---
title: DealHub AI Reviews
meta_title: 'DealHub AI Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 866 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: 866
  scale: '5'
date_modified: '2026-08-18'
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:** 866  
**AI Verified:** At least 10 G2 reviewers have confirmed using this product&#39;s AI features and functionality.
## 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 &amp; 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
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.

**What users like:**

- Users highly value the **responsive support** from DealHub AI, praising their thorough assistance and user-friendly tutorials. (109 reviews)
- Users find DealHub AI to have an **intuitive interface** and quick onboarding, enhancing their sales processes effortlessly. (101 reviews)
- Users benefit from the **efficiency** of DealHub AI, significantly improving their sales cycle and operational processes. (88 reviews)
- Users value the **time-saving features** of DealHub AI, enhancing productivity with its intuitive interface and streamlined processes. (87 reviews)
- Users commend the **seamless integrations** of DealHub AI, enhancing productivity and streamlining information processes effectively. (82 reviews)
- Users value the **customizability** of DealHub.io, enhancing usability and ensuring alignment with their specific business processes. (71 reviews)
- Easy Integrations (69 reviews)
- Easy Setup (69 reviews)
- Flexibility (67 reviews)
- Automation (63 reviews)

**What users dislike:**

- Users find the **learning curve challenging** , making navigation and functionality feel cumbersome until fully acclimated. (35 reviews)
- Users find that **limited customization** in DealHub AI requires workaround solutions and complicates their rollout processes. (33 reviews)
- Users find a **steep learning curve** with DealHub AI, making it challenging for new users to master the platform. (25 reviews)
- Users struggle with **missing features** in DealHub AI, leading to cumbersome workarounds and limitations in functionality. (22 reviews)
- Users face **integration issues** with CRM, making the process challenging and time-consuming despite team support. (20 reviews)
- Users note the **complexity of implementation** and limitations in functionality, affecting their overall experience with DealHub.io. (19 reviews)
- Access Limitations (18 reviews)
- Complex Features (17 reviews)
- Users find the **high complexity** of DealHub.io challenging, especially with configuration and subscription management issues. (17 reviews)
- Slow Performance (17 reviews)

## DealHub AI Reviews
  ### 1. Organized Document Tracking, But Frequent Glitches

**Rating:** 3.0/5.0 stars

**Reviewed by:** Laura C. | Intake Specialist, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** January 12, 2026

**What do you like best about DealHub AI?**

Keeping track of signed documents and bills on a easier way and more organized way to keep track

**What do you dislike about DealHub AI?**

Glitches in general or system failure too often

**What problems is DealHub AI solving and how is that benefiting you?**

Keeping track of the amount of documents signed and bills received in a more organized way

  ### 2. Strategic Harmony in Proposal Automation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Paulo M. | Marketing Automation Developer, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** July 16, 2025

**What do you like best about DealHub AI?**

I use DealHub.io effortlessly on a daily basis, integrated into all negotiation cycles to maintain momentum and promote consistency. Its robust CRM integrations deliver unified pipeline visibility and accelerate time-to-value, while an intuitive interface shortens the team’s time-to-competency. Furthermore, proactive, consultative support anticipates implementation bottlenecks and secures a consistent ROI.

**What do you dislike about DealHub AI?**

While the initial setup of complex workflows may require additional technical consultancy, it is also worth noting that in highly customized scenarios, occasional UI latency can subtly detract from the user experience.

**What problems is DealHub AI solving and how is that benefiting you?**

DealHub.io eradicates manual pricing errors and fractured approval loops by centralizing CPQ logic and automating proposal workflows. As a result, we’ve accelerated deal velocity by 30%, reduced quote turnaround from days to hours, and gained real-time visibility into pipeline health—fueling strategic decision-making and revenue consistency.

  ### 3. New, Interesting Surveys That Keep Things Fresh

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** March 15, 2026

**What do you like best about DealHub AI?**

New and interesting surveys.its unique and new

**What do you dislike about DealHub AI?**

Longer process of verification and sometime error comes up.

**What problems is DealHub AI solving and how is that benefiting you?**

Its helping different companies to review there softwares and also helping customer to earn money

  ### 4. Best CPQ Software ever used

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aniket V. | Business Development Head, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 01, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about DealHub AI?**

the ROI on tool like Dealhub is huge, it speeds up the sales processes, efficiency and accuracy, Its very Quick and easy switch to DealHub

**What do you dislike about DealHub AI?**

Need some more options for customizations,

**What problems is DealHub AI solving and how is that benefiting you?**

It's all in one platform for us from making our sales process Streamlined and Easy, And it's easy to use and gets the job done'

  ### 5. Intuitive and User Friendly Interface enhancing sales efficiency

**Rating:** 4.5/5.0 stars

**Reviewed by:** Varun C. | Director, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 06, 2025

**What do you like best about DealHub AI?**

DealHub.io stands out for its intuitive and user-friendly CPQ  (Configure, Price, Quote) interface, enabling faster and seamless deal creation and approvals. It offers seamless integration with existing CRM tools as well as  customizable workflows as per individual Business needs. It also offers strong collaboration features that streamline the entire sales process. In addition to above, Its guided selling and real-time analytics significantly enhance sales efficiency and decision-making for users.

**What do you dislike about DealHub AI?**

DealHub.io can sometimes feel overwhelming due to its extensive features thus leading to higher than expected time in generating ROI for Business. Initial setup and customization may require significant time and support leading to higher implementation cost as well as training time for new users.

**What problems is DealHub AI solving and how is that benefiting you?**

DealHub.io streamlines our quote-to-revenue process by centralizing CPQ, approvals, and contract management thus making it as a single source of truth for sales team, enablement teams as well as cross functional teams like R&D and Finance teams . It's seamless and intuitive interface reduces manual errors, accelerates deal cycles, and ensures pricing consistency. As a B2B SaaS enterprise, this boosts efficiency, enhances collaboration across teams, and improves the buyer experience—leading to faster closures and increased revenue predictability.

  ### 6. An Excellent Tool for Streamlining Deal Management!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 04, 2025

**What do you like best about DealHub AI?**

I gave DealHub.io a 10 because of its intuitive interface and seamless integration with other sales tools. It has greatly streamlined the deal management process, saving time for my team. The customizable templates and automation features have improved our workflow significantly, making it easier to generate and manage quotes, proposals, and contracts. I also love the analytics features, which help us track and optimize our sales process effectively.

