our implementation. The integration with Salesforce is very easy to handle and they provide a UAT environment to test. Deployment between DealHub environments is easy and the basic installation documentation is complete and straightforward The product is in constant evolution and the DealHub team keeps releasing new cool features every few weeks. The team takes feedback well and tries to incorporate it in future improvements. **What do you dislike about DealHub AI?** I haven't found any deal breaker. The issues/points of improvement found are the following: The documentation should cover complex scenarios like multi-year deals. It should be easier to access variables related to specific years when dealing with multi-year scenarios. Integration with Salesforce could be documented in more detail, outlining what happens under the hood. Sometimes the UI can be slow and clunky and we have observed some UI scrolling issues when accessing DealHub using Salesforce Changes should be easier to track and it would be cool to have other ways to track changes. **What problems is DealHub AI solving and how is that benefiting you?** CPQ Implementation overhead is being reduced due to the easiness to use the tool DealHub is enabling us to have more users involved with the CPQ process, as its UI is easy to use and it doesn't involve coding. ### 45. DealHub simplifies CPQ for SaaS businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Greg R. | Salesforce Architect, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2022 **What do you like best about DealHub AI?** DealHub is adaptable and easy to use for the SaaS business use case. We quickly built something with some scale in a short order. **What do you dislike about DealHub AI?** There is a bit of reliance on their services team, today, to build out your implementation. However, after a few weeks of watching, I was able to most functional tweaking on my own. They are planning to enable more end-user functionality and better documentation this year. **What problems is DealHub AI solving and how is that benefiting you?** CPQ is complicated and existing systems in the market are tortured. Changes to your Salesforce CPQ setup are hard to push into Production without a purpose-built tool for just that. DealHub helps simplify CPQ execution and ownership. I implemented a pretty straightforward SaaS business model, with a few sales rules and it was pretty satisfying experience ### 46. A highly recommended CPQ solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2022 **What do you like best about DealHub AI?** The onboarding experience provided by Roy Gil, our CSM, was exceptional! His assistance with the implementation, integration with HubSpot, and fixing issues was extremely valuable to us. This tool is super easy to use, very flexible, user-friendly (not just for users, but for admins as well), and greatly streamlines sales and proposal processes. **What do you dislike about DealHub AI?** Not much, actually. There was a solution for each problem we encountered **What problems is DealHub AI solving and how is that benefiting you?** Make our pricing models easier to understand by simplifying them. Sales reps didn't need much training since it's easy to use. In addition, the approval workflows helped us track every non-standard quote and to make sure it's reviewed by financial, legal, and management stakeholders. ### 47. Great! **Rating:** 5.0/5.0 stars **Reviewed by:** Audrey G. | Sales Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about DealHub AI?** From the implementation to the roll out, everything has gone very smooth. This tool has been a great addition to our seller's tool portfolio and drastically reduced quoting time so they can focus on selling. Also, I can't say enough good things about our implementation specialist, Roy. He is so knowledgeable about the tool and helped us through many complex scenarios. **What do you dislike about DealHub AI?** I don't have anything top of mind that I would list as a dislike **What problems is DealHub AI solving and how is that benefiting you?** Seller quoting efficiency. We have a complex pricebook and products and it is easy for sellers to misquote or get confused. With dealhub, this eliminates those issues with straightforward questions and quoting. ### 48. Tough start of the implementation but got better **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Aviation & Aerospace | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2023 **What do you like best about DealHub AI?** Reactivity to find solutions. The tool is very configurable and mainly answering our needs. **What do you dislike about DealHub AI?** Project implementation got some hiccups and misunderstandings at the beginning but this got fixed over time. **What problems is DealHub AI solving and how is that benefiting you?** Pricing and order form generation. Automation to our CRM. ### 49. Great flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Printing | Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about DealHub AI?** Dealhub is an intuitive tool and it holds a very complex structure of sales options in our case. We work closely to Appsoluti. They assist us in any problem we have. They give us support for ongoing updates in Dealhub and for major changes in our structure. They have vast experience and a great response time. They are great resource to work with. **What do you dislike about DealHub AI?** Nothing comes to mind. Nothing comes to mind. **What problems is DealHub AI solving and how is that benefiting you?** It support our complex selling mechanism, it is synchronizing with our CRM and ERP systems and enable the customers to digitally sign the quotes. It is a stable system that allow the selling flow to work well ### 50. Amazing Support to new quoting and CRM tool **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew M. | Manager, Contract Management, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2022 **What do you like best about DealHub AI?** The support and patience from the Dealhub team to understand our requirements and work to make changes quickly and in realtime **What do you dislike about DealHub AI?