When putting together your agreement, RevOps offers a few ways to adjust how the products and services you sell are displayed on the agreement. In this guide, we'll walk you through how to:
To adjust the columns shown in the pricing table, click on the gear icon (⚙️) located at the top right hand corner above the pricing table.
The columns available to show or hide include:
These columns can be moved left and right by clicking on the up and down arrows of each column.
By clicking on the table title, you can also adjust the table name and description.
A description can be added both to the top and bottom of the table with the bottom table supported by Markdown, as well as RevOps Operators.
These fields are optional and will not display if left empty.
The table name, subtotal, or table itself, may also be hidden. To hide these fields, click on the gear icon (⚙️) located at the top right hand corner above the pricing table and unselect those options under the "Advanced" title of the menu.
While tables can be hidden from the agreement, because they exist on the agreement they will still be included and calculated in the Overall Total.
The calculation of prices can be adjusted on the agreement to display the price of purchase as:
When an Order Form extends more than 12 months, you may want to show the annual schedule or first-year price instead to reduce sticker shock.
This Overall Total calculation may also be hidden on the agreement, by clicking on the gear icon to the right of "Total Contract"