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Setting up RevOps
Using RevOps
Preparing Agreements
Reviewing & Approving Deals
Signing Agreements & Closing Customers
Setting up RevOps
Templates & Deal Studio
SKU
Terms
Approval Workflows
Users and Teams
Integration Guides
Salesforce
HubSpot
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Help Center
Setting up RevOps
Using RevOps
Preparing Agreements
Reviewing & Approving Deals
Signing Agreements & Closing Customers
Setting up RevOps
Templates & Deal Studio
SKU
Terms
Approval Workflows
Users and Teams
Integration Guides
Salesforce
HubSpot
Setting up RevOps
Everything you need to get started building your quote to cash process in RevOps.
Templates & Deal Studio
Including images on a Deal
Setting up Templates
Setting up Renewal Templates
Setting up a Cotermed Expansion Template
Setting up the letterhead
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SKU
What are SKUs and Line Items?
[Video Tutorial] Creating SKUs in RevOps
Setting up SKUs with annual pricing
Setting up SKUs with one-time pricing
Setting up SKUs with tiered, volume pricing
Setting up SKUs with metered pricing
Managing line item service dates
Supported Currency
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Terms
Getting Started with Agreement Terms
Reference Guide to Agreement Terms
Organizing Terms on an Agreement
RevOps Built-In Terms
Using Custom Term Properties
Setting up Term to collect information (Billing Email, PO #) from Signer
Creating deals effective when customer signs
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Approval Workflows
Setting up Approval Workflows
Setting up auto-approval for discounted deals
Users and Teams
Managing Users
Managing User Roles & Permissions