**What do you dislike about DealHub AI?**

One area where I think DealHub.io could improve is its learning curve for new users. While the platform is robust, it can take some time for new team members to fully grasp all the features. Additionally, some advanced features might be a bit too complex for smaller teams or businesses that don’t need every capability.

**What problems is DealHub AI solving and how is that benefiting you?**

DealHub.io is solving the problem of simplifying and streamlining the payment process from Alignerr. It helps ensure that payments are processed efficiently and without any issues. By using DealHub.io, I don’t have to worry about tracking or manually managing payments, which saves me time and reduces the risk of errors. This ease of use and automation makes the process more reliable and hassle-free.

  ### 7. The Best AI Powered Contract Management Software as Dealhub.io.!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 02, 2025

**What do you like best about DealHub AI?**

My experience with Dealhub.io was very useful and easy to use for automated quote configuration help the sales team generate accurate results quickly.  Dealhub.io provides the best customer support with an AI chatbot for real-time and fast response to any problem. Here, ease of implementation and ease of integration with similar platforms for easy to handle the data and smooth work process in a professional journey. The limitless frequency of use for work regarding DealHub.io software. Thus, many other more useful features are available which are very helpful for me and my organization for growing up sales.

**What do you dislike about DealHub AI?**

As per my experience with the DealHub.io tool as a first-time user, I believe that mastering all features takes time as a learning purpose. Here, the customization process is a limited edition. So, if the need for advanced customization, requires additional work. Thus, after all this is the best tool for AI-based contract management solutions.

**What problems is DealHub AI solving and how is that benefiting you?**

DealHub.io was very helpful for me and my organization with an AI-based automation process for sales purposes. Before, I needed to work manually and the data accuracy regarding I worried, But, an when installed DealHub.io, it helped me and my organization with the best features like streamlining the sales process, CPQ, Subscription & Billing Management, and Contract Management. This tool is very helpful for me work create the deals with buyers at any time and is easy to access. Thus, many more features are available which very helpful for me in growing up sales.

  ### 8. Chainguard Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Trenton R. | Deal Desk Analyst , Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 27, 2025

**What do you like best about DealHub AI?**

I love how easy it is to learn. My team is constantly commenting on how easy this tool is to adopt compared to alternative CPQ tools.

**What do you dislike about DealHub AI?**

I don’t have anything to dislike. As the tool gets older it will continue to tailor to the specific needs of its customers.

**What problems is DealHub AI solving and how is that benefiting you?**

Subskribe is solving the issue of having a complex CPQ tool in our tech stack. It’s allowing our team to quickly move on deals and build the specific offers they want to with ease.

  ### 9. Fast Setup and Professional Quoting Made Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erin C.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** September 05, 2025

**What do you like best about DealHub AI?**

I find DealHub.io intuitive, with easy setup and seamless integration with Salesforce, which greatly boosts our workflow efficiency. The platform excels in generating professional quotes swiftly and accurately. Their dedication to understanding our business needs and offering exceptional support makes them true partners.

**What do you dislike about DealHub AI?**

Nothing to dislike so far.

**What problems is DealHub AI solving and how is that benefiting you?**

I find the product solves our previous system issues, enabling us to create professional quotes quickly and effectively, integrating seamlessly with Salesforce.

  ### 10. DealHub for the win!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 29, 2025

**What do you like best about DealHub AI?**

We are a relatively new DealHub customer, and so far, our experience has been great! The tool has a lot of customization ability, which allowed us to build the instance around our specific needs. Implementation was a breeze, and we got our reps up and running pretty seamlessly. And we already seeing the benefits of using this tool. Our quote creation time has decreased, and reps are having an easier time managing opportunities. Very impressed with DealHub!

Major shout-out to Ariela Duntov, Bradley Rawson, and Tyler Horton! 
They were essential in making our implementation process quick and easy. Ariela is a boss and really helped turn our discovery meetings into actionable plans. Tyler is a genius and helped us build out features special to our unique quoting needs. And Bradley is our rock, keeping us organized and on track - which means a lot for our team. All three of them are incredibly knowledgeable, helpful, and fun to work with. If you have any one of them on your DealHub team, you'll be in excellent hands!

**What do you dislike about DealHub AI?**

There were a few feature limitations that we had to work around - but this was very limited. Overall, we have been impressed with DealHub and are thrilled to use it.

**What problems is DealHub AI solving and how is that benefiting you?**

DealHub gave us a better quoting tool, as our previous tool did not meet all of our needs.

  ### 11. Great Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sam S. | Chief of Staff, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** July 29, 2025

**What do you like best about DealHub AI?**

Really great product. UI is terrific, the HubSpot integration is excellent, and the configurability is very intuitive for a non-technical user. Meshi from the onboarding team was extremely helpful & highly responsive. Overall great support and product.

**What do you dislike about DealHub AI?**

Required to buy way more than needed PS hours for onboarding (despite trying to negotiate this down). We only used 20% of the minimum PS hours -- meaning we overpaid for PS by ~$5k+.

**What problems is DealHub AI solving and how is that benefiting you?**

Extensive owner redlining, contract management, and improved customer experience.

  ### 12. The ultimate toolbox for the salesperson, administrator and analyst.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mikael Hrannar S. | BI &amp; Commercial Specialist, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 19, 2024

**What do you like best about DealHub AI?**

My top three likes for Dealhub features are first and foremost prompt and diligent customer support, they're extremely agile and quick.

Then the united effort you experience from Dealhub to solve your business cases to bring intuitive, sometimes quite brilliant, solutions for the sales people that are the ones that use the Dealhub toolbox. Designing and implementing the process is possible through a very accessible, easy to use interface that relies on no- to low-coding solution which I appreciate. And additionally the integration to our CRM was very easy to setup for bi-directional relationships.

Lastly, the freedom you have to tweak the calculations, re-use data from your integrated CRM and make customization that favours downstream analysis, results in detailed and intuitive analytics for reporting and metrics.

**What do you dislike about DealHub AI?**

Contract amendment / revisioning process has to be built. The time spent in a spreadsheet to manage the rules and logic for the product library, pricing and calculations can be signifcant if the sales process is complex.

