# DealHub Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of DealHub Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of DealHub Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/compare/161036-172031/CloudSense-vs-Dealhub --- # DealHub Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 25, 2025 Written byShubham Gupta Shubham Gupta Shubham is a writer at Capterra, specializing in project management. His research for Capterra is informed by nearly 200,000 authentic user reviews and more than 10,000 interactions between Capterra software advisors and project management sof... [See bio & all articles](https://www.capterra.com/resources/author/sgupta/) Edited byParul Sharma Parul Sharma Parul is an editor at Capterra with over half a decade of experience curating news, IT, software, finance, lifestyle, and health content. She excels at simplifying complex terms into engaging content for SMBs. Parul has worked as a feature wri... [See bio & all articles](https://www.capterra.com/resources/author/parul-sharma/) Written by [Shubham Gupta](https://www.capterra.com/resources/author/sgupta/) Shubham is a writer at Capterra, specializing in project management. His research for Capterra is informed by nearly 200,000 authentic user reviews and more than 10,000 interactions between Capterra software advisors and project management software buyers. Edited by [Parul Sharma](https://www.capterra.com/resources/author/parul-sharma/) Parul is an editor at Capterra with over half a decade of experience curating news, IT, software, finance, lifestyle, and health content. She excels at simplifying complex terms into engaging content for SMBs. Parul has worked as a feature writer for DNA India, India’s premier media portal. She was also the highest scorer in her English literature graduation and post-graduation class. [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) DealHub DealHub Overview: ### Key takeaways Insights from verified Capterra reviews DealHub helps midsize businesses manage quoting, contracts, and billing in one platform. Its DealRoom boosts buyer collaboration and guided selling playbooks, while admins note setup complexity for advanced configurations. Recent updates like Ready for Signature and an integration dashboard improve control and visibility. ### Our verdict DealHub suits businesses wanting one platform for quoting, contracts, and revenue workflows. Its DealRoom and guided selling tools add buyer visibility and seller consistency. Advanced controls support governance, but setup may require admin effort. Buyers should validate reporting depth and e-signature experience before committing. Overall rating Based on 95 user reviews Reviews sentiment Positive 97% Neutral 3% Negative 0% Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for DealHub?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://dealhub.io/&name=DealHub) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### DealHub 4.7 (95) VS. [4.6 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price Contact vendor Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (95) Ease Of Use 4.6 (1,380) Value For Money 4.5 (80) Value For Money 4.4 (1,184) Customer Service 4.9 (90) Customer Service 4.6 (1,333) ## DealHub alternatives If DealHub’s configuration, features, or pricing don’t align with your team’s priorities, explore other CPQ and contract management options that better fit your workflow, integration needs, or budget expectations. [4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.6 (408)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.6 (191)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (1,242)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/172031/Dealhub/alternatives/) ## DealHub's interface DealHub’s interface has a user-friendly layout and flexible configuration, but reviews note that advanced customization and backend setup can feel complex. Admins report occasional navigation challenges and limited reporting views, while end users value clear quote-building workflows. 2+ Shubham Gupta Sellers get a clean quoting experience, but admins may need extra time to configure rules and ensure CRM sync accuracy. Reviews suggest testing approval flows and templates under real workloads, as performance and reporting depth affect long-term usability. Ease of Use 4.5 (95) 4.5 Based on 95 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Shubham Gupta DealHub’s advanced toolkit helps revenue teams manage complex approvals, enforce pricing discipline, and guide sellers through structured workflows—reducing risk and speeding up deals without adding admin overhead. Features 4.4 (95) 4.4 Based on 95 reviews DealHub offers various advanced features that cater to complex quoting, approval, and sales orchestration needs. Advanced parallel approval workflows 0 reviewers rated this feature Enable simultaneous approval paths for quotes and contracts, reducing bottlenecks in high-volume deal cycles. Configure conditional rules for multi-level sign-offs, ensuring compliance without slowing down revenue operations. This feature supports granular control for enterprise-grade governance. Deal desk dashboard 0 reviewers rated this feature Centralize visibility into all active quotes and approvals, giving deal desk teams real-time oversight of pricing exceptions and discount thresholds. Use this dashboard to enforce policies, accelerate escalations, and maintain margin integrity across distributed sales teams. Partner channel quoting 0 reviewers rated this feature Provide controlled quoting capabilities for channel partners while maintaining brand and pricing consistency. Configure partner-specific catalogs and approval logic, enabling indirect sales teams to generate accurate proposals without compromising compliance or revenue