---
title: DealHub AI Reviews
meta_title: 'DealHub AI Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 861 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: 861
  scale: '5'
date_modified: '2026-08-09'
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:** 861
## 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
**What users like:**

- Users praise the **exceptional customer support** from DealHub, highlighting responsiveness and helpful assistance in addressing needs. (105 reviews)
- Users find DealHub AI&#39;s **ease of use** invaluable, enabling quick adoption and daily utilization across teams. (95 reviews)
- Users appreciate the **time-saving capabilities** of DealHub AI, allowing for efficient proposal management and streamlined processes. (87 reviews)
- Users value the **efficiency** of DealHub AI, which significantly streamlines processes and saves time during implementation. (85 reviews)
- Users highly value the **seamless integrations** of DealHub AI, enabling effective management across various platforms. (81 reviews)
- Users value the **customizability** of DealHub.io, enhancing usability and ensuring alignment with their specific business processes. (70 reviews)
- Easy Integrations (69 reviews)
- Easy Setup (67 reviews)
- Flexibility (67 reviews)
- Customizability (62 reviews)

**What users dislike:**

- Users find the **learning curve challenging** , particularly when managing complex proposals and integrations on DealHub AI. (35 reviews)
- Users express frustration over **limited customization options** in DealHub AI, affecting their ability to tailor the system fully. (30 reviews)
- Users experience a **steep learning curve** with DealHub AI, making initial implementation challenging before achieving ease of use. (23 reviews)
- Users find the **missing self-service options** frustrating, impacting customization and prolonging the implementation process. (20 reviews)
- Users face **integration issues** that complicate management, leading to slower processes and potential errors in updates. (18 reviews)
- Access Limitations (17 reviews)
- Complex Features (17 reviews)
- Users note the **complexity of implementation** and limitations in functionality, affecting their overall experience with DealHub.io. (17 reviews)
- Users find the **high complexity** of DealHub.io challenging, especially with configuration and subscription management issues. (16 reviews)
- Slow Performance (16 reviews)

## DealHub AI Reviews
  ### 1. An effective CPQ to provide solutions and improve sales processes

**Rating:** 4.5/5.0 stars

**Reviewed by:** Denis H. | Senior Software Engineer, Enterprise (> 1000 emp.)

**Reviewed Date:** July 26, 2022

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

It is a unique CPQ platform, with a nice interface, easy to understand and configure to optimize processes that are essential within our sales processes. Through its use, it is very easy to generate contracts and quotations. On top of that, their customer service is exceptional, they always provide fast and effective solutions when required.

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

Although it does not generate losses or confusion, its interface is a little outdated, it could be a little more modern. About its operation, nothing to say, it works efficiently.

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

DealHub has made it easier for our sales team to interact with customers and business partners to provide the fastest possible responses to their requests for contracts and quotations. It has taken us very little time to become familiar with the software, understand how it works and starts taking advantage of its many benefits. We have also successfully integrated it with other tools to expand its functionality.

  ### 2. Quick, easy-to-use and powerful.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 12, 2023

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

DealHub was very easy to setup (if you know what you want to setup), and is easy to use for our users and admin. We compared DealHub to one of its competitors and the majority of admin configurations take 5-10x less time with DealHub.

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

There are no major downsides to the functionalities, but the interface could use a modern refresh (the current interface doesn't impact usage in any negative way).

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

DealHub allowed us to configure/reconfigure/adjust bundles on the go, it allowed us to simplify the product selection process for our reps without putting a heavy load on admin.

  ### 3. Friendly and Fast quotes

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 27, 2022

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

Dealhub offers multiple options and set of tools. The playbook is very straightforward. It's a user-friendly system. it's SFDC integrated.
The implementors from Appsoluti were great co-workers, dedicated and professional. We felt the team spirit!

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

There are some configured limitations in the systems to do not align with our requirements, but in overall, was a good fit for most of our needs.

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

It enables to adopt new pricing models and methods. It allows sales representatives to generate a quote in a fast and flexible way. The playbook is easy to work with and all questions are personally suited according to the company's products and different methods of selling. It has various display options for both the PDF and Dealroom output. The dealroom is a very nice and interactive, modern way to present quotes.

  ### 4. Deal Hub Sales Engagement Platform, A Flexible Tool!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Emily R. | Senior Marketing Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** July 18, 2022

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

Deal Hub Sales Engagement Platform offers the most efficient and complete revenue workflow for our business and company. They make it very easy for us to collaborate with our clients and colleagues by creating groups. They make it very easy for us to store our documents as they organize them in tabular form. They allow us to submit the approvals without the need for permission or emails. They help us to create dynamic documents with their easy customization process.

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

Deal Hub Sales Engagement Platform needs to make the feature of formula files more easy and efficient as the formula files shrink after we click away from them. We cannot search for the approvers by their names and have to scroll through all the users’ names.  Renewal case is complex to use and difficult to integrate.

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

Deal Hub Sales Engagement Platform allows us to create the targeted and required data that is needed by our clients. They have the best integration with other platforms and also their interface is very good. It is very easy to sync other fields using Deal Hub Sales Engagement Platform. Their customer support and professional team are also best and quick to respond.

  ### 5. Dealhub is a very agile CPQ solution in an industry filled with archaic solutions.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 15, 2022

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

The support and implementation teams are excellent. The technology is cutting edge and forward thinking.

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

As is true with most developing Tech companies, the product is lacking some features. However, most key features are on the roadmap.

