As we end the year, I wanted to share a note of gratitude to all of you. Looking back over the past year, our platform has improved to be more powerful than ever because of you. Because of your feedback and insight into how Deal Desks should be run across the globe and how CPQ should be approached as a tool inside your companies, we’ve been an Essential Application in HubSpot’s ecosystem and named an innovator in Salesforce’s. 

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As we conclude 2024, we reflect on a year of significant enhancements to our platform, driven by your invaluable feedback. Here’s a recap of the features we’ve introduced:

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December 2024

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• ‍Options Term Custom Mappings: Sync Options Terms to CRMs with dedicated mappings.

• New Asian Currencies: We launched support for several new currencies: Indonesian Rupiah (IDR), Malaysian Ringgit (MYR), Philippine Peso (PHP), Thai Baht (THB), Vietnamese Dong (VND)‍
• Change CRM record Permission (GA): The Integrate With CRM permission is now available for all! Admins can control access to the Change CRM Record feature, ensuring compliance and preventing unexpected changes.‍
• Chargebee Billing Integration: Capture payment method info at signing, automatically create Chargebee Subscriptions, and streamline the Quote-to-Cash process.

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November 2024

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• SKU Creation Wizard Updates: Now supports Credit SKUs for offering credits and Discount SKUs as line items. 
• Tiered Prepaid Progressive Pricing (Beta):  Build tiered prepaid progressive models directly in the SKU Pricing tab using a simple table format—no formulas needed.
• Salesforce Country ISO Codes: Configure Salesforce Address Sync to sync country and state/province as official names or ISO codes.
• Removing Deal Contacts: Sales Reps can add, edit, and remove deal contacts directly in the Assign Customer Signer and Assign Lead Contact forms—no Deal Desk support needed! 
• pageBreak Markdown helper: Use it to customize PDF page breaks for better control over pricing table and term layouts.
• Reset SKU Pricing Period Dates: A new “set to today” link in the calendar pop-up lets Sales Reps quickly reset pricing period dates to the current date.

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October 2024

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• Credit SKU (Beta): We introduced Credit SKUs, which sync to CRM and contribute to revenue metrics, with recurring credits included in ARR.
• Custom Metered Tiers (Beta): Removed the tier requirements for metered SKUs, allowing flexible start points and no infinity end.
• Cost Basis CRM Mapping: Have more confidence in your revenue forecasts that accurately include costs.
• 3 New Currencies available: Brazilian Real (BRL), Hong Kong Dollar (HKD), and Swiss Franc (CHF). 
• New Dynamic Price Formula Operators - range and setCostBasis: Build more powerful dynamic price formulas
• Introducing new plans: Freemium, Basic, Pro, and Enterprise: RevOps is updating pricing and features on Oct 1, 2024. Lock in current rates with an annual plan or explore updates at www.revops.io/pricing.

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September 2024

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• HubSpot Deal Desk & CPQ App Relaunch: Redesigned the HubSpot app to surface key revenue metrics and streamline deal creation.
• Require Lead Contact (Beta): Introduced a feature to mandate lead contact information before deal submission, ensuring data completeness.
• RevOps Functions (GA): Customize deal validation with Pre-Submit Validation and Functions Workflows.
• Revenue Metrics in Functions (Early Access): Revenue metrics are now available in RevOps Functions for creating Pre-Submit Validation rules and approval topics.
• Pricing Period Variables for Dynamic Pricing Formulas (Beta): Dynamic Price Formulas includes pricing period quantity, enabling automatic ramped pricing for multi-year service SKUs.
• ​​Require Customer Signer (Beta):  Configurable per template if Customer Signer info is required before submitting deals to Deal Desk.

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August 2024

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• Deal Non-Recurring Revenue Custom Mapping: Enabled custom mapping for non-recurring revenue in deals, improving financial tracking.
• Custom Deal Names (GA): Graduated the Custom Deal Names feature to General Availability, allowing all users to assign personalized deal names.
• RevOps SDK + SOQL Support: Introduced a Software Development Kit with SOQL support, enhancing integration and customization capabilities.
• Salesforce Logs Table View: Replaced the cluttered JSON view with a clear, easy-to-read table of major operations.

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July 2024

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• Automatically Hide Pricing Tables: Introduced functionality to automatically hide pricing tables when not needed, simplifying document presentation.
• Markdown Rendering for Pre-Submit Validation (Beta): Enabled markdown rendering in pre-submit validations for improved readability.
• CRM Variable Date Terms (Beta): Introduced variable date terms for CRM entries, enhancing flexibility in date management.

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June 2024

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• Catch-All Workflow Custom Name & Description: Allow Sales Operators and Administrators to rename workflow for clearer Workflow Results.
• SKU Creation Wizard (GA): Graduated the SKU Creation Wizard to General Availability, making it accessible to all users.
• Redirect URIs for Custom Agreements (Beta): Enabled configuration of redirect URIs for custom agreements, enhancing integration capabilities.
• Customize Prepared For Header: Allowed personalization of headers in documents, improving branding consistency.
• Custom Deal Names (Beta): Introduced the ability to assign custom names to deals for better tracking.
• Change CRM Record Permission (Beta): Provided options to modify permissions for CRM records, enhancing security and access control.
• Salesforce Reference Fields Variable Inputs (Beta): Added support for reference fields in Salesforce, improving data integration.

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May 2024

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• Guidance Center: Launched a hub for setup and configuration guidance, assisting users in optimizing their use of the platform.

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April 2024

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• Cloning Templates: Enabled users to duplicate templates, facilitating quicker setup for similar processes.
• Approval Topic Enhancements (Beta): Improved the approval process with enhanced topic management features.
• TaskBox (Beta): Introduced a centralized task management system to streamline workflow.
• Sandbox Mode: Introduced dedicated Sandbox URL and added support for testing Beta features without impacting production.
• CRM Sync Control (GA): Provided control over CRM synchronization on a deal-by-deal basis, allowing for custom forecasting and data management.

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March 2024

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• Editable Billing Frequency Term API Names: Enabling self-service editing of the billing frequency term, allowing custom API names to match CRM values.
• SKU Creation Wizard (Beta): Launched a guided process for creating SKUs, simplifying product catalog management.
• SKU Library Import (Beta): Enabled bulk import of SKUs to streamline data entry.
• PreSubmit Validation (Beta): Introduced validations to ensure data accuracy before submission.
• Approval Workflow Triggers (Beta): Allowed configuration of triggers for approval workflows, enhancing process automation.

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February 2024

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• Following Rules (GA): Graduated the Follow Rules feature to General Availability, allowing all users to utilize this functionality.
• SKU Library Export (GA): Provided the ability to export SKU libraries for easier data management and sharing.

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January 2024

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• Follow Rules (Beta): Enabled users to set rules for following specific actions or updates within the platform.