**What problems is DealHub AI solving and how is that benefiting you?**

Primarily the CPQ aspects.

Dealhub had to solve for a business processes that doesn't tolerate delays, meaning a customer has be able to have a complex structured quote in hand with an extremely short notice.

The quote has to be able to handle thousand of uniqely configured line items, since we operate in the public sector and can sell subscriptions to dozens of customers.

And the price calculation had to very precise for multi-year deals and allow for discretionary discounts.

This results in extremely quickly made, complex quotes that our customer can rely on.

  ### 13. DealHub is a great product with even better service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew E. | Associate Director, Customer Operations, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 17, 2024

**What do you like best about DealHub AI?**

DealHub has a great UI and is easy to set up and implement compared to Salesforce CPQ. I really appreciate their great account managers and very responsive support team. Of all the vendors I've worked with they have the fastest and most thorough support system. I also really appreciated their DealHub University tutorials that have you build out a sandbox environment while following a step by step tutorial.

**What do you dislike about DealHub AI?**

While DealHub is easier to set up and maintain than other CPQ software it is still a complex tool and has a learning curve, especially when troubleshooting backend issues. When I was first learning to navigate DealHub all of the different tabs / views (Work Panel, Version Settings, Sales Mode, etc) were pretty confusing and sometimes I would struggle to remember how to navigate to the specific page I wanted.

**What problems is DealHub AI solving and how is that benefiting you?**

DealHub benefits us by providing a structured environment for our sales reps to put together complex quotes quickly and easily. DealHub also helps us by allowing for a flexible approval process that can be triggered based on what the sales reps input into the quote.

  ### 14. Is DealHub a Dealbreaker?

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gbenga O. | Financial Onboarding Specialist, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** May 27, 2025

**What do you like best about DealHub AI?**

What I like best about DealHub.io is how seamlessly it streamlines the entire sales process—from CPQ to contract management—all in one platform. It’s incredibly intuitive and helps our team close deals faster with better accuracy and collaboration.

**What do you dislike about DealHub AI?**

One thing I dislike about DealHub.io is that the initial setup and customization can be time-consuming and requires a good understanding of the platform. Also, occasional glitches or delays in syncing data with our CRM can disrupt workflow.

**What problems is DealHub AI solving and how is that benefiting you?**

DealHub.io is solving the problem of fragmented sales processes by unifying quoting, approvals, and contract management in one platform. This has significantly improved our efficiency, reduced errors, and shortened our sales cycle.

  ### 15. Streamlined and Intuitive CPQ Solution

**Rating:** 4.0/5.0 stars

**Reviewed by:** Siobhan B. | Revenue Operations, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 13, 2024

**What do you like best about DealHub AI?**

We’ve been using DealHub CPQ for a while now, and it has been a game-changer for our sales process. The platform is incredibly intuitive, making it easy for our team to generate accurate quotes and proposals in a fraction of the time it used to take.  I particularly appreciate the customizable workflows, which allow us to tailor the system to fit our unique pricing and approval needs. Also shoutout to our customer success team who have all been incredibly helpful as we continue to refine our configuration.

**What do you dislike about DealHub AI?**

Certain advanced features or tailored configurations may require workarounds or external support, which could be a consideration for teams seeking a more flexible solution.

**What problems is DealHub AI solving and how is that benefiting you?**

Before implementing DealHub, our team had to manually create all contracts, which was both time-consuming and inefficient. With DealHub, we've streamlined the process, significantly reducing friction in the sales cycle and saving valuable time for both our finance team and sales representatives.

  ### 16. Guidelines, process and a professional output

**Rating:** 4.0/5.0 stars

**Reviewed by:** Alex M. | Sales Operations Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 12, 2024

**What do you like best about DealHub AI?**

Dealhub's people are excellent. Sales and Implementation has been well supported and the support team is highly reactive and helpful.

The guided process within the product allows the sales team to see what they need to see and little else. It helps ramping new hires and reminding the established team how to quote.

The Dealroom has a professional layout.

The Executive team love the transparency of the approval process, it has also made it much easier for the sales team to know where the quote is within this process.

The HubSpot integration is solid. We have had thousands of quotes flow into HubSpot and only 1 or 2 have had any issues related to the integration. The documents are quickly attached to the deals.

The implementation team were great. It is not hard nor easy to implement , and we worked with them to build the "Playbook" (this is the backbone of the tool - the rules and structure). This enabled us to understand make changes on our own. It helps if you have a systems background, but you don't need to be a programmer.

It is used daily by our teams of Account Executives.

**What do you dislike about DealHub AI?**

The output documents are difficult to adjust without support from Dealhub - Dealroom and the PDF output documents. A word style editor would be very useful to have.

**What problems is DealHub AI solving and how is that benefiting you?**

We had a very open quoting system. We were using HubSpot's line items which were linked to a PDF generation tool. It had some basic calculations but there were no controls, approvals, discounts or "if that -> then" logic that you could apply. This resulted in long onboarding, many issues discovered after deals had been signed and lengthy processes to fix issues. Hours a week were lost fixing things and causing friction between Sales and Finance.

We have greatly reduced the amount of errors at the front of the quotation process and at the back end in the ERP. We can now onboard new AEs quickly and they can quote with much less training.

  ### 17. DealHub CPQ is a Powerful, Flexible, and User-Friendly Solution

**Rating:** 4.0/5.0 stars

**Reviewed by:** Inês G. | Strategy &amp; Operations Lead, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 12, 2024

**What do you like best about DealHub AI?**

DealHub CPQ is a powerful and highly flexible tool that can be customized to meet specific business needs (a lot of features available). Its intuitive admin interface provides full control over configurations, making it easy to adjust processes and implement changes quickly. The native integration with HubSpot has significantly streamlined our quoting process and improved contract management.

Our sales team adopted the tool rapidly, thanks to its user-friendly design. Additionally, customer support has been consistently responsive and helpful. Overall, our experience with DealHub CPQ has been exceptional.

**What do you dislike about DealHub AI?**

We are currently implementing DealHub Billing. While the tool offers valuable features, its back-end access is restricted, limiting customization capabilities for end users (very different from the DealHub CPQ experience). This dependency on DealHub's team for support and tailored solutions has made the implementation process lengthy, requiring several iterations with their development team.

