Deal Approval Software

Sales Flexibility, Operational Controls

Automate approvals for standard deals while streamlining the review process for non-standard ones.

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Trusted by Fast-Growing Software Companies

Co-Founer @ Atrium

Pete Kazanjy
I'm a super customer fanboy of RevOps. I'm a huge process optimizer person, and anything that can remove inefficiencies from the sales motion gets me really excited.

Head of Revenue Operations @ Retool

Jonathan Krangel
With the SMB team, I found that one out of every two agreements, so 50% of agreements in June, had some sort of issue. After implementing RevOps, I found only one issue out of over 150 deals.

Director of Revenue Operations @ Repsly

Jennifer Quintero
RevOps helps us get more visibility into what’s happening with our deals, creates transparency across our organization, and makes Finance feel a lot more comfortable around what’s going out to a customer.

Why Do You Need Intelligent Approvals?

Without Intelligent Approvals

Deals Getting Stuck in Approval Chain

Slow Deals Turn Into Lost Opportunities

Wasting Time on Deals That Don't Need Approvals

No Single Source of Truth for Approval Decisions

With Intelligent Approvals

Simplified Approval Process for Non-Standard Deals

Fast Auto-Approvals for Standard Deals

Audit Trail of All Approval Decisions

Faster Time to Close

Automation

Approval Rules Engine

Create automated, rule-based workflows for when an agreement requires approval.

Pricing, Discount, and Term-Based Workflow Rules

Auto-Approvals for Standard Quotes

Team-Based Approvals

Approval Topics

Granular, Section-Level Approvals

All approval requirements in one place, without the pain of delays or decreased deal velocity.

Assign Correct Approvers to Each Section

Tag Specific Sections of a Deal for Approval

An Audit Trail of All Deal Revisions and Pricing Decisions

Communication

Automated Alerts and Notifications

Relevant stakeholders are kept in the loop on the progress of a deal, without clogging up their communication channels.

Alert Stakeholders to a Comment with “@-mentions”

Notify Approvers When Their Approval is Required

Reps are Notified of Status Changes and Comments

Latest Customer Story

How Muck Rack Decreased Contract Errors By Nearly 100%

Learn how Muck Rack leveraged automation to cut out manual errors and save 2-3 hours a day

Read More Customer Stories

Winter '22 RevOps Product Release

The Winter ‘22 release is here, and the entire team here is excited to tell you about it.

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New "Draft Deal" Menu

 

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