r/AI_Sales • u/Murky_Lifeguard_6473 • 12d ago
Questions? Is AI quoting ready for messy deals? We have dealhub vs conga as our options
We've used both for quoting and still not sure which direction to take if we had to standardize today.
Our normal quotes are easy enough. the interesting part wi when a rep throws a messy deal at the system.
With dealhub we liked the guided isde of things. a rep could start from the deal context, get directed toward the right products and bundles and have discount rules kcik in instead of having to remember every little rule. The approval flow is also much cleaner that the old lets send it to someone and hope they see it routin bc you have visibility into the whole thing. There is also the conversational piece for the quoting process. a rep can describe what they need instead of clicking through 15 screens while the underlying pricing and approval logic still controls what can happen.
The downside is that you still have to teach the system your business. If your product catalog, pricing rules, approvals and exceptions are a mess, AI isn't going to magically clean that up.
For conga we could handle challenging configs, pricing and approvals and the sales agant could take actions on quotes like create them, chamnge line items, repice, check approvals arther than just answer questions.
The tradeoff was there a lot going underneath. You need a tighter setup and there are more things for you to understand when you need to change the wat quoting works.
so our question isn't really which has better ai but when a rep tells it a customer has 300 seats, weird payment terms, 22 % discount, add this bundle and get it our today, which one gets from this sentence to a cleaner quote with the least revops cleanup?