To improve the experience, DealHub should invest in more robust communication tools and streamlined processes for gathering client requirements. Enhancing their delivery management processes would enable faster and more efficient execution of complex projects.

**What problems is DealHub AI solving and how is that benefiting you?**

Faster and better quote to cash process. Less mistakes, better contract management.

  ### 18. Seamless pricing, flexible platform, outstanding support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Dmitrii N. | Senior Business Analyst, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 24, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about DealHub AI?**

DealHub’s flexibility has made it simple for us to manage complex pricing setup needs. Whenever we have a new request or challenge, DealHub shows us a way forward. Our Customer Success Manager has been extremely supportive, consistently going above and beyond to ensure we get the most from the platform.

**What do you dislike about DealHub AI?**

Updating versions while handling multiple changes at once can be quite challenging, even if it’s not something we encounter regularly. We’ve also run into some issues with discount setups in certain instances. However, these are relatively minor concerns and not significant drawbacks overall.

**What problems is DealHub AI solving and how is that benefiting you?**

We’ve successfully integrated DealHub into our workflows for acquisition, expansion, and retention, significantly streamlining our processes and centralizing our product and pricing data. The only remaining piece is the upcoming auto-renewal feature, which we look forward to implementing once it’s released.

  ### 19. Outstanding CPQ Solution for Setup and User Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica N. | Solutions Consultant, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 09, 2024

**What do you like best about DealHub AI?**

DealHub consistently impresses with its ease of setup, high customisability and intuitive user interface. Admins can quickly configure complex solutions, while sales teams enjoy a seamless quoting experience. The platform’s flexibility and polished UI make it a top choice for optimising CPQ processes. Highly recommended!

**What do you dislike about DealHub AI?**

Honestly, there’s very little to dislike about DealHub. If I had to find one area, it might be that its comprehensive feature set can feel overwhelming at first. However, this is a testament to the platform’s robust capabilities and with the excellent support and resources provided, it quickly becomes a non-issue.

**What problems is DealHub AI solving and how is that benefiting you?**

DealHub.io streamlines the CPQ process by simplifying complex pricing, ensuring quote accuracy and accelerating deal cycles. Its guided selling and DealRoom features enhance consistency and collaboration, while seamless integrations and analytics provide valuable insights. This results in faster quotes, better deal visibility and a more efficient sales process for our clients.

  ### 20. Helpful and pretty simple

**Rating:** 3.0/5.0 stars

**Reviewed by:** Ryan R. | Manager of maintenance engineer, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** October 08, 2025

**What do you like best about DealHub AI?**

This really simplified the process of moving products at the minimum rate.

**What do you dislike about DealHub AI?**

Initially, I experienced some issues with API integration, but these have now been resolved.

**What problems is DealHub AI solving and how is that benefiting you?**

Wasted time with logistics and rates.

  ### 21. A CPQ tool built for the SaaS subscription era!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mohamed M. | Senior Manager, Order Operations, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 30, 2025

**What do you like best about DealHub AI?**

As a super-user and jointly responsible for admin maintenance, my favourite thing about Subskribe is how easy it is to maintain core business controls - I know what is contracted is in line with business practices. 

Additionally I use Subskribe's Looker tool to report directly into my subscription book of business, so I am confident we are always reporting accurately.

**What do you dislike about DealHub AI?**

The actual Zeppa code which controls Order 'validations' is only uploaded via JSON file and not within the tool itself. This will need to be updated to scale.

**What problems is DealHub AI solving and how is that benefiting you?**

Purpose-built SaaS CPQ tool!

  ### 22. Transparent, Customizable, Connected

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cassie C. | VP of Analytics and Automations, Mid-Market (51-1000 emp.)

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**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** November 15, 2024

**What do you like best about DealHub AI?**

DealHub offers impressive customization without the need for extensive coding for every minor request. It’s user-friendly, allowing any admin to manage it with minimal training. The customer success team at DealHub is proactive, engaged, and readily available. Their support team is adept at handling a wide range of technical challenges. Our implementation experience with DealHub was seamless, collaborative, and easily integrated with our CRM and Salesforce admin team.

**What do you dislike about DealHub AI?**

One area for improvement at DealHub is the approvers/reviewers panel, which could be more robust. However, it’s worth noting that DealHub 2.0 is actively working on enhancing this layout.

**What problems is DealHub AI solving and how is that benefiting you?**

Main reasons for implementing DealHub at our company:

Empowering Sales Reps: Providing essential sales tools directly to our sales representatives.
Control Over Margins and Discounts: Establishing clear controls to manage margins and discounts effectively.
Efficiency Through Automation: Building automations to enable smaller teams to operate at peak efficiency.

DealHub delivers a comprehensive, centralized solution for managing the entire sales process—from initial quoting and proposals to contract signing and revenue recognition. By streamlining and automating these processes, our sales team can concentrate on closing deals, resulting in increased overall efficiency for everyone.

  ### 23. Revenue Operations Product Manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marian M. | Revenu Operations team lead/product manager, Mid-Market (51-1000 emp.)

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**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 09, 2024

**What do you like best about DealHub AI?**

We chose DealHub for its remarkable flexibility, which enabled us to implement highly complex pricing logic seamlessly. As long-time users, we’ve consistently found that DealHub has a solution for every request we’ve brought forward. The platform is intuitive and user-friendly, making it accessible even to non-admin users who can quickly become proficient. Additionally, the exceptional support from our Customer Success Manager has been outstanding—we couldn’t be more satisfied.

**What do you dislike about DealHub AI?**

One minor inconvenience we’ve encountered is the versioning logic. Running multiple changes in parallel can be a bit cumbersome. However, since this scenario doesn’t arise frequently for us, it’s a small issue to be mindful of rather than a significant drawback.

**What problems is DealHub AI solving and how is that benefiting you?**

Dealhub is the source of truth for our products and pricing. All our Order Forms are generated & signed through Dealhub.

  ### 24. Subskribe makes it easy as an AE to manage order forms and keep things in order

**Rating:** 4.5/5.0 stars

**Reviewed by:** Clayton B. | Launch Program Lead, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 13, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about DealHub AI?**

Subskribe makes it way easier for me to manage my deals as an AE, specifically creating order forms manually is how we used to approach it and it led to a lot of errors as well as no formal review process, meaning communicating across multiple channels. Now I'm able to centralize it inside of the quotes I'm already generating in Salesforce and it makes it far easier for everyone.

