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Midsize & enterprise companies.
Quote Manager's target market is IT service providers (MSPs, and VARs) delivering Rapid & simplified quoting w. PSA sync | Transactional OPEX reduction | Branded eCommerce | Automated Procurement
Great team and customer support - they are proactive at getting you the help you need to get yourself up and running - and most importantly you can self maintenance.
Bugs: there can sometimes be bugs, or moments when deal hub is down. This can sometimes be at bad times (end of month).
Time is money - Dealhub saves me time. It is amazing how much I can save with the templates for proposals and I can track what prospects are paying attention too.
Dealhub's backend is very multifaceted that's why detecting errors and troubleshooting can be very tricky. Also, errors often appear here and there.
DealHub is very easy to configure in most scenarios. The Customer Success Manager and Customer Support services are fantastic and always willing to help.
The backend/admin management of Dealhub can be a bit confusing at times, however I feel this will be the same with any CPQ type software.
DealHub has a great CS and responsive support team. The product is good and requires a lot of thought and effort during the design and implementation stage, as is the case for all CPQ solutions.
The implementation is a heavy lift. By comparison, it is easier and quicker than other tools in the industry... but it is no small task.
It's great that it integrates with both Xero and Autotask. It's nice that it integrates all our suppliers into one portal and it does make quoting simpler along with provision of product information.
There is no control over what vendors are displayed in the system - you have to take every vendor from your distributors product feed.
I like the ease of being able to use this software.
There is no practical control over Featured Products - so if you sell a few toners these will become "Featured Products.
The ease of use and how easy it is to build and maintain quote templates. This is by far the single feature that sets it apart from any other quoting tool.
It has a very rigid and non-forgiving workflow. There is no simple way to undo/reverse steps.
Overall, better than any other tool we have used in the past. They are continuing to fix issues and enhance the capabilities which will make us a long term customer.
It can email out quotes, but there is no record of those emails, you can't create or modify the email templates, you can't even CC.
Jamie C.: My name is Jamie, I work at View Technologies Corporation. We're a virtual production studio and technologies company, I work in sales and business development, and I've been using DealHub for about two months, and so far I'd give it about a five out of five. Prior to using DealHub we were using HubSpot and PandaDoc, and that integration for sending out estimates and contracts. There was a couple things that made it clunky, so it was nice to integrate over to DealHub because they had some solutions that our prior software did not. So some of the main factors that led us to go with DealHub over our prior technology was I really liked the logic questioning for the user experience on my end, did the client want this, then that, this, then that, and it would auto-populate. The pricing table, which was great, and then we really just like the presentation to the client. So it's a very nice presentation, when we send a contractor or an estimate over to them, and not only does it represent our brand well, but it clearly communicates the scope of the pricing. The onboarding was not necessarily super easy. There was a lot of time that did have to go into it, setting it up. Not to say that it's not worth it, and not to say that's something that is as complex as pricing structure and scope of work, I mean all that is very complex. So it was a heavy lift for people on our team to get it up and going, but now that it's up, it's great, and it's relatively easy to maintain and change things. Recommendations for anyone considering DealHub is to be very communicative to the sales rep at DealHub of how you're going to be using it and the nuances of your business. Every business is very different. I think in hindsight we would've been a little bit more specific on how we would be using it immediately, and that probably would've guided and directed our onboarding and our training a little bit more. So yeah, just have lots of examples and samples of how you're going to be using it so that the DealHub representatives can best know how to get you up and going quickly.
DealHub
Top FeaturesKaseya Quote Manager
DealHub
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Kaseya Quote Manager
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