This week we are updating how users can authenticate with our platform. At RevOps, things like passwords shouldn’t get in your way of making quota. This is why we are excited to announce, you no longer need a password to sign in!
Using only your email address, we will now send you a “magic link” that helps us verify who you are and get you back to work, any time you need to log in. In addition to supporting login with a Google account, we have added the ability to log in with your Slack account.
This new flow opens up avenues to new features like:
More on those features to come.
Beyond reading this announcement, you shouldn’t have to do anything else, but enjoy this more secure and streamlined way to log in.
This month we released improvements that help Sales Operators manage their deals more efficiently. From deal status management and new form types, to permissions controls for Terms, operators are now equipped with better tooling to enforce deal consistency during the sales process.
Term Guardrails released as GA! 🎉
This feature enables operators to structure deals consistently and prevent additional modifications by Sales Reps. Legal terms can be locked to a specific term groups and are configurable on a per-template basis.
A long standing feature request, operators are now able to update the deal status and move back into an editable state. This includes changing deals in the middle of the signing process for additional modifications.
We replaced our file upload functionality with an in-house solution to resolve a long standing bug with transparent images and centralize file management. The new functionality also improves performance and user experience across all file uploads.
We support New Currency! ✨
Australian Dollars (AUD) now supported as an official currency.
Four form types have been added to support additional document use case.
Sales Operators can now select SKU listPrice as a Custom Mapping field. This is an especially useful mapping when synchronizing a tiered pricing SKU to OpportunityLineItems in Salesforce.
A new Revenue Metrics card for Deal Desk Overview that centralizes all revenue metrics.
Buyers not associated with a deal now have the ability to request access. Sales Reps will receive an email notification to confirm and quickly unblock buyers.
Custom Branding GA! 🎉
Create customized, branded deal signing experiences for your customers using our Proposal Branding solution. Sales Operators can customize logos, colors, and address information on a per-template basis to engage your customers and build trust in your brand.
This quarter, we’ve released numerous new features that improve the power and flexibility of Workflows to meet more complex business needs and speed up your deal review process.
Our workflow rules engine now offers 45 different conditions available for setting up any workflow rule. By specifying the condition and combining them as necessary, businesses can be more precise about when a workflow action should trigger. A full list of all the conditions available here.
Learn more how this feature works by visiting Spring '23 RevOps Product Release blog.
To speed up the review process and help each stakeholder understand when and why they’re needed to review and approve the deal, we’ve added Topics as an action that could be triggered by a Workflow.
This more focused approach allows stakeholders throughout your organization to stay involved as needed.
Learn more how this feature works by visiting Spring '23 RevOps Product Release blog.
Our new Workflow Results lets you, your Sales team, and the rest of your organization, see why a deal may require additional review or why the deal may have been auto-approved. This visibility can help remind and communicate your deal desk policy.
Learn more how this feature works by visiting Spring '23 RevOps Product Release blog.
To ensure that each deal is structured consistently, we’ve added Guardrails that allow you to specify where your legal terms can be placed and which terms are allowed depending on the type of Deal created.
Learn more how this feature works by visiting Spring '23 RevOps Product Release blog.
This month we released improvements that help Sales Operators & Sales Reps manage dates on deals more efficiently. From setting up permission that define what date fields Sales Reps can edit to defining how dates are being imported dynamically from CRM.
For Sales Reps we created better UX for setting up dates from manual, length or anchoring.
Businesses can now use dates data from the HubSpot or Salesforce CRM on the RevOps deal.
To learn more about the power of importing CRM date visit Winter '23 RevOps Product Release post.
Many contracts are effective on the date your customer signs the agreement. RevOps now supports it.
Learn more how this feature works by visiting Winter '23 RevOps Product Release blog.
RevOps now offers flexibility in defining line item service dates. Set your service dates type as:
For anchoring dates enable or disable offsetting feature. Learn more how this feature works by visiting Winter '23 RevOps Product Release blog
As an operator control which roles have the power to adjust date fields.
To learn more about the feature visit Winter '23 RevOps Product Release blog.
When putting together the deal, occasionally, you'll want to share a early copy with your customer, before it's been approved. Now watermarked copies of the agreement can be downloaded!
To learn more about the feature visit July Product Updates blog.
New filtering options will now include Total Contract Value, Contract Length, and more.
To learn more about the feature visit July Product Updates blog.
SKU Properties allow you to customize and extend the attributes of the SKU. Options picklist is the newest type of SKU properties we're making available.
To learn more about the feature visit July Product Updates blog.
When importing address information from your CRM, we’ve found that sometimes address data is incorrectly placed in the wrong fields. To help guide you, we’ll now surface when your address data appears incomplete.
To learn more about the feature visit July Product Updates blog.
