Top 11 DealHub Alternatives: Configure, Price and Quote Like a Pro

With its user-friendly interface and extensive set of features, Proposify simplifies the proposal creation process, allowing users to design professional-looking documents that impress prospects and win deals.

Key Features

Drag-and-Drop Editor: Proposify's drag-and-drop editor makes it easy to create visually appealing proposals, even without design experience. Users can customize proposals to match their brand identity, or choose from a library full of customizable, pre-designed templates.

Content Library: In a centralized content library, Proposify users can save frequently used, pre-approved content, such as product or service descriptions, case studies, and testimonials. This streamlines the proposal creation process, ensuring consistency across all sales documents. That consistency also means standardized pricing and helps avoid rogue discounting by reps.

A fee library links to interactive fee tables, which automatically calculate pricing choices made by prospects. This is especially helpful in complex system and product sales.

Automation: Proposify integrates seamlessly with well-known CRM platforms, including HubSpot, Salesforce, and Pipedrive, allowing users to sync proposal data with their existing workflows. This integration ensures that all prospect interactions are tracked and recorded, and automates proposal creation, enhancing efficiency and speeding up the sales process.

Analytics: Proposify allows users to track metrics such as open rates and conversion rates, providing detailed analytics and insights into proposal performance. It also tracks how many proposals each sales representative sends, and how long prospects spend viewing proposals. This data enables teams to refine their proposal strategies and improve their close rates over time.

Electronic Signatures: Like DealHub, Proposify offers e-signature capabilities, enabling users to send proposals for signature and track their status in real-time. This eliminates the need for printing, scanning, and mailing documents, saving time and resources and increasing the likelihood of closing deals.

Limitations

Editing Flexibility: Some users find it takes a little time to get used to editing tables and complex layouts, due to Proposify’s powerful design options. 

PandaDoc

PandaDoc is a digital document management platform designed to streamline the process of creating, approving, and signing documents online.

Key Features

Electronic Signatures: Similar to DealHub and Proposify, PandaDoc supports electronic signatures, allowing users to send documents for signature and track their status in real-time. This feature expedites the signing process and eliminates the need for printing and scanning.

Workflow Management: The platform supports custom workflow configurations to define approval processes and automate the progression of documents from drafting to signing.

Real-Time Tracking: Provides detailed insights into document status, including when documents are opened, viewed, and signed, allowing teams to follow up promptly.

Limitations 

Limited Template Customization: Users find the customization options for templates restrictive.

Editing Challenges: Difficulties when editing documents, especially with unrecognized fields and limited layout flexibility.

Mobile Experience:  The mobile version lacks the intuitive design of the desktop. 

GetAccept

GetAccept is a digital sales room platform designed to streamline and enhance the sales process through automated sales workflows, digital document signing, and video communication features.

While it's an alternative to DealHub, several GetAccept alternatives are also available.

Key Features

Video Communication: The platform integrates video messaging within the sales process, allowing sales reps to send personalized video greetings or explanations alongside proposals.

Automated Workflows: It automates reminders and follow-ups, reducing the administrative burden on sales teams and helping maintain momentum throughout the sales cycle.

Electronic Signatures: The software offers legally binding  electronic signature functionality to expedite the approval and signing process of sales documents, contracts, and agreements.

Limitations 

Template Flexibility:  GetAccept's templates offer limited customization, making it challenging to create unique documents effectively.

Editing Challenges: Some users find the editing process for templates and contracts to be difficult.

Feature Gaps: Users note missing features, like bulk updates and recipient editing limitations, which hinder efficiency.

Qwilr

Qwilr is a document automation platform designed to help businesses create modern, visually appealing proposals, quotes, and presentations.

It combines elements of design and automation to streamline the document creation process. You'll also find numerous Qwilr alternatives on the market.

Key Features

Web-Based Documents: Qwilr allows users to turn traditional documents like proposals and quotes into dynamic, web-based versions, incorporating interactive elements.

Interactive Quotes: The platform enables the creation of interactive and dynamic quotes where clients can select options, quantities, or variants, which can adjust the total price automatically.

Integration: Integrates with other tools such as CRM systems, payment gateways, and accounting software to facilitate a seamless workflow.

Limitations 

Limited Customization: Users find Qwilr lacking in advanced editing features.

PDF Export Issues: Exported PDFs often have formatting problems.

