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Using RevOps
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Preparing Agreements
Reviewing & Approving Deals
Signing Agreements & Closing Customers
Templates & Deal Studio
SKU
Terms
Approval Workflows
Users and Teams
Salesforce
HubSpot
Available Workflow Conditions
The following table includes the conditions available when setting up workflow rules.
Deal
subtotal
less than
any number
Deal
subtotal
less than or equal to
any number
Deal
subtotal
greater than
any number
Deal
subtotal
greater than or equal to
any number
Deal
subtotal
is between
any number
Deal
subtotal %
less than
any number
Deal
subtotal %
less than or equal to
any number
Deal
subtotal %
greater than
any number
Deal
subtotal %
greater than or equal to
any number
Deal
subtotal %
is between
any number
Deal
total discount amount
less than
any number
Deal
total discount amount
less than or equal to
any number
Deal
total discount amount
greater than
any number
Deal
total discount amount
greater than or equal to
any number
Deal
total discount amount
is between
any number
Deal
agreement type
has selected option
Deal
created from template
has selected option
Deal
term presence
selected term is present
Deal
term presence
selected term is not present
SKU
list price %
less than
any number
SKU
list price %
less than or equal to
any number
SKU
list price %
greater than
any number
SKU
list price %
greater than or equal to
any number
SKU
list price %
is between
any number
SKU
discount %
less than
any number
SKU
discount %
less than or equal to
any number
SKU
discount %
greater than
any number
SKU
discount %
greater than or equal to
any number
SKU
discount %
is between
any number
SKU
subtotal
less than
any number
SKU
subtotal
less than or equal to
any number
SKU
subtotal
greater than
any number
SKU
subtotal
greater than or equal to
any number
SKU
subtotal
is between
any number
Term
term has value
selected option(s)
only applied to a specific term with options as the input type
Term
term has value
less than
only applied to a specific term with number as the input type
Term
term has value
less than or equal to
only applied to a specific term with number as the input type
Term
term has value
greater than
only applied to a specific term with number as the input type
Term
term has value
greater than or equal to
only applied to a specific term with number as the input type
Term
term has value
is between
only applied to a specific term with number as the input type
Term
term has value
equal to
only applied to a specific term with number as the input type
Term
term has value
not equal to
only applied to a specific term with number as the input type
Team
created by team member
selected
One-time
Microsoft ruled the OS market with this classic strategy. This pricing model is the simplest and most common across all industry; a simple, value-based exchange.
Flat-rate
Basecamp is famous for maintaining their flat-fee pricing without interrupting their growth. This model is straightforward and easy for customers to understand. Most companies start here while building their MVP.
Per-user
Slack exploded with their per-active-user pricing model. Ultimately, they innovated the classic per-user pricing model. This model is the most common and where many companies settle their core pricing.
Per-feature
Zendesk revamped from just customer support to a customer lifecycle platform, allowing users to pick only features they needed. This model is used by companies that expand their value with secondary features.
Credit
Mailchimp sends it to the moon with their special “pay-as-you-go” model. This model is used on platforms where bulk operations are common and easily quantifiable.
Volume
Twilio dialed in their value discounting their services for their users as they used them more. This model is the bread-and-butter of SaaS companies.
Usage-based
Snowflake is one of the many data warehousing platforms that lets you “pay-as-you-go”. This model is useful for businesses dealing with high-speed, high-volume processing products.
Schedule
Apple bit into the streaming market by offering all Apple users 1 free year of Apple TV and then charging a monthly subscription fee. This model is a classic strategy with subscription-based businesses.
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