DealHub, set up the way you sell

Four ways we work with RevOps, sales and finance teams. Start with the one that matches where you are today.

  1. Configure and pricePlaybooks, price books, discount rules
  2. ApproveThresholds and routing built into the quote
  3. ProposeA DealRoom the buyer actually opens
  4. Contract and signTemplates, redlines, e-signature
  5. Subscribe and billSubscriptions and the handoff to your ERP
  6. Renew and expandAmendments that start from what they own
Synced at every step with
  • HubSpot
  • Salesforce
  • Microsoft Dynamics 365

DealHub implementation

A full DealHub build, from the first discovery session to go-live. We model your products and pricing, build the playbooks reps follow, set the approval rules, design your quote and proposal templates, and connect DealHub to your CRM.

  • Discovery and quote-to-cash mapping
  • Product catalogue and price books
  • Guided-selling playbooks
  • Discount rules and approval matrix
  • Quote and proposal templates
  • CRM integration with HubSpot, Salesforce or Dynamics 365
  • Testing on deals you've already closed
  • Rep and admin training

A good fit if you quote from spreadsheets or Word templates today, or your current CPQ needs a developer for every change.

Moving off legacy CPQ

Salesforce CPQ, a homegrown quoting tool, a spreadsheet with ten years of macros. We move the rules that still matter and leave the workarounds behind.

  • Audit of price rules, product rules and approval logic
  • A decision on each rule: rebuild, simplify or retire
  • Migration of products, price books and active subscriptions
  • Old and new side by side until totals match
  • A cutover date clear of quarter-end
  • Rep training before the switch

Salesforce stopped selling CPQ to new customers in March 2025. Existing customers can keep using and renewing it. DealHub connects natively to Salesforce, so moving off CPQ doesn't mean moving off Salesforce.

A good fit if your CPQ contract is coming up for renewal, or the person who built your quoting tool has moved on.

Contracts, DealRoom and subscriptions

The quote is where the paperwork starts. We extend DealHub so the same deal record carries through to contract, signature, subscription and billing.

  • Contract templates built from your approved language
  • Redline and legal approval workflow
  • DealRoom for buyer-facing proposals
  • E-signature with DocuSign
  • Subscriptions, amendments, upgrades and renewals
  • Billing handoff to your ERP, including NetSuite

A good fit if sales, legal and finance each keep their own version of the deal.

Managed DealHub

Your pricing will change. Products launch, regions open, discount policy tightens. We handle the changes in DealHub so your admin isn't the bottleneck and your quotes stay right.

  • Price, product and bundle updates
  • Playbook and template changes
  • Approval rule changes
  • CRM and ERP integration checks
  • Onboarding for new reps
  • A quarterly review of quote speed, approvals and discounting

A good fit if DealHub is live and the change requests are piling up.

Who we work with

B2B companies whose deals have more moving parts than a price list can hold.

Software companies

Subscriptions, usage, multi-year ramps and co-terming add-ons to the main contract.

Manufacturers

Configurable products, bundles, distributor pricing, and quotes that have to match what the plant can build.

Professional services

Rate cards, fixed-fee projects, milestone billing and change orders.

Not sure where to start?

Tell us how you quote today. We'll suggest the smallest piece of work that fixes the biggest problem.

Book a call