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.