DealHub.io vs. Ironclad

DealHub is well suited to put controls on the contracting process. You are able to create price books in DealHub and run all calculations through their system to then push back to Salesforce opportunity/opportunity line items. The system can handle everything from the first meeting pipeline (We require all pipeline $$ to originate from a DealHub Proposal sync) to signature within Dealroom -- Their electronic signing tool. Where DealHub may not be appropriate is if you have a very complex selling motion or have very different selling operations within multiple regions. We have two core regions and each one is essentially set up as its own entity, requiring double work to update.

Incentivized

I think it worked realllly well at my previous company where we used it for a very simple form that just required one simple signature from both sides- this was a form used to record custom pricing/discounts for a product that typically was not discounted. In my current role, there are many more required fields on the form/contract, and can be multiple levels of approvals on one side, and then possibly multiple levels of approvals/signatures on the other side. I've never used another solution in the exact same way (like DocuSign) to be able to compare experiences, but on Ironclad, understanding where I am in the completion process can be confusing. Within the app, I wish it was more of just a checklist or schedule of what needs to happen, but it's not written out that clearly. Lastly, there is something wrong with our notifications (I'm not sure if this is specific to my company's settings)- I frequently get 'contract completed' or 'contract signed' email notifications even if that hasn't occurred. They seem to correlate with updating the form or refreshing the sync from SFDC.

• 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

• Keep track of legal documents versions
• Approve legal workflows
• Forward email threads to the legal workflow

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

• Contract link feature in the case of amendment/addendum.
• Auto document retention feature (expiration and deletion).

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

Ironclad is the best tool I have used to date, to manage workflow and tickets. It was very easy to use and navigate from the very first time I used it. My time is very valuable and I don't have time to sit in training sessions, simply to use a new product. I'm happy to say that I was never formally trained on Ironclad as it simply wasn't necessary.

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

I haven't used the support services for IronClad, but I understand from our legal team, the support is very good, they have replied and provide solutions quickly and effectively. I have used the documentation and support pages which are very complete and which have been updated given the user interface updates.

Incentivized

We had the basic quoting functionality within Salesforce but were quickly outgrowing that as our deals grew in size, structure and complexity. The primary competitor we evaluated against Valooto was SteelBrick and we chose Valooto due to the promised faster implementation, lower cost and it being a more streamlined solution.

Incentivized

Miles ahead of LinkSquares

Incentivized

• 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

• At Gusto, where we operated on no contracts for many years, Ironclad allowed us to create a very simple process for getting approval for, and keeping records of, customized pricing on our new, high-end plan.
• Wasn't part of the buying committee, but in my current role it's been heavily utilized externally for customer contracts, but also internally for employee agreements.
• I don't have any actual numbers, and don't have a way to compare it to any prior e-signature setup.