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Feature Comparison

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Product Modules DealRoom DealHub CPQ
DealHub CPQ
Advanced product catalog
Rules engine
Automated bundling
Configured pricing
Pricing flexibility
Discounts
Automated renewals
Versioning
Ordering forms
Usage-based pricing
Multi-currency
Custom branding
Guided Selling Playbooks
Guidance for products selection
Guidance for generating documents
Guidance for different user groups or roles
Guidance based on: target markets, business lines, geography, customer profiles, custom fields
Auto-populate product SKUs based on configuration rules
Suggested automated bundling based on prerequisites and dependencies
Test and visualize changes before going live Product validation rules
Content recommendations for document generation and DealRoom
Sync guided selling responses to CRM fields
Approval Workflow
One-click approvals
Mobile on the go approvals
Email and desktop approvals
Advanced approval workflows
Approval templates
Sequential approvals
Parallel approvals
Threshold-based approvals
Skip pre-approvals after changes
Reminder notifications
Approval dashboards
Subscription Management
Automated renewals
Expansions
Up-sell
Cross-sell
Co-terming
Prorating
Recurring plans
Multi-year arrangements
Flat-fee pricing
Subscription pricing
Contract utilization pricing
Usage-based pricing
Custom pricing
Billing API
ERP API
Add-on recommendations
Bundles recommendations
Discount management
Plan changes (e.g upgrade)
Deliver personalized billing
Consolidated invoicing
Revenue forecasting
Contract Management
Contract creation
Contract collaboration with lawyers of both parties
Configurable workflow
Contract editing
Contract redlining
Contract engagement alerts
Contract templates
Amendments
Merge internal and external documents
Reuse and merge appendixes throughout the lifecycle
Document Generation
Custom doc templates
Pre-built doc templates
Dynamic documents
Merge fields
Conditional logic with formula fields
Recommended content
PDF export
E-sign capabilities
Data automatically pulled from CPQ
eSign
Lawful and court-admissible
Sign documents, agreements, and quotes
Send and sign electronically on mobile and desktop
Single or multiple signatures for one document
DocuSign eSignature integration
Connect seamlessly to our DealRoom
Automatically sync signed documents and signer details to your CRM
Merge internal and external documents
Sign a merged document only once
Digital Sales Proposal
Custom branding
Automated content recommendations
Data collection via forms
Rich media content
Sales enablement collateral
Videos
Call to action buttons
Password protection
Emails alerts
Word/PDF/Excel export
Template library
Locked content by admin
End-user customization
Buyer engagement tracking via email or our extension
Approval workflow
Electronic Signature
Password protection digital proposals
Data merge with CRM and quotes
CRM Integrations
Salesforce CRM
Microsoft Dynamics 365 for Sales
Freshworks CRM
Hubspot CRM
Sugar CRM
DocuSign eSignature
Buyer Engagment Tracking
Buyer engagement tracking
Buyer engagement analytics
Real-time alerts on deal progression
Security & Compliance
World-class data storage
Immutable storage
AES-256 proposal encryption
SOC 1 Type II compliant
SOC 2 Type II compliant
ISO 27001 compliant
GDPR compliant
CCPA compliant
Implementation and Customer Success
Priority email support
Phone support
Dedicated customer success manager
Dedicated CPQ domain expert
Implementation training & service
Sales organization product adoption training
Migration services from Salesforce CPQ