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.
Statuses
Draft
This is the first status most deals will start in. The agreement has been created, but isn't ready for internal review. This deal cannot be shared externally. If a PDF is downloaded, it will be watermarked as draft.
Attention
When a user submits the deal for approval, the deal will be moved into attention status and approval topics will be assigned based on your workflow configuration. This deal cannot be shared externally. If a PDF is downloaded, it will be watermarked as draft.
If a deal is edited with a material change in attention status and is not re-submitted for approval, then the deal will be moved back to draft status.
Approved
After all required approvals have been received, the deal will be in approved status and is ready to be shared externally. If a PDF is downloaded, it will not be watermarked.
Negotiation
Once a deal has been shared from RevOps, the deal will be in negotiation status. This is very similar to approved status.
Signing
Once an agreement has been signed by the first signer, the deal will automatically be moved to signing status. From this stage forward, any edits to the deal will require revoking all signatures and moving the deal into a previous status.
Deals cannot be moved into signing manually.
Signed
Once all parties have completed the agreement, the deal will automatically moved into signed status. The completed document will be available for download and will be sent via email or synced to your CRM
Signed agreements cannot be edited without revoking all signatures and moving the deal into a previous state.
Active
When a deal has been activated for billing, it will be moved into active status.
Active status only applies to organizations using select beta features
Rejected
Rejected deals have been marked as unacceptable by a reviewer. These deals will need to be edited before they can be submitted for approval again. This deal cannot be shared externally. If a PDF is downloaded, it will be watermarked as draft.
Archived
Archived (or deleted) deals are deals that are no longer relevant. These deals will not appear in standard views such as deal desk and cannot be accessed by customers.
Changing Status
The Deal Status button can be used to change a deal status manually.
The available options depend on your role and the current status.
| Current Status | Possible Statuses | Restrictions |
|---|---|---|
| Draft | Attention Archived | Attention is for admins only. Other uses should use the submit for approval option. |
| Attention | Draft Rejected Archived | Rejected is limited to admins, deal desk managers, and sales managers. |
| Approved | Draft Attention Negotiation Signed Rejected Archived | Rejected is limited to admins, deal desk managers, and sales managers. |
| Negotiation | Draft Attention Approved Signed Rejected Archived | Rejected is limited to admins, deal desk managers, and sales managers. |
| Signing | Draft Attention Approved Signed Rejected Archived | Changes are limited to admin only |
| Signed | Draft Attention Approved Rejected Archived | Changes are limited to admin only |
| Active | Archived | Changes are limited to admin only |
| Rejected | Archived | Agreements can be moved to draft status by making an edit |
| Archived | Draft |
API Values
If you are interacting with deal status for CRM sync or via a RevOps API, the following values are used.
| Status | API Value |
|---|---|
| Draft | draft |
| Attention | attention |
| Approved | approved |
| Negotiation | negotiation |
| Signing | signing |
| Signed | signed |
| Active | active |
| Rejected | rejected |
| Archived | archived |