** As an organization, we could have used more time to test and plan, but given the timeline, dealhub did everything to help us meet our goals. I do not have any particular dislikes **What problems is DealHub AI solving and how is that benefiting you?** Dealhub explained best practices for easy, self service quoting, allowing our sales team to be the most productive. They did not just build the tool, they gave guidance on what works best for clients ## DealHub AI Discussions - [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments - [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments - [What is CPQ software?](https://www.g2.com/discussions/what-is-cpq-software) - 2 comments - [View DealHub AI pricing details and edition comparison](https://www.g2.com/products/dealhub-ai/reviews?page=9§ion=pricing&secure%5Bexpires_at%5D=2026-08-15+11%3A54%3A39+-0500&secure%5Bsession_id%5D=eebd84f2-37a0-4eee-8cc9-ee5fb1d44dd1&secure%5Btoken%5D=272a4536705d97f84747b4caaafb8eab141716da0bfe97adcf38064f15d19b76&format=llm_user) ## DealHub AI Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Avalara](https://www.g2.com/products/avalara/reviews) - [Chargebee](https://www.g2.com/products/chargebee/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Priority ERP](https://www.g2.com/products/priority-erp/reviews) - [Prismatic](https://www.g2.com/products/prismatic/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews) - [Workato](https://www.g2.com/products/workato/reviews) - [Xero](https://www.g2.com/products/xero/reviews) ## DealHub AI Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Customizable Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards - Government Contracts - Specialty Contracts - Alerts/Notifications - Third-Party Integrations **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Integrated Workflows** - Task Management - Email Tracking/Automation - Other Outreach Options - CRM Integration - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Billing** - Automation - Consolidation - Adjustments **Revenue Recognition** - Revenue Types - Revenue Allocation - Reclassification - Compliance - Scheduling - Revenue Recognition **Customer Requirements** - Quoting - Configuration - Pricing **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding - Email Templates - Alerts/Notifications - Document Templates - Customizable Templates **Contract Creation & Management** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments **Order Management** - Opportunities - Order History - Upsell & Cross-sell - Renewals **Deal Analytics** - Engagement Tracking - Reporting and Dashboards - Proposal Effectiveness Reporting **Data Management** - Updating - Data cleansing - Integration **Agentic AI - Sales Enablement** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Content Management** - Content Import - Content Creation - Templates - Advanced Search - Content Library - Email Management - Customizable Templates **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights **Dunning** - Collections - Dispute Management - Escalation **Revenue Performance** - Customer Performance - Contract Performance - Revenue KPIs - Pricing & Discounting - Offering - Dynamic Pricing **Contracts** - Creation - Negotiation - Execution **Collaboration** - Contract Collaboration - Approval Process **Products & Plans** - Packages - Multi-part Deals - Plan Changes - Bundles - Sales Tax Management - Alerts/Notifications - Customizable Reports **Administration and Security** - User, Role, and Access Management - Alerts and Notifications - Regulatory Compliance **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Analysis** - KPIs - Dashboards - Segmentation - Revenue Optimization **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Analytics** - Reporting - Alerts - Account-Based Engagement - Content Utilization - Prioritization **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Performance** - Packages - Discounts - Plan Changes **Revenue Optimization ** - Forecasting - Promotion Programs - Pricing Optimization - Re-evaluation - Demand Forecasting **Revenue** - Invoicing - Matching - Recognition **Delivery** - Workflow - Compliance Management - Workflow Management **Other Platform Features** - Notifications & Reminders - Contract Database - Contract Compliance - Integrations / APIs - E-Signature **Pricing** - Standard Price - Discounts - Optimization **Platform** - E-Signature - Proposals - CPQ - Video Proposals - Content Sharing - Content Management - Chat **Agentic AI - Subscription Analytics** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Contract Management** - Autonomous Task Execution **Additional Functionality** - Reporting/Analytics - Electronic Signature - Full Text Search - Data Import/Export - CRM - Audit Management - Digital Signature - Contract Drafting - Activity Tracking - Customizable Reports - Sell Side (Customers) - Task Management - Renewal Management - Annotations - Workflow Management - Data Extraction - Audit Trail - Contract Negotiation - Drag & Drop - Document Storage - Customizable Fields - AI Redlining - Version Control - Completion Tracking - Contact Management - Access Controls/Permissions - AI Copilot - Document Review - Customizable Branding - Configurable Workflow - Document Management - Compliance Tracking - Buy Side (Suppliers) - Payment Processing **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Integration** - ERP and Accounting - Sales and Marketing - Quote-to-Cash - APIs - Accrual Accounting **Reporting** - Dimensions - Deferred Revenue - Revenue Recognition **Contract Data** - Reporting & Dashboards - Advanced Contract Analytics **Revenue Management** - Automation - Consolidation - Adjustments - Billing Types - Recurring/Subscription Billing **Integrations** - CRM Integration - Internal Messaging Systems Integration **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text - Generative AI - Document Generation **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Additional Functionality** - Productivity Tools - Point of Sale (POS) - Revenue Management - Cash Flow Management - Multiple Data Sources - Recommendations - Alerts/Notifications - Billing Rate Management - KPI Monitoring - Inventory Control - Billing & Invoicing - Inventory Management - Self Service Portal - Behavior Tracking - Status Tracking - Generative AI - Drag & Drop - Booking Management - Multi-Channel Management - Financial Management - Electronic Payments - Performance Metrics - Promotions Management - Price/Margin Management - Real-Time Updates - Trend Analysis - For Airlines - Visual Analytics - Purchasing & Receiving - Reporting/Analytics - Multi-Currency - Order Management - Sales Reports - Financial Analysis - Quotes/Estimates - Third-Party Integration - For Hospitality Industry - Competitive Analysis - Dashboard - Historical Trend Analysis - Discount Management - Inventory Tracking - Customer Management - Yield Management - Compliance Management - Invoice Management - AI Copilot - Recurring/Subscription Billing - User Management - Price and Cost Calculations - Financial Reporting - Contract/License Management - Customizable Rules - Transaction Monitoring - Cost Tracking - Workflow Management - Transaction History - Activity Dashboard - Expense Tracking **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Integration** - Payments - Accounting - CRM & Sales **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Digital Sales Room** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Audience Targeting - UTM Parameters Integration - Third-Party Integrations **Agentic AI - Subscription Billing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Third-Party Integrations - Accounting Integration **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **Agentic AI - Document Generation** - Autonomous Task Execution **Learning Management - Sales Enablement** - Sales Training - Sales Coaching - Sales Onboarding **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Additional Functionality** - For Telecommunications Industry - Reporting & Statistics - Customer History - Activity Dashboard - Alerts/Notifications - Service Provisioning - Multi-Currency - Self Service Portal - Pre-Paid Service - Product Catalog - Generative AI - Configurable Workflow - Payment Processing - Call Data Records(CDR) - API - Flexible Rate Tables - Audit Trail - Customer Accounts - CRM - AI Copilot - For Internet Service Providers (ISP) - Post-Paid Service - ACH Payment Processing - Data Import/Export - Real-Time Analytics - Client Portal - Email Reminders - Customizable Branding - Mobile Access - Tax Calculation - Bank Reconciliation - Transaction History - Contact Database - Credit Card Processing - Customizable Fields - Real-Time Data - Invoice Processing - PCI Compliance - Multiple Payment Options **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Additional Functionality** - Customizable Forms - Multiple Format Support - Activity Dashboard - Activity Tracking - Drag & Drop - Digital Signature - Collaboration Tools - API - Search/Filter - Third-Party Integrations - Text Editing - Audit Trail - Approval Process Control - Content Management - Multiple Output Formats - Offline Access - Data Import/Export - Access Controls/Permissions - Forms Management - Data Synchronization - Content Library - Customizable Fields - Multi-Language - Data Storage Management - Contract Drafting - Archiving & Retention - Full Text Search - Interaction Tracking - Contract/License Management - Document Review - Batch Processing - Conditional Logic - Document Management - Document Storage - Template Management - Electronic Signature - Reporting & Statistics - Version Control - AI Copilot - Workflow Automation **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Agentic AI - Subscription Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making - Accounting Integration - Third-Party Integrations - Multi-Language **Agentic AI - Contract Lifecycle Management (CLM)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Revenue Enablement - Sales Enablement** - Cross-Functional Alignment - AI and Automation - End-to-End Customer Journey Insights - Generative AI **Additional Functionality** - Chat/Messaging - Prospecting Tools - Content Delivery - Personalization - Reporting/Analytics - Task Management - Alerts/Notifications - Activity Tracking - Third-Party Integrations - API - CRM - Campaign Management - Audio/Video Recording - Collaboration Tools - Appointment Scheduling - Real-Time Notifications - Contact Database - For Sales Teams/Organizations - Lead Management - Activity Dashboard - Scheduling - Reporting & Statistics - Email Tracking - User Management - Interaction Tracking - Workflow Management - Calendar Management - Lead Capture - Call Recording - Template Management - Customizable Branding - Social Media Integration - Content Management - Performance Management - Lead Nurturing - Document Management - Sales Trend Analysis - Meeting Management - Lead Qualification - AI Copilot - Video Support - Microsoft Outlook Integration - Audio File Management - Engagement Tracking - Contact Management - Goal Management - Sales Planning - Mobile Access - CRM Integration - Pipeline Management - Conversation Intelligence - Access Controls/Permissions - Gamification - Lead Scoring - Opportunity Management - Microlearning - Content Sharing - Real-Time Data - Workflow Automation **Additional Functionality** - Billing & Invoicing - Data Visualization - Customizable Fields - Revenue Recognition - Cancellation Management - Real-Time Data - Search/Filter - Summary Reports - Contact Database - CRM - Customer Profiles - Generative AI - Client Portal - API - Customer Database - Access Controls/Permissions - Tax Management - ACH Payment Processing - Usage Tracking/Analytics - Data Import/Export - Product Catalog - Discount Management - Revenue Management - Invoice Management - Reporting & Statistics - Customizable Branding - Billing Rate Management - Customizable Templates - AI Copilot - Real-Time Analytics - Multi-Currency - Invoice Processing - Self Service Portal - Subscription Plan Management - Order Management - Customer Accounts - Activity Dashboard - Real-Time Reporting - Credit Card Processing - Reminders - Dunning Management - Subscription Management - Enrollments/Onboarding **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top DealHub AI Alternatives - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 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