DealHub CPQ vs. Proposify

DealHub CPQ and Proposify are powerful platforms for proposal generation and quote management, but they serve different purposes. Proposify specializes in streamlining proposal creation, while DealHub CPQ offers a broader set of features that support the entire quote-to-revenue cycle. This comparison breaks down their features and ideal use cases to help you determine which CPQ solution best fits your needs.

Introduction

Compare DealHub CPQ vs. Proposify

DealHub is a unified Quote-to-Revenue platform that unifies CPQ, subscription billing, contract lifecycle management (CLM), and digital sales rooms into a single system for modern B2B sales teams. Unlike proposal-focused tools, DealHub handles the entire revenue lifecycle—from AI-powered quote generation and interactive buyer collaboration via DealRoom to automated subscription billing with real-time usage metering, revenue recognition, and renewal management. The platform natively supports diverse monetization models, including subscriptions, usage-based pricing, tiered structures, and hybrid arrangements, with no-code configuration that empowers sales and revenue operations teams to adapt pricing rules and workflows without IT dependencies.

DealHub integrates natively with leading CRMs (Salesforce, HubSpot, Microsoft Dynamics, Freshworks), ERPs (NetSuite, QuickBooks), and business systems (DocuSign, Stripe, Gong), while its API-first architecture enables custom integrations with any third-party system. For organizations managing complex product configurations, sophisticated pricing models, or subscription revenue operations, DealHub delivers end-to-end revenue management beyond document creation.

Proposify is a proposal and document generation software designed to create professional proposals, quotes, and contracts for prospects. Its document-centric features focus on developing branded proposals, NDAs, SOWs, and quotes through customizable templates, content blocks, and interactive elements. Proposify provides a customer portal for client collaboration, file sharing, and engagement tracking, with integrations with popular CRMs like HubSpot and Salesforce, as well as payment platforms like Stripe for collecting fees. AI-driven approval processes make it easy to create branded documents and send them out quickly.

While Proposify excels at creating visually appealing proposal documents, DealHub provides comprehensive quote-to-revenue operations, including dynamic pricing configuration, subscription management, automated billing, and financial compliance, serving companies that need sophisticated revenue operations beyond basic quoting and document generation.

Product Overview

Overview of each CPQ Solution

Although Proposify and DealHub share some of the same features (quoting and proposal generation), their main purpose, core capabilities, and ideal client profile differ.

Defining DealHub CPQ

DealHub’s comprehensive platform is designed to help sales teams, RevOps professionals, and finance executives manage the complete revenue lifecycle from initial quote through billing, usage tracking, and revenue recognition. While it serves customers across dozens of verticals and industries, it creates an ideal selling experience for SaaS organizations managing subscription revenue, usage-based pricing, and hybrid monetization models.

DealHub’s unified platform seamlessly integrates with CRM systems (Salesforce, HubSpot, Microsoft Dynamics), providing reps with a real-time view of each customer across the entire revenue journey. AI-powered quoting enables sales teams to create complex enterprise deals quickly, including multi-year subscription ramps, usage tiers, co-terming, and hybrid pricing structures. The intuitive no-code interface empowers Sales Ops to configure sophisticated product offerings. Smart approval workflows with real-time Slack notifications prevent deals from stalling.

Product configurations can be as complex and personalized as sales teams require, supporting any pricing model: subscriptions, usage-based billing with real-time consumption metering (per-API call, compute time, storage, tokens), tiered and volume pricing, prepaid credits, committed spend tracking, and hybrid structures that combine multiple models within single customer contracts. 

DealHub’s collaborative DealRoom creates interactive digital sales rooms where reps embed personalized proposals, technical documentation, contracts, visual media, and forms while collaborating with decision-makers in real-time. This elevates proposals from static documents to dynamic buyer experiences.

Deal Talk enables real-time, deal-specific messaging directly within proposals, streamlining internal collaboration and eliminating disconnected email threads, while visual indicators highlight active conversations so teams stay aligned and act faster. DealStream delivers real-time visibility into prospect engagement—showing who’s viewing, sharing, or downloading proposals. This feature provides valuable insights that enable strategic follow-up at moments of peak buyer interest.

Beyond deal closure, DealHub’s integrated subscription billing automates recurring revenue operations including invoicing, payment collection, usage-based billing with real-time metering, automated renewals, mid-term amendments with proration, co-terming across multiple contracts, and subscription lifecycle management. Built-in ASC 606 and IFRS 15 revenue recognition engines automate financial compliance across complex scenarios. Real-time dashboards provide visibility into ARR, MRR, churn, expansion revenue, and upcoming renewals, ensuring finance teams maintain accurate revenue reporting without manual reconciliation between quoting, billing, and revenue recognition systems.

DealHub’s architecture operates on a single governed data model. What sales quotes is exactly what finance bills and recognizes. This data synchronization eliminates the fragmentation and reconciliation overhead that plague companies using separate CPQ, billing, and revenue management systems.

