# 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

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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/)

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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

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](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

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

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

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

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

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

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

CA

Chris A.  
Sales Operations Executive  
Information Technology and Services  
Used the software for: 1-2 years

### "DealHub has it all "

April 25, 2024

5.0

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.

Pros

Easy flexible tool that allows us to build our business into a CPQ tool with minimal difficulty. There hasn't been a situation where i wasn't able to build what was required into the tool. New improvements coming every month making things better and faster.

Cons

Account Management does require a bit more investment in preparation and configuring the back end if you use external tools for finance

Reason for choosing DealHub

Could deliver everything required, put their money where their mouth was and was confident that that could deliver

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!

Review Source

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