Introduction
Compare DealHub CPQ vs. Proposify
DealHub is a revenue lifecycle management hub for B2B sales teams, designed to help them close more deals and manage their entire revenue cycle from deal origination to post-sale. It offers a suite of modules designed for specific purposes, including CPQ, contract management (CLM), billing and subscription management, and a digital sales room.
DealHub’s native integration library includes the most advanced sales CRMs (Freshworks, HubSpot, Salesforce, and Microsoft Dynamics), as well as Gong (sales intelligence) and DocuSign (document management). For all other custom integrations, DealHub’s no-code API integration allows you to integrate with any third-party system.
Proposify is a document generation software that creates professional proposals, quotes, and contracts for prospects. Its document generation features are perfect for developing proposals, NDAs, SOWs, and quotes. It comes with content blocks, customizable templates, and AI-driven approval processes, making it easy to create branded documents that can be sent out quickly.
Proposify offers features like an interactive customer portal, client collaboration tools, and file-sharing capabilities. Its library of prebuilt integrations includes popular CRMs like HubSpot and Salesforce and payment platforms like Stripe.
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 target audience differ.
Defining DealHub CPQ
DealHub is a sales and revenue management platform designed to help salespeople, RevOps teams, and executives manage the entire sales cycle. Although the company serves customers in dozens of verticals and industries, the software creates an ideal selling experience for SaaS organizations.
DealHub’s CPQ platform makes sellting easier by syncing data with CRM systems, giving reps a clear view of their customer. As the sales process progresses, reps use a guided sales playbook to create quotes quickly with accurate pricing calculations. Automated approval workflows ensure deals progress with minimal friction.
With DealHub, product configurations can be as complex and personalized as reps and account executives need them to be. And its collaborative DealRoom solution allows reps to create branded digital sales rooms, where they can embed content, visual media, forms, and contracts and collaborate with decision-makers in real time.
After closing a deal, automated billing and invoicing, subscription renewal, and contract management capabilities help reps keep track of customer accounts and ensure they stay on the books.
Defining Proposify
Proposify is a proposal, quote, and document generation software that specializes in creating professional documents with an emphasis on design. It helps sales teams create branded proposals quickly, accurately, and collaboratively.
The platform enables sales reps to create beautiful and professional-looking documents that can be sent out quickly. Proposify comes with a library of content blocks, customizable templates, and AI-driven approval processes so you don’t have to start from scratch every time you send a proposal.
Proposify also has some additional features like client collaboration tools, the ability to add media to files, and automated approval workflows. Its library of prebuilt integrations includes popular CRM, project management, invoicing, payment, and email marketing software.
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 CPQ is a comprehensive quote-to-revenue platform with a comprehensive product configurator, quote creation and management tools, collaborative DealRoom with real-time collaboration, 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:
| DealHub CPQ | Proposify |
|---|---|
| A unified quote-to-revenue platform, including CPQ, CLM, DealRoom, e-signature, invoicing, subscription management, and sales engagement insights. | An all-in-one document generation platform that syncs your contacts, pre-populates fields, and helps users design any business document with CRM data. |
| Integration with third-party software, including Salesforce, Freshworks CRM, Microsoft Dynamics 365, HubSpot, accounting software, DocuSign, and ERP systems. API integrations sync pricing and other data into the playbook and enable advanced user management. | Native integration for dozens of CRM software, including AgileCRM,Copper, Harvest, HubSpot, Zendesk Sell, and Zoho, |
| Fast integration and setup within weeks with no code required. | No major IT requirement for implementation and setup. |
| Guided selling flows make it easy for reps to develop custom quotes for each prospect. | Centralized insights from sales and proposal data help reps optimize the sales process for future sales engagement. |
| Readily scalable for sales team growth and expansion. | Equally scalable for small teams and large enterprises. |
| With DealRoom, digital proposals can be easily sent via one URL, allowing companies to provide their customers with one point of interaction throughout all deal stages rather than multiple files or links. | Interactive quoting, client input forms and online signatures make the quoting process quick and easy. |
| Out-of-the-box contract management, document generation, e-signature, and multi-dimensional pricing models. | Build any document type (RFP, NDA, SOW etc.) using branded templates for any industry. |
| Predictive sales playbooks help sales reps move buyers through the sales process more quickly. | Bring your quotes and proposals to life with embedded photos and video in your documents. |
| Subscription, renewal, and order management capabilities with rules-based quoting for complex sales. | Integration with third-party billing and invoicing software. |
| Buyer engagement insights enable sales reps to improve future sales engagements. | Monitor sales reps’ performance and progress from sales kickoff to sign-off. |
| Automated approval workflows ensure defined user roles and faster sales cycles. | Approval permissions ensure deals are approved before they are sent to the client. |
| Cross-functional collaboration for quoting processes with audit trails. | Audit trails reassure clients and reps of each activity in the sales process. |
| Supports multi-currency price quotes with localized pricing for international companies. | Supports multi-currency quoting and multiple languages to ensure accurate quotes for international customers. |
| Web-based platform. | Web and mobile (iPhone and Android) platforms. |
| Implementation team Phone support Mobile and online customer support Knowledge base DealHub Academy | Email support Chat support Phone and Zoom support (for Business users) Dedicated success manager (for Business users) Onboarding services (for Business users) Premium integration support (for Business users) |
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 software companies that monetize through subscriptions. Since it works with every subscription model, DealHub’s flexible billing is ideal for tech companies that offer microservices, quote-based pricing, 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 CPQ | Proposify | |
|---|---|---|
| Product Pricing | 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 Fees | One-time implementation fee | One-time implementation fee |
| Additional Licenses | No additional license fees | No 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. For example, scaled agencies offering multiple productized services and retainer-based contracts will benefit from DealHub’s automated invoicing, custom product configurator, and sales room communication. Subscription-based businesses also need CPQ to manage their recurring revenue.
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
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.
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.
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.
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.
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.
Andrew is a professional copywriter with expertise in creating content focused on business-to-business (B2B) software. He conducts research and produces articles that provide valuable insights and information to his readers.
