# 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 March 24th, 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 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 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 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 EP Eric P. Innovation Leader, United States and Canada Information Technology and Services Used the software for: 6-12 months ### "Loving this platform" September 3, 2024 5.0 It's been very positive and professional. Their customer support teams have been very responsive and collaborative. Working with me directly to ensure we get to resolution. Pros It is very configurable and robust enough to handle our professional services use case. We have multiple pricing strategies for different services and DealHub was able to handle it all. Additionally, it's easy to manage and update, and to push out updates in real time to in-flight opportunities. Cons Nothing so far, it's been fantastic for our business. Alternatives considered [servicePath CPQ+](https://www.capterra.com/p/167655/servicePath-CPQ/) Reason for choosing DealHub Price was an important factor, as well as configurability of the system to handle our unique use case as a professional services organization. Review Source CY Chris Y. Head of Business Operations Information Technology and Services Used the software for: 1-2 years ### "DealHub is flexible but requires a lot of configuration" June 19, 2024 5.0 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. We have made good progress using the solution and look forward to future product updates. Pros I liked DealHub's flexibility. All businesses have a different pricing and quoting setup in their CRM, and DealHub can be set up for many different use cases. Cons Sometimes, the page load speeds can be a bit sluggish. It would be great if our DealDesk could make small amendments to submitted quotes rather than ask the rep to duplicate the quote, amend and then re-submit. Alternatives considered [Salesforce CPQ & Billing](https://www.capterra.com/p/120111/SteelBrick-CPQ/) Reason for choosing DealHub We chose DealHub because they had the resources to support our implementation. With Salesforce CPQ you are at the mercy of a partner or consultant which would be more costly. 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 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 CM Carl M. Business Owner Photography Used the software for: I used a free trial ### "Reliable Platform" January 1, 2025 5.0 So far everything has been positive, but I do want to understand more about their other services. I would definitely recommend Deal Hub to my other business associates. Pros Being able to easily use the invoice feature is a big plus. Along with the automation of deal hub, it is easy to create invoices for my clients. Cons Not being able to fully understand everything offered. Deal Hub has a lot of services and I'm not sure how to operate all of them. Review Source AF Anthony F. Owner Consumer Electronics Used the software for: Less than 6 months ### "Dealhub or no hub?" December 28, 2024 4.0 Overall it's helped me keep track of various stuff for my company which is a huge help. And it gets the basics done for a very cheap prices Pros The pricing of it was very good, so value of it forsure Cons The quality of it wasn't the best, but you get what you pay for. Review Source SJ Sam J. Director, Global Product Management Machinery Used the software for: 6-12 months ### "Solutions Experts and Customer Support are World-Class!" July 17, 2024 5.0 Pros The customer support is fantastic. Responses to any submitted support tickets are very quick and they're able to find and communicate the issues and necessary update/fix. Additionally, the Solutions Expert that worked with our team to develop and implement the proposal playbook was excellent. This person was always available to support, provide guidance, and teach best practices. Cons The ability to run reports to understand quoting trends by sales person, industries, etc does not exist. These types of reports have to be run by the DealHub team, which is cumbersome and time consuming. 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 EK Emmanuel K. Salesforce Solution Architect Information Technology and Services Used the software for: 2+ years ### "Love the Product. Love their support team even more" May 16, 2024 5.0 Pros Love its easy of setup initially. It is also very easy to learn once you use it for a few weeks (as an admin). It provides a myriad of amazing features and is affordable compared to other CPQ systems. Cons There are still a few limitations when it comes to real time updates for multi-currency orgs (according to daily changes in exchange rates). Alternatives considered [Salesforce CPQ & Billing](https://www.capterra.com/p/120111/SteelBrick-CPQ/) 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 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 VR Verified Reviewer Account Executive SMB Computer Software Used the software for: 6-12 months ### "Account Executive using Dealhub" March 7, 2024 5.0 Overall i like it. It has good customisation so you can really build it as you like. Links are easy to send our. Tracking works well. Pros \- Integrations: they have a good integration with Salesforce. - Chrome extension: this is useful for receiving live updates on views/signings through the extension - Customisation Cons \- Bugs: there can sometimes be bugs, or moments when deal hub is down. this can sometimes be at bad times (end of month). To be fair, our AM is quite responsive which is good. 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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