targets. Guided selling playbooks 0 reviewers rated this feature Deliver structured, rule-based guidance during quote creation to ensure reps select the right products, bundles, and terms. Playbooks adapt dynamically to deal with context, reducing errors and shortening onboarding time for new sellers while improving overall quote accuracy. Product hierarchy 0 reviewers rated this feature Define parent–child product relationships, enforce mandatory items, and present permissible alternatives within playbooks so sellers follow a guided, structured selection path. This helps prevent missing components, aligns bundles with pricing rules, and reduces change‑order churn. Integration dashboard 0 reviewers rated this feature Manage third‑party connectors and add‑ons from one panel with guided installation steps and editable settings. Centralize ownership, cut configuration drift across environments, and speed audit checks by keeping integration status and actions in a single place. Ready for signature 0 reviewers rated this feature Publish a DealRoom as signable or non‑signable, set the initial signing state in settings, and trigger email and Slack alerts when it is a signer’s turn. This adds precise timing control to contract execution and reduces misfires during finalization. User activity 0 reviewers rated this feature A live admin view tracks active sessions, current page locations, and work duration. Support and operations teams can intervene faster, avoid clashing edits, and manage peak periods with better context, improving safety and accountability across quoting. All key features (120) Provide controlled quoting capabilities for channel partners while maintaining brand and pricing consistency. Configure partner-specific catalogs and approval logic, enabling indirect sales teams to generate accurate proposals without compromising compliance or revenue targets. 0 reviewers rated this feature Define levels of authorization for access to specific files or systems 66.67% of 9 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities 81.82% of 11 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 0.00% of 1 reviewers that rated this feature as important or highly important Enable simultaneous approval paths for quotes and contracts, reducing bottlenecks in high-volume deal cycles. Configure conditional rules for multi-level sign-offs, ensuring compliance without slowing down revenue operations. This feature supports granular control for enterprise-grade governance. 0 reviewers rated this feature The use of AI to automate the process of reviewing, identifying and marking changes in contracts 0% of 0 reviewers... Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 100.00% of 7 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 100.00% of 3 reviewers that rated this feature as important or highly important Manage the process of evaluating documents or requests submitted for approval 100.00% of 5 reviewers that rated this feature as important or highly important Route documents and other data through one or more stakeholders for review and approval 0% of 0 reviewers... Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes 0% of 0 reviewers... A record of all activities within the system, including user access, changes made, etc. 100.00% of 5 reviewers that rated this feature as important or highly important Generate rule-based quotes for clients automatically 0.00% of 1 reviewers that rated this feature as important or highly important Software's ability to perform similar action on multiple similar files simultaneously 100.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers 66.67% of 3 reviewers that rated this feature as important or highly important Create and manage digital catalog of products/services with their details, specifications, and price 50.00% of 4 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients 0% of 0 reviewers... Provides a channel for team members to share media files, communicate, and work together 88.89% of 9 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders 0% of 0 reviewers... Capability of a software or system to make decisions and perform actions based on specified conditions 0% of 0 reviewers... Configure existing workflows to meet your organization's needs 0% of 0 reviewers... Identify component attributes like servers, hardware, software, and manage relationships across all services 100.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information 50.00% of 8 reviewers that rated this feature as important or highly important Centralized repository to store content and assets 0% of 0 reviewers... Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving 77.78% of 9 reviewers that rated this feature as important or highly important Create, edit, and revise contracts/written agreements 0.00% of 1 reviewers that rated this feature as important or highly important Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms 0% of 0 reviewers... Track, store, and access client contracts or licenses 50.00% of 4 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 100.00% of 14 reviewers that rated this feature as important or highly important Integration with third-party CRM systems 0% of 0 reviewers... Access previous interactions or concerns to maintain customer relationships 100.00% of 1 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding 100.00% of 6 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases 100.00% of 3 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information 0% of 0 reviewers... Alter the layout and content of reports 0% of 0 reviewers... Pre-designed layouts that can be customized to match preferences and requirements 78.57% of 14 reviewers that rated this feature as important or highly important Automatically retrieve and pull information from documents, websites, images, data sets, and other sources 0% of 0 reviewers... Import and export data to and from software applications 100.00% of 3 reviewers that rated this feature as important or highly important Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency 0% of 0 reviewers... Graphical representation of data 0% of 0 reviewers... Centralize visibility into all active quotes and approvals, giving deal desk teams real-time oversight of pricing exceptions and discount thresholds. Use this dashboard to enforce policies, accelerate escalations, and maintain margin integrity across distributed sales teams. 