Users can draft a RevOps deal to be used as proposals and agreements that their customers can review and sign. The Deal is the nucleus of our platform and it only takes 5 steps to create one.
In this article, we discuss the steps to creating a Deal:
Click the "Create Deal" button to start creating a new deal. When in doubt, look to the top right corner of your screen and find the "Create Deal" button.
Every deal starts from a deal template. This makes it quick and easy for you and your team to start putting together deals. <a href="/knowledge/creating-templates">Building Templates</a> is a good place to start if you're just starting out with RevOps. Since only RevOps Admins and Managers are allowed to configure templates, you may need to contact them for additional ones.
Select the <a href="/knowledge/managing-deals-with-salesforce-opportunities">Salesforce Opportunity</a> or <a href="/knowledge/importing-customer-information">HubSpot Deal</a> that this agreement should be associated with. By connecting this CRM record, RevOps is able to import your customer contacts and addresses.
If you have a CRM account, connecting it to your Workspace allows you to sync your data. Connecting your <a href="/knowledge/salesforce-integration">Salesforce</a> or <a href="/knowledge/get-started-with-the-hubspot-integration">HubSpot</a> account is easy and recommended.
Once the Salesforce opportunity or HubSpot deal has been selected, you can also select:
If you do not wish to connect your CRM to RevOps, you may skip this step and choose to manually enter the contact's name and address for which the agreement is being made.
The same contact can be both your lead contact and a signer or you could select different contacts.
When the lead contact is selected, you'll notice their name, title, and email displayed at the top right corner of your agreement preview.
While each agreement can only have one lead contact, you may have multiple required signers on your customer's end. Keep in mind that each selected signer must sign the agreement in the configured order before the contract is complete.
If you’ve successfully <a href="#connect-crm-enter-info">linked a CRM record to your deal</a> and you already see contacts on your deal, nice! You can <a href="#assigning-a-signer">skip to 2.b. Assigning a Signer</a>.
You may find yourself needing to add a new contact to a deal. Here’s how:
Now that you may have <a href="#connect-crm-enter-info">linked a CRM record</a> or <a href="#entering-contact-information">entered Customer Information</a>, you should have at least 1 contact added to your deal and you can assign them to sign.
<div class="callout"><p>🤯 <b>Did you know?</b> You can click directly on the proposal preview to edit its properties like customer information, line items, and legal terms! 💬</p></div>
Here's where all the action happens. To adjust the <a href="/knowledge/what-are-skus-and-line-items">line items</a> on your deal, click the individual line item you would like update. Additional line items can also be created on the deal by adding SKUs.
If you haven't added any line items yet, click the "Add SKUs" button in the middle of the right side. Use the popup window to select the SKUs you want to include on the deal.
Click the "Done" button and feel free to <a href="/knowledge/customizing-the-display-of-your-agreement">adjust the display of your new line items</a>.
<a href="/knowledge/displaying-terms-on-an-agreement">Organizing Terms on an Agreement</a> is more of an art than a science. To get you started, we provide several <a href="/knowledge/revops-built-in-terms">built-in Terms</a> every Workspace needs. Like line items, to add or make changes to your terms, you can hover and click on the term you want to edit.
Additionally terms can be added to the header of the agreement by clicking on "Add Terms to Header" as well as to the body of the agreement by clicking on either "Add Terms" or "Edit Terms"
Once you're happy with your deal, you can choose to either Save it as a draft or Submit it for Approval. By submitting your deal for approval, your Deal Desk team Admins or Managers can review it and make sure it's ready to be signed. If you are an Admin or Manager, you are also able to immediately approve any deal using the Approve button.
How do you feel? Hopefully, great! You just created your 1st RevOps deals of many.
Go forth and always be closing.