DealForge vs Holded
Holded is a solid Spanish ERP for invoicing and accounting. DealForge is a CPQ specialised in speeding up your quoting process with AI. If your main challenge is creating professional quotes quickly, here we explain the differences.
DealForge advantages
Native CPQ with a product configurator
DealForge is built from the ground up as a CPQ tool. You can configure products with variants, business rules and tiered discounts. Holded handles products well for invoicing, but doesn't include an advanced configurator for complex quotes.
AI assistant for quoting
DealForge includes an artificial-intelligence assistant that suggests products, detects low margins and auto-fills client data. Holded offers no AI functionality in its quotes module.
Quote approval flows
Configure approval rules by amount, discount or client type. Quotes that need review are routed automatically to the right person. In Holded, quote approval is a manual process.
Built-in electronic signature
Your clients can sign quotes directly from the link they receive, with no external tools. Holded requires integrating a separate signature service to close quotes.
Visual sales pipeline
View all your opportunities in a sales funnel with customisable stages. DealForge shows you the close probability and pipeline value. Holded offers a basic CRM but no CPQ funnel view.
Holded limitations
Not a specialised CPQ
Holded is a generalist ERP covering invoicing, accounting, projects and inventory. Its quotes module works well for simple cases, but isn't designed for complex product configurations or pricing rules.
No artificial-intelligence assistant
Holded includes no AI features to help create quotes or analyse the sales team's performance.
Manual approvals
The quote-review process in Holded relies on manual coordination between team members, which can lengthen response times to the client.
External electronic signature
To get the client's signature on a Holded quote you need to use an external service, which adds steps to the closing process.
Comparison table
| Feature | DealForge | Holded |
|---|---|---|
| CPQ quotes | Basic | |
| Product configurator | ||
| Business rules and discounts | Limited | |
| AI assistant | ||
| Approval flows | ||
| Built-in electronic signature | ||
| Visual sales pipeline | Basic | |
| Invoicing | Coming soon | |
| Accounting | ||
| Inventory management | ||
| Customisable professional PDFs | Limited | |
| Quote open tracking |
Verdict
Holded is an excellent choice if you need a complete ERP for invoicing, accounting and inventory. However, if your priority is creating professional quotes quickly, with advanced product configuration, automatic approvals and electronic signature, DealForge is the more suitable tool. Many small businesses use both: DealForge for the sales process and Holded for financial management.