Revenue Hub
Accelerate revenue execution
CPQ (Configure Price Quote)
Automate quotes & subscriptions
CLM (Contract Lifecycle Management)
Streamline contract signings
Billing
Manage revenue lifecycle
DealRoom
Collaborate between buyers & sellers
Product Modules | DealRoom | DealHub CPQ |
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Advanced product catalog |
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Rules engine | ||
Automated bundling | ||
Configured pricing | ||
Pricing flexibility | ||
Discounts | ||
Automated renewals | ||
Versioning | ||
Ordering forms | ||
Usage-based pricing | ||
Multi-currency | ||
Custom branding | ||
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Guidance for products selection |
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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 | ||
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One-click approvals |
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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 | ||
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Automated renewals |
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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 | ||
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Contract creation |
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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 | ||
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Custom doc templates |
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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 | ||
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Lawful and court-admissible |
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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 | ||
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Custom branding |
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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 | ||
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Salesforce CRM |
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Microsoft Dynamics 365 for Sales | ||
Freshworks CRM | ||
Hubspot CRM | ||
Sugar CRM | ||
DocuSign eSignature | ||
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Buyer engagement tracking |
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Buyer engagement analytics | ||
Real-time alerts on deal progression | ||
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World-class data storage |
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Immutable storage | ||
AES-256 proposal encryption | ||
SOC 1 Type II compliant | ||
SOC 2 Type II compliant | ||
ISO 27001 compliant | ||
GDPR compliant | ||
CCPA compliant | ||
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Priority email support |
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Phone support | ||
Dedicated customer success manager | ||
Dedicated CPQ domain expert | ||
Implementation training & service | ||
Sales organization product adoption training | ||
Migration services from Salesforce CPQ |