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

Great CPQ solution that is much easier to implement and more user friendly than Salesforce CPQ

  ### 6. Great Quoting Tool

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 19, 2022

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

The Onboarding team (Appsoluti) was instrumental in us getting our DealRoom up and going.  They were very patient and helpful.  It has made the proposal stage go faster and has given the customer all the information they need to make a decision at their fingertips.

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

The UI can be a little tricky to navigate, and I struggle to adjust the output documents using my Macbook Air.

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

It is helping us to submit consistent and well-written proposals for customers in 1 easy place where they can simply sign agreements.

  ### 7. Amazing next gen CPQ

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sukhendra R. | Founder &amp; CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 06, 2023

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

Robust Salesforce integration, very flexible doc generation, really

powerful approvals

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

None that I can think of, it is a great platform

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

Helping SaaS businesses like us with easy and powerful quote creation

  ### 8. Dealhub CPQ - An amazing CPQ

**Rating:** 5.0/5.0 stars

**Reviewed by:** Samuel C. | Salesforce Team lead, Enterprise (> 1000 emp.)

**Reviewed Date:** September 13, 2022

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

It makes it easier to improve any company's compliance thanks to the Playbook and the Approval process mechanism. It also improves the time to sign deals thanks to the Dealroom; on the Admin side, it's effortless to set up everything.

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

It still has a lot of improvements primarily related to negative discounts and features in the DealRoom that hopefully will be addressed soon, and their API capabilities are still new; also, we are missing reporting options inside of the platform.

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

Solving the Approval process has an easy way to set up, solving the pricing and product creation, reducing the effort to almost nothing and giving us flexibility in order form generation thanks to the Playbook.

  ### 9. Excellent tech-driven platform that has helped our internal processes plus external client benefit

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 14, 2022

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

The presentation and ease of use for our reps, along with their excellent implementation process and dedicated support team. The reps we've been working with, Mo and Ariela, are legitimately invested in the success of our program and have put in countless hours meeting all our needs. I can say without a doubt that they've been the most detail-oriented, available and accommodating team we've ever worked with implementing a new product.

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

None so far. The learning curve for achieving what the internal team is able to accomplish is a little steep, but that is a minor complaint because of how helpful their team is when it comes to providing help.

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

We've been able to further streamline our process for issuing quotes while maintaining internal standards like approval tracking, write-back functions to our CRM for further insight into metrics, and making mass changes for the entire team without having to distribute new tools individually after changes.

  ### 10. Starburst Review

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 03, 2022

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

The Solutions Team is accommodating with incorporating business needs into the configuration for Dealhub. They also make themselves readily available for our ad-hoc questions during setup.

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

None to mention at the moment for our experience

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

Dealhub is going to be the replacement for our existing quoting tool. The playbook will ask guided questions to our Sales team to help them build order forms for their proposals that obtain the appropriate approvals through workflow automation. We hope that Dealhub will accelerate the time to execution for our deals.

  ### 11. One of the best CPQ tools out there

**Rating:** 4.5/5.0 stars

**Reviewed by:** Manoj L. | Regional Sales Lead - Inside Sales, Enterprise (> 1000 emp.)

**Reviewed Date:** March 28, 2022

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

The best part about Dealhub is that it integrates well with our CRM to capture information from the customer profile like the name, address, etc, and populates the proposals. This makes the job easier and once the quote has been sent, it automatically updates the Deal value in the CRM. The discount approval process is a huge plus here and your team review who is yet to approve internally and track the reason for the proposal getting rejected. Also, the ability to personalize the document templates is my personal favorite, this projects how professional your quotes/proposals are compared to sending through Google Docs or PDF.

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

The initial configuration is time-consuming, mainly based on the current sales and approval management workflows. Occasionally, I've faced login issues but it has always been sorted out quickly.

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

One of the main problems we are solving using DealHub is to centralize all the proposals/quotes that we send to clients and also, to have a standard discount approval process implemented across the company.

  ### 12. Amazing CPQ tool and much more

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nimrod L. | Director Of Business Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 21, 2022

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

We managed to implement a full highly complex CPQ within a quarter (Other competitors told us it would take 9-12 months at the minimum). Our Business model is unique. we Are a Saas company with Embedded HW and our requirements from DH were very unusual.  We worked with a great company named Appsoluti  (Karin De-Mayo) which helped us greatly with the implementation. They trained us with the system and helped us be accountable for the design and implementation. To summarize We got exactly what we want.

For Admin users, The System is Super easy to use and can be adjusted without any external help.

Truly I have nothing negative to say about DealHub. Great product.

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

I truly have nothing negative to say about dealhub.

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

1) Streamline Quote to Cash Process.
2) Serve as a unified playground to all stakeholders - Full transparency and super-fast approval workflow.
3) HW Configuration based on highly complex rules. 
4) Ensure a unified Pricelist. 
5) Remove non-added value work (Enrollment letters, Agreements, etc)
6) Amazing Customer experience with the deal room.
7) Fast and Easy signing process.

  ### 13. I think that the product is the best in it's class for the CPQ use case

**Rating:** 5.0/5.0 stars

**Reviewed by:** Elad O. | Project Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2022

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

The dealroom is a wonderful feature that enables summarizing the deal details in one place
We handling a complex pricing model alongside with complex internal pricing that defines the profitability of the proposal

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

the face that salesforce is not the master data for the products and poor support of multi currencies

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

Ability to share info with the customer
calculating complex formulas and presenting it in an organized template to the customers
additionally, the customer has one unified place to view all technical and commercial material.

