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Sharing deals with customers

Learn the different ways your RevOps Deal can be shared and viewed.

RevOps makes sharing deals easy so that your customers can quickly view and sign. In this article, we discuss the different ways your RevOps Deal can be shared and viewed. A deal can be shared 3 different ways:

  1. Share via link
  2. Share via email
  3. Share as PDF

For peace of mind, we want to call out that all deals can be viewed as a customer. Finally, we detail the notifications that you will receive when your customer views or signs your deal.

Once the deal has been approved, the Share & eSigning section will be made available. Below 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.

Share & eSiging section of the Deal Overview page.
Share & eSiging section of the Deal Overview page.

<div id="link"><span class="hash-anchor"></span>Share via link<span class="copy-anchor"></span></div>

A link to your proposal can be shared with your customer by clicking on the "Copy Link" link shown in the Deal Overview sidebar shown above. The popup below will be displayed. It offers you the ability to select and copy the link, or use the "Copy Link" link, which will copy the link to your clipboard to be pasted elsewhere.

Get a Link modal displays a deal's URL and "Copy Link" button.
Get a Link modal displays a deal's URL and "Copy Link" button.

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.

Default proposal verification screen seen after finishing loading.
Default proposal verification screen seen after finishing loading.

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.

Viewing Permissions

RevOps offers two types of viewing permissions to verify who has access to your deal.

Two options are available when setting Sharing permissions.
Two options are available when setting Sharing permissions.
Restricted to Contacts
  • Restrict viewing access to the list of contacts you've set on the deal.
  • By default, all deals are set to this permission.
  • In order to view your deal, your customer must enter an email that matches one of the contacts you've included on your deal. You can see this list of contacts in the "Deals Details" section.
Blue arroa points to the "Contacts" section in the Share & eSiging section.
Blue arroa points to the "Contacts" section in the Share & eSiging section.
Email domain access
  • Allow anyone with a specific email domain to view your deal.
  • If you know that your deal will be shared by your customer, this viewing permission allows your customer to easily pass around the deal while giving you some level of control.
A blue arrow points to the textbox that allows domains to be added that are allowed to view the deal.
A blue arrow points to the textbox that allows domains to be added that are allowed to view the deal.

<div id="email"><span class="hash-anchor"></span>Share via Email<span class="copy-anchor"></span></div>

Alternatively, you can click on "Share" and send your customer an invite to your deal.

Share your proposal popup that allows customization along with preview of email.
Share your proposal popup that allows customization along with preview of email.

Upon receiving this email, they can click on the "View agreement" button to view the deal.

Example of the email sent to a customer when the deal is sent through RevOps.
Example of the email sent to a customer when the deal is sent through RevOps.

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.


Default proposal verification screen seen after finishing loading.
Default proposal verification screen seen after finishing loading.

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.

A blue arrow points to the "Share" icon that customers see when viewing your proposal.
A blue arrow points to the "Share" icon that customers see when viewing your proposal.

As the Deal Owner, you'll receive an email notification each time a user views the deal, so that you can keep an eye on who your deal is being shared with.

Status Update 

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 deals have been shared and which have not.

<div id="pdf"><span class="hash-anchor"></span>Share as PDF<span class="copy-anchor"></span></div>

If your deal needs to be viewed and signed outside RevOps, you may choose to download a PDF copy of the deal. RevOps generates a downloadable copy of your deal as soon as it's been approved.

Two blue arrows point to the two different Download PDF buttons on Deal Overview .
Two blue arrows point to the two different Download PDF buttons on Deal Overview .

 

<div id="view-as-customer"><span class="hash-anchor"></span>Viewing Proposal as your customer<span class="copy-anchor"></span></div>

To get a sense of what your deal may look like to your customer, click on the "View Proposal" button.

Highlighted View as Customer button in the Deal Overview
Highlighted View as Customer button in the Deal Overview

<div id="notifications"><span class="hash-anchor"></span>Customer Event Notifications<span class="copy-anchor"></span></div>

Sharing a deal your customer only half of the process. Getting them to review and sign is the other. Being so important, we will send you a notification and display details for each event: Viewing and Signing.

Customer Viewed event

We consider the moment your customer clicks the Verify button on their Deal Proposal page and successfully loads the proposal as them viewing the proposal.

Cursor clicks a highlighted Verify button indicated by a yellow overlay.
Cursor clicks a highlighted Verify button indicated by a yellow overlay.

When the customer or anyone on the deal who is allowed to access the proposal logs on to the proposal, we will send you:

  1. An email.
Email shares that Chevy Chase has viewed an agreement.
Email shares that Chevy Chase has viewed an agreement.
  1. An event in the Share & eSigning section of the Deal Overview.
Signer activity section shows the date and time the Deal was viewed.
Signer activity section shows the date and time the Deal was viewed.
  1. A Slack message, if you have Slack connected.
Slack notification that a deal was viewed.
Slack notification that a deal was viewed.

Customer Signed event

We consider the moment your customer clicks the Finish Signing button on either DocuSign or RevOps eSign as them signing the proposal.

DocuSign

Cursor clicks a highlighted Finish button indicated by a yellow overlay.
Cursor clicks a highlighted Finish button indicated by a yellow overlay.

RevOps eSign

Cursors click highlighted Finish Signing buttons indicated by yellow overlays.
Cursors click highlighted Finish Signing buttons indicated by yellow overlays.

When the customer or anyone on the deal who is allowed to access the page logs on to the proposal, we will send you:

  1. An email with the Subject Line “Hooray, {deal name} has been signed”.
Email shares that Chevy Chase as signed a deal.
Email shares that Chevy Chase as signed a deal.
  1. An event in the Share & eSigning in the Deal Overview.
Highlighted Signer activity section shows the date and time the deal was signed.
Highlighted Signer activity section shows the date and time the deal was signed.
  1. A Slack message, if you have Slack connected.
Slack notification that a deal was signed.
Slack notification that a deal was signed.

Recap

  • Deals can only be shared with customers after the deal has been approved.
  • The Deal Overview section of your deal will offer you the option to copy a link, share your deal, or download a PDF copy of your deal.
  • When sharing your deal via a link, confirm the viewing permission.

 

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