DealHub implementation
A full build: products, pricing, playbooks, approvals, templates and the CRM connection. We test it on your real deals before a rep sees it.
About implementation
Quotes that finance doesn't have to fix.
Panda RevOps sets up DealHub so pricing, discounts, approvals, contracts and renewals follow your rules on every deal. It runs inside the CRM your reps already use: HubSpot, Salesforce or Microsoft Dynamics 365.
QuoteQ-26-0418
| Item | Qty | List | Disc. | Net |
|---|---|---|---|---|
| Platform licence, GrowthPer seat, billed annually | 85 | $480 | 15% | $34,680 |
| Usage pack2M API calls a year | 1 | $9,000 | 10% | $8,100 |
| ImplementationFixed fee | 1 | $12,500 | 0% | $12,500 |
Year 1 total$55,280
- Highest discount 15%, rep limit 20%
- Annual in advance, net 30
- Synced to the CRM deal
DealHub connects natively to
- HubSpot
- Salesforce
- Microsoft Dynamics 365
Where quoting goes wrong
Pricing rules end up in spreadsheets, inboxes and people's heads. Each team fixes its own piece, and nobody owns the path from quote to cash.
TodayOn DealHub, set up properly
Today
Pricing lives in a spreadsheet one person understands.
On DealHub
Price books and pricing rules live in DealHub, and sales ops can change them without a developer.
Today
Discounts get approved in Slack, or not at all.
On DealHub
Approval thresholds sit inside the quote. Every exception has an approver and a record.
Today
Reps build proposals by hand, so they take days.
On DealHub
Reps answer a short playbook and get a quote that is already within policy.
Today
The quote, the contract and the invoice don't match.
On DealHub
One deal record carries through from quote to signed contract to subscription, synced to your CRM.
Today
Renewals start from a blank page.
On DealHub
Active subscriptions live in DealHub, so amendments and renewals start from what the customer already has.
What we do
We work only on DealHub, from the first build to the day-to-day changes after it.
Leaving Salesforce CPQ or spreadsheets
We audit what you have, keep the rules that still matter and drop the workarounds. Old and new run side by side until the totals match.
About migrationContracts, DealRoom and billing
Carry the deal past the quote, with contract templates and redlines, a DealRoom for the buyer, e-signature, subscriptions and the handoff to billing.
About contracts and billingManaged DealHub
Prices change and new products launch. We make the updates so your admin isn't the bottleneck, and review quote performance with you each quarter.
About managed DealHubMost B2B pricing is one of about ten models
What makes yours different is the rules on top: who can discount and by how much, when finance has to look, what happens at renewal. That's where we spend our time.
Per seat
A price per user, per year.
Tiered
The first 100 units at one price, the next 400 at another.
Volume
Cross a threshold and every unit gets the lower price.
Usage-based
Billed on what the customer used last period.
Flat subscription
One price for the plan, whatever the usage.
Multi-year ramp
Seats or price step up in years two and three.
Bundles
A package priced below the sum of its parts.
One-time plus recurring
A setup fee, then a subscription.
Rate cards
Rates set by role, region or service level.
Project and milestone
A fixed fee, paid in stages as work lands.
On Salesforce CPQ?
Salesforce stopped selling CPQ to new customers in March 2025 and is putting new development into Revenue Cloud. Existing customers can keep using and renewing it, so nothing breaks tomorrow.
If your next renewal is when you decide what comes next, DealHub deserves a serious look. It connects natively to Salesforce, so reps keep quoting from the opportunity. We'll go through your price rules, product rules and approval logic, then show you what moves across as it is, what gets simpler and what you can retire.
Salesforce explains the change in its own end-of-sale FAQ.
How a project runs
Map
We follow a few recent deals from first quote to first invoice and write down every pricing rule, discount habit and approval path, including the ones nobody documented.
Design
Products, price books, playbooks and the approval matrix, agreed with sales, finance and legal before we build anything.
Build and test
Configured in DealHub and connected to your CRM, and to your ERP where billing needs it. We test against deals you closed last quarter.
Launch
Reps learn it on the deals they actually sell. Your admins learn to make changes themselves.
Run
We stay on for price changes, new products and integration checks, or hand over with full documentation.
Bring your messiest quote
On a first call we'll walk through how one real deal moves today and how it would run in DealHub. If DealHub isn't the right fit, we'll tell you.