  ### 14. Flexible solutions with unflagging support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Thuan L. | RevOps Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 13, 2022

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

DealHub CPQ welcomes non-technical customers with codeless configuration experience and an unambiguous roadmap of implementation. The software does not only enhance the governance over our price proposal but also facilitates our approach toward sales order automation and seamless customer experience.

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

A room for DealHub improvement could be the Knowledge library. The articles are up to date but only cover the foundational to the mid-level configuration capabilities. As this knowledge, I should have already learned from the dedicated Success Manager in weekly onboarding sessions. It is recommended that DealHub rolls out the articles for advanced level setup because 1) self-serve promotion, reduce Support ticket, 2) customers don't know what they don't know, and neither do we. We can browse the articles to foresee their issues and prepare for the solutions. When we encounter an unexpected issue and need urgent support, we feel more comfortable with the self serve course of action.

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

Help us with:
Governed/ nice looking/ easy-to-setup price proposal
Independent of the Salesforce engineer, even a student can use DealHub
Admin work for sales rep after the commercial negotiation
Order management automation
Subscription management

  ### 15. DealHub is a sales team game-changer tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Simon Q. | Head of Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 08, 2022

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

The guided sales process, which can be controlled centrally but managed autonomously

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

The reporting aspect of the platform could be vastly improved

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

How my sales team have a unified consistent approach to quotes and agreement docs

  ### 16. An agile CPQ allowing quick implementation and ongoing changes

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tal C. | Global VP Information Systems, Enterprise (> 1000 emp.)

**Reviewed Date:** August 31, 2022

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

Version control allows you to move back to any version with a click, which is fantastic for audit purposes and together with the easy-to-customize tool, allows for great speed of development and quick cycles

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

Subscription management is missing, so does support for billing table

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

Dealhub solves the need for a light-weight, yet enterprise ready, CPQ solution. The product is constantly evolving, providing the functionality we need in great pace

  ### 17. Good tool that is easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dan W. | Account Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 22, 2022

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

the ease of going from proposal to signature in a centralized location

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

Duplicating and Editing submitted contracts is cumbersome

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

The simplicity of being able to navigate the procurement process in one centralized location

  ### 18. Fast, easy and intuitive

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sarit M. | System Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2022

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

The customer service is very helpful and very responsive

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

The development time for any requirement takes too long when business is chasing.

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

The ability to build  quote in a short time

  ### 19. Naama was grate , she assist us to understand hoe can we use the system in the best way for us

**Rating:** 5.0/5.0 stars

**Reviewed by:** inbal a. | CISO & Senior Solution Architect, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 23, 2023

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

that Dealhub making the sales representative much more simple

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

that i need to save all the time, and the system does not save automatically

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

auditing and archive for quotes ,

  ### 20. Deal Hub- Configuration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephanie A. | Manager of Sales Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2022

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

It allows our sales team to streamline the quote-building process which has been instrumental in ensuring that when our quotes go ou they are accurate.

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

There is honestly nothing that I dislike.

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

We were using salesforce CPQ but we found that it was not user-friendly and the calculations and discounts were difficult cumbersome and often led to errors when sending out contracts to our prospects.

  ### 21. Dealhub has been an amazing partner on our CPQ journey!

**Rating:** 5.0/5.0 stars

**Reviewed by:** John C. | VP Revenue Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 25, 2022

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

The user-friendly experience as well as the ability to configure complex pricing solutions. Its been amazing working with Nicole and Jacob!

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

At the moment, I do not dislike anything. Working with the team has been awesome.

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

Our company was built through acquisition and has a lot of legacy pricing models. Dealhub allows us to overcome this with one go-forward pricing / quote strategy!

  ### 22. Dealhub as a product is unbelievable. Their on-boarding assistance is even better

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 26, 2022

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

The quoting process is straightforward for the sales team while providing our operations team the extensive data. Goldie Spector was flawless in helping us build out the system

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

Nothing up to this point! Everything has been great

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

Quoting out complex construction projects & managing inventory.

  ### 23. Nice pricing tool which can  be configured in multiple ways

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** November 24, 2022

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

You can configure almost everything into Dealhub which makes it usable in many circumstances. The business user view is also quite handy and self-explanatory.

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

Formulas are sometimes difficult to follow for a business user. However, it's still better than a fully coded tool. I would perhaps develop Dealhub towards a direction that would make it even more suitable for business user (drag and drop capabilities, better visuals etc.)

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

It allows us to gather company wide Pricing -related information which would benefit both our team but also multiple other stakeholders

  ### 24. Dealhub makes it easy to track deals

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeff S. | CSM, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 23, 2022

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

It is easy to use.I am able to set us a deal, send to the client and know that it is being received.

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

So far the tool has been great. I am not sure if there is anything at the moment that I dislike.

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

It makes it easier to track deals.

  ### 25. Implementation issues, bad support experience

**Rating:** 1.5/5.0 stars

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

**Reviewed Date:** September 15, 2021

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

Initially, our team was impressed with DealHub. It supports our complex pricing sheets and product configuration rules. Over the last four months, our enthusiasm for DealHub has cooled.

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

After 6 months of usage, it's clear that our v1 implementation was insufficient -- in very basic and preventable ways. Our experience with support has been lacking urgency and accountability. 