0 reviewers rated this feature Electronic signing method that validates the authenticity and integrity of a digital document 66.67% of 6 reviewers that rated this feature as important or highly important Track products that are for sale at a reduced price or part of coupon promotions 90.00% of 10 reviewers that rated this feature as important or highly important Automated or logic-based workflows that assist in the creation of electronic documents 0% of 0 reviewers... Custom forms to streamline repetitious aspects of a document 0% of 0 reviewers... Store, manage, and track all electronic documents in a centralized location 53.85% of 13 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 0% of 0 reviewers... Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file 0% of 0 reviewers... Assemble applications and processes by dragging over and arranging pre-built components 0% of 0 reviewers... Digitally sign online documents 50.00% of 20 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps 0% of 0 reviewers... Pre-made examples and templates for emails 0.00% of 1 reviewers that rated this feature as important or highly important Tracks metrics that provide insight into how a user interacts with any interface or product 0% of 0 reviewers... Manage the enrollment and onboarding of all new members and accepted applications 0% of 0 reviewers... Store, manage and track all forms in a centralized location 0% of 0 reviewers... Search for specific words or phrases within a document or database 0% of 0 reviewers... Games or game-like elements to track progress and reward accomplishments 0% of 0 reviewers... A process designed for sellers to guide them through the entire selling process 0% of 0 reviewers... Deliver structured, rule-based guidance during quote creation to ensure reps select the right products, bundles, and terms. Playbooks adapt dynamically to deal with context, reducing errors and shortening onboarding time for new sellers while improving overall quote accuracy. 0 reviewers rated this feature Manage third‑party connectors and add‑ons from one panel with guided installation steps and editable settings. Centralize ownership, cut configuration drift across environments, and speed audit checks by keeping integration status and actions in a single place. 0 reviewers rated this feature Track interaction history by documenting conversations for contacts 83.33% of 6 reviewers that rated this feature as important or highly important Create invoices from scratch or have recurring invoices 50.00% of 2 reviewers that rated this feature as important or highly important Store and view prior invoices for each account/client 0.00% of 1 reviewers that rated this feature as important or highly important Captures invoice data and maintains comprehensive records for auditing and reporting purposes 0% of 0 reviewers... Creation, processing, verification, and execution of invoices till the payment is made 50.00% of 2 reviewers that rated this feature as important or highly important Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support 0% of 0 reviewers... Manage and handle various international currencies 100.00% of 3 reviewers that rated this feature as important or highly important Manage and support multiple languages 0% of 0 reviewers... Create content in various formats, such as print, PDF, HTML and more 60.00% of 5 reviewers that rated this feature as important or highly important Process payments via multiple modes directly through the application 0% of 0 reviewers... Ability of websites, web applications, or mobile applications to function without an active internet connection 0% of 0 reviewers... Create, send, and view electronic invoices 0.00% of 1 reviewers that rated this feature as important or highly important Manage and track customer orders for goods, investments, or any other purchases 0% of 0 reviewers... Accept, record, and reconcile financial transactions 0% of 0 reviewers... Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 0% of 0 reviewers... Pre-defined templates within a library for common cases such as contracts, websites, emails, and more 0% of 0 reviewers... Calculate rule-based prices for a product/service 47.06% of 17 reviewers that rated this feature as important or highly important Track and manage the profit margin between the cost of a product and its selling price. 75.00% of 16 reviewers that rated this feature as important or highly important Calculate rule-based prices for a product/service 90.91% of 11 reviewers that rated this feature as important or highly important Tool used to determine accurate pricing and product eligibility for borrowers 40.00% of 10 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows 75.00% of 4 reviewers that rated this feature as important or highly important Present a catalog of inventory that customers can view 100.00% of 5 reviewers that rated this feature as important or highly important Customize the specifications of a finished product to meet the particular needs of a customer 70.59% of 17 reviewers that rated this feature as important or highly important Define parent–child product relationships, enforce mandatory items, and present permissible alternatives within playbooks so sellers follow a guided, structured selection path. This helps prevent missing components, aligns bundles with pricing rules, and reduces change‑order churn. 