This month we released:
Have you noticed our new design system (DS)? The DS allows us to ensure consistency in our application and make it more intuitive. Along with implementing this new design system, we've also been working on the following upgrades:
To learn more about the feature visit April Product Updates blog.
In "Collaborate Mode",
Learn more about Collaboration by visiting Building a Collaborative Deal Desk With RevOps blog.
This week we are updating how users can authenticate with our platform. At RevOps, things like passwords shouldn’t get in your way of making quota. This is why we are excited to announce, you no longer need a password to sign in!
Using only your email address, we will now send you a “magic link” that helps us verify who you are and get you back to work, any time you need to log in. In addition to supporting login with a Google account, we have added the ability to log in with your Slack account.
This new flow opens up avenues to new features like:
More on those features to come.
Beyond reading this announcement, you shouldn’t have to do anything else, but enjoy this more secure and streamlined way to log in.
A long standing feature request, operators are now able to update the deal status and move back into an editable state. This includes changing deals in the middle of the signing process for additional modifications.
We replaced our file upload functionality with an in-house solution to resolve a long standing bug with transparent images and centralize file management. The new functionality also improves performance and user experience across all file uploads.
We support New Currency! ✨
Australian Dollars (AUD) now supported as an official currency.
A new Revenue Metrics card for Deal Desk Overview that centralizes all revenue metrics.
Our new Workflow Results lets you, your Sales team, and the rest of your organization, see why a deal may require additional review or why the deal may have been auto-approved. This visibility can help remind and communicate your deal desk policy.
Learn more how this feature works by visiting Spring '23 RevOps Product Release blog.
RevOps now offers flexibility in defining line item service dates. Set your service dates type as:
For anchoring dates enable or disable offsetting feature. Learn more how this feature works by visiting Winter '23 RevOps Product Release blog
When putting together the deal, occasionally, you'll want to share a early copy with your customer, before it's been approved. Now watermarked copies of the agreement can be downloaded!
To learn more about the feature visit July Product Updates blog.
New filtering options will now include Total Contract Value, Contract Length, and more.
To learn more about the feature visit July Product Updates blog.
When importing address information from your CRM, we’ve found that sometimes address data is incorrectly placed in the wrong fields. To help guide you, we’ll now surface when your address data appears incomplete.
To learn more about the feature visit July Product Updates blog.
Have you noticed our new design system (DS)? The DS allows us to ensure consistency in our application and make it more intuitive. Along with implementing this new design system, we've also been working on the following upgrades:
To learn more about the feature visit April Product Updates blog.
Term Guardrails released as GA! 🎉
This feature enables operators to structure deals consistently and prevent additional modifications by Sales Reps. Legal terms can be locked to a specific term groups and are configurable on a per-template basis.
Four form types have been added to support additional document use case.
To ensure that each deal is structured consistently, we’ve added Guardrails that allow you to specify where your legal terms can be placed and which terms are allowed depending on the type of Deal created.
Learn more how this feature works by visiting Spring '23 RevOps Product Release blog.
As an operator control which roles have the power to adjust date fields.
To learn more about the feature visit Winter '23 RevOps Product Release blog.
SKU Properties allow you to customize and extend the attributes of the SKU. Options picklist is the newest type of SKU properties we're making available.
To learn more about the feature visit July Product Updates blog.
Custom Branding GA! 🎉
Create customized, branded deal signing experiences for your customers using our Proposal Branding solution. Sales Operators can customize logos, colors, and address information on a per-template basis to engage your customers and build trust in your brand.
Sales Operators can now select SKU listPrice as a Custom Mapping field. This is an especially useful mapping when synchronizing a tiered pricing SKU to OpportunityLineItems in Salesforce.
Businesses can now use dates data from the HubSpot or Salesforce CRM on the RevOps deal.
To learn more about the power of importing CRM date visit Winter '23 RevOps Product Release post.
Buyers not associated with a deal now have the ability to request access. Sales Reps will receive an email notification to confirm and quickly unblock buyers.
Many contracts are effective on the date your customer signs the agreement. RevOps now supports it.
Learn more how this feature works by visiting Winter '23 RevOps Product Release blog.
Our workflow rules engine now offers 45 different conditions available for setting up any workflow rule. By specifying the condition and combining them as necessary, businesses can be more precise about when a workflow action should trigger. A full list of all the conditions available here.
Learn more how this feature works by visiting Spring '23 RevOps Product Release blog.
To speed up the review process and help each stakeholder understand when and why they’re needed to review and approve the deal, we’ve added Topics as an action that could be triggered by a Workflow.
This more focused approach allows stakeholders throughout your organization to stay involved as needed.
Learn more how this feature works by visiting Spring '23 RevOps Product Release blog.
In "Collaborate Mode",
Learn more about Collaboration by visiting Building a Collaborative Deal Desk With RevOps blog.