**What do you dislike about DealHub AI?**

So far, it's been a really positive experience with Subskribe, so I can't say that I've had any challenges. I want to see them continue to advance their functionality to be on par with other CPQ platforms, but I think they will get there and already have in many ways.

**What problems is DealHub AI solving and how is that benefiting you?**

It helps me to build quotes, seek approvals from the right people in my leadership, and easily ensure that order forms are accurate and have no issues. This helps me avoid having quotes that are incorrect or even having to get contracts re-signed.

  ### 25. great CPQ to Billing software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paolo C. | Business Intelligence Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 23, 2025

**What do you like best about DealHub AI?**

the automated billing for SaaS is a game-changer, especially with a very easy to use UI

**What do you dislike about DealHub AI?**

Although very minor, the customization part has to be done with the help from the Subskribe team, which is fine.

**What problems is DealHub AI solving and how is that benefiting you?**

Massively and automatically send invoices for our SaaS clients

  ### 26. Streamline Sales Engagement Processes

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lisa K. | Salesforce Administrator, Mid-Market (51-1000 emp.)

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**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 23, 2024

**What do you like best about DealHub AI?**

Platform management is pretty intuitive and provides extensive customization options for templates, workflows, and user permissions. The integration with Salesforce ensures data synchronization. Automated approval flows, document generation, and file syncing save significant time and effort.

**What do you dislike about DealHub AI?**

Sync error messages sometimes are not clear; no ability to assign playbooks automatically; poor templates' rich text customization, in a doc or email it may appear completely different; not extended quotes access permission, only depend on SF.

**What problems is DealHub AI solving and how is that benefiting you?**

DealHub is a powerful platform for streamlining sales engagement and contract management. Its integration with Salesforce and other tools makes it an invaluable asset for organizations looking to improve efficiency and collaboration. Although the initial setup can be challenging, the long-term benefits far outweigh the effort.

  ### 27. A good tool for non Sales users

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
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**Reviewed Date:** August 01, 2025

**What do you like best about DealHub AI?**

DealHub.io has streamlined the quoting and deal configuration process significantly, especially through its tight Salesforce integration.

**What do you dislike about DealHub AI?**

Occasionally sluggish when loading large configurations or syncing back to Salesforce.

**What problems is DealHub AI solving and how is that benefiting you?**

Previously, configuring quotes required toggling between systems and manual tracking. DealHub centralizes this within Salesforce, reducing errors and improving speed.

  ### 28. GTM

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.)

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**Reviewed Date:** July 01, 2025

**What do you like best about DealHub AI?**

Subskribe makes complex SaaS pricing and quoting incredibly simple, saving our team hours of manual work. I love how seamlessly it integrates with our workflows and provides real-time visibility into revenue.

**What do you dislike about DealHub AI?**

Subskribe is powerful, but the learning curve can be a bit steep for new users. I’d love to see more in-app guidance or tutorials to help teams get up to speed faster.

**What problems is DealHub AI solving and how is that benefiting you?**

“Subskribe helps us manage complex SaaS pricing, quoting, and subscription changes without relying on spreadsheets or manual processes. It’s saving us significant time, reducing errors, and giving us better visibility into our revenue streams

  ### 29. DealHub is an easy to use sales tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gina D. | Sr. Salesforce Administrator, Mid-Market (51-1000 emp.)

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**Reviewed Date:** December 12, 2024

**What do you like best about DealHub AI?**

DealHub is very easy to use and customizable from implementation to daily use by our sales team. The technical team is very responsive and supportive as they continue to look for ways to make improvements. Our company is very happy with the tool.

**What do you dislike about DealHub AI?**

We would like the option to attach other PDF files to the output proposal rather than having to cut and paste into a text block. We often have SOWs that need to be included with the output as both PDF and DealRoom.

**What problems is DealHub AI solving and how is that benefiting you?**

The guided selling features allow for sales booking continuity and delivery of the right solution to our customers. It also assists our sales team in better  understanding the right solutions to propose to our clients.

  ### 30. Highly customizable CPQ Tool with great Salesforce integration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Federico P. | Revenue Operations Analyst, Mid-Market (51-1000 emp.)

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**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** September 27, 2024

**What do you like best about DealHub AI?**

One of the standout features of DealHub is how seamlessly it integrates with Salesforce, making it an essential tool in our tech stack. The Playbook feature helps guide our sales team through a more structured process, while the DealRoom provides a collaborative space to manage deals efficiently. These features have been crucial in helping us standardize our sales processes and maintain control throughout the sales cycle. Customer support has been excellent, very responsive and they really understand our business needs.

**What do you dislike about DealHub AI?**

There is a bit of a learning curve when getting started, especially for users who are less familiar with such platforms. Some aspects of the workflow could be more intuitive, as it doesn't always follow the most logical sequence for certain tasks.

**What problems is DealHub AI solving and how is that benefiting you?**

Before DealHub, our sales processes were less organized and harder to control. Now, thanks to its customizability and structured approach, we have a more standardized workflow. This has greatly improved the efficiency of our team and reduced back and forth in the sales process.

  ### 31. Director, Sales Operations

**Rating:** 4.5/5.0 stars

**Reviewed by:** Matthew T. | Director, Sales Operations, Mid-Market (51-1000 emp.)

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**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** October 10, 2024

**What do you like best about DealHub AI?**

Dealhub is super quick to set up and super flexible to configure. We went live in just over 5 weeks and have been able to successfully add subsequent features continually improving the quoting processes for our sales teams. 

The onboarding and implementation support is phenominal. Dealhub has been very hands on allowing us to be successful even though we have limited resources internally.

The integration with Hubspot has never failed! 

The flexibility of the solution without any custom coding is amazing! You can really  go as deep as you want in customizing the quoting experience for your teams to align with the sales motion, branding, and the overall GTM strategy. It is pretty cool!

**What do you dislike about DealHub AI?**

There are still some product limitations with respect to handling custom documents. Everything generated natively in dealhub is fine, but the processes for signatures and routing of custom documents or customer paper can be clunky and has limited configuration. 

The architecture is complex, super flexible and capable, but complex, and you just have to get used to that to unlock all the power.

