# DealHub Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is DealHub the right Proposal Management solution for you? Explore 95 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/172031/Dealhub/reviews --- DealHub 4.7 (95) [View alternatives](https://www.capterra.com/p/172031/Dealhub/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Reviews of DealHub Ease of use 4.5 Customer Service 4.9 ## Pros and Cons in Reviews SB Stacey B Lead Product SpecialistInformation Technology and Services, 51 - 200 employeesUsed the software for: Less than 6 months. “Highly functional platform with features that support the continuum of CPQ, including integration with HubSpot, allowing for visibility across the Sales/Revenue Teams.“ February 25, 2025 LA Lyubomir A Salesforce Business Application AnalystMarketing and Advertising, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “The deployment process also has some limitations, as we currently have to deploy the entire Sandbox environment without the option to deploy individual components.“ August 26, 2024 GS Gopal S Senior Salesforce DeveloperOnline Media, 201 - 500 employeesUsed the software for: 1-2 years. “The UI friendly interface and flexible pricing options make it easy for sales teams to create accurate quotes and manage complex pricing models, which significantly enhances productivity and customer satisfaction.“ August 30, 2024 AM Alex M Sales Operations ManagerInformation Technology and Services, 201 - 500 employeesUsed the software for: 6-12 months. “Some of the logic takes getting used to, and the "table builder" for Dealroom and PDFs is not easy to modify because there is no GUI, it is column widths and trial and error.“ November 14, 2024 GS Gopal S Senior Salesforce DeveloperOnline Media, 201 - 500 employeesUsed the software for: 1-2 years. “The platform provides a lot of useful tools that make it easy to set up products, manage pricing, and create accurate quotes.“ August 30, 2024 SJ Sam J Director, Global Product ManagementMachinery, 201 - 500 employeesUsed the software for: 6-12 months. “The ability to run reports to understand quoting trends by sales person, industries, etc does not exist. “ July 17, 2024 Hardik J AdministrationAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “The ability to customize workflows and generate accurate quotes quickly is a standout feature.“ January 2, 2025 LC Lise C CRM Specialist - Sales EnablementMaritime, 201 - 500 employeesUsed the software for: 1-2 years. “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.“ April 8, 2025 ## Showing most helpful reviews Showing 1-25 of 95 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Thomas R. MGR Technical Training Information Technology and Services Used the software for: 1-2 years ### "The best resource for specific needs" August 13, 2024 5.0 This tool has been useful for various tasks such as electronic signatures, providing detailed analysis, and offering exceptional customer service. Moreover, it has not only facilitated my work but also enhanced the efficiency of the entire sales team. Pros DealHub can be customized to fit a wide variety of use cases and specific needs. I like it because it makes it easy to work with and automate document signatures through its tool, and it also has configurations for sales processes. Cons The only thing I don't like about DealHub is that its interface can be a bit heavy. However, with a bit of patience, it becomes efficient to work with. Review Source JC John C. Consultant Telecommunications Used the software for: 1-2 years ### "DealHub 2.0 - features and support" February 13, 2025 5.0 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/) Reason for choosing DealHub Ease of use was the most dramatic difference between products. Review Source DA Davide A. CRM Engineer Information Technology and Services Used the software for: 6-12 months ### "Review by Aiven's CRM team" April 2, 2025 3.0 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 HC Harrison C. Sr Manager Sales Systems and Architecture Computer Software Used the software for: 1-2 years ### "Top of the line CPQ; even better team to work alongside" April 7, 2025 5.0 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/) Reason for choosing DealHub Ease of use. The ability to implement changes without code. Review Source AM Alex M. Sales Operations Manager Information Technology and Services Used the software for: 6-12 months ### "Dealhub has reduced 80% of deal errors for a SAAS business" November 14, 2024 4.0 Dealhub as a company has been great. The whole team has gone out of their way to help us. The product has reduced errors at the back end by about 80%. The approval workflows have given visibility to management about discounting practice and it has allowed us to automate this process. One of the big learnings is that if you are looking at changing your ERP and getting a CPQ, do the CPQ first, then change ERP. We did things the other way around and the ERP conditioned far too much of our CPQ implementation. We are managing subscriptions, this