TrustRadius: an HG Insights company

Revv, by LegalZoom

Score9 out of 10

1 Reviews and Ratings

What is Revv, by LegalZoom?

Revv, by LegalZoom, is an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF documents for electronic signatures.

Media

ELECTRONIC SIGNATURES - Add signature blocks and signer details to request eSignatures on your documents. Recipients get notified via email to fill and sign documents from their mobile or desktop.
FASTER & EASY COLLABORATION - Have threaded conversations with all stakeholders on the document itself. Annotate text and add private comments for teammates. Switch to public notes to share with recipients. You can even add attachments with every note.
TRACK DOCUMENT ACTIVITY - All actions taken on the document get recorded along with a timestamp. Keep a track of how recipients are interacting with your documents - who opened the email, who viewed the document, and who signed it.
EASY SHARING - Multiple choices to share documents online via email, magic links (for live view of documents), snap links, and web forms.
READY-TO-USE TEMPLATES - Get access to thousands of legally vetted, pre-formatted, and beautiful templates for every business need.
RICH EDITOR - Creating professional-looking documents is easy with the drag & drop editor. Add text, images, tables, page breaks, signature blocks, and more. Personalize further with rich formatting options, customizable cover page themes, & backgrounds.
METALENS - Extract insights from legacy contracts using Metalens feature and leverage the structured data to close negotiation faster and meet business objectives.

1 / 7

Revv - excellent tool for sales team documents

Pros

  • Creating templates for sales documents
  • Allows ability to see when client has opened up document
  • Ability to give client access to document through several methods

Cons

  • It is not intuitive as far as creating a new document from a previously created template

Return on Investment

  • It has saved the sales team time from having to create a proposal for each client.

Alternatives Considered

Google Workspace Essentials (formerly G Suite Essentials)

Other Software Used

Pipedrive, UberConference, by Dialpad