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.

Limited Usage

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