Setting up RevOps

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Preparing Agreements

Reviewing & Approving Deals

Signing Agreements & Closing Customers

Templates & Deal Studio

Approval Workflows

Users and Teams

Setting up RevOps

Everything you need to get started building your quote to cash process in RevOps.

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 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