RevOps Deal Desk & CPQ
The Modern, Scalable Deal Desk Platform for HubSpot CRM
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
RevOps Deal Desk & CPQ Subscription - Basic, Pro, Enterprise, or Freemium plans
Overview
1/6
RevOps CPQ & Deal Desk enables HubSpot Sales Hub users to build a modern, scalable deal desk with templated agreements, approval workflows, pricing guardrails, and total data integrity. With our natively integrated Deal Desk & CPQ, there's no need for reps to go back and forth between systems.
RevOps CPQ & Deal Desk includes:
A new way to configure, price, quote, and automate!
A CPQ solution shouldn't take months to implement, require six-figure implementation budgets, and low internal adoption. RevOps Deal Desk & CPQ Integration is a true modern CPQ solution that is natively integrated with HubSpot.
Interfaces the salesperson is familiar with.
Automatic tracking of changes between standard terms and deviations
A simple operations platform to maintain rules and configurations for complex pricing, terms, and workflows.
Truly Native CPQ Experiences
With the RevOps Agreements Card, users can seamlessly create and edit agreements without ever leaving HubSpot.
Effortlessly view contract and agreement information at a glance.
One-click to instantly create standardized agreements.
Flexible Approvals With Operational Controls
Create deals collaboratively, without the back and forth emails and Slack messages.
Automated Approval Rules
Granular Approval Sections
Alert Approvers When Approval is Required
Robust Contract Management
Generate NDAs, MSAs, agreements, quotes and other documents in a variety of formats (e.g. Word, PDF and HTML)
NDAs, MSAs, Order Form, Contracts, and More
Redlining and DocX Generation
Attach Other Agreements to RevOps Quotes
Collaborate, Price, Quote
Create deals collaboratively, without the back and forth emails and Slack messages.
Contextual deal-making
@-Mention Stakeholders
Audit Trail of Comments and Changes to a Deal
Slack and email notifications for keeping everyone on track
HubSpot Deal timeline events are published automatically when customers interact with your Deal
Take The Complexity Out of Complex Pricing
Create agreements based on non-standard pricing models such as usage-based, ramping, bucket pricing, volume discounts, and more
Usage-Based and Metered Pricing
Ramp schedules, true-ups, and minimum commitments
Upsells, cross-sells, and co-terming
Features
Native CPQ for HubSpot
RevOps CPQ & Deal Desk enables HubSpot Sales Hub users to build a modern, scalable deal desk with templated agreements, approval workflows, pricing guardrails, and total data integrity. With our natively integrated Deal Desk & CPQ, there's no need for reps to go back and forth between systems.
Pre-Approved Templates for Reps to Customize
RevOps lets you build any sales agreement with your HubSpot CRM data, create custom templates, and sync the data from your agreements to HubSpot. - Native deal data sync between HubSpot and RevOps - Support for any kind of sales agreement - Pre-approved SKU and term blocks for reps to add to deals
Rules-Based Automated Approvals Engine
Define custom rules for approvals for specific deals based on discounts, price, term language, and more. Automate approvals for deals that meet set rules. - Custom "if this, then that" workflows for approval requests - Route approvals to individuals or groups based on set rules - Approval blocks for individual sections of a deal
Flexible Pricing Model Support
Create agreements based on non-standard pricing models such as usage-based, ramping, bucket pricing, volume discounts, and more - Usage-Based and Metered Pricing - Ramp schedules, true-ups, and minimum commitments - Upsells, cross-sells, and co-terming
Collaborative Deal Creation
Forget back and forth emails and slack messages about revisions to an agreement. RevOps enables a truly collaborative Deal Desk so that deals close faster with fewer errors. - Contextual deal-making - @-Mention Stakeholders - Audit Trail of Comments and Changes
App Functionality
Shared Data
Contact | ||
Deal | ||
Deal | ||
Deal | ||
SKU |
Reviews
5.0
7
5.0
7
- Dec 19, 2024
Super App with great HS integration!
RevOps Deal Desk & CPQ has helped us to streamline our revenue/sales operations. Sync with HubSpot is working great, together with deal desk for quote approvals!
Gogitidze, V.
- Dec 17, 2024
Great partners, leading innovators.
Revops has been a great partner for us here at Lavu. They made it seamless to get our deals created and integrated through HubSpot. Now they've gone even farther and developed an integration with our payment and subscription management platform Chargebee which lets us collect payment DURING the signature process and forces payment for the contract to be signed. What does that mean for us? Zero sales team members spending valuable time chasing cards when they could be focused on closing sales. It's been a dramatic improvement to our business
They integrate payments, they integrate with our CRM. Their standard templates allow us to launch self-serve purchase packages which, in a boutique sale space, is HUGE. And the team is incredibly responsive to questions, problems or needs. Late nights, weekends, the times when everything goes wrong, these guys are attentive and responding, making sure we're comfortable with the program.
They iterate too fast!! Sounds like a fake complaint but in truth it can lead to features that require us to reach out as the documentation is either not built or not fully fleshed out quite yet. Additionally we'll see every now and again that the rapid new features and updates can lead to an occasional unintended consequence.
Carroll, N.
Pricing
Basic
$29
/monthFor go-to-market team sizes under 10
Up to 10 licensed users
2 free collaborators
Unlimited developers
Taskbox
Collaboration
Roles & Permissions
Unlimited Teams
Up to 10 Templates
Dynamic Pricing
Automated Renewals
Expansion Support
Up to 10 Approval Workflows
Sequential Approvals
Unlimited RevOps E-Signature
DocuSign Integration
One Business Profiles
Email Support
Basic
$29
/monthFor go-to-market team sizes under 10
Up to 10 licensed users
2 free collaborators
Unlimited developers
Taskbox
Collaboration
Roles & Permissions
Unlimited Teams
Up to 10 Templates
Dynamic Pricing
Automated Renewals
Expansion Support
Up to 10 Approval Workflows
Sequential Approvals
Unlimited RevOps E-Signature
DocuSign Integration
One Business Profiles
Email Support
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 10/24/2024
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