Defining Proposify

Propsify is a quoting and proposal software that specializes in creating professional, branded sales documents with dynamic pricing capabilities. The platform helps sales teams generate accurate quotes quickly through customizable templates, a centralized fee library, and flexible pricing models that support one-time fees, recurring charges, and various item categories.

Proposify’s quoting software enables reps to build quotes with precision using its fee library that stores up-to-date pricing with advanced search, filter, and sorting capabilities, reducing costly pricing errors. The platform supports sophisticated discount management at both quote and line-item levels, including volume-based discounts and prospect-specific pricing agreements. Approval workflows integrate seamlessly into existing sales processes, ensuring quotes are error-free while keeping deals moving forward, and version control maintains accuracy by tracking changes and ensuring only current quotes are in circulation.

The visual editor creates professional, branded quote documents that reflect company standards, while the platform’s quote-to-contract feature seamlessly converts accepted quotes into contracts for smooth transitions to final sales stages. Proposify integrates with popular CRMs like Salesforce, HubSpot, Pipedrive, and Zoho, enabling teams to create, send, track, and close deals directly from their CRM while syncing contacts and using custom variables to pre-populate quote fields. Additional integrations include payment platforms, project management tools, and email marketing software. The platform supports international business with interface translation into 15 languages and customizable date formats and currencies for global sales operations.

Product Features

Comparison of Key Features

When comparing the two products, DealHub and Proposify have a few things in common. However, DealHub is an all-in-one platform for sales teams to manage the entire quote-to-revenue cycle and post-purchase customer journey, while Proposify is primarily a proposal software.

DealHub is a unified quote-to-revenue platform with a comprehensive product configurator, quote creation and management tools, DealRoom for real-time collaboration and buyer engagement insights, automated billing and invoicing, subscription renewal and contract management, and e-signature software.

Proposify is a proposal management software designed to help businesses create, send, track, and close deals with professionally designed proposals. It offers a user-friendly drag-and-drop editor, customizable templates, and content libraries to streamline proposal creation. It has built-in e-signatures, approval workflows, and analytics. It integrates with popular CRM platforms and billing software.

Here’s a breakdown of each product’s features:

FeatureDealHubProposify
Primary FocusComplete Quote-to-Revenue platform (CPQ + billing + revenue recognition)Quoting and proposal document generation
Quote Creation Speed30 seconds for complex deals with AI-powered automationMinutes with templates and fee library
Pricing Model SupportNative support: subscriptions, usage-based, tiered, credits, hybrid, milestonesOne-time fees, recurring charges, basic item categories
Real-Time Usage MeteringBuilt-in consumption tracking (millions of events daily)Not available
Subscription BillingAutomated billing, proration, amendments, co-terming, renewalsNot available (document generation only)
Revenue RecognitionBuilt-in ASC 606/IFRS 15 automation with audit trailsNot available
Dynamic Pricing ConfigurationReal-time pricing adjustments with rules engineStatic pricing from fee library with discounts
Discount ManagementAutomated rules with approval workflows by deal size, margin, termsQuote-level and line-item discounts, volume-based
Approval WorkflowsMulti-level with real-time Slack notifications, auto-approve rulesIntegrated approval workflows with notifications
Digital Sales RoomsDealRoom with interactive collaboration, engagement analytics, content hubStandard proposal documents with client portal
Contract Management (CLM)Full lifecycle: creation, negotiation, execution, renewal trackingQuote-to-contract conversion, basic version control
E-SignatureNative built-in e-signatureIntegrated e-signature capabilities
Engagement TrackingDealStream: real-time viewing, sharing, downloading analyticsTracks proposal views and engagement
CRM IntegrationNative: Salesforce, HubSpot, Microsoft Dynamics; bidirectional syncIntegrates with Salesforce, HubSpot, Pipedrive, Zoho
Template CustomizationCustomizable with AI-assisted generationExtensive template library with visual editor
Collaboration FeaturesDeal Talk: in-proposal messaging, DealRoom for team/buyer collaborationClient collaboration tools, file sharing
Configuration ApproachNo-code with guided selling playbooksTemplate-based with fee library and content blocks
Multi-Currency SupportNative with automated conversion, multi-entity billingSupports multiple currencies and date formats (15 languages)
Payment IntegrationStripe integration for automated payment collectionPayment platform integrations available
Implementation TimelineWeeks with comprehensive onboardingDays to weeks for basic setup
23/11/2025 Update
Based on capterra.com

Customer Size

Ideal Customer Profiles

Understanding the size and type of customer that each brand serves makes a huge difference in picking the right sales tool for your organization.

DealHub caters to customers of all sizes, from small startups to enterprise-level organizations. It is especially useful for SaaS, IT services, telecommunications, and professional services companies due to its ability to handle diverse monetization models and go-to-market motions. Since it works with every subscription or usage-based model, DealHub’s flexible billing is ideal for tech companies that offer microservices, consumption-based billing, and/or tiered pricing plans.

Sales reps benefit from its product configurator because it streamlines the process of building accurate quotes and contracts. When a rep is qualifying a lead and learning about their needs, the intelligence provided by DealHub’s platform can help them assemble a quote in minutes.

