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Document
Generation

Easily generate customized branded documents in a few clicks.

Dealhub automates the document creation process and makes it easy

Easy for sales reps and channel partners to generate personalized documents based on pre-built templates, dynamic content and CRM integrated data.

Create any document
you need in minutes

  • Pricing quotes
  • Business proposals
  • Order forms
  • Contracts and agreements (MSA,EULA, NDA, Terms, Privacy etc.)
  • Sales Collateral
  • ROI/business cases

Personalize your documents
with guided selling

  • Guide sales reps on the most relevant content to include based on deal type, industry, user experience or any other deal-specific parameters.
  • Automatically localize content.
  • Support dynamic, static, pre-approved and user-edited content.
  • Set document Expiration and send auto reminders.

Protect your
brand assets

  • Pre-defined templates ensuring your brand logo, colors and messaging are professionally presented and always up to date.
  • The templates combine rich design, text, and images to create a perfect brand experience on every document you generate.

Manage & customize
your templates

  • Drag-and-drop user interface for quick and easy template setup.
  • Roles & permissions: automatically assign relevant templates based on type of user, region or any deal-specific parameters.
  • Supported on any device – desktop or mobile.