Preparing Agreements
Getting Started with RevOps
RevOps is a full featured platform that can support the scrappiest two person startup team to the process driven ever-expanding corporate sales team. No matter how many team members you have to support, all teams will do the same 4 step process. If you happen to require a counter-signature step, we will also walk through that step at the end. Every team will use the same steps when starting with RevOps:
- Creating a deal
- Reviewing and approving deals
- Sharing deals with customers
- Signing RevOps agreements
- Counter-signing RevOps agreements, if required
As your team scales and your needs grow, RevOps has a full powered feature set to handle your growth.
📄️ Attaching documents to the Deal
In more complex sales agreements, you may want to include an already negotiated agreement such as the Master Service Agreement, Data Processing Agreement, or Service Level Agreement, as an attachment to your quoted order form.
📄️ Buyer Address Information
The address feature in RevOps is designed to allow administrators and sales representatives to manage customer billing and shipping addresses efficiently. This feature is available in two main locations: Deal Studio and Deal Editor.
📄️ Agreement Types
Every agreement has an associated type based on the template. Agreement types allow you to categorize your deals for cases such as deal desk filtering, reporting, or automation flows.
📄️ Business Profiles
Each Business Profile represents a division of your organization. It includes a legal name, address, and brand identity.
📄️ How do I create a Deal?
Users can draft a RevOps deal to be used as proposals and agreements that their customers can review and sign. The Deal is the nucleus of our platform and it only takes 5 steps to create one.
📄️ Customizing Agreement Display
Displaying line items on your agreement
📄️ Managing Deal Status
After your RevOps agreement is created, it will move through a series of stages that are reflected through the deal status. A deal may move forward or backwards through each of these stages. Each status affects what you are able to do with the deal.
📄️ Prorating Deals
Originating from the Latin phrase Pro rata , translating to "in proporation", proration describes a common practice used by service providers to calculate pricing for their services when a contract starts or ends in the middle of a billing cycle. It's a way of calculating the price of an incomplete billing interval.
📄️ Export RevOps Deals as DocX files
Redlining is a process where two or more parties are negotiating and working together in editing a contract. RevOps supports redlining by allowing agreements created be downloaded as a docx file so that contracts can be shared and edited in Word.
📄️ Revenue Metrics & Totals
Revenue Metrics