We've had issues with provisioning users, user permissions, and system alerting. After two months of tickets and support calls, our cofounder still does not get alerts to countersign time-sensitive deals. All of our original users were set up incorrectly, such that when they log in via Salesforce a duplicate user is created for them (with none of the relevant permissions). 

Documentation is extremely sparse, so we need to open tickets often. The support team is generally slow to respond and occasionally accusatory on troubleshooting calls. We're often reminding support of their own implementation guidance and/or recommendations -- very awkward. We also often get bounced around to different support agents on a single ticket, so context is lost which then drags out time to resolution.

One particular example -- we noticed that customer legal names weren't pulling into order forms from Salesforce. That's a terrible representation of our business to the customer. After a few days, we identified that our CRM field mappings were deleted when pushing an update from sandbox to production. After several days support finally replied, saying this was one-time bug. But it's happened again, further eroding our trust in functionality, and our sales team's interest in using the tool.

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

We needed a self-service solution for reps to deliver quotes and order forms to our customers quickly, without the bottlenecks of deal desk's manual review and order form creation.

We had hoped to save time for our sales and finance teams, but due to ongoing configuration and alerting issues, our teams are quickly losing trust in DealHub's ability to deliver on this promise.

  ### 26. Working with Dealhub is always a great experience

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 10, 2022

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

The collaboration with Dealhub has always been flawless. They are always easily reachable, very knowledgeable and helpful in any situation. Our consultants are doing an amazing job giving us advice on our system and compatibilities with the Dealhub CPQ. After implementing our pilot, the sales teams provided positive feedback, the CPQ tool helping us with streamlining our quoting flows.

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

from my experience,, there aren't things I dislike. The team is always helpful and their feedback has been important to us to be able to create a smooth quoting experience.

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

Dealhub is solving our quoting discrepancies. The tool brought a lot of benefits to us, including having a clean and configurable repository for our products, price lists and price books. Other benefits include: having a centralized system for approvals, an easier quoting experience and everything integrated into one single tool.

  ### 27. Using DealHub currently

**Rating:** 4.5/5.0 stars

**Reviewed by:** Harold S. | Strategic AM, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 02, 2022

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

As a Strategic AM I find DealHub crucial to helping both my internal and external processes and reducing the amount of admin I have to do.

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

At this time I have no complaints. Everything is working OK.

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

In addition it helps my manager get insight on my deals and reduces the amount of time I need to explain everything.

  ### 28. Dealhub is really a fast, convenient and easy-to-use platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Taras T. | Salesforce Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 16, 2022

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

Easy to use, everything is easy to set up from a developer's point of view, the process of signing documents is pretty understandable and friendly.

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

Old-fashioned style of the interface, it is sometimes hard to satisfy business needs and it is needed to use workarounds for it

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

Creating a CPQ

  ### 29. A solid CPQ solution with *awesome* onboarding & support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Phoebe F. | Director of Sales Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 14, 2022

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

After coming from an org using Salesforce CPQ, Dealhub was a breath of fresh air. We were able to get all of the functionality we needed without some of the headaches of SFDC CPQ. 

This tool felt both accessible and robust. The onboarding & support teams have also been great, making sure to spend the time needed with us to successful launch the tool and support our sales team.

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

Parts of the tool can be a bit confusing, but that's resolved with further training & time exploring the tool. We're also unable to upload a document and overlay signature fields (like you can with something like Docusign), but hopefully that's resolved with future feature updates.

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

We are enabling our reps to generate their own quotes while offering flexibility and gating via imposed limitations and approvals. Dealhub is our MNDA & Quote eSignature tool.

  ### 30. Built for Ops and GTM in Mind

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 18, 2022

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

Outside of the support that we get with the product which is awesome, the playbook design is easy from an Admin perspective. And for the GTM teams, they never have to touch anything on the Opportunity for us in Salesforce anymore. It is an easy step-by-step guide for them and they can get quotes out in minutes.

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

Documentation is lacking if you are trying to self-serve your onboarding at a faster pace but we have seen a focus put on this internally from them recently.

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

Data Hygiene in the CRM has gone up from an Opportunity w/ Product perspective. Getting quotes out the door faster. A slick approval process now is in place before deals get in the Customer's eyes that management has not seen yet.

  ### 31. Extraordinary team and CPQ product

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 23, 2022

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

The DealHub team was extraordinary throughout the entire project and after the implementation was live.
They provided guidance and were very fast in delivering requirements; very flexible when any change was necessary.
A reliable professional team indeed!
The CPQ product is very easy to use, easily configurable due to the low code platform it uses; it was able to match our needs no matter the complexity level we threw at it.

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

There is nothing we can complain about. 
The feedback we shared with DealHub team was always considered and incorporated in future product developments.
The team was transparent about the product roadmap and future improvements.

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

We use CPQ from DealHub and it helps us enable our teams to quote faster and with accuracy.

  ### 32. simplifies contract process

**Rating:** 4.0/5.0 stars

**Reviewed by:** Amit A. | Director of Strategic accounts, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 02, 2022

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

no need to create separate docs, all lives within one place.

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

customization of the process can be cumbersome. if you want to create a 'special discount' based on the previous discussion, it would be difficult to create that in the UI

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

time, having all in one place for easy tracking

  ### 33. Excellent CSM Support! Appreciated!

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 21, 2022

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

Today I came to our Dealhub team with a list of misc issues we needed help with. They showed up prepared and walked us through options and sat to help us test. A giant thank you to Joanne and Brett for their ideas and attention to detail to make sure our process and solution are top-notch. We appreciate it! Thank you!

