Create a scalable process with guardrails, templates, approval workflows, and more.
All the features you need to build and scale your Deal Desk operation.
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
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
Customizable templates and a powerful agreement builder that puts the sales rep first, while reducing errors, and maintaining data integrity.
Supported Agreement TypesNew orders only+ MNDAs, Expansion, and Renewals
Re-usable SKU and term blocks
Metered Usage SKUs
eSign with DocuSign built-in
Attach external agreements to order forms
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 routinga
Pre-approve re-usable legal terms
Assign approvals to individual sections of a deal
New feature requests
Dedicated Slack Channel
Customized onboarding and implementation
Ongoing training and education
Early Feature Access
Priority feature requests
Tiered Volume Pricing
Graduated Metered Pricing
SOC2 Type 1 Compliant
Encryption for Sensitive Data