RevOps

A deal desk, approvals, and configure-price-quote platform that helps create, price, approve, and sign sales agreements and reduces contract errors, manual approvals, and pricing mistakes. It is for sales, finance, operations, legal, and customer success teams at B2B software companies, including fast-growing mid-market and enterprise organizations. It is delivered as a SaaS platform with template-based agreements, reusable SKUs and terms, and integrations with HubSpot, Salesforce, DocuSign, Slack, and Google Workspace.

Key features

• Configure, price, quote and sign
• Deal desk management
• Approval workflows and topics
• Agreement builder with blocks
• Reusable templates
• Reusable SKUs with pricing models
• Reusable terms
• Pricing table block
• Signature and eSignature
• Attachment and table blocks
• Deal expiration tracking
• CRM sync with HubSpot and Salesforce
• DocuSign integration
• Slack and email notifications
• ARR and financial insights
• ASC-606 revenue recognition data
• Collaboration with mentions and tagging