Integration Challenges: Some users report difficulties integrating Qwilr with other tools.

HubSpot Sales Hub

HubSpot Sales Hub is a comprehensive sales platform that focuses on streamlining sales processes and enhancing team performance through various features and automation.

It's part of the broader HubSpot CRM platform, which integrates marketing, sales, customer service, and content management.

Key Features

Sales Automation:  Automates repetitive tasks like email follow-ups, task creation, and lead scoring, allowing sales teams to focus more on selling and less on manual processes.

Deals & Pipeline Management:  Provides tools to manage deals, track stages, and visualize the sales pipeline to ensure opportunities are not missed and forecasts are accurate.

Reporting & Dashboards: Offers a range of customizable reports and dashboards that help teams measure performance, track sales activity, and make data-driven decisions.

Limitations 

Customization Constraints: Offers limited customization options, requiring additional support for broader adaptations.

Integration Challenges: Certain users note missing features, like bulk updates and recipient editing limitations.

Salesforce CPQ

Salesforce CPQ is a sales tool that automates the quoting process, which reduces errors and ensures that complex product and pricing rules are adhered to.

As part of the Salesforce Sales Cloud, it helps sales teams quickly and accurately generate quotes for orders.

Key Features

Product Configuration:  Allows sales reps to configure products or services according to customer needs and business rules, ensuring compatibility and preventing configuration errors.

Pricing Guidance: Automates pricing and discounting rules, which helps sales teams apply discounts appropriately and configure special pricing to improve deal sizes and customer satisfaction.

Quote Generation: Enables the creation of professional, branded sales quotes that can be easily modified to meet customer requirements.

Limitations

Mobile Compatibility: Product Option Drawer attributes are not supported in the Salesforce mobile app, limiting on-the-go quoting capabilities.

Implementation Complexity: The setup and implementation process for Salesforce CPQ is lengthy and complex.

Data Migration Challenges: Migrating data and quote templates into Salesforce CPQ can be cumbersome. 

Oracle CPQ (formerly BigMachines)

Oracle CPQ is a cloud-based software application that helps organizations streamline the sales process from product selection and configuration to pricing and quoting.

Part of Oracle's broader suite of cloud applications, Oracle CPQ is designed to support intricate sales cycles, and is helpful to companies dealing with complex product offerings.

Key Features

Product Configuration:  Oracle CPQ allows users to configure products or services with multiple options and variations, ensuring that configurations are valid based on predefined rules and conditions.

Price Management:  The software handles complex pricing structures and discounting rules, automating calculations to ensure accuracy and compliance with pricing policies.

Quote Creation and Management: Oracle CPQ enables sales teams to generate detailed and accurate quotes, including product descriptions, configured prices, and associated documents.

Limitations 

Bug Issues: Some users face bug issues, resulting in lost data and performance challenges during usage.

Customization Complexity: Oracle CPQ offers robust customization, but it often requires specialized expertise or third-party consultants to implement effectively.

SAP CPQ

SAP CPQ is a software solution that enables businesses to automate and streamline the sales process of customizing product offerings, setting prices, and generating quotes.

It is designed to help sales teams manage the complexities involved in selling configurable products, ensuring that they can provide accurate pricing and customized solutions.

Key Features

Product Configuration: SAP CPQ allows users to configure products with various options and specifications. The system ensures that all configurations are valid based on defined business rules.

Pricing Flexibility: The software manages complex pricing structures and can handle various pricing scenarios including volume discounts, promotional offers, and regional pricing differences.

Quote Generation and Management: Enables the creation of detailed, professional quotes that can be easily adjusted as negotiations progress. Quotes can include comprehensive product descriptions, pricing breakdowns, and associated terms and conditions.

Limitations 

User Interface:  The user interface is unintuitive and challenging.

Performance Issues: Some users experience performance issues, particularly with larger quotes, leading to slower processing times.

Integration Limitations: There are challenges integrating SAP CPQ with non-SAP platforms.

Conga CPQ

Conga CPQ is a cloud-based solution designed to streamline the configure, price, quote (CPQ) process for B2B sales teams. It enables businesses to automate complex product configurations, pricing, and quote generation, ensuring accuracy and efficiency throughout the sales cycle.

Key Features

Advanced Product Configuration: Conga CPQ offers a guided configuration engine that assists sales representatives in selecting the right product combinations tailored to customer needs. This feature reduces errors and accelerates the quoting process by ensuring that only compatible products are chosen.