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

Not anything to note today - the team took the time to help us in the best possible way!

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

Streamline our quote process and contract management process so it is more efficient for our customers and Account Executives.

  ### 34. A very great tool and great staff to work with

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** June 21, 2022

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

It's a very user-friendly platform, from the back end/administration work to front users. The Salesforce integration works well and it makes your life easier. Our sales team does not need to manually type in a lot of information we already have in SF. The whole quote generation process is easy as the users only need to pick what they need to add to the quote. Once the quote has been submitted, our CRM is automatically updated, which means less manual work for the team. Another great thing about the tool is the Dealroom option. It makes the sales cycle easier, innovative, and better looking :)

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

It has a few limitations on the format design and we had to find a few workarounds for our implementation, but overall I am very satisfied with the tool.

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

DealHub has made everyone's life easier. It is very easy to create quotes/orders and the SF integration itself is very great. It's like killing two birds with one stone.

  ### 35. Superb dedication to solve the issues at hand

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 02, 2022

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

- Great implementation procedure
- Really flexible low code backend
- Time saving & consistency

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

- the Hubspot integration/sync could be more flexible but it works well

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

- Consistent & quick quote creation
- Data from quotes & contracts gets synced with the CRM automatically

  ### 36. Very customer oriented. DealHub tailors to specific user story needs.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 20, 2023

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

The hands-on approach and the support that is provided by our Customer Success Manager Naama Weisal.

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

So far there is nothing I have disliked.

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

Streamlining our CPQ process and providing a professional overview of the quote and contract with the DealRoom.

  ### 37. great experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anya S. | Customer Success Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2022

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

What I like the most is how nice and presentable it looks

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

What I dislike the most is the set up process

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

generating order forms and proposals

  ### 38. Simple and user friendly

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 14, 2022

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

The product rules and price rules are powerful and enable business flexibility and agility
DealRoom is a great feature for a digital quote
Connectivity with Salesforce is great

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

Debugging of use cases is difficult because of the way the questions and rules are structured

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

Configuring complex product configurations supports our business offering
Subscriptions management enables us to manage our install base's subscriptions
Digital quoting enables us to track who viewed and approved the quotes

  ### 39. The best Quoting Tool I've Ever Used

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 14, 2022

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

I like that it's easy to put quotes together. Onboarding is surprisingly easy too with the help of their onboarding team and it's pretty straightforward once you get the hand of it.

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

There's nothing to dislike. If anything I dislike the fact that I didn't discover this tool sooner.

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

Quoting and generating quote docs

  ### 40. Excellent partnership with the DealHub team.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dinesh R. | VP Revenue Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 17, 2022

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

In addtion to the product being very user friendly, their support services are very good with a fast turnaround on response times and a high customer-centric approach.

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

The back-end pricing configuration could be a bit simpler.

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

Being able to quote with a high level of efficiency and effectiveness. The simplicity and speed at with quotes can be done has been well received by the sales teams.

  ### 41. Excellent SFDC Integration and Onboarding Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** John Y. | Sr. Sales Operations Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 13, 2021

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

Before DealHub, our sales reps needed to calculate the amounts for their deals and enter quote data into the contract and SFDC. This was highly inefficient and lead to a lot of lost time as well as countless errors in our database. DealHub was able to resolve these issues by streamlining our CPQ process. Setting things up does take time but it's well worth it for the detailed analyses afforded to our Finance and BizOps teams now that we are capturing far more data from our deals. Our CSM, Eran, has been a fantastic help, often donating hours of his time every week to make sure that we find success with the platform.

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

While I've been told that a solution is in the works, it's a little hard to keep track of all of the proposals and their stages. There isn't an admin dashboard right out of the box and while it's possible to build something in SFDC to get you 80% of the way, it would be nice to one day be able to manage proposals on a high level right from DealHub

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

We've been able to standardize the proposal process and provide a better customer experience. Additional data on deals, such as discount history, will be useful in planning.

  ### 42. Great CPQ application for Salesforce

**Rating:** 4.0/5.0 stars

**Reviewed by:** Luis A. | IT Application Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 11, 2021

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

I like using formulas as part of the customization process to generate dynamic documents. This feature allows the business to create quotes with targeted content based on the parameters entered on an opportunity. The integration with Salesforce is solid, and syncing new fields to DealHub is easy.  The best part is the service that their Appsoluti Professional Services team provides. If you are stuck on a configuration update, the Appsoluti PS team is a great resource to have.  Their support team is excellent at resolving very technical issues. Still, when you need to update some business logic, the Appsoluti team is fantastic.

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

Formula fields shrink after you click away from it, and it is hard to review your formula afterward. Also, when selecting approvers, you can't search by name. You need to scroll through the complete list of users.

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

Creating customizable quotes with targeted content for specific deals helps us increase our percentage of sales closed.

  ### 43. Dealhub at Codelogic

**Rating:** 5.0/5.0 stars

**Reviewed by:** James S. | Corporate VP, Chief Revenue Officer (CRO) at CodeLogic, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 08, 2021

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

Living Professional looking proposals with ease of inputs

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

Marketing matterial is hard to configure

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

Quotes can go out faster and can be tracked in real time for proceesing

  ### 44. Nicole Bar has been amazing. She has made the onboarding experience painless and easy.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brian M. | SalesOps, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 13, 2022

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

Nicole has been an absolute superstar helping us with deployment, customization and her availability.

