Feature Comparison
See what's included in each plan.
Product Modules DealRoom DealHub CPQ Revenue Platform

DealHub CPQ

  • Advanced product catalog
  • Rules engine
  • Automated bundling
  • Configured pricing
  • Pricing flexibility
  • Discounts
  • 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

  • Renewals
  • Expansions
  • Up-sell
  • Cross-sell
  • Recurring plans
  • Multi-year arrangements
  • Flat-fee pricing
  • Contract utilization pricing
  • Usage-based pricing
  • Custom pricing
  • Add-on recommendations
  • Bundles recommendations
  • Discount management
  • Offer optimization
  • 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
  • Centralized searchable repository
  • 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 CRM
  • Freshworks 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 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

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