Ordergroove powers subscription and membership commerce for enterprise brands and retailers, turning one-time transactions into recurring relationships. Quotes, proposals and order forms were built by hand in spreadsheets and Word documents, then keyed a second time into Salesforce, which put accuracy at risk on every signed agreement. DealHub AI replaced that with a guided playbook that produces the order form and the CRM record in one pass. Ordergroove’s sales ops team now changes the logic behind it in days, without booking engineering time.
Guided quoting and order forms replaced Word documents across the AE team.
Same-hour responses kept the build moving instead of parking it between calls.
Sales ops reconfigures playbooks, fields and approval logic inside DealHub AI's admin boundaries.
For as long as the current sales ops leadership had been at Ordergroove, there was no system behind quoting or contracts. Quotes, proposals and order forms were assembled in spreadsheets and Word documents, then keyed a second time into Salesforce by hand. Because the order form and the CRM record were built independently, every signed agreement carried the risk that the two did not say the same thing. Legal and compliance read each form line by line, because nothing on it was standardized.
Our AEs build the order form in Word and then key the same terms into Salesforce. Which version are we actually bound to?
Legal reviews every order form because none of them are standardized. How long does that hold as we add AEs?
We have never onboarded a CPQ or CLM system, and we have no engineering time to give one. What does this cost us in sprint capacity?
| Before | After |
|---|---|
The team prepared for a long, code-heavy CPQ onboarding, based on what it had been told to expect. | Sales ops ran a four-month build with DealHub AI guidance and no engineering time booked. |
AEs opened Google to work out a 30 or 60 day notice date, then typed it into the order form and Salesforce. | Formula fields calculate the date inside the playbook, and fields that do not apply collapse before the AE sees them. |
Workflow changes waited on engineering and landed on a Q3 or Q4 roadmap. | Sales ops edits playbooks and fields directly, and acts on AE feedback the same week. |
Legal and compliance read every order form, because the wording changed from deal to deal. | Legal approves the answer set once, standard forms pass without a review queue, and exceptions still route. |
Any change to the quoting model meant going back to the drawing board. | The build was shaped for change during onboarding, so the team extends the playbook rather than redoing it. |
“Now having a UI that we can power through in the playbook of DealHub, our reps and our AE team can certainly produce order forms, quotes, proposals… in a much more quick way, but also in a much more standardized way.”
John Switzer
VP, Sales & Service Operations
DealHub AI gave Ordergroove one guided playbook that builds the quote, the proposal and the signed order form. Previously an AE assembled each one in Word or a spreadsheet, then keyed the same terms into Salesforce, which put accuracy at risk on every deal. Now one pass produces both.
VP, Sales and Service Operations, working directly with the DealHub AI implementation lead.
Business-owned. Sales ops configures the playbook, and legal, finance and compliance approve the answer set.
CPQ and Contract Management live in four months, with a soft launch to the AE team in Q1 ahead of the official launch.
Soft launch to the AE team, then an official launch with the CRO involved.
Salesforce, the CRM of record for quotes and order forms.
Low. Zero developer hours since implementation, with sales ops handling configuration inside DealHub AI's admin boundaries.
DealHub is ISO 27001, ISO 27701, ISO 22301, and ISO 42001 certified, holds SOC 1 Type II and SOC 2 Type II attestations, and is GDPR and CCPA compliant, alongside additional security, privacy, and compliance frameworks.
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Friction between Quote-to-Revenue
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