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

Haven't identified any to this point in the use.

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

Quoting, moving away from custom excel and avoiding complex rollouts with alternatives.

  ### 45. We did our Homework and DealHub CPQ was an easy choice

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 08, 2022

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

The system is very straightforward and easy to use.   We wanted a system with easy maintenance!

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

The system lacks documentation, however, the implementation team assisted us to get everything up and running in production and provide training along the way.

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

We needed a system to create not only the quotes but also the purchase agreement.  We had lots of variations which Dealhub was able to handle

  ### 46. Incredibly Flexible System with great Customer Support

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** June 23, 2022

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

The ability to customize a guided selling flow for Sales Reps that meets the needs of their sales cycle. The incredible support we get from our Account Manager to resolve any issues and proactively ensure we are following best practices

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

The company is still quite young so they are developing new functionalities daily. We are in a holding pattern while DH releases new functionality to support our use case better.

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

DH is solving the manual process it took to generate pricing. create a proposal and send it to the client. Before our process was not standardized and did not fully give the picture to our prospects about our solution. We have shaved hours off the quoting and proposal process by automating it for our sales reps

  ### 47. We're excited to start using Dealhub to enable our sales team to work along side the customer.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 26, 2022

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

The DealRoom is an awesome feature that we look forward to using to improve the user experience when customers are working with our team.

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

The mobile version still needs work since the designs and layouts don't seem to translate properly between different display types.

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

The Dealhub (DealRoom) helps to improve the sales process and buying experience and also makes it feel more professional.

  ### 48. Director of roofing

**Rating:** 4.5/5.0 stars

**Reviewed by:** Will M. | Director of Roofing, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 07, 2022

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

Extremely customizable and streamlined for users.

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

The backend can be challenging. Decent learning curve to get up to speed for admin. Support staff are helpful!

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

Control of pricing and offerings for sales while creating beautiful proposals and agreement signing functionality. Lots of automations for streamlined sales efforts.

  ### 49. All Sales Need This

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 13, 2022

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

Easy enough platform to configure but with extremely amazing end product for sales teams

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

Nothing. There are no downsides that I have come across

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

Being able to update pricing quickly for the entire team to use, quickly and efficiently

  ### 50. Good Product

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** November 16, 2022

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

It automates a lot of the manual work for our reps and makes the approval process easy!

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

It is pretty difficult to administer, there are a lot of intricacies and the setup can be confusing to navigate.

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

The support team is usually quick to respond and helpful with troubleshooting.


## 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=10&section=pricing&secure%5Bexpires_at%5D=2026-08-09+15%3A48%3A57+-0500&secure%5Bsession_id%5D=d2982753-a083-45ee-ba5c-caa921494c24&secure%5Btoken%5D=fe69ba657c43be843983a0b8b58fda3b1b46d8029d23af8bad246432bb2a6ebf&format=llm_user)
## DealHub AI Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Avalara](https://www.g2.com/products/avalara/reviews)
  - [Chargebee](https://www.g2.com/products/chargebee/reviews)
  - [Docusign](https://www.g2.com/products/docusign/reviews)
  - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews)
  - [Gong](https://www.g2.com/products/gong/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews)
  - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)
  - [Priority ERP](https://www.g2.com/products/priority-erp/reviews)
  - [Prismatic](https://www.g2.com/products/prismatic/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews)
  - [Workato](https://www.g2.com/products/workato/reviews)
  - [Xero](https://www.g2.com/products/xero/reviews)

## DealHub AI Features
**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Configuration - cpq**
- Product Catalog
- Guided Selling
- Configuration Rules
- Price Configuration
- Visual Configuration

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Contract Management Platform Features**
- Contract Creation
- Customizable Templates
- Contract Editing
- Contract Attachments
- Contract Collaboration
- Approval Process
- Notifications & Reminders
- Contract Database
- Integrations / APIs
- Reporting & Dashboards
- Government Contracts
- Specialty Contracts
- Alerts/Notifications
- Third-Party Integrations

**Billing and Payments**
- Payment Terms
- Personalized Billing
- Custom Pricing

**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Other Outreach Options 
- CRM Integration
- Business Process Automation
- Performance Management
- Calendar Management
- Sales Pipeline Management
- Communication Management
- Campaign Management

**Billing**
- Automation
- Consolidation
- Adjustments

**Revenue Recognition**
- Revenue Types
- Revenue Allocation
- Reclassification
- Compliance
- Scheduling
- Revenue Recognition

**Customer Requirements**
- Quoting
- Configuration
- Pricing

**Data Sources**
- Software
- Spreadsheets
- Documents

**Generation**
- Templates
- Automation
- Branding
- Email Templates
- Alerts/Notifications
- Document Templates
- Customizable Templates

**Contract Creation & Management**
- Contract Creation
- Contract Templates
- Contract Editing
- Contract Attachments

**Order Management**
- Opportunities
- Order History
- Upsell & Cross-sell
- Renewals

**Deal Analytics**
- Engagement Tracking
- Reporting and Dashboards
- Proposal Effectiveness Reporting

**Data Management**
- Updating
- Data cleansing
- Integration

**Agentic AI - Sales Enablement**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Pricing**
- Pricing Flexibility
- Discounting
- Commerical Rules
- Terms and Conditions
- Approval Workflow
- Renewals

