--- title: "DealHub Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is DealHub the right Proposal Management solution for you? Explore 96 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/172031/Dealhub/reviews/" page_type: "reviews" language: "en" --- DealHub 4.7 (96) [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 August 26th, 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 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 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 JG Jaida G Sr Sales Operations SpecialistComputer & Network Security, 201 - 500 employeesUsed the software for: 1-2 years. “I dislike how subscriptions does not allow visibility into our MSRP.“ August 30, 2024 ## Showing most helpful reviews Showing 1-25 of 96 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Aman Preet S. Developer Retail Used the software for: 6-12 months ### "Pros and cons of DealHub" July 14, 2022 4.0 Overall experience is 8/10 as the main thing which we ask for it is delivering the same with quality so someone who has to maintain the client proposal can go with DealHub. Pros The most our team personally liked about DealHub Is there quality of proposal management as well as the quality proposal templates that they provide which not only saves lot of the time but also provide quality proposal document. Cons The workflow management of the software is something which we as a team is looking forward in terms of more improvement as when the data seems to be more it start lagging a bit which sometimes feels a bit irritating at our end. Switched from [Responsive, formerly RFPIO](https://www.capterra.com/p/148054/Responsive/)[GetAccept](https://www.capterra.com/p/148367/GetAccept/)[Conga Composer](https://www.capterra.com/p/228164/Conga-Document-Generation/) The content management and templates were not upto the mark along with that the pricing seems to be quite high compatively to Dealhub. 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 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 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 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 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 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 LC Lise C. CRM Specialist - Sales Enablement Maritime Used the software for: 1-2 years ### "Dealhub CPQ for SaaS Maritime" April 8, 2025 4.0 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 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 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 GS Gopal S. Senior Salesforce Developer Online Media Used the software for: 1-2 years ### "Senior Salesforce Developer" August 30, 2024 4.0 My experience with DealHub has been quite positive. The platform provides a lot of useful tools that make it easy to set up products, manage pricing, and create accurate quotes. The seamless integration with Salesforce keeps quotes synced up with the CRM. That said, there are a few things that could be smoother. Setting up more advanced features and customizing workflows can be a bit tricky and sometimes requires extra time and effort to figure out. Despite these minor issues, DealHub has been a valuable tool for streamlining and customizing our sales process and making things run more smoothly overall. Pros What I liked most about DealHub CPQ is its seamless integration with Salesforce. This integration ensures that all quotes, pricing, and customer information are automatically synced between the two platforms, making the sales process more efficient and reducing the risk of errors. 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. Cons What I liked least about DealHub CPQ is the occasional complexity in setting up and customizing advanced features. While the platform is generally user-friendly, some of the more advanced customization options can be difficult to configure without additional support or technical expertise. This can slow down the implementation process and require more time to fully optimize the platform for specific business needs. Review Source VR Verified Reviewer Sr Manager, Global Revenue Operations Telecommunications Used the software for: 2+ years ### "Scalable and flexible CPQ System (with an excellent Support team!)" August 16, 2023 5.0 Pros Our ability to build playbooks that lead the sales reps through the standard creation of sales orders is a huge win. The tool has also been extremely scalable as our products and team have changed. Best features have been approval workflows, integrated redlining, and Dealroom functionality. Lastly, I managed half a dozen tools and Dealhub has one of the best support teams (CSM/general support) I've worked sith. Highly reccomend! Cons Nuanced tracking of the changes you make on the different versions can be difficult. Also, there is very limited reporting functionality. Review Source EB Eli B. Director of Sales Operations Information Technology and Services Used the software for: 2+ years ### "Fantastic piece of software with awesome support" March 7, 2024 5.0 Pros Their team. Naama has been fantastic in helping us setup and maintain our quoting tool. We have one of the most complex quoting use cases in the world. Salesforce CPQ alongside consultants failed. DealHub saved the day. They are fantastic. The software is INCREDIBLY customizable. They are super in-tune with their customers and implement feedback quickly. Highly recommend. Cons Not much! It really is fantastic software. Usually when I have something I don't like, they're already aware of it and have a fix for it within the month. Review Source VR Verified Reviewer Director of Strategic Programs Computer Software Used the software for: 6-12 months ### "Quick implementation with great results" July 21, 2023 5.0 Went from MS Office docs to CPQ integration with CRM and ERP. Pros Works great right off the shelf. Very easy to implement complex structures and relationships. Super quick to implement. Cons Would be great if bi-directional quoting was available (i.e. create quote from CRM). This might be covered in the new billing and subscription management products that were recently added to DealHub. Alternatives considered [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) Reason for choosing DealHub Cost, ease of implementation, overall value 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 CJR Carlos Javier R. Senior Business Systems Salesforce Engineer Information Technology and Services Used the software for: 1-2 years ### "Fantastic experience so far " October 30, 2023 5.0 Pros 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 UI is very intuitive and it is easy to onboarding colleagues with not technical background. Features like Deal Room, collaboration tools, the slack integration and document generation are fantastic. The DealHub team updates the product several time a year to add new features and to address shortcomings. Cons It can get complex when trying to address very specific or complex scenarios. There are some limitations when it comes to price book management for different products in different currencies and it is not possible to have a different price book per currency. The audit trail could be improve as it is difficult to track what has been changed. Review Source CJ Cody J. Sales Manager Construction Used the software for: 1-2 years ### "Arctic - Dealhub " July 11, 2024 5.0 It has been very good and once setup it has been problem free Pros Ease of use and setup. Has made quoting for our team much easier. Cons I believe the PDF or the Dealroom could be a little simpler to setup. Reason for choosing DealHub NA Switched from [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Playbook functionality and customizability Review Source LW Lucy W. Sales Operation Specialist Computer Software Used the software for: 6-12 months ### "Easy to configure & use. Great customer service!" July 27, 2023 5.0 Pros Straight forward configuration, guided playbook and easy-to-use DealRooms. When having issues / difficulties, they are very quick to respond and thorough in their answers. Cons Some features that we would like are still being built (being able to change expire date after publishing for example). Review Source HB Heather B. Sales Operations Manager Industrial Automation Used the software for: 6-12 months ### "Going Above and Beyond!" June 28, 2024 5.0 Overall we have had a wonderful experience! Everyone is very attentive and goes above and beyond to assist. Pros When we have an issue their response time is amazing! They always go above and beyond to assist. Cons The only issue we may have is that we cannot generate reports from DealHub but it is a minor issue. Review Source LV Lan-Anh V. Partner Manager E-Learning Used the software for: 1-2 years ### "Great support." August 5, 2024 4.0 It is a great tool to support to my day-to-day work. Pros It is user-friendly, convenient and fast. Cons Not really compatible with my browser and laptop. 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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