0 reviewers rated this feature Create proposals based on costs of labor and materials 81.82% of 11 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers 71.05% of 38 reviewers that rated this feature as important or highly important Publish a DealRoom as signable or non‑signable, set the initial signing state in settings, and trigger email and Slack alerts when it is a signer’s turn. This adds precise timing control to contract execution and reduces misfires during finalization. 0 reviewers rated this feature Receive data and information in real time 88.89% of 9 reviewers that rated this feature as important or highly important Active reporting of data and metrics 0% of 0 reviewers... Generate recurring invoices 0% of 0 reviewers... Automated process of charging customers at regular intervals for repeated access or use of a product or service 100.00% of 5 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity 100.00% of 5 reviewers that rated this feature as important or highly important Manage and track the renewal process for various services, subscriptions, contracts, or licenses 0% of 0 reviewers... Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 100.00% of 2 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data 0% of 0 reviewers... Monitor sales and make necessary adjustment in order to increase demand and revenue 0% of 0 reviewers... Manage and process incoming documents detailing requests for proposals 0.00% of 5 reviewers that rated this feature as important or highly important It is a logic or a condition that executes business rules in a runtime production environment 0% of 0 reviewers... Automate processes to manage leads, contacts, opportunities and sales activities 0% of 0 reviewers... Process of training new hires by providing them with sales tools and knowledge needed to complete the job 85.71% of 7 reviewers that rated this feature as important or highly important An order generated by a seller to a customer, containing details about products or services 0% of 0 reviewers... Reports specific to sales analysis for trends and strategies 0.00% of 1 reviewers that rated this feature as important or highly important Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 0% of 0 reviewers... Search and filter data across systems to locate required information by entering keywords or certain criteria 0% of 0 reviewers... An agreement that's only valid if signed by all involved parties, sealed, and delivered 0% of 0 reviewers... Process of managing customer subscription lifecycle for a recurring service or a product 0% of 0 reviewers... Manage the subscription plans of all active members 75.00% of 4 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression 100.00% of 1 reviewers that rated this feature as important or highly important Calculate tax and make deductions on gross income from sources like wages, investments or self-employment 0% of 0 reviewers... Allow multiple team members to edit and work on the same document 0% of 0 reviewers... Create, save, and re-purpose templates for emails, forms, etc. 0% of 0 reviewers... Sample files or documents that could be customized as needed or used as is 60.00% of 20 reviewers that rated this feature as important or highly important Edit text as needed 0% of 0 reviewers... Set up connections to third-party platforms to improve business processes 72.73% of 11 reviewers that rated this feature as important or highly important Track and interpret metrics on the usage of company resources 100.00% of 1 reviewers that rated this feature as important or highly important A live admin view tracks active sessions, current page locations, and work duration. Support and operations teams can intervene faster, avoid clashing edits, and manage peak periods with better context, improving safety and accountability across quoting. 0 reviewers rated this feature Track revisions and updates made to files and navigate between different versions 0% of 0 reviewers... Configuration of custom product parts by using 2D &3D visualizations 0% of 0 reviewers... Create, design and manage workflows for repetitive tasks 66.67% of 15 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Shubham Gupta DealHub’s advanced toolkit helps revenue teams manage complex approvals, enforce pricing discipline, and guide sellers through structured workflows—reducing risk and speeding up deals without adding admin overhead. Features 4.4 (95) 4.4 Based on 95 reviews ## Pricing DealHub does not publish pricing on its website, so buyers must contact the vendor for a quote. Pricing varies by configuration and feature scope. Most SMB buyers evaluating legal management software report an average budget of $93 per user, per month, which can help frame expectations when assessing DealHub’s cost. ### Starting price Contact vendor for pricing Free trial not available [View all Pricing Plans](https://www.capterra.com/p/172031/Dealhub/pricing/) Shubham Gupta Senior Content Analyst DealHub’s custom pricing model means value depends on configuration depth and contract scope. Aligning features to usage patterns is key to keeping costs predictable against the $93 legal software benchmark. Value for money 4.5 (80) 4.5 Based on 80 reviews ## Integrations DealHub connects with a mix of native and third-party systems across CRM, ERP, finance, e-signature, and communication categories. These integrations enable unified data flow, reduce manual entry, and support end-to-end quote-to-revenue processes for growing SMBs. Popular integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Shubham Gupta Senior Content Analyst Connecting DealHub with core systems means your sales team can quote inside the CRM, your finance lead can sync billing and tax data, and your ops team can monitor approvals—all without duplicate entry, accelerating quote-to-cash and improving accuracy. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (90) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (90) 4.9 Based on 90 reviews ## User reviews Overall rating 4.7 Based on 95 reviews Filter by rating 5(65) 4(27) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent KS Kavish S. Pricing Manager Information Technology and Services ### "Exception CPQ Platform with outstanding support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 28, 2025 DealHub has been an outstanding CPQ platform for our organization. I was involved in selecting, purchasing, implementing and customizing the solution and my experience has been truly 5-star. The platform is flexible and powerful making it easy for our sales teams to adopt and use effectively. DealHub team provided exceptional support throughout the implementation process and their responsiveness and commitment to our success have continued post-launch, helping us maximize value from the platform. DealHub has significantly streamlined our quoting process and improved efficiency across the board. It is a highly capable product, supported by a team that consistently goes above and beyond. I highly recommend DealHub to any organization looking for a reliable, scalable and user friendly CPQ Platform. Pros The product is highly flexible and powerful enough to handle our complex pricing and configuration requirements. Cons Approval Dashboards (for an approver), though team has made significant progress in this front. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LC Lise C. CRM Specialist - Sales Enablement Maritime ### "Dealhub CPQ for SaaS Maritime" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 8, 2025 I am very happy with the support from Dealhub, as well as the cooperation with our Customer Success manager. They are always on top of every question and challenges we've had so far in our CPQ journey. And the way everyone has the same solution oriented approach is highly appreciated. Pros I like how easy it is to do updates and changes to the playbooks and how customizable it is without being too difficult for an admin w/o any coding experience. Working with SaaS in the Maritime industry has a bit of a challenging setup at times, and Dealhub CPQ has made it much easier for our sales reps to work with their opportunities and quoting of the more standard agreements. The way we can select and connect field sync between our CRM and CPQ makes for better data accuracy and quicker opportunity form input when working with a lot of item lines and vessels (assets). Cons It's not possible to re-open rejected quotes and end users are not liking that. It would look "cleaner" with less quotes per opportunity if we had this option. Also, it would be nice to be able to delete quotes instead of having to archive them. Some quotes are made with mistakes and thus no need to keep them in an archive. Some of the formulas for presentation rules seems a bit incosistent and it would be nice to see some kind of tooltip when it fails. As an example, why will the same formula structure behave differently on two separate elements inside an output document when the elements are of same type and structure. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HC Harrison C. Sr Manager Sales Systems and Architecture Computer Software ### "Top of the line CPQ; even better team to work alongside" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 7, 2025 My experience has been incredible. Both the teams within Dealhub, as well as the product itself are absolutely incredible. Top of the line in this space. I would absolutely dread having to work with another vendor. We lean on this partnership quite a lot for our revenue and sales operations and Dealhub has never let us down. Pros The ability to implement complex scalable solutions quickly without having to write code. Cons Performance. Time it takes up load quotes, submit for approval, sync between systems, etc. This is the number one concern I hear from users. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing DealHub Ease of use. The ability to implement changes without code. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DA Davide A. CRM Engineer Information Technology and Services ### "Review by Aiven's CRM team" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 April 2, 2025 Pros I like Dealroom with docusign integration Cons Lack of documentation makes it very hard to understand how fully use the system features and assess what are the system limitations Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KG Komal G. Specialist Human Resources ### "Amazing No code platform for CPQ offering" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 31, 2025 Great Experience. I have never configured a system before, but with great training and support, I am single-handedly handling it for my organization Pros The easy to go platform and quick support Cons The system still need to up its game on formulas and logics Switched from [SpotDraft](https://www.capterra.com/p/265300/SpotDraft/) Dealhub is easy to configure the products here Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AS Adam S. Business Operations Lead Government Relations ### "Support Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 March 28, 2025 Pros Response time. I never have to wait long before someone from support gets back to me. Cons Seem to be having the same issues over and over. Easy fixes though. