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    DealHub CPQ Overview - For HubSpot

    Uploaded by

    João Dobbin
    DealHub CPQ provides sales teams with guided selling, document generation, contract management, and CRM integration capabilities. It enables reps to create quotes directly in HubSpot, guides them through the sales process with playbooks, and ensures pricing and approval controls. DealHub offers full document generation, web engagement, contract creation, and e-signature functionality. It can be implemented in 4-8 weeks and includes ongoing customer success support.

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    DealHub CPQ Overview - For HubSpot

    Uploaded by

    João Dobbin
    60 views1 page
    DealHub CPQ provides sales teams with guided selling, document generation, contract management, and CRM integration capabilities. It enables reps to create quotes directly in HubSpot, guides them through the sales process with playbooks, and ensures pricing and approval controls. DealHub offers full document generation, web engagement, contract creation, and e-signature functionality. It can be implemented in 4-8 weeks and includes ongoing customer success support.

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    DealHub CPQ Overview - for HubSpot

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    DealHub CPQ provides sales teams with guided selling, document generation, contract management, and CRM integration capabilities. It enables reps to create quotes directly in HubSpot, guides them through the sales process with playbooks, and ensures pricing and approval controls. DealHub offers full document generation, web engagement, contract creation, and e-signature functionality. It can be implemented in 4-8 weeks and includes ongoing customer success support.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    60 views1 page

    DealHub CPQ Overview - For HubSpot

    Uploaded by

    João Dobbin
    DealHub CPQ provides sales teams with guided selling, document generation, contract management, and CRM integration capabilities. It enables reps to create quotes directly in HubSpot, guides them through the sales process with playbooks, and ensures pricing and approval controls. DealHub offers full document generation, web engagement, contract creation, and e-signature functionality. It can be implemented in 4-8 weeks and includes ongoing customer success support.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    DealHub CPQ Overview

    General
    DealHub CPQ provides:

    • Playbook Guided Selling: Sales guidance for generating documents and proposals.
    • Document Generation: Dynamically generate sales documents (in Word, PDF and Web formats).
    • Contract Management: Generate legal agreements.
    • Enterprise-grade CPQ: Generate quotes and proposals.
    • Approval Workflows: Governance for all proposals and documents.
    • E-Signature: Legally sign proposals and sales contracts.
    • Full CRM Integration: Automatically sync generated documents, quotes and sales details with HubSpot.

    Detailed Functionality
    DealHub offers the following functionality:

    • Enables Sales Reps to create quotes directly from a HubSpot Deal


    o Read in details from CRM
    o Automatically sync all generated documents, proposals and attributes back to CRM
    • Guides Reps through the sale process using intuitive Playbooks
    o Generate products and services with no errors
    o Automatically include relevant sales and legal content
    o Assign appropriate pricing
    o Recommend products/services, pricing and content based on geographic requirements
    o Syncs relevant meta-data to CRM for back-end processes (invoicing, rev recognition, order fulfillment)
    • Ensures Pricing and Discount controls
    o Tier-based and ramped pricing
    o Discount thresholds and maximum discounts
    o Special prices, multiple Pricebooks and time-based promotions
    • Provides full Governance with Approval Workflows
    o Parallel approval flows – supporting Legal, Technical and Commercial requirements
    o Approvals for quotes
    o Approvals for document/contract changes
    • Document Generation (PDF, Word and Excel)
    o Single/multiple and automatic assignment of templates
    o Regeneration of documents with different templates
    o Dynamic generation of complete documents & merge fields
    o Multi-language support
    • Web-based Buyer Engagement
    o Generate all document types as listed above in a Web format
    o Share rich content, including published case studies, images, videos and sales decks
    o Real-time tracking of Buyer engagement
    • Contract Generation
    o Automatic contract generation based on selected products, type of customer, geographic location and
    customer requirements
    o Pre-approved changes that Sales Reps can select to incorporate
    • E-signature
    o Single and multi-party, legally-binding signatures
    o Full sync of signed documents back to CRM

    Implementation and Customer Success Value-added Service


    DealHub CPQ can be deployed in 4-8 weeks. The solution includes DealHub’s Customer Success Service, with unlimited
    access to implementation experts for guidance, tips and best practices. DealHub customers also receive ongoing
    feature and functionality enhancements.

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