was the most painful thing to have to map into the CPQ, and a large part of the pain was with how we needed to work within the constraints of our ERP. Pros the guided selling process was key for our team. Previous process was wide open and too many errors would happen, meaning that fixing them was tedious and time consuming. We use HubSpot and the integration is quite good. Cons It is quite blank slate. The platform requires everything to be built from scratch. Luckily we had a great implementation team to help us build. Some of the logic takes getting used to, and the "table builder" for Dealroom and PDFs is not easy to modify because there is no GUI, it is column widths and trial and error. Alternatives considered [Cacheflow](https://www.capterra.com/p/276213/Cacheflow/)[Mobileforce CPQ](https://www.capterra.com/p/265324/Mobileforce-CPQ/)[Oneflow](https://www.capterra.com/p/148241/Oneflow/)[Subskribe](https://www.capterra.com/p/265354/Subskribe/) Reason for choosing DealHub Subskribe looked really good, but at the time we looked it wasn't quite mature. In the next year or two I would expect it to be. Dealhub (and Subskribe) were the only products that had a modern user interface, could handle complex approval workflows (we needed line item level approvals as well as overall deal level approvals) and could handle multi-currency. Another important factor was working directly with the software company that built the product, not through a partner. We excluded the others because they didn't feel modern (Mobileforce) or have the functionality we required (eg. Cacheflow didn't have line item approval workflows, but they might have since updated this). Oneflow was a competitor to Pandadoc, which are not CPQs, but are good document tools. Switched from [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) We couldn't guide the quoting process. Both tools provide a very open way of quoting and required the sales team to know the pitfalls and to operate honestly. Honesty wasn't a problem, but remembering to do everything right is hard and they would often forget a step and it would cause issues on the back end. Review Source KG Komal G. Specialist Human Resources Used the software for: 6-12 months ### "Amazing No code platform for CPQ offering" March 31, 2025 5.0 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 RH Rachel H. Solution Architect Information Technology and Services Used the software for: 6-12 months ### "Needs improvement, but getting there!" December 23, 2024 4.0 Pretty good! I like how responsive the DealHub Support team is! We're still working through the growing pains but I think we're on the right track :) Pros \- DealHub ensures everyone has the most up-to-date version of a proposal at any given time - No longer have to rely on manual processes like email - DealHub Support is very responsive! Cons \- DealHub seems to struggle with collaboration. We have an open issue of proposals disappearing if more than one person updates them. - Would love to be able to access old versions of a proposal - sometimes I forget what changes I made and would like to reference back. - Would love an ability to attach documents to the draft proposal Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Wanted to have a real-time solution everyone could access at once Review Source SP Sarah P. Senior Revenue Operations Manager Hospital & Health Care Used the software for: 1-2 years ### "DealHub Recommendation" November 27, 2024 5.0 Positive. Quick customer service. Helpful Dev team. Overall we are pleased. Pros I like the flexibility of playbooks and the ability to set rules. Cons We operate with multiple brands under one holding company. I would like more flexibility to diversify and specify by brand within DealHub. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/)[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[Greenbox](https://www.capterra.com/p/178729/Greenbox/) Reason for choosing DealHub eSignature incorporation and CRM alignment/syncing with multiple brands simultaneously Review Source VR Verified Reviewer Administration Accounting Used the software for: Less than 6 months ### "Streamlined Sales Process with Powerful Tools" January 2, 2025 4.0 Overall, DealHub has significantly improved our sales pipeline efficiency and proposal generation process. The collaborative tools have enhanced team productivity, and the analytics provide valuable insights into our sales performance. While there are minor areas for improvement, the platform has been an excellent addition to our tech stack. Pros DealHub’s intuitive interface makes it easy to navigate and manage sales processes efficiently. The ability to customize workflows and generate accurate quotes quickly is a standout feature. The integration with CRM platforms and the centralized data management system streamline operations, saving time and effort. Cons While the platform is feature-rich, some advanced functions can be challenging to set up initially. The learning curve for new users might require additional training. Additionally, occasional