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Welcome to the documentation for RevOps.io. This site contains the information that you need to know to use the RevOps platform.
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Documentation Categories

• Agreement Templates
• Setting up Templates
• Including images on a Deal
• Setting up a Cotermed Expansion Template
• Setting up Renewal Templates
• Setting up the letterhead
• Usage Types
• Approval Workflows
• Creating Workflows
• Auto-Approval Workflows
• Approval Topic Workflows
• Signature Assignment
• Catch-All Workflow
• When do Workflows run?
• Reviewing and approving deals
• Functions
• Getting Started
• Pre-Submit Validation
• Custom Approval Triggers
• Function Examples
• Type Definitions
• Integrations
• CRM Integrations
• Slack Notifications
• Markdown
• Markdown Operators
• Variables
• Preparing Agreements
• Attaching documents to the Deal
• Agreement Types
• How do I create a Deal?
• Customizing Agreement Display
• Managing Deal Status
• Prorating Deals
• Export RevOps Deals as DocX files
• Signing Agreements
• Countersigning RevOps Deals
• When will my customer be notified?
• Managing Counter Signers
• Managing Signature Type and Order
• Reassigning Signatory
• Sharing deals with customers
• How do I Sign a RevOps Deal Shared with me?
• SKUs & Line Items
• How to Create a Credit SKU
• How to Create a Flat-rate SKU
• How to Create a One-time SKU
• How to Create a Per-feature SKU
• How to Create a Per-user SKU
• How to Create a Schedule SKU
• How to Create a Usage SKU
• How to Create a Volume SKU
• Managing line item service dates
• Permissions
• Supported Currencies
• Terms
• RevOps Built-In Terms
• Creating deals effective when customer signs
• How To Configure Dropdown Terms
• Managing Terms of Service on your Order Forms
• Organizing Terms on an Agreement
• Setting up Terms to collect information from Signers
• Using Custom Term Properties
• Users and Teams
• How to Create a Team
• Login Restrictions
• Managing User Roles & Permissions
• Managing Users
• Notifications
• Setting up Out Of Office
• Workspace Discovery
• Webhooks
• Security & Authentication
• Deal Webhook
• Account Webhook
• REST API
• Security & Authentication
• Pagination