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