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:

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• Adjusting columns of pricing table
• Adding name and description
• Hiding sections of the table
• Adjusting the calculation of prices

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Adjusting columns on pricing table

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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.

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The columns available to show or hide include: 

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• Length: This is the service length, in months and days, of the line item
• Time Period: These are the service dates of the line item. Dates may not render if the contract starts on the buyer signed date.
• Quantity: The quantity of units purchased.
• Price per Month: The calculated monthly price. (Monthly Rate * Quantity). SKUs that are a one time fee will display as "One-Time Fee".
• Price per Unit: The unit price of the line item.
• Total Price: The total price of the line item for the service length of the line item. SKUs that are priced as a metered rate will display as "Metered".

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These columns can be moved left and right by clicking on the up and down arrows of each column.

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Adding and editing table name and description

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By clicking on the table title, you can also adjust the table name and description.

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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.

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These fields are optional and will not display if left empty.

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Hiding Sections on Pricing Table

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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.

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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. 

Adjusting the Calculation of Prices

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The calculation of prices can be adjusted on the agreement to display the price of purchase as:

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• the Total Contract Value
• an Annual Schedule
• or just the First-Year Price

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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.

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This Overall Total calculation may also be hidden on the agreement, by clicking on the gear icon to the right of "Total Contract"

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