lags in system performance when dealing with larger datasets could be improved. Review Source MM Michael M. CFO Alternative Dispute Resolution Used the software for: I used a free trial ### "Good thing to look at" January 1, 2025 4.0 Overall I found it to be very helpful and very Muslim I would recommend it to friends Pros The variety and the direction that you have to choose from Cons Just a little too slow when it comes to the loading the deals that you want to see and shows you the other ones that you don't Review Source MM Miranda M. Corporate Systems Admin Telecommunications Used the software for: Less than 6 months ### "DealHub is THE tool to use" August 7, 2024 5.0 My company is in the process of incorporating DealHub as one of our everyday tools and the whole process has been amazing thus far. Everyone is so helpful and so eager to help you learn. Pros Easy to learn with their new Essential Admin Certification course, easy to connect with support on any first-time builder issues that come up. Support is quick to respond and adamite about resolving your issue Cons Absolutely nothing, internal teams and support teams have been amazing. Switched from [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Not certain of the full reason behind the switch. Review Source fA frenzel A. Systems Accountant Information Technology and Services Used the software for: 1-2 years ### "Reviewing \[sensitive content hidden\]" March 7, 2024 5.0 The employees are well trained and able to understand the system that makes our life easier when it comes to configuration and support Pros Dealhub is a straightforward application for quoting and opportunity. The application and linking to our CRM is not quite complicated though there are areas that still need to discuss with Support Group but overall we are able to successfully linked our system to Dealhub Cons My only issue is that because of the time zone difference , we can only contact the Head Office after business hours here in Australia but the good thing is that Dealhub has a good customer service that can help us except of course if we need some configuration Reason for choosing DealHub We are impressed by Dealhub presentation (e.g. quoting template for approval, etc) and the value of money. Switched from [ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/) Its a company decision and based on my experience, when we raise a ticket, it takes a week before they response to it unlike Dealhub, they responded after a few minutes. Review Source CV Christina V. Senior Sales Operations Manager Marketing and Advertising Used the software for: 1-2 years ### "DealHub Administrator" December 11, 2023 4.0 Pros I like the ease of use of the tool, and the ability to customize it to our specific needs. Also, the people who work there are great. Everyone we have interacted with from implementation to support has been truly dedicated to our success with using DealHub, and it shows. Cons Areas for improvement are in reporting and audit trail. Right now there aren't very robust dashboards available, and no sort of activity or audit trail tracking available for administrators. These features would be very helpful to have. Alternatives considered [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) Reason for choosing DealHub We chose DealHub because of the ability to customize it to meet the needs of our business. Pricing was also a factor. Review Source KJ KUMAR J. Education Education Management Used the software for: Less than 6 months ### "Trustworthy" December 12, 2024 4.0 Accuracy with overall satisfaction which was highly appreciated Pros Improving seller efficiency and reducing the cost of the sales Cons Predictable revenue which is very essential Review Source ZB Zakaria B. Account representative Information Technology and Services Used the software for: Less than 6 months ### "DealHub review" December 30, 2024 5.0 A great tool for enhancing sales workflows and efficiency. Pros DealHub streamlines the sales process and improves collaboration. Cons Some customization options could be more intuitive. Review Source MS Michael S. Relief Logistics and Supply Chain Used the software for: I used a free trial ### "My experience with DealHub" December 25, 2024 4.0 I found it quite easy to navigate and handle certain situations. You may need customer service to assist in some areas. Other than that, I have no issues. Pros User-friendly, easy to navigate and configure. Very simplistic approvals, proa tive customer service. They'll assist and guide you as well as they can. Cons Slightly confusing documentation and the information isnt quite detailed. Review Source RS Robin S. Senior Manager Logistics and Supply Chain Used the software for: Less than 6 months ### "General Impressio" October 2, 2024 5.0 Very positive. Pros The service and the functionality. Cons More options are required regarding uploading changes via Excel. This is currently limited to Products only. Review Source CM Chris M. Solution Analyst Oil & Energy Used the software for: 6-12 