Welcome to Dealops
Dealops is the deal platform for modern B2B sales teams: build quotes, apply pricing guidance, route approvals, and turn closed deals into contracts in your CRM and billing systems — all from one place.
What you can do with Dealops
- Quote any deal shape. New business, mid-term expansions and amendments, and multi-year renewals — including ramped commitments and usage-based pricing.
- Price with guardrails, not spreadsheets. Centralize list prices, target prices, and discount thresholds so reps move fast while finance stays in control.
- Approve where work happens. Route approvals to the right teams automatically, and let approvers act directly from Slack.
- Close the loop. Push approved quotes to your CRM — Salesforce or HubSpot — collect signatures, and provision usage-based contracts in your billing system automatically.
How these docs are organized
| Section | What you'll find |
|---|---|
| Getting Started | Core concepts — accounts, engagements, contracts, quotes — and the end-to-end quote lifecycle. |
| Deals & Lifecycle | The kinds of deals Dealops supports: new business, expansions and amendments, and renewals. |
| Pricing & Packaging | Pricing models, tiered pricing, ramps and multi-period deals, commitments, and discount guidance. |
| Product Catalog | How to model your products: SKU-based, attribute-based, bundles, and custom products. |
| Approvals & Governance | Approval workflows, smart approvals, and deal governance. |
| Using the API | Authentication, errors, rate limits, and pagination for the API. |
| Integrations | Salesforce, HubSpot, Slack, Metronome, e-signature, and the event stream that ties them together. |
| Webhooks | Subscribing to events, verifying deliveries, and handling retries. |
| API Reference | Auto-generated reference for the Dealops API. |
Where to start
- New to Dealops? Start with How Dealops works.
- Setting up your catalog? See the Product catalog overview.
- Structuring a complex deal? Jump to Ramps & multi-period deals or Renewals.
- Integrating with your stack? Head to Integrations.
- Building against the API? Start with Using the API, then the API reference.
- Reacting to changes in Dealops? Set up webhooks.