Dynamic Pricing & Discounting: The platform supports various pricing models, including tiered pricing and volume discounts. It allows businesses to set pricing rules and discount structures, ensuring consistency and profitability across quotes.

Seamless Document Generation: Conga CPQ integrates with Conga Composer to generate professional, branded quotes and proposals. This automation reduces manual effort, speeds up the sales process, and enhances the customer experience.

Limitations 

Customization Complexity: Users report that customizing Conga CPQ can be difficult because it requires developer expertise. 

Performance Issues: Some users experience lags when handling large or complex quotes, which can impact efficiency.

Limited User Guidance: The platform lacks comprehensive user guidance, making it difficult to use without external support.

QuoteWerks

QuoteWerks is a versatile CPQ (Configure, Price, Quote) software tailored for businesses seeking a streamlined quoting process. It integrates seamlessly with various CRM and accounting systems, facilitating efficient sales workflows.

Key Features

Customizable Templates: QuoteWerks offers a built-in layout designer and several Microsoft Word templates, allowing users to create branded quotes and proposals. This flexibility ensures that documents align with company branding and meet client expectations.

Real-Time Pricing Integration: The software provides real-time pricing and availability from over 15 distributors, including Ingram Micro and D&H. This feature enables sales teams to access up-to-date product information, enhancing quote accuracy and competitiveness.

Approval Workflows: QuoteWerks supports peer reviews and approval processes, ensuring that quotes undergo necessary checks before reaching clients. This functionality helps maintain consistency and reduces errors in the quoting process.

Limitations 

Limited Customization: Users report that it’s difficult to tailor documents to specific needs due to customization restrictions.

Formatting Constraints: Reviewers report issues with resizing images and editing shared documents.

Integration Challenges: Integrating with third-party services may be tricky, affecting workflow efficiency. 

Cacheflow

Cacheflow is a no-code CPQ and subscription revenue platform designed for SaaS businesses. It streamlines the quote-to-cash process by automating quoting, billing, and renewals, allowing sales teams to close deals faster and with fewer administrative tasks.

Key Features

No-Code CPQ for SaaS: Cacheflow enables sales teams to configure complex SaaS quotes quickly using a visual, no-code builder. This flexibility supports various pricing models, including usage-based, tiered, and subscription-based pricing, ensuring accurate and tailored quotes for each customer.

Interactive Buyer Room: The platform provides a branded, interactive link where customers can review quotes, negotiate terms, e-sign agreements, and complete payments, all in one place. This seamless experience reduces friction and accelerates deal closure.

Subscription Management & Renewals: Cacheflow automates subscription changes, proration, and renewals. Sales teams can easily manage upsells, cross-sells, and renewals with automated billing and reporting. This ensures consistent revenue streams and improved customer retention.

Limitations 

Limited Customization: Users report that it's not possible to have multiple entities for one customer under a single contract.

Performance Issues: Some users experience slower processing times with larger or complex quotes.

Integration Challenges: Connecting Cacheflow with tools like NetSuite requires extra setup through webhooks.

Proposify vs. DealHub

DealHub offers many features, but several DealHub competitors bring more of them. This is especially true of Proposify. Many of our capabilities surpass DealHub's, and offer users more options and better functionality.

Setup: While DealHub is generally easy to use on the front end, some customers find the back end confusing and difficult to use. Proposify is a simpler solution. It has a user-friendly back end, and is easy to set up and manage. This makes troubleshooting easier, which means your team spends less time setting up software and more time closing deals.

API: DealHub lacks an API, whereas Proposify launched a public API in April 2024. This makes it easier for developers to more deeply integrate Proposify with other business systems.

Reporting: As DealHub puts the majority of its focus on CPQ, its reporting features are lacking. In addition to offering many of the same features as CPQ software, Proposify offers detailed reporting to help your team track movement through the sales process and measure success.

Overall, Proposify makes things easier for your sales team, while offering broader integration capabilities.

Become a CPQ Pro with Proposify

Whether you're looking for easy back-end setup, an API, or advanced reporting, or you simply want an affordable, easy-to-use option, Proposify provides a wide range of features to automate your sales processes and drive growth with less effort.

Learn more about how Proposify gives you end-to-end visibility into and control of your quoting process to help you close deals more quickly and efficiently.

Learn More