Proposify, on the other hand, is more geared towards agencies, SMBs, and smaller sales teams. It helps those businesses create professional-looking proposals quickly and easily so they can close deals faster. Its library of content blocks and customizable templates make it easy to get started with creating a proposal—even if the user doesn’t have design experience.

As quoting software, the biggest difference between the two products is that DealHub is an all-in-one platform, while Proposify is focused on proposal creation. Companies that need a product configurator or primarily monetize through recurring revenue will find it easier to do so using an all-in-one software like DealHub. Project-based companies that work with multiple clients or customers will benefit from Proposify’s professional design tool and branded templates.

Customer Support

Support Features & Resources for Each Solution

As two industry leaders, DealHub and Proposify offer numerous customer support options for implementation and ongoing support.

Those using Proposify’s Team plan will have access to phone and chat support only, but this is usually adequate considering the size of companies the team plan supports. With its Business plan, Proposify offers premium support and onboarding services.

DealHub offers personalized onboarding and implementation services, as well as email, phone, and mobile support. It also has an extensive knowledge base, with downloadable guides for everything from RevOps optimization to product configuration.

Both companies offer extensive customer support options and provide companies with the tools needed to be successful in their sales efforts.

Pricing

Breakdown of Pricing Options

Pricing is a critical factor to consider when selecting a sales tool, and both DealHub and Proposify offer competitive plans.

DealHub’s pricing is entirely quote-based, so prospective customers need to talk to a sales rep before purchasing the product. Due to the unique nature of each company’s sales process and operations, the pricing and buying experience must be tailored to their specific needs.

Proposify has two main plans: Team, which is $49 per user per month, and Business, which starts at $590 per month for 10 users.

The Team plan gives users all of Proposify’s core features at a lower rate, while the Business plan adds additional support options, native Salesforce integration, permissions, automated approval workflows, and collaborative workspaces.

DealHub CPQProposify
Product PricingCPQ+: Contact sales
CPQ + CLM: Contact sales
Quote-to-Revenue: Contact sales
Basic: $19 per month for two users when billed annually
Team: $41 per user per month when billed annually
Business (10 user minimum): $65 per user per month, billed annually
Implementation FeesOne-time implementation feeOne-time implementation fee
Additional LicensesNo additional license feesNo additional license fees for Business plan members

It’s important to remember that in the case of any document management or proposal generation software, there may be additional costs related to IT infrastructure and storage. Both DealHub and Proposify offer scalable solutions based on the size of your business. And since they are both no-code tools with minimal implementation time, they are also low-cost solutions for long-term use.

Summary

Considerations for Choosing Between the Two Solutions

Selecting the right quoting solution for your business depends on whether you need CPQ software or a platform primarily used for creating proposals.

Businesses need CPQ if they are looking to automate the sales process, optimize product configurations, and increase the accuracy of complex quotes. Companies offering multiple productized services and retainer- or subscription-based contracts will benefit from DealHub’s custom product configurator, sales room collaboration and communication, and automated subscription billing to manage their recurring revenue. DealHub provides all of these in one no-code platform.

Proposify, on the other hand, is ideal for companies that value design and need a platform that allows them to quickly create branded proposals with multiple documents in a single workspace. It’s also perfect for businesses working on project-based contracts and one-off sales opportunities who want an easy way to generate professional proposals. Companies working with multiple suppliers, vendors, or clients will benefit from Proposify’s industry-specific document templates.

FAQs

Frequently Asked Questions

What is DealHub CPQ used for?

DealHub CPQ has different use cases at different points in the revenue lifecycle. Before closing a customer, it helps sales teams create accurate, tailored quotes and proposals. After the close, it streamlines invoicing and billing processes while encouraging customer retention through automated contract renewal flows.

What companies use DealHub?

DealHub’s main customer base comprises SaaS companies like Gong, Drift, Freshworks, Sendoso, and Hopin. Its subscription management platform and product configurator make the selling experience easier for B2B SaaS sellers. Its robust quoting and contract management solution is also used by customers in the telecommunications, manufacturing, professional services, and financial services industries.

Does DealHub use APIs?

Yes, DealHub CPQ uses APIs to enable seamless integrations with CRM systems, ERP platforms, and other business applications. Its API capabilities allow businesses to automate data flow, streamline sales processes, and ensure real-time synchronization between DealHub and other tools in their tech stack. This flexibility helps sales teams work more efficiently while maintaining accuracy across systems.

What is Proposify used for?

Proposify is a proposal and document generation platform that helps companies create branded sales documents quickly and easily. It has templates and integrations for several industries, including creative services, marketing agencies, eCommerce, technology and software development, education, professional services, construction, hospitality, and events management.

Does Proposify have an API?

Proposify’s API allows users to integrate their data into the platform and quickly generate custom proposals from external systems. It also includes API calls for managing user access, creating workspace templates, and setting documents as PDFs.

CPQ Integrations
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