RevOps makes sharing deals easy so that your customers can quickly view and sign. Your deal can be shared 3 different ways:
Once the deal has been approved, the "Sharing & E-signing" options will be made available. Here we can see the ability to share the deal via email, copy a link to the deal, and download a PDF copy of the deal.
As the deal owner, you must initiate when the deal should be shared. RevOps Deals will never be automatically shared with your customer.
A link to your proposal can be shared with your customer by clicking on "Copy Link".
Please note that the link you copy here is to a view of your deal specifically for your customer. This is a different URL than the one you may see and use when editing your deal.
When your customer clicks on this link, they will be prompted to enter their email before they can view the deal. This login is to make sure that if you accidentally share the link with the wrong customer, they cannot view a deal that does not belong to them. Additionally, as the Deal Owner, if you were to enter your own email address, you will not be able to view the deal.
RevOps offers two types of viewing permissions to verify who has access to your deal.
Alternatively, you can click on "Share" and send your customer an invite to your deal.
Upon receiving this email, they can click on the button to view the deal.
Before viewing the deal, they may be prompted to enter their name. This is to help you track who is viewing your deals. RevOps will email the Deal Owner each time someone views your deal so that you know who and how many times your deal is being seen by your customer.
When viewing your deal, your customer may also choose to share the deal internally with their own colleagues. By clicking on the "Share" button while they are viewing your proposal, they can also enter an email and click send.
As the Deal Owner, you'll receive an email notification again so that you can keep an eye on who your deal is being shared.
If you've shared your deal through a link or email, the status of your deal will be moved to "Negotiation" this is to help you better track which deal has been shared and which deals are yet to be shared.
If your deal needs to be viewed and signed outside RevOps, you may also choose to download a PDF copy of the deal. RevOps generates a downloadable copy of your deal as soon as it's been approved.
To get a sense of what your deal may look like to your customer, click on the "View Proposal" button.