DealHub CPQ vs. Proposify

CPQ software is an essential tool in the sales stack. It helps sellers create accurate, up-to-date quotations and proposals quickly. Depending on the industry or vertical it targets, it may also include features like subscription management, automated 3D product configurations, ERP features, or sales enablement tools.

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, SugarCRM, and 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 specializing in creating 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 also offers a few additional 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.

Although Proposify and DealHub share some of the same features (document generation, proposal generation) their main purpose, core capabilities, and target audience differ.

Defining DealHub CPQ

DealHub is a complete sales and revenue management platform designed to help salespeople, marketers, 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.

At the beginning of the sales process, DealHub’s CPQ platform makes prospecting easier by syncing data with CRM systems, giving reps a clear idea of what their ICP looks like. As the sales process progresses, reps can create proposals quickly and accurately with accurate pricing calculations.

With DealHub, product configurations can be as complex and personalized as reps and account executives need them to be. And its collaborative sales engagement platform allows reps to create sales rooms, where they can 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 main idea behind the product is to give sales reps the ability 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.

When comparing the two products, DealHub and Proposify have a few tings in common. But DealHub is an all-in-one platform for sales teams to manage the entire quote-to-cash (QTC) cycle and post-purchase customer journey, while Proposify is a document generation software.

When it comes to features and capabilities, DealHub CPQ includes a comprehensive product configurator, collaborative sales engagement platform with real-time collaboration, quote creation and management tools, automated billing and invoicing, subscription renewal and contract management, and e-signature software.

At its core, Proposify only offers a few of these features: a proposal generator, e-sign platform, and templated documents come standard. But the features Proposify offers are offered to the fullest extent.

Document generation works for numerous kinds of business documents, including SOWs, one-of-one proposals, and non-disclosure agreements. And its design tool is top-of-the-line, allowing users to quickly create any kind of branded proposal in a drag-and-drop interface, right in the app. They can do this using a template or create one from scratch.

Although it doesn’t have a product configurator like CPQ software does, the Proposify product library also makes it easy to drag products into the design editor with ease to create customized quotes.

And even though it doesn’t have built-in invoicing software, it integrates natively with nearly every major provider in the space.

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

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.

The biggest difference between the two products is that DealHub is an all-in-one platform while Proposify is focused on document generation and 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.

As two industry leaders in their own regard, DealHub and Proposify both offer numerous customer support options, both 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.

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

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.

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.

DealHub CPQ and Proposify are both useful in their own right. But the right one for your business depends on whether you need CPQ software or a platform primarily used for creating documents.

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.

Andrew Parker

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.

DealHub CPQ vs. Proposify

• 1Introduction
• 2Product Overview
• 3Product Features
• 4Customer Size
• 5Customer Support
• 6Pricing
• 7Summary
• 8FAQs