Summer might be ending… but we’re still shipping! Here were some of the feature improvements and bug fixes we’re excited to share with you.
By showing the “Time Period” column on your pricing table, you can let your customers know the effective service dates for the product or service they purchase. This is especially helpful if you plan on selling products or services that begin or end on dates different than your contract dates.
By clicking on ‘adjust dates’ you can change the service dates of the product or service sold. This allows you to offset the service date from your contract start date or offer a service for a partial duration of your contract.
Setting the dates of your line item unlocks a whole set of use cases which could include: co-term agreements, offering a 3-month implementation service, or selling a product with a ramping model.
For our newer Users, we released a new Getting Started Dashboard to help guide you through adopting RevOps and point you to relevant documentation.
With RevOps, any agreements you create comes with embedded e-signing powered by DocuSign.
We continue to make improvements to the e-signature functionalities which now includes:
Previously, our e-signing feature was powered by HelloSign. For our existing customers, if you’d like to make the switch over, let us know.
Start Term Groups on New Page.
You can now add page breaks between your term groups by toggling your term group to start on a new page.
Admins can disable line item descriptions from being editable.
By enabling this toggle, Sales Reps will no longer be able to change the line item description of the SKU.
In addition to Indian Rupees, RevOps also supports USD, CAD, EUR, GBP, and NZD currencies. These currencies are respected when syncing to Salesforce or Hubspot.
The Deal Owner is included in deal notification emails
If your team uses Hubspot Sales Hub as your primary CRM, we’d love to connect. Our Hubspot Integration makes it easy to create Order Forms and other Sales agreements that can sync directly to your Hubspot Deal.
Here’s a quick preview of our Hubspot Integration. If you use Hubspot as your CRM and are excited to try it out, signup here.