SourceScrub is the deal sourcing platform investment banks, private equity firms and venture capital teams use to find their next deal. Its AEs built every quote across four systems, moving products into Salesforce, the contract into SDOC and the signature into DocuSign. DealHub AI replaced all three with one guided motion inside the CRM. Sales operations now configures the quoting policy itself and a finished quote reaches the customer in 30 seconds.
Down from eight minutes across four systems to 30 seconds in one
Salesforce out-of-the-box quoting, SDOC and DocuSign all retired at once
Twenty-four e-signature contracts cancelled once signature moved in-platform
Building one quote meant working four systems in sequence. A rep opened the opportunity, hunted for the products, entered them by hand and ran the discount maths themselves, then generated the contract in SDOC, then pushed it into DocuSign, then waited for it to land back in Salesforce. Eight minutes per quote, and the discount step alone was the part nobody could pin down. The revision case was worse: SDOC documents could not be edited, so a customer asking for one change sent the whole chain back to the start.
Our reps spend eight minutes building a quote before anything reaches the customer. Why is that time going into moving products between four systems?
We are a 50-person company selling into a crowded market. What does an enterprise CPQ cost us for capability we will never use?
One person approves every discount by hand. How would we even answer the question of how much we discount, by product or by deal?
| Before | After |
|---|---|
Any new tool risked sitting unused, with reps whose attention span he describes as very short | The team adopted it quickly on simplicity alone, with no resistance to manage |
A proposal went dark the moment it was sent | Reps see who opened it and who they forwarded it to, and time the follow-up on that |
Salesforce quoting, SDOC and DocuSign each held one piece of the deal | One platform carries quote, contract and signature, and 24 redundant contracts were cancelled |
SDOC could not be edited, so one customer revision rebuilt the contract from scratch | A revision is an edit inside the quote that already exists |
One person reviewed every quote by hand, with no way to measure how much was being discounted | Approvals route by product and discount depth is measurable per opportunity |
Opportunity, products, discounting, contract and signature ran as four handoffs across Salesforce, SDOC and DocuSign. DealHub AI collapsed all of it into one flow.
Previously it took us eight minutes to create quotes from end-to-end… we have to create the opportunity, then add the products to the opportunity itself. From there, we’d have to manually discount this… we had to then generate the contract itself, and then send that over to DocuSign… With DealHub you can wrap it all up in 30 seconds.”
In the past I’ve implemented and worked with a bunch of different CPQs, Oracle, Salesforces as well… I knew that Salesforce and Oracle CPQ at the time wouldn’t do me justice, just because of how small the company was… how do you get maximized on CPQ, but still be budget conscious?”
The one biggest worry that every company has is adoption… the team quickly adopted this tool because how simple it is. When you think about sales reps, their attention span is very short. It has to be simple for them to do it. If it’s not simple, they won’t do it.”
I didn’t have much experience in guided selling until DealHub, and what I’ve noticed here is you are taking out the human error of your sales reps… they have to stay in their lane when they’re adding products to a quote. So, you know they’re not running into mistakes.”
In the past we had one person only see quotes and approve the quotes manually. And so, it was kind of challenging to really control how much you were discounting… The most important part was that it gave us insight to how much we were discounting… We were never able to measure how much we were discounting on each opportunity, each product.”
What’s great about DealHub is that I can see who you forwarded that to. I can see who opened it. I can see how many times you opened it… now I can see, and I can now reach out and engage and go, “Hey, is there any questions I can help you answer?”
Senior Manager, Sales Operations, who ran the implementation and still owns maintenance of the quoting stack
Sales-ops owned. Approval chains are configured per product by the same person who administers Salesforce
Whole sales team from go-live. He credits simplicity rather than enablement, and describes no phased rollout
Salesforce CRM. DealHub AI replaced Salesforce out-of-the-box quoting, SDOC for contract creation and DocuSign for e-signature
Light. About 98 configuration changes since go-live, all made by sales ops, mostly scoping items he says he missed
Quoting that a fifty-person team can actually run
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.
Eliminate the
Friction between Quote-to-Revenue
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