DealHub vs Formstack Documents
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Sir Richard BransonMost popular feedback for DealHub
For a high-volume, simple sales process, DealHub is incredibly easy to configure and be used by Sales teams. It has enabled my team to configure, send out and have a deal signed in under 5 minutes and all digitally with no paper whatsoever. Great for us, easy for customers too.
Pete S.
About DealHub
Generate professional proposals and price quotes in minutes with the #1 Rated CPQ. With a unified CPQ, CLM, and Subscription Management stack, your sales and CS teams can speed up contract negotiations, maximize renewal opportunities, and close larger deals. Our no-code platform empowers the operations team to administer DealHub independently. DealHub is so simple, you will no longer need a full-time CPQ admin. Yet it is also powerful enough to handle complex pricing.
Most popular feedback for Formstack Documents
Overall, my end users have a good experience with Formstack Documents as we utilise it through Salesforce. Therefore they do not have to experience the pains that I do as an admin. (Webmerge noted below as this was the previous software prior to it being bought by Formstack and converted to Formstack Documents, this i believe is what lead to the account issues mentioned. Support was poor throughout conversion)
Rhys G.
About Formstack Documents
Save time by automating your contract generation with Formstack Documents, an easy-to-use document creator that eliminates repetitive and error-prone data entry. Start a FREE TRIAL to securely create and deliver custom contracts to clients in seconds. Or use one of the 100s of pre-built templates we supply to get you started. When your contract is ready, share it anywhere with just a few clicks and avoid printing, faxing, and waiting ages for signatures.
DealHub reviews
If you are a SaaS company trying to streamline the quote-to-cash process, this is by far the most appealing solution on the market.
- Matt Sansone Sales Operations Team
DealHub allowed us to streamline our sales process, gain necessary approvals, and provide professional proposals to customers in a fraction of the time it took before.
- Melinda Sullivan Sales and Marketing Specialist
Our CSM and the DealHub team have been very supportive in helping to educate and enable us throughout our deployment.
- Ryan McDermott Director Sales Operations
Formstack Documents reviews
Webmerge made our application process so easier. Thanks for developing this sort of software for the public.
- Michael L. Counselor
The thing I like most about this is how if an insured lives out of town or just isn't able to come into the office then it makes it super easy to just email it over to them and with a few clicks their document is signed.
- Melissa J. CSR
It's simple to use, but has a lot of functionality that makes it easy for a non-developer to use.
- Quan N. Promoter
Pros & cons
DealHub
| Pros |
|---|
| DealHub is easy to use, super flexible and easy to configure |
| Our sales team now send out really slick deal proposals and we feel confident that we will be a strong contender for every deal we compete in |
| The ability to combine CPQ with Contract Management and e-signature enabled me to deliver my team greater productivity in less time |
| We solved the issue we had ensuring reps uploaded their signed contracts into Opportunities |
| This has, in turn, alleviated the friction we were having when it came time for renewals." |
| Cons |
|---|
| Valooto is very tricky to change quotes that have already expired or sent out, sometimes the limits for discounting can make it hard to use |
| I did not know what I was missing until I started using it |
| I dislike the fact that we stayed doing things the old way for far too long because we were hesitating with new technologies |
| Implementation took months, each contract has so many nuances that it's tough to build a system that will suit everyone |
| This means you have to build exceptions into Dealhub in a very manual process." |
Formstack Documents
| Pros |
|---|
| Can save templates that you can easily send to the candidates |
| Candidates can easily electronically sign the Documents needed for their application |
| It has opened up a ton of doors for automated processes |
| We waited for years for a combination of products like Formstack Forms and Formstack Documents that fulfilled all of our use cases |
| Once setup with your document template you can be confident this product will be fit for purpose |
| Easy to get started and design your documents the way you want them to look |
| Pull in the data from multiple sources and it all happens super fast." |
| Cons |
|---|
| We are a small business and found ourselves wasting so much time with generating documentation for our customers |
| It's hard to explain all of the things made possible with Webmerge.me so you'll just have to go the site and check it out |
| Also there's alot of hidden features and some "bugs" with no logic reason why it appears |
| We did run into one issue where some internal code with Microsoft Word was creating errors, and their customer service team worked tirelessly until we figured it out." |
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