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Using RevOps
Setting up RevOps
Integration Guides
Preparing Agreements
Reviewing & Approving Deals
Signing Agreements & Closing Customers
Templates & Deal Studio
SKU
Terms
Approval Workflows
Users and Teams
Salesforce
HubSpot

Integration Guides

Connect, simplify, and automate. Speed up your quote to cash process without losing data integrity.

Preparing Agreements

How do I create a Deal?
Displaying line items on your agreement
Creating Deals in HubSpot
Managing "Terms of Service" on your Order Forms
Export RevOps Deals as docx files
Including Salesforce Data on Deals
Attaching documents to the Deal
Setting up multiple service periods for a line item

Reviewing & Approving Deals

Reviewing and approving deals

Signing Agreements & Closing Customers

Managing Signature Type and Order
When will my customer be notified?
Managing Guest Access To Your Deals
How do I Sign a RevOps Deal Shared with me?
Sharing deals with customers
Signing RevOps Agreements
Counter-signing RevOps Deals
Sharing and syncing signed contracts
Managing Counter Signers
Reassigning Signatory

Templates & Deal Studio

Including images on a Deal
Setting up Renewal Templates
Setting up a Cotermed Expansion Template
Setting up Templates
Setting up the letterhead

SKU

Managing line item service dates
Setting up SKUs with one-time pricing
Setting up SKUs with annual pricing
Setting up SKUs with tiered, volume pricing
Supported Currency
Setting up SKUs with metered pricing
What are SKUs and Line Items?
[Video Tutorial] Creating SKUs in RevOps

Terms

Setting up Term to collect information (Billing Email, PO #) from Signer
Creating deals effective when customer signs
RevOps Built-In Terms
Using Custom Term Properties
Organizing Terms on an Agreement
Reference Guide to Agreement Terms
Getting Started with Agreement Terms

Approval Workflows

Available Workflow Conditions
Setting up Approval Workflows
Setting up auto-approval for discounted deals

Users and Teams

Setting up Out Of Office
Managing Users
Managing User Roles & Permissions

Salesforce

Syncing Line Items from RevOps to Opportunity Line Items
Managing SKUs with Salesforce
Getting started connecting to Salesforce
Managing Deals with Salesforce Opportunities
Debugging Salesforce Syncing Issues
Managing Deals with Salesforce Contracts
Enriching Additional Data from RevOps to Salesforce

HubSpot

Get Started with RevOps for HubSpot
Monitoring HubSpot Data Sync
Syncing RevOps data to HubSpot custom properties
Syncing Line Items between HubSpot and RevOps
Disconnecting the HubSpot Integration from RevOps
Importing Customer Information
Getting Started with Slack Notifications
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