RevOps Features
What are the features of RevOps?
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Online Document Creation
- PDF Creation
- Custom Branding
Workflow
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows
Analytics
- Reporting and Dashboards
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- E-Signature Integration
- CPQ Integration
- API / Integrations
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Technology Glossary Features
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RevOps Categories on G2
Filter for Features
Configuration
Product Catalog | Allows users to search, filter, sort and select items to be added to quote | Not enough data | |
Configuration Rules | Rules ensure that users select only compatible options and that all required items are included | Not enough data | |
Configured Pricing | Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price | Not enough data | |
Visual Configuration | Images can be displayed of options to enable users to visualize product options as it is being configured | Not enough data | |
Ease of Use | Configurator guides users through process visually; no significant training required This feature was mentioned in 10 RevOps reviews. | 92% (Based on 10 reviews) |
Pricing
Pricing Flexibility | Ability to support multiple pricing models for one-time, recurring, and other items | Not enough data | |
Discounting | Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements | Not enough data | |
Commerical Rules | Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations | Not enough data | |
Terms and Conditions | Ensure that users automatically include the right terms based on items being quoted | Not enough data | |
Approval Workflow | See feature definition | Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | Not enough data |
Renewals | Allows users to renew existing contracts based on contracted pricing and existing assets already owned | Not enough data |
Quoting
Grouping | Ability to easily group items on quotes; apply and manage discounts and pricing by group | Not enough data | |
Version Control | Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | Not enough data | |
Quote Document Generation | Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | Not enough data | |
Document Customization | Users can customize quote with supporting documents, comments, cover letters for each customer. | Not enough data | |
Ordering | Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | Not enough data | |
Contracts | Ability to convert accepted quotes into contracts; set up of required assets and contracts | Not enough data |
Admin
Configuration Ease of Admin | As reported in 11 RevOps reviews. Easily build and maintain configurator; flexibility to easily embed all desired business logic | 91% (Based on 11 reviews) | |
Pricing Administration | Can easily build and maintain pricing logic required by business 11 reviewers of RevOps have provided feedback on this feature. | 94% (Based on 11 reviews) | |
Workflow Management | Easily build and maintain workflows, misc commercial fields, commercial rules This feature was mentioned in 10 RevOps reviews. | 92% (Based on 10 reviews) | |
Document Admin | Ability to easily build and maintain quotes, contracts, and other document outputs 10 reviewers of RevOps have provided feedback on this feature. | 95% (Based on 10 reviews) |
Channels
Mobile User Support | Supports users working on a mobile devide (phone and/or tablet) | Not enough data |
Platform
CRM Integration | CRM integration is flexible and easy to maintain | Not enough data | |
Integration API | System provides API's that can be used to easily integrate to financial and other 3rd party systems | Not enough data | |
Internationalization | System support multiple currencies and languages to enable business in multiple countries | Not enough data | |
Performance and Reliability | System is consistently available (uptime) and system's speed doesn't impact productivity | Not enough data | |
Scalability | Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers | Not enough data | |
Reporting and Dashboards | Easily generate desired reports and dashboard on configurations, pricing, and quoting | Not enough data |
Document Creation
Customizability: Variables and Fields | As reported in 18 RevOps reviews. Define fields to pull in dynamic information. | 94% (Based on 18 reviews) | |
Template Creation and Flexibility | Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. This feature was mentioned in 17 RevOps reviews. | 92% (Based on 17 reviews) | |
Online Document Creation | Based on 16 RevOps reviews. Create adaptive online documents for view via browser or mobile device. | 94% (Based on 16 reviews) | |
PDF Creation | Create attractive PDF versions of proposals. 15 reviewers of RevOps have provided feedback on this feature. | 94% (Based on 15 reviews) | |
Custom Branding | Based on 16 RevOps reviews. Brand proposals and the application's portal with your company's logos and branding. | 86% (Based on 16 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 17 RevOps reviews. Easily search for and add elements to a proposal. | 91% (Based on 17 reviews) |
Collaborative Creation | Based on 16 RevOps reviews. Multiple users can edit a single document. | 89% (Based on 16 reviews) | |
Assembly and Approval Workflows | As reported in 15 RevOps reviews. Automate workflows by routing documents to the correct individuals for adding content and approval. | 88% (Based on 15 reviews) |
Analytics
Engagement Tracking | Based on 12 RevOps reviews. Track who is looking at proposals and how often or for how long. | 94% (Based on 12 reviews) | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards on proposal volume and acceptance. This feature was mentioned in 13 RevOps reviews. | 85% (Based on 13 reviews) |
Administration and Platform
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 15 reviewers of RevOps have provided feedback on this feature. | 88% (Based on 15 reviews) | |
Alerts and Notifications | Based on 14 RevOps reviews. Program in-app and email notifications for approval milestones or actions. | 92% (Based on 14 reviews) | |
CRM Integration | Push and pull data from CRM to build proposals and update statuses with clients. This feature was mentioned in 18 RevOps reviews. | 97% (Based on 18 reviews) | |
E-Signature Integration | Couple accepting proposals and signing contracts together in one workflow. This feature was mentioned in 17 RevOps reviews. | 95% (Based on 17 reviews) | |
CPQ Integration | Based on 13 RevOps reviews. Push and pull data from quote applications to build proposals. | 88% (Based on 13 reviews) | |
API / Integrations | Based on 14 RevOps reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 95% (Based on 14 reviews) |
