ContractZen vs. DealHub.io

This is a big step up from our use of an Excel spreadsheet to manage hundreds of clients. There is more functionality in the product than we are currently using. It would be useful to learn from others how they are using the tool as we might discover some improved efficiency that we haven't considered.

Incentivized

DealHub is great for making quick quotes on the fly and allows for the ability to draft proposals before going through a deeper internal review process. I love how DealHub auto-updates Salesforce as well, so I don't have to go back and update areas on the opportunity record twice. DealHub also reduces error significantly since it intelligently knows our products and the differentiators that have been set up by our admins.

Incentivized

• Download of all entries
• Reminders
• Searchability indexes

Incentivized

• DealHub efficiently tabulates all the pricing into one clean document.
• DealHub allows us to submit for approvals quickly and efficiently, without having to send an email.
• I know very easily what my Term and Discount thresholds are, so I can move quickly.
• DealHub syncs automatically with our Salesforce instance, reducing any duplicative areas that need to be updated.

Incentivized

• No contract lifecycle management.
• Governance may not be adequate for large organizations.
• Sign-in with SSO or without SSO can be improved; it's a bit confusing for new users.

Incentivized

• Nothing too specific here since this is the first CPQ tool I've used; maybe the training around how the actual DealRoom presents to a customer would have been helpful, but I operate more in an old-school way and like to send my contracts directly to the people I'm working with via email or DocuSign... the whole DealRoom thing scares me a little.

Incentivized

The inexpensive ContractZen saves time and money and is a joy to use

Good product.

Incentivized

Once it's configured it's relativley maintenance free. Our sales opps team effectively manages the tools It's easy to add new products to the CP-Q. It's flexible for product and service sales. It's security is robust. The approval workflow is easy to understand and use. The integration with CRM is essential for the business

Incentivized

Have not needed much but available when I do have questions

Incentivized

I personally haven't had to reach out directly to the DealHub team, but they did a great job enabling our director of RevOps, who is basically our one-stop shop for all DealHub related questions. We've never had a question (in my experience) that needed to be raised to the actual DH support team.

Incentivized

The capture of the new contracts is more important than the old contracts, somewhat counterintuitively. Once you start saving time using the electronic signing and retrieval, adding old material is easier. Old material additions fit our annual schedule as we've done them during periods of less administrative work.

The barrier of entry with ContractZen was so low. Competition offered a paid proof-of-concept, multiple sales call, and pre-sales analysis for which we had no time and had low interest. ContractZen gave us a demo in 30 minutes, gave me an account and walked me through the product. The cost was significantly lower. Yes, features were fewer in ContractZen but the features were the right ones we needed. Security of the system was adequate and it was cloud-based, which meant we didn't have to maintain servers on premise. Onboarding was easy and describing the system to others to get buy-in was exceptionally easy.

Incentivized

We selected DealHub due to it's guided selling motion and subscription object that helps with expansion, upsell, cross sell and renewal opportunities after the initial sale. The guided selling allows users to think less about the quote process and simply answer questions to get them to an output. The subscription object allows us to make contract amendments mid-term easily while tracking accurately in Salesforce without any problems. The low/no-code aspect of the platform is nice, but I would say that it is more complex than that claim may imply.

Incentivized

• I have saved 50% of my time when managing and sharing bids and agreements.
• I'll never miss a contract end date - ContractZen has already saved 15% of my total annual contract value.

• DealHub has saved me at least 30 mins on each proposal/quote that I've created. Gone are the days of having to update a Google Sheet, double-check the math, and all the misc. terms or incentives that come along with driving a deal forward.
• DealHub reduces my time in Salesforce each quote that's created by about 5 minutes.
• DealHub makes the internal approval process much faster as well; Sales Director receives approval via email, if CRO approval is needed, the approval-needed notification is sent right to the CRO, following Director level approval. Clicks not emails.

Incentivized