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ES Elena S. Marketing Manager Biotechnology ### "Flexible platform to create forms, good to integrate third party apps" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 17, 2025 One of the best tool to crate forms for business. Very intuitive and easy to collect and manage data with other tools. Pros Very easy to use and highly customizable, you can connect with a variety of tools such as paypal, drive or hubspot. And it can have affordable pricing. Cons If you only use the free plan it can be very limited in alot of features. As for technical support, it was not so fast. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SB Stacey B. Lead Product Specialist Information Technology and Services ### "Versatile CPQ System" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 25, 2025 Pros Highly functional platform with features that support the continuum of CPQ, including integration with HubSpot, allowing for visibility across the Sales/Revenue Teams. Cons Would love for it to have more drag/drop functionality on the Admin side. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JC John C. Consultant Telecommunications ### "DealHub 2.0 - features and support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 13, 2025 Very positive. Best CPQ tool I've used and great company to partner with. Pros DealHub lets you get as complicated as you need all while maintaining an easy to use framework. The company is also ultra-responsive. Support tickets are answered faster than any other vendor I've worked with. Cons There are limited formula options. Thus, some rules require nested logic to achieve. Documentation and training are not extensive, but again - the support team is great. Alternatives considered [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) Reasons for choosing DealHub Ease of use was the most dramatic difference between products. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SA Sidnie A. Salesforce Administrator Security and Investigations ### "CPQ Alternative that works for us!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 30, 2025 Overall, we have appreciated this product and its teams behind it. We have a wonderful CSM and the support team is very helpful when needed. However, the biggest win is being able to work with a system that is a less complicated and pricey version for CPQ. Pros Very configurable to specific needs. We are a use case that is a bit outside of traditional subscriptions and have been able to use this product for our use case. Cons There was a bit of a learning curve at first and the syntax was something to get used to. Since that learning curve, we are able to mostly administer it ourselves with the occasional tickets for clarification. There have been a few slight instances where at the end of the month we have experienced service issues on Dealhub's end. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/172031/Dealhub/reviews/) ## FAQs Yes. DealHub has documented integrations for Salesforce and HubSpot that sync deal data and let teams work inside those CRMs while generating quotes, contracts, and approvals. Yes. DealHub offers Headless API Quoting to embed quote generation in portals or product flows, plus broader APIs to automate workflows across CRMs and other systems. DealRoom is DealHub’s digital sales room. It centralizes proposals, contracts, chat, forms, buyer activity tracking, and e-signature in one branded workspace, helping sellers engage all stakeholders with clear next steps and activity alerts. Yes. DealHub supports API‑driven quoting so you can trigger configuration, pricing, quote creation, and signing from customer portals or product experiences; it also exposes broader APIs for workflow and CRM automation. CPQ supports parallel and template‑based approval workflows with routing and notifications; DealRoom adds controlled signature experiences and auditability. Together, they help enforce pricing guardrails and coordinate sign‑off without leaving the sales process. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data**: Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist**: Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from DealHub’s own online content in August 2025, including the product's website and its social media channels. ## Related reading ### [5 Key Contract Management Software Features and Top Products That Offer Them](https://www.capterra.com/resources/key-contract-management-software-features/) Published November 28, 2023 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) ### [Capterra Value Report: A Price Comparison Guide for Contract Management Software](https://www.capterra.com/resources/contract-management-software-pricing-report/) Published October 19, 2023 by [Akriti Sharma](https://www.capterra.com/resources/author/akriti-sharma/) ### [5 Key Forms Automation Software Features and Top Products That Offer Them](https://www.capterra.com/resources/key-forms-automation-software-features/) Published May 8, 2024 by [Saumya Srivastava](https://www.capterra.com/resources/author/ssrivastava/) ### [5 Key Survey Software Features and Top Products That Offer Them](https://www.capterra.com/resources/key-survey-software-features/) Published July 23, 2024 by [Saumya Srivastava](https://www.capterra.com/resources/author/ssrivastava/) and [Lindsay Page](https://www.capterra.com/resources/author/lindsay-page/) ### [Top 3 Legal Document Management Software](https://www.capterra.com/resources/top-legal-document-management-software/) Published February 27, 2023 by [Ashish Upadhyay](https://www.capterra.com/resources/author/aupadhyay/) Popular comparisons [Jobber vs DealHub](https://www.capterra.com/compare/127994-172031/Jobber-vs-Dealhub) [Cacheflow vs DealHub](https://www.capterra.com/compare/172031-276213/Dealhub-vs-Cacheflow)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)