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Content Management**
- Content Import
- Content Creation
- Templates
- Advanced Search
- Content Library
- Email Management
- Customizable Templates

**Revenue Recognition**
- Usage Tracking
- Deferred Revenue
- Revenue Accrual

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights

**Dunning**
- Collections
- Dispute Management
- Escalation

**Revenue Performance**
- Customer Performance
- Contract Performance
- Revenue KPIs
- Pricing & Discounting
- Offering
- Dynamic Pricing

**Contracts**
- Creation
- Negotiation
- Execution

**Collaboration**
- Contract Collaboration
- Approval Process

**Products & Plans**
- Packages
- Multi-part Deals
- Plan Changes
- Bundles
- Sales Tax Management
- Alerts/Notifications
- Customizable Reports

**Administration and Security**
- User, Role, and Access Management
- Alerts and Notifications
- Regulatory Compliance

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Analysis**
- KPIs
- Dashboards
- Segmentation
- Revenue Optimization 

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts
- Approval Process Control

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Analytics**
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization
- Prioritization

**Revenue Optimization**
- At-Risk Customers
- Offer Optimization
- Customer Churn
- Revenue Forecasting

**Performance**
- Packages
- Discounts
- Plan Changes

**Revenue Optimization **
- Forecasting
- Promotion Programs
- Pricing Optimization
- Re-evaluation
- Demand Forecasting

**Revenue**
- Invoicing
- Matching
- Recognition

**Delivery**
- Workflow
- Compliance Management
- Workflow Management

**Other Platform Features**
- Notifications & Reminders
- Contract Database
- Contract Compliance
- Integrations / APIs
- E-Signature

**Pricing**
- Standard Price
- Discounts
- Optimization

**Platform**
- E-Signature
- Proposals
- CPQ
- Video Proposals
- Content Sharing
- Content Management
- Chat

**Agentic AI - Subscription Analytics**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Decision Making

**Agentic AI - Contract Management**
- Autonomous Task Execution

**Additional Functionality**
- Reporting/Analytics
- Electronic Signature
- Full Text Search
- Data Import/Export
- CRM
- Audit Management
- Digital Signature
- Contract Drafting
- Activity Tracking
- Customizable Reports
- Sell Side (Customers)
- Task Management
- Renewal Management
- Annotations
- Workflow Management
- Data Extraction
- Audit Trail
- Contract Negotiation
- Drag & Drop
- Document Storage
- Customizable Fields
- AI Redlining
- Version Control
- Completion Tracking
- Contact Management
- Access Controls/Permissions
- AI Copilot
- Document Review
- Customizable Branding
- Configurable Workflow
- Document Management
- Compliance Tracking
- Buy Side (Suppliers)
- Payment Processing

**Admin**
- Configuration Ease of Admin
- Pricing Administration
- Workflow Management
- Document Management
- Contact Management
- Discount Management
- Catalog Management
- Contract/License Management
- Renewal Management
- Price/Margin Management
- Order Management

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**Integration**
- ERP and Accounting
- Sales and Marketing
- Quote-to-Cash
- APIs
- Accrual Accounting

**Reporting**
- Dimensions
- Deferred Revenue
- Revenue Recognition

**Contract Data**
- Reporting & Dashboards
- Advanced Contract Analytics

**Revenue Management**
- Automation
- Consolidation
- Adjustments
- Billing Types
- Recurring/Subscription Billing

**Integrations**
- CRM Integration
- Internal Messaging Systems Integration

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Image
- AI Image-to-Text
- Generative AI
- Document Generation

**Generative AI**
- AI Text Generation
- Generative AI
- Lead Generation

**Additional Functionality**
- Productivity Tools
- Point of Sale (POS)
- Revenue Management
- Cash Flow Management
- Multiple Data Sources
- Recommendations
- Alerts/Notifications
- Billing Rate Management
- KPI Monitoring
- Inventory Control
- Billing & Invoicing
- Inventory Management
- Self Service Portal
- Behavior Tracking
- Status Tracking
- Generative AI
- Drag & Drop
- Booking Management
- Multi-Channel Management
- Financial Management
- Electronic Payments
- Performance Metrics
- Promotions Management
- Price/Margin Management
- Real-Time Updates
- Trend Analysis
- For Airlines
- Visual Analytics
- Purchasing & Receiving
- Reporting/Analytics
- Multi-Currency
- Order Management
- Sales Reports
- Financial Analysis
- Quotes/Estimates
- Third-Party Integration
- For Hospitality Industry
- Competitive Analysis
- Dashboard
- Historical Trend Analysis
- Discount Management
- Inventory Tracking
- Customer Management
- Yield Management
- Compliance Management
- Invoice Management
- AI Copilot
- Recurring/Subscription Billing
- User Management
- Price and Cost Calculations
- Financial Reporting
- Contract/License Management
- Customizable Rules
- Transaction Monitoring
- Cost Tracking
- Workflow Management
- Transaction History
- Activity Dashboard
- Expense Tracking

**Channels**
- Mobile User Support
- Channel Partner Support
- eCommerce

**Integration**
- Payments
- Accounting
- CRM & Sales

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - Digital Sales Room**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Audience Targeting
- UTM Parameters Integration
- Third-Party Integrations

**Agentic AI - Subscription Billing**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Third-Party Integrations
- Accounting Integration

