Resources Archive

Webinar

Agentic Workflows and Quote-to-Revenue: A Partner Walkthrough

A partner-only walkthrough of what DealHub has shipped for the agentic era, and the unified Quote-to-Revenue platform underneath it. Yaron demos Revenue AI, Price Optimization AI and DealHub’s two MCP servers live. Eyal then runs a full end-to-end flow — quote to subscription to invoice to amendment — on a single product catalog and pricing engine. Every AI layer sits on top of DealHub’s deterministic governance layer, so pricing rules, approvals and versioning still apply. Closes with the release timeline for each capability.

Agentic AI, demoed live. Revenue AI answering questions about your DealHub data in plain language, building dashboards and holding context across follow-ups. Price Optimization AI scoring a live quote against look-alike historical deals — win-rate estimate, win-focused vs. revenue-focused strategies, and per-SKU reasoning for every discount it recommends.

Build agents on DealHub with MCP. Two MCP servers: one for sellers, one for admins. Watch a quote get created, versioned, approved and published from a call transcript inside Claude, and catalog pricing plus approval workflows changed without opening the admin UI. DealHub ships the tools and skills; your customers build their own agents in any MCP-compatible client.

Quote-to-Revenue, end to end. One platform for quoting, subscriptions and billing on a single catalog and pricing engine. See a quote land in subscriptions, generate an invoice, then an amendment de-book and re-book with an automatic credit. Plus SaaS and revenue metrics, AR aging and DSO, RevRec, and how to split functionality between DealHub and the customer’s ERP.

Podcast