Average Ratings 1 Rating
Average Ratings 11 Ratings
Description
DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey.
DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors.
The DealHub Platform offers:
Guided Selling Playbooks
Configure-Price-Quote (CPQ)
Subscription Management
Customer Contract Lifecycle Management (CLM).
Digital DealRooms
Dynamic Content Generation
Real-time Buyer Intent and Insights
E-signature
DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).
Description
You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it!
It can be used with major CRMs like Close.com, Hubspot and Pipedrive.
DocSales:
(1) Use Google Docs as a Document Template Editor to complete personalization
(2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically.
(3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign).
(4) Keep track of their openings.
(5) Move the card to a different column/phase or set opportunity to win it
(6) Integrate with Blling systems or payment processors
API Access
Has API
No
API Access
Has API
Yes
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Salesforce
Yes
Chargebee
No
Close
No
Freshsales
Yes
Google Docs
No
Microsoft Dynamics 365
Yes
Pipedrive
No
RevOnyx
Yes
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Salesforce
Yes
Chargebee
Yes
Close
Yes
Freshsales
No
Google Docs
Yes
Microsoft Dynamics 365
No
Pipedrive
Yes
RevOnyx
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$29 / month
Price per user and plan.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
DealHub.io
Founded
2013
Country
Austin, Texas
Website
dealhub.io
Vendor Details
Company Name
DocSales
Founded
2019
Country
United States
Website
www.docsales.com
Product Features
Contract Management
Buy Side (Suppliers)
Yes
Completion Tracking
Yes
Compliance Tracking
No
Contract Lifecycle Management
Yes
Electronic Signature
Yes
Full Text Search
Yes
Government Contracts
No
Pre-built Templates
Yes
Sell Side (Customers)
No
Specialty Contracts
Yes
Version Control
Yes
Workflow Management
Yes
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
Yes
Self Service Portal
No
eCommerce
No
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
Yes
Templates
Yes
Version Control
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
Sales Engagement
CRM Integration
Yes
Call Scripts / Call Steps
No
Email Sequences
Yes
Email Tracking / Automation
Yes
Lead Management
Yes
Reporting / Analytics
Yes
Sales / Voice Dialer
No
Sales Automation
Yes
Search
No
Task Management
No
Templates
Yes
Workflow Management
Yes
Subscription Management
Cancellation Management
Yes
Discount / Coupon Management
Yes
Dunning Management
Yes
Enrollment Management
Yes
Product Catalog
Yes
Recurring Billing
Yes
Revenue Recognition
Yes
Revenue Recovery Tools
Yes
Self Service Portal
Yes
Subscription Plan Management
Yes
Tax Management
Yes
Trial Management
Yes
Usage Tracking/Analytics
Yes
Product Features
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
No
Customizable Templates
Yes
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
Yes
Progress Tracking
Yes
Task Progress Tracking
Yes
Document Generation
Batch Processing
Yes
Collaboration
No
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
No
Templates
Yes
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
No
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
No
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
No
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
Sales Acceleration
CPQ
Yes
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
No
Sales Gamification
No
Sales Intelligence
Yes
Sales Workflow Management
Yes
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No