What's Included
All the features you need to build and scale your Deal Desk operation.
Collaboration
Decrease friction, increase win rates, and speed up time-to-close, with collaborative deal-making.
In-context communication on deal structure
@-Mentions to team members to ask questions or review sections
Teams and user permissions
See deviations from template
Branded deal closing experience
Export to DocX for Redlining
Data Sync
Integrate your deal data with critical systems through native integrations, a flexible API, and built-in integrations engine.
Native HubSpot Integration
Native Salesforce Integration
CRM Custom Mapping and Imported Custom Data
Agreement Builder
Customizable templates and a powerful agreement builder that puts the sales rep first, while reducing errors, and maintaining data integrity.
NDAs, MSAs, and other Agreement Types
Re-usable SKU and term blocks
Attach external agreements to order forms
eSign with RevOps e-signature technology
Deal Guardrails and Approvals
Ensure deals being sent for signature are in line with organizational rules around discounting, terms, and overall pricing.
Pre-defined template customization limitations
Required fields, such as payment terms and billing address
Custom rule-based approval routing
Pre-approve re-usable legal terms
Assign approvals to individual sections of a deal
Team-based countersigners
Support
Customized onboarding and implementation
Ongoing training and education
Priority feature requests
Flexible Pricing Model Support
Decrease friction, increase win rates, and speed up time-to-close, with collaborative deal-making.
Graduated Metered Pricing
Security
Decrease friction, increase win rates, and speed up time-to-close, with collaborative deal-making.
Encryption for Sensitive Data