**What problems is DealHub AI solving and how is that benefiting you?**

It does a great job of guiding the seller especially when they are new to the product portfolio. It guides new people to create great quotes quickly.

  ### 32. easy to use solution for quoting and linking to Salesforce

**Rating:** 4.5/5.0 stars

**Reviewed by:** Luke G. | Customer Success Manager, Market Research, Mid-Market (51-1000 emp.)

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**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** April 29, 2025

**What do you like best about DealHub AI?**

Integrates well with CRMs like Salesforce and supports seamless handoff from sales to customer success.
Better alignment improves post-sale engagement and helps with expansion and upsell opportunities.

**What do you dislike about DealHub AI?**

The approvers process can sometimes take sometime

**What problems is DealHub AI solving and how is that benefiting you?**

Allows easy quoting for subscriptions and top ups for CSMs/AMs with functionality linked to our CRM

  ### 33. Great for guided selling and complex approval workflows!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

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**Reviewed Date:** December 20, 2024

**What do you like best about DealHub AI?**

As a DealHub admin, I like how easy it is to move through configuration interface. I love how we were able to exclude human error when quoting by setting automation for different scenarios such as co-terming, approvals, SKU offering. I love that the DealHub team is there to help with any requests I might have. The end users like how they can get to the desired SKU without much calculations, but just by answering simple questions.

**What do you dislike about DealHub AI?**

Sometimes the configuration can get a bit too complex with many different things to pay attention to so it can be difficult to troubleshoot. 
Saving proposals and submitting proposals can take a long time which is frustrating for the users.

**What problems is DealHub AI solving and how is that benefiting you?**

We needed to manage complex multiple layered approvals, so DealHub made that very easy.
Complex price setting based on conditionals is also made easy using different DH options.
Removed the manual calculation errors when determining term duration by automatic SKU assigning based on defined scenarios.
Allowed us to track products on a detailed level which we haven't had before which we used in different Salesforce optimizations such as product tracking on account level and reporting.

  ### 34. Unmatched customization and excellent support that replaced our clunky Google Sheets setup

**Rating:** 5.0/5.0 stars

**Reviewed by:** Claire M. | Director of Sales &amp; Marketing, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through Google One Tap using a business email account

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**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 15, 2024

**What do you like best about DealHub AI?**

As an event management company, we've always struggled to find a tool that truly fits our needs. For the longest time, we were stuck using a Google Sheets setup we built ourselves because nothing on the market seemed customizable enough. Then we found DealHub.

What really sets DealHub apart is how adaptable it is. We’ve been able to customize it to match our exact processes—something we’d never been able to do with other platforms. It’s made a huge difference in how we manage our deals and track progress, and it’s eliminated a lot of the headaches we had with our old setup.

The platform is super easy to use, and our team got up to speed quickly. The reporting features and real-time tracking are especially helpful, and the customer support team has been incredible—always quick to respond and super helpful.

If you’re in a niche industry like event management and need a tool that’s flexible and reliable, I can’t recommend DealHub enough. It’s made our work so much smoother, and we wish we’d found it sooner.

**What do you dislike about DealHub AI?**

> Learning Curve: While it’s highly customizable, the initial setup and learning how to use all the features can take time.
> Occasional Bugs: Like any software, there may be minor glitches or issues that require reaching out to support.

**What problems is DealHub AI solving and how is that benefiting you?**

DealHub.io has solved our biggest challenge: finding a tool that adapts to our unique processes as an event management company. Before DealHub, we struggled with fragmented systems and a custom-built Google Sheets setup that lacked scalability and efficiency. DealHub’s flexibility allows us to centralize deal data, customize workflows to fit our exact needs, and generate real-time insights—all in one platform. This has streamlined our operations, saved time, and given us a clear, consistent way to manage and track deals, ultimately helping us close more business and deliver better client experiences.

  ### 35. Strong new entrant

**Rating:** 4.5/5.0 stars

**Reviewed by:** Alex K. | Dir, RevOps, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 25, 2025

**What do you like best about DealHub AI?**

Fast & configurable, strong new feature launches, largely responsive support

**What do you dislike about DealHub AI?**

Data migration in implementation was painful, would like more self-serve + docs robustness

**What problems is DealHub AI solving and how is that benefiting you?**

Subskribe makes for a quick and easy CPQ solution

  ### 36. Senior Consultant

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lloyd E. | Senior Consultant, Mid-Market (51-1000 emp.)

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**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 10, 2024

**What do you like best about DealHub AI?**

I love that can almost be used as a second engine to Salesforce's QTC motion. The ability to essentially build out a separae CPQ database that writes back to SFDC is more intuitive than SFDC's native CPQ solution.

**What do you dislike about DealHub AI?**

Some of the translation are hard to decipher. Can't think of it off of the top of my head, but understanding terminology can be a little difficult at times.

**What problems is DealHub AI solving and how is that benefiting you?**

Throughout the years I've suggested Dealhub as the best CPQ solution for Salesforce orgs. It's solved a number of problems, namely: 

- Guided Selling (Quicker Quotes)
This really helps ramp sales teams, because they can effectively use dealhub to fill out all of their necessary op fields, without getting hung up on the Opp detail page.



- Automatic Product Attribution 

Dealhub excels and ensuring only the correct products are selectable or automatically selecting those products for you. Helping maintain governance and familiarizing sales orgs with their QTC motion and guidelines.


- Document Generation and signature and redlining
This is super helpful teams which are manually performing these motions. Saving a lot of time (and hidden cost) from manual activities.

  ### 37. DealHub Team & Product Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sam E. | Delivery Team Lead, Small-Business (50 or fewer emp.)

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**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 09, 2024

**What do you like best about DealHub AI?**

I love the ease of use and the ability to maintain the system post-implementation. The logic-driver of DealHub.io makes it simple for anyone with the requisite business logic to scale the system.

Another component about DealHub.io is the experience with their customer support, customer success, and sales team. The sales team is committed to a discovery that ensures product & process fit, while the customer service/success has always made themselves available to help in all of my experiences.

There is also a financial efficiency to DealHub which makes it so great - DealHub has features within their e-signature tool that often times can remove the need for another product and their ability to integrate with popular CRMs reduce the risk of having siloed data.

Some features that I do not even see attempts to replicate in the space are the DealRoom and some of the out-of-the-box approval dashboards and workflows.

