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
Custom Branding
Add company logo to your agreements, customize the way emails and Guest Proposal appear for your customers.
Operate multiple business profiles from a single Workspace
Custom Logos in Agreements
Apply brand colors to signing experience
Option to remove Powered by RevOps button
Data Sync
Integrate your deal data with critical systems through native integrations, a flexible API, and built-in integrations.
Native HubSpot Integration
Native Salesforce Integration
CRM Custom Mappings and Import 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 every deal is in line with your organizational discounting, terms, and overall pricing policies.
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
Drop "I'm blocked" from your vocabulary with our responsive support and feature request process.
Customized onboarding and implementation
Ongoing training and education
Priority feature requests
Flexible Pricing Model Support
Evolve your go-to-market and pricing strategies as you grow with our powerful pricing modeler.
Graduated Metered Pricing
Security & Compliance
Rest assured your data is secure at-rest and in-transit, and always available with robust infrastructure and process.
Encryption for Sensitive Data
