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Using 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
      Back to home
      1. Help Center
      2. Using 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

      Using RevOps

      Here for the first time? Learn how RevOps can help you create Sales agreements and close deals.

      Preparing Agreements

      • Setting up multiple service periods for a line item
      • How do I create a Deal?
      • Creating Deals in HubSpot
      • Displaying line items on your agreement
      • Managing "Terms of Service" on your Order Forms
      • Export RevOps Deals as docx files
      • Including Salesforce Data on Deals
      See more

      Reviewing & Approving Deals

      • Reviewing and approving deals

      Signing Agreements & Closing Customers

      • Sharing deals with customer
      • Signing RevOps Agreements
      • Managing Counter Signers
      • Sharing and syncing signed contracts
      • Counter Signing RevOps Deals
      • Reassigning Signatory
      See more
      revops.io Help Center
      • Go to revops.io
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