**What do you dislike about DealHub AI?**

While I cannot think of anything at DealHub that would cause a major concern, I think that less-technical systems leaders or admins would benefit from a wizard to get data into the system from excel. That being said - once you learn how to do it once, its simple from there!

**What problems is DealHub AI solving and how is that benefiting you?**

From a people perspective, DealHub is solving the ability to scale sales teams quickly without causing onboarding and training challenges.

From a process perspective, the DealHub product helps support the creation of smooth business processes and the merging of disparate ones. The visibility across the customer, their quotes, products, subscriptions and contracts provide a wealth of flexibility.

  ### 38. Helped Automate Further

**Rating:** 3.5/5.0 stars

**Reviewed by:** Sophie A. | Owner, Small-Business (50 or fewer emp.)

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**Reviewed Date:** August 09, 2025

**What do you like best about DealHub AI?**

how it helped increase revenue with less manual work

**What do you dislike about DealHub AI?**

Can be complex depending on your staff's skill level.

**What problems is DealHub AI solving and how is that benefiting you?**

can achieve more work with less staff. Helps us to save money.

  ### 39. Solid CPQ tool and responsive team!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

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**Reviewed Date:** May 23, 2025

**What do you like best about DealHub AI?**

Easy to make approval flows and reps seem to find it simple

**What do you dislike about DealHub AI?**

Initial implementation took a while, and we had to manually recreate historical contracts, but after that all got set up, it was fairly easy to use

**What problems is DealHub AI solving and how is that benefiting you?**

Reps don't need to draft their own orders and the subscription information is there. We got the salesforce integration set up as well which makes piping data in very easy

  ### 40. Customizable product, excellent customer support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jessie K. | Revenue Operations Manager, Mid-Market (51-1000 emp.)

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**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 20, 2024

**What do you like best about DealHub AI?**

The product can be customized however you need to fit your business need. The support team and customer success team are quick to help and very knowledgeable, and ready to help with any questions or bugs that might come up. The possibilities are vast so you have to be clear from the start about your needs for configuration as it's easy to end up overcomplicating.

**What do you dislike about DealHub AI?**

There are some quirks that we found out along the way, like the filter criteria needing to be written in a certain order or words being case-sensitive. However, the team was very helpful in sorting these out for us when we needed assistance.

**What problems is DealHub AI solving and how is that benefiting you?**

Dealhub centralizes our Sales motion into one space with a set product catalog to ensure our Sales & CS teams can work freely within the business specifications set by the company.

  ### 41. Continued Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jack A. | Digital Analyst, Mid-Market (51-1000 emp.)

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**Reviewed Date:** November 30, 2022

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about DealHub AI?**

Having been with Dealhub for around 2 years now, the continued support offered by the CSM's and team has been outstanding. Our usage was very static for a period but as soon as we were ready to move forward with bigger and better plans, the team were there to support us immediately to take advantage of the options available to us

**What do you dislike about DealHub AI?**

With the introduction of dealhub 2.0, currently I have found no downsides to the improvements the team have made

**What problems is DealHub AI solving and how is that benefiting you?**

Removing manual steps from our quotation process and streamlining the proposals that are generated for our cutomers to fit our product suite

  ### 42. Good CPQ

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through Google One Tap using a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** October 07, 2025

**What do you like best about DealHub AI?**

This is a great CPQ option for ease of use

**What do you dislike about DealHub AI?**

I cannot think of any downsides to using DealHub

**What problems is DealHub AI solving and how is that benefiting you?**

It gives our clients the ability to easily quote and edit projects.

  ### 43. Great tool! Facilitates CPQ process greatly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 23, 2024

**What do you like best about DealHub AI?**

-Very flexible set up of the tool to fit all the diffrent needs of the sales team
-Good UI
-They have an amazing customer success team, ready to help with all kinds of sictuations! Could ask for a better support! 
-They are always working on improving the product!

**What do you dislike about DealHub AI?**

Minor product limitaions, very unique to internal use cases
Requires sometime to lear the tool, but worth it and the team is always there to help

**What problems is DealHub AI solving and how is that benefiting you?**

Data Quality is a must! And dealhub has been a great tool to help improve our data quality by providing a simple UI and clear steps to out sales team to fill in all data. As well as the automation that allows us to define our set of rules for the proposals and decrease the admin work fro the sales team

  ### 44. Empowering Sales Teams with DealHub

**Rating:** 4.5/5.0 stars

**Reviewed by:** Stanislav M. | Revenue Operations Analyst, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 20, 2024

**What do you like best about DealHub AI?**

DealHub excels in usability, offering a user-friendly interface and smooth performance. Its features and functionalities are robust, with straightforward implementation and enablement. DealHub’s customer success support is excellent. Overall, it’s a reliable platform for enhancing sales efficiency.

**What do you dislike about DealHub AI?**

While DealHub offers strong usability and robust features, there is room for improvement in integration with other tools, speed performance.

**What problems is DealHub AI solving and how is that benefiting you?**

DealHub.io streamlines the sales process by simplifying document generation, proposal management, and CRM integration. It saves time significantly, allowing the sales team to focus more on engaging with prospects and closing deals. Excellent customer success support further enhances efficiency and overall productivity.

  ### 45. Great solution and customer service

**Rating:** 4.5/5.0 stars

**Reviewed by:** Guilherme P. | Pricing and Monetization lead, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** September 04, 2024

**What do you like best about DealHub AI?**

Best part is customer service. It is fast and they will almost always find a solution for your case, doesn't matter if it is a possible issue with the product or you need help designing solutions for your specfic use cases. They will always involve other people fom their team to help you if necessary and make great effort to onboard your team.

Implementation was easy. The time for a go-live really depends on the complexity of your quoting process and your teams efforts. We went live in about 3 months. 

We have also tried implementing Salesforce CPQ, but it was taking more than 6 months, not solving all our problems and maintanance was much much harder. Dealhub was definitely much easier in our case and also preferred by the sales team.

The CPQ software is friendly, incredibly flexible and reliable. I've found ways of building almost everything that I imagined and found workarounds when needed.

Specially if you are an Excel person, you will have a great time building solutions independently after you get used to Dealhub's behavior. Playbook logic works great.

Integration with CRMs are very easy and without any need of coding in most cases. Both salesforce integration and hubspot integration work great, but you have more possibilities for Salesforce.