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Strategic Planning

**Agentic AI - Document Generation**
- Autonomous Task Execution

**Learning Management - Sales Enablement**
- Sales Training 
- Sales Coaching
- Sales Onboarding

**Additional Functionality**
- Prospecting Tools
- Reporting/Analytics
- AI Copilot
- Auto-Dialer
- For Sales Teams/Organizations

**Additional Functionality**
- For Telecommunications Industry
- Reporting & Statistics
- Customer History
- Activity Dashboard
- Alerts/Notifications
- Service Provisioning
- Multi-Currency
- Self Service Portal
- Pre-Paid Service
- Product Catalog
- Generative AI
- Configurable Workflow
- Payment Processing
- Call Data Records(CDR)
- API
- Flexible Rate Tables
- Audit Trail
- Customer Accounts
- CRM
- AI Copilot
- For Internet Service Providers (ISP)
- Post-Paid Service
- ACH Payment Processing
- Data Import/Export
- Real-Time Analytics
- Client Portal
- Email Reminders
- Customizable Branding
- Mobile Access
- Tax Calculation
- Bank Reconciliation
- Transaction History
- Contact Database
- Credit Card Processing
- Customizable Fields
- Real-Time Data
- Invoice Processing
- PCI Compliance
- Multiple Payment Options

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

**Additional Functionality**
- Customizable Forms
- Multiple Format Support
- Activity Dashboard
- Activity Tracking
- Drag & Drop
- Digital Signature
- Collaboration Tools
- API
- Search/Filter
- Third-Party Integrations
- Text Editing
- Audit Trail
- Approval Process Control
- Content Management
- Multiple Output Formats
- Offline Access
- Data Import/Export
- Access Controls/Permissions
- Forms Management
- Data Synchronization
- Content Library
- Customizable Fields
- Multi-Language
- Data Storage Management
- Contract Drafting
- Archiving & Retention
- Full Text Search
- Interaction Tracking
- Contract/License Management
- Document Review
- Batch Processing
- Conditional Logic
- Document Management
- Document Storage
- Template Management
- Electronic Signature
- Reporting & Statistics
- Version Control
- AI Copilot
- Workflow Automation

**Platform**
- CRM Integration
- Integration API
- Internationalization
- Scalability
- Reporting and Dashboards
- ERP Integration
- Activity Dashboard
- Third-Party Integrations

**Agentic AI - Subscription Management**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Decision Making
- Accounting Integration
- Third-Party Integrations
- Multi-Language

**Agentic AI - Contract Lifecycle Management (CLM)**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Revenue Enablement - Sales Enablement**
- Cross-Functional Alignment
- AI and Automation
- End-to-End Customer Journey Insights
- Generative AI

**Additional Functionality**
- Chat/Messaging
- Prospecting Tools
- Content Delivery
- Personalization
- Reporting/Analytics
- Task Management
- Alerts/Notifications
- Activity Tracking
- Third-Party Integrations
- API
- CRM
- Campaign Management
- Audio/Video Recording
- Collaboration Tools
- Appointment Scheduling
- Real-Time Notifications
- Contact Database
- For Sales Teams/Organizations
- Lead Management
- Activity Dashboard
- Scheduling
- Reporting & Statistics
- Email Tracking
- User Management
- Interaction Tracking
- Workflow Management
- Calendar Management
- Lead Capture
- Call Recording
- Template Management
- Customizable Branding
- Social Media Integration
- Content Management
- Performance Management
- Lead Nurturing
- Document Management
- Sales Trend Analysis
- Meeting Management
- Lead Qualification
- AI Copilot
- Video Support
- Microsoft Outlook Integration
- Audio File Management
- Engagement Tracking
- Contact Management
- Goal Management
- Sales Planning
- Mobile Access
- CRM Integration
- Pipeline Management
- Conversation Intelligence
- Access Controls/Permissions
- Gamification
- Lead Scoring
- Opportunity Management
- Microlearning
- Content Sharing
- Real-Time Data
- Workflow Automation

**Additional Functionality**
- Billing & Invoicing
- Data Visualization
- Customizable Fields
- Revenue Recognition
- Cancellation Management
- Real-Time Data
- Search/Filter
- Summary Reports
- Contact Database
- CRM
- Customer Profiles
- Generative AI
- Client Portal
- API
- Customer Database
- Access Controls/Permissions
- Tax Management
- ACH Payment Processing
- Usage Tracking/Analytics
- Data Import/Export
- Product Catalog
- Discount Management
- Revenue Management
- Invoice Management
- Reporting & Statistics
- Customizable Branding
- Billing Rate Management
- Customizable Templates
- AI Copilot
- Real-Time Analytics
- Multi-Currency
- Invoice Processing
- Self Service Portal
- Subscription Plan Management
- Order Management
- Customer Accounts
- Activity Dashboard
- Real-Time Reporting
- Credit Card Processing
- Reminders
- Dunning Management
- Subscription Management
- Enrollments/Onboarding

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

**Additional Functionality**
- Price and Cost Calculations
- Data Visualization
- Rules Engine
- Real-Time Data
- Quotes/Estimates
- Audit Trail
- Drag & Drop
- Access Controls/Permissions
- Sales Automation
- Document Storage
- AI Copilot
- CRM
- Customizable Templates
- Product Configurator
- Self Service Portal
- Forecasting
- Bills of Material
- Multi-Currency
- Generative AI
- Customizable Branding
- Electronic Signature
- Document Templates
- Reporting & Statistics

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