February is behind us and Spring is just around the corner! Last month, we released some great new updates, features, and fixes for our customers.
Not to mention a very exciting announcement of an upcoming event!
Here are some highlights of the announcements and releases in February:
Speed to close is an important metric for our customers. The longer it takes for a deal to be created, approved, and sent for signature, the less likely it is to close. That's why we've made some important updates to enable users to get deals approved and signed faster.
Approvals within the Deal Editor are now live for all admins.
RevOps admins can now Approve the deal directly in Deal Editor. As an Admin, if you create the deal or review the deal in "Discuss" mode, you can now choose to approve the deal immediately or submit it for approval.
The letterhead of your agreement which includes the billing and shipping address is now included when viewing the deal. We hope you find this helpful when deciding whether the deal can be approved and is ready for signing.
The link to download your contract has been moved to the Deal Overview section on the right-hand side to give you a clearer overview of the status of the deal and when it was completed.
Often times you may also want a PDF copy of the signed contract in your CRM. RevOps can automatically attach this file once it's been signed by all parties.
To set this up head over to our CRM settings. There, you can set the CRM object to attach the signed PDF, whether that's the HubSpot Deal or the Salesforce Opportunity or Contract.
As a counter signer of RevOps, when you click on “Sign the deal” in our email notifications, you will now be immediately directed to DocuSign for a faster signing experience.
The data that lives in your contracts is critical to so many other activities down stream, especially for finance. That's why we've spent a lot of time making our data sync feature even more powerful.
Now, both HubSpot and Salesforce users can map the following fields from RevOps to their CRM:
For reference, Gross Total Contract Value is the Total Contract Value of the deal before any discounts were applied and Gross Annual Contract Value'is the Annual Contract Value of the Deal before any discounts were applied.
If you would like help setting up mappings to automate the data syncing from RevOps to your CRM, reach out to us at firstname.lastname@example.org . We're happy to walk you through set this up.
On March 16th at 11 AM (EST), we'll be joining the folks at HubSpot to walk you through how to create a modern, scalable Deal Desk in HubSpot with RevOps!
You can grab your seat here.