Products configuration can be done in mass via Excel file. So managing a large number of products most likely won't be a problem. There is also support for many different pricing calculations methods.

Upcoming changes also seem really promissing.

**What do you dislike about DealHub AI?**

You might ocasionally find some minor bugs. I've found very few and only one was not a visual/UI issue when configuring. In my case they all only happened when trying some very specific and complex configurations.

There are some limitations to formulae building. The possibility the nest functions is something I'd like to see improved. There are ways to achieve the same results, it is just more inconvenient.

Approvals workflows cannot be extremely complex. Don't expect to build fully customizable and flexible flows. We needed to adapt some of our approaches to get the job done.

**What problems is DealHub AI solving and how is that benefiting you?**

By using dealhub we managed to ditch external pricing calculatos for most of our use cases. Detailed information regarding line itens, discounts, prices and a approvals went from almost nonexistent in our CRM to totally reliable.

We now have approvals workflows, automated proposal generation which saved a lot of work of our legal and sales teams, and all information regarding proposals synched in our CRM.

  ### 46. Dealhub product is a smart product that is easy to learn.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Matias S. | Business Applications Architect, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 07, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about DealHub AI?**

You can get a good result with minimal effort.
Dealroom (micro-site) flexibility, look and feel.
CSMs are the best! always trying to push our requests to the development team.

**What do you dislike about DealHub AI?**

Sometimes Dealhub limitations are a pain, we have to use Salesforce automation to adjust Dealhub limitations.
Lack of BI tools and metadata monitoring.
Versions management, we can't work on two projects at the same time without causing dependencies.

**What problems is DealHub AI solving and how is that benefiting you?**

We unified and formalized our way to sign customers on new contracts.
It helps us to keep track of deal information and provides a smart way to control which deals can be closed (smart deal-desk).

  ### 47. Highly customizable CPQ tool with great post-sale technical support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jenna H. | SVP Revenue Operations, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 28, 2024

**What do you like best about DealHub AI?**

Dealhub is a very flexible and configurable tool with a seamless Salesforce integration. Our sellers find the platform very intuitive to use for quoting and love the DealRoom feature for sharing quotes with customers. A very sleek & professional platform.

**What do you dislike about DealHub AI?**

Keeping in mind Dealhub is primarily a CPQ tool and not an e-signature tool, the e-signature portion of the process still needs a little more maturity to support more enterprise use cases.

**What problems is DealHub AI solving and how is that benefiting you?**

Prior to implementing Dealhub, we were leveraging Salesforce and a separate e-signature tool for quoting and e-signature. Preparing a quote for a customer was a cumbersome process and our sales team struggled to personalize quotes and contracts. Our Salesforce Admin was involved in order to get most contracts out the door. With Dealhub, we have been able to put more of the process back into the sellers hands so they can customize their own quotes and order forms without requiring Admin assistance. We are also seeing more and more contracts requiring customizations and co-terming, and Dealhub has been able to better support that level of flexibility in our process.

  ### 48. Fantastic product and fantastic implementation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kenneth S. | Product Owner, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2024

**What do you like best about DealHub AI?**

DealHub allows our salesreps to create quotes from the CRM system and incaptulate all necessary products within a short period of time. Our business demands a very customizable way of structuring our products for customers, which DealHub has been able to solve.

The CSM we got appointed from DealHub has been an absolute pleasure to work with, and I doubt we could have gotten this far this quick without his assistance. So thank you Ilay!

**What do you dislike about DealHub AI?**

The downside of having a complex pricing structure, is the need to set up DealHub to handle this. The time spent configuring DealHub to allow this can be long at times, but it's needed to ensure both CRM and the CPQ system works.

**What problems is DealHub AI solving and how is that benefiting you?**

Without a proper working CPQ system, a complex quote could take up to an hour to configure, now we create a quote within few minutes, saving a lot of time for the salesreps which allows them to spend time elsewhere. 
DealHub provides the management team a new and datadriven way to analyse each products lifecycle.

  ### 49. Revolutionizing Sales Processes with DealHub's All-in-One Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** December 08, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about DealHub AI?**

DealHub simplifies the entire sales process with its intuitive interface, seamless integration and implementation capabilities and robust features like DealRoom, real-time collaboration etc. Its flexibility allows us to customize WFs to match our needs and the built-in analytics provide valuable insights that drive better decision-making. Their customer support is great!

**What do you dislike about DealHub AI?**

There is a bit of a learning curve when setting up one-off configurations. It is a no code soluiotn so you need to be creative when implementing one offs.

**What problems is DealHub AI solving and how is that benefiting you?**

Its streamlining our sales process by providing a unified platform, reduces errors, enhances collaboration across teams and accelerates deal cycles. The platform's seamless integration with the CRM and advanced analytics helps us make data-driven decisions, improving efficiency and customer satisfaction. Its intuitive DealRoom improved client engagement, making our sales process more transparent and effective.

  ### 50. One of the best platforms to streamline business! A must HAVE!!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yuval O. | Programmatic Account Manager, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** December 25, 2024

**What do you like best about DealHub AI?**

Since launching DealHub, we've experienced a highly organized process. AEs no longer need to ask numerous questions because the business model is clearly defined and seamlessly implemented in the playbook. The platform is intuitive, allowing to setup dynamic approval workflows, so AEs can proceed without waiting for long approval process. The DealRoom has become an amazing channel for prospect communication, while you have insights and alerts that drive action. Additionally, it enables file uploads, deal signing, and real-time synchronization with our CRM and ERP systems.

**What do you dislike about DealHub AI?**

As we keep changing our business model it requires us to sometimes rely on KB or support. This so far finds great responses, examples and best practices.

**What problems is DealHub AI solving and how is that benefiting you?**

Standardization and a very organized flow. DealHub stopped the whole mess we had before.


## 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=2&section=pricing&secure%5Bexpires_at%5D=2026-08-18+14%3A50%3A30+-0500&secure%5Bsession_id%5D=593998cc-d299-43e7-b681-d65a19d55360&secure%5Btoken%5D=c57b155743a38a46c0d0e05d9405be06f131d300bddcb935389123dbe2f767ec&format=llm_user)
## DealHub AI Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
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  - [Gong](https://www.g2.com/products/gong/reviews)
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  - [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)
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  - [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

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