months ### "So easy to use" July 1, 2024 5.0 My experience with Dealhub has been a really positive one and i am looking forward to using more of the features it has to offer. Pros The Energy sector is a quite complex and a ever changing one. I like how easy it is to change the Playbook and keep up with those changes. I also like how easy it to transfer something from UAT to Production. The ability to implement complex questions with minimal effort is a big plus for us. The CSM and the whole team are great and really easy to work with. They made it really easy for me to understand the product and gave me all the tools to be self sufficient and independent. Cons The lack of reporting is a minus. Also, the platform does not support all languages across all features. Review Source TC Tom C. Revenue Operations Manager Computer Software Used the software for: Less than 6 months ### "Game changer for our sales team" June 24, 2024 5.0 I have nothing but good things to say about DealHub and would recommend it to any organization who is considering purchasing a CPQ. Pros The ease of use of the product. DealHub's guided selling makes it so that any rep can come into our organization on day 1 and be able to spin up an accurate quote in seconds. Cons 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. Alternatives considered [Subskribe](https://www.capterra.com/p/265354/Subskribe/)[Salesforce CPQ & Billing](https://www.capterra.com/p/120111/SteelBrick-CPQ/) Reason for choosing DealHub DealRoom, ease of implementation Review Source TT Tal T. SF Admin Computer Hardware Used the software for: 1-2 years ### "Dealhub is great app for cpq" October 9, 2022 5.0 I am satisfied with the app. very useful to our sales reps. we can pull data from our saleforce-like assets for renewal and any info about our sold products that is useful for users and they don't need to leave delahub to search for serial numbers anymore. great service experience. I have CSM who assists me . one of the advantages of this product is that you are not alone even after the onboarding we are customers for many years Pros cpq configurator, easy quote templates, innovate all the time, amazing service support, easy to use and configure - made my brain sharper and smarter:) Cons I am very satisfied with the app. feature that is very missing to us is the ability to add a gross margin percent field to the approver dashboard. all the quotes are for approval. we are a hardware and software company but I believe one day they will develop also this feature. they often listen to clients' needs Reason for choosing DealHub I started to work at Infinidat a year ago with the exciting deal hub. but I know that if I had SF CPQ I would be alone and stuck with SF support.... Review Source KZ Kristiana Z. Sales Operations Manager Internet Used the software for: 1-2 years ### "Amazing CPQ Tool" December 8, 2023 5.0 Pros We can set up really amazing automations to generate customized Agreements based on many different factors. Also our product pricing is not fixed and Dealhub has been amazing to use to set up these advanced long formulas and generate accurate pricing. Cons Would love to have a bit more freedom in how to customize our Agreements visually. Review Source AG Andy G. Solutions Manager Industrial Automation Used the software for: 1-2 years ### "Great product" February 17, 2023 5.0 We replaced an old bespoke system and have built the logic into DealHub meaning we have less user errors when quoting our customers. Pros The low code nature of the solution made it easy to get started with and it has developed into a very comprehensive tool used by our entire sales organisation. Cons Our pricing model is complex so the generic setup of managing prices in DealHub don't satisfy everything we need to deal with. We have worked around it though. Review Source TA Tal A. Sales Director Computer Software Used the software for: 1-2 years ### "Great platform" February 22, 2024 5.0 Very good, great support and customer success teams. Pros Dealhub can handle complexities that are difficult to integrate between Salesforce and DH. Once set up, it works very well. Cons The admin interface could be easier to use. Review Source TL Thuan L. System specialist Computer Software Used the software for: 1-2 years ### "Significant solution for SMB to MM customers" March 20, 2023 4.0 Great Pros Cost effectiveNo code solutionDedicated customer experienceGreat layout Cons Not completely customizable and scalable Review Source VR Verified Reviewer B2B Marketing Expert Marketing and Advertising Used the software for: 6-12 months ### "A Dream Sales Engagement Tool" November 14, 2018 5.0 I did not know what I was missing until I started using it. Easily, quickly, and efficiently sending proposals with tracking have revolutionized our sales and marketing – helping us close more deals and spend more time serving our clients. Pros 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. Cons No complaints so far. We are happy with Dealhub! 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