Name: How to Streamline Sales Quote Automation with Revv, Zoho CRM, and Zapier?
Uploaded: 2020-10-16T15:00:25.000Z
Duration: 1 min 46 s
Description: How to Streamline Sales Quote Automation with Revv, Zoho CRM, and Zapier?

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Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

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Robust Page Customization Features: Many reviewers have praised the robustness of Revv's page customization features, stating that they offer a wide range of options for tailoring donation pages to specific needs. This flexibility has been appreciated by users who value the ability to create unique and personalized experiences for their donors.

Simplicity and Easy-to-Use Features: Reviewers consistently highlight the simplicity and ease-of-use of Revv's software. They find its interface intuitive, making it effortless to navigate through the platform without requiring extensive training or technical expertise. Users appreciate how quickly they can become familiar with the software and start using it effectively.

Effective Fundraising Capabilities: Multiple users have mentioned that Revv has proven to be highly effective in raising funds for various campaigns. They have found that Revv's streamlined and visually appealing donation pages make it easier to engage with donors and inspire them to contribute. In comparison to other donation platforms, reviewers find that Revv offers a cleaner look which enhances its credibility and professionalism, ultimately boosting fundraising success rates.

Cons:

1. Long-standing bugs and cumbersome user interface: Several users have expressed frustration with the software due to long-time bugs that have not been resolved. They have also found the user interface to be cumbersome, making it difficult to navigate and perform certain functions.
2. Service quality could be improved: Some users have mentioned their dissatisfaction with the service quality of the software. They believe that there is room for improvement in terms of responsiveness, efficiency, and overall customer satisfaction.
3. Overwhelming back-end options: A number of reviewers have found the back-end options of the software overwhelming and not always applicable to their needs. This suggests a lack of user-friendliness and may require additional training or support to fully utilize all features effectively.

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Starter

Business

HelloSign is an electronic signature software offering acquired by Dropbox in early 2019. It includes features such as customization for businesses of any size and bank-level security.

Free

Essentials

Standard

Premium

Essentials API

Standard API

Revv

Software providing a secure way to sign, send, and store documents in the cloud.

Electronic Signature

Likelihood to Recommend

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.

Revv, a modern electronic signature solution, enables professionals and companies of all sizes to run their business anywhere, anytime, and from any device. Revv offers legally binding eSignatures coupled with next-generation features - vetted templates, workflow automation, native API and Zapier integrations, real-time collaboration and analytics, cloud-based storage, audit trails, and many more - to keep your business moving upward. Revolutionize your eSigning process with Revv!

Revvsales, Inc.

Time wasted on document challenges is costing organizations almost $20K per worker, per year. 
Revv helps businesses big or small to manage their extensive business paperwork, to give businesses speed and brand consistency in their documents. Documents are organized, shared, and eSigned in one central place.

Revv, your intelligent partner for business paperwork

Time wasted on document challenges is costing organizations almost $20K per worker, per year. 
With Revv, businesses, big or small, can manage their extensive business paperwork easily. It gives businesses the speed and brand consistency in their documents to stand out from competitors. Documents are smartly organized, shared, and eSigned in one central place so you can focus on your job. 

Here are some features Revv offers for seamless creation and management of all your business paperwork online -
- Rich template library https://www.revv.so/docs/templates-library
- Drag-and-drop editor with rich formatting https://www.revv.so/docs/working-with-document-blocks
- Integration with various business apps https://www.revv.so/docs/use-revv-integrations-with-zapier
- Online payment option https://www.revv.so/docs/stripe
- Workflows and approvals
- Option to eSign documents https://www.revv.so/blog/how-to-create-an-electronic-signature-in-documents/
- 24/7 support on email/phone

Revv is perfect for any agile business digitizing their paperwork and looking for an affordable, all-in-one tool to manage proposals, quotes, contracts, and agreements. Over 6,000 businesses trust and use Revv. 

Sign up for free today at https://www.revv.so/signup/

Website: https://www.revv.so/

Contact: sales@revv.so


#BusinessTemplates
#DigitalSignature
#ElectronicSignature
#eSign
#Sales
#ProposalTemplates
#BusinessContracts

Manually sending a document to multiple recipients (like via email) can be a daunting task. Revv, a document workflow automation platform enables users to create and send documents in bulk for filling and eSigning documents.

Create and send documents in bulk to fill and eSign

Manually sending a document to multiple recipients (like via email) can be a daunting task. Revv, the modern document workflow automation platform that enable users to create and send documents in bulk for filling and eSigning documents.   

Here is a simple five-step process to create and send bulk documents for fill and eSign with Revv - 
1. Create or choose a form based template in Revv. Open Revv's editor and select 'create documents in bulk' option 
2. Download CSV file. Update all sender assigned form fields. Upload the updated CSV on Revv and send the documents for fill and eSign. 
3. The recipient will receive an email notification to fill the document. Once the document is updated, another email trigger will notify both the sender and recipients to eSign the document.  
4. Both parties can eSign the document with Revv's bank grade eSignature.  
(Learn about Revv's eSignature feature - https://www.revv.so/electronic-signature-online.html) 
5. Finally the sender can access the bulk document summary and view the document status in the activity tab.  

Want to explore Revv,  Schedule a demo - https://www.revv.so/signmeupnow.html
Sign up - https://www.revv.so/signup/?plan=v3.1...

The shift to online signature has expedited in recent times but so has questions about its validity and authenticity. 
Revv has tackled that problem by offering its users an evidence summary report for eSign transactions in every document.

eSign documents with a proof of authenticity

The shift to online signature has expedited in recent times but so has questions about its validity and authenticity. 

Revv has tackled that problem by offering its users with an evidence summary report for eSign transaction in every document.

Here is a simple three step process to generate evidence summary in Revv - 

1. Open the doc in Revv's editor, add eSign blocks, assign signer details. Send the document to recipients for eSignature.

2. Click and view the document when all the signers have eSigned. Click on the activity tab on the right pane to see the signer activities in the document. 

3. Then, click on the details tab, scroll down the pane. Click and download the evidence summary PDF. 

The evidence summary PDF report will contain the following information - 
- Signing ceremony details 
- Recipient details 
- Audit trail 

Learn more about evidence summary here - https://www.revv.so/docs/e-sign-evide...

Want to explore Revv,  
Schedule a demo - https://www.revv.so/signmeupnow.html
Sign up - https://www.revv.so/signup/?plan=v3.1...

Most of the documents exchanged with business parties for eSignature are usually in pdf format. But many  get confused as to how to add eSignature to a pdf, which is usually uneditable. With Revv, users can upload pdf files,  add eSignature blocks, and get pdfs electronically signed.

How to upload a PDF and send it for eSign

Most of the documents you exchange with your business parties for eSignature are usually in pdf format. But many of us get confused as to how to add eSignature to a pdf, which is usually  uneditable. With Revv, you can now upload the pdf files,  add eSignature blocks, and get your pdfs electronically signed. 

How to add eSignature to a pdf: 
Upload your document of pdf
Add signing blocks 
Send it for eSign 

The recipient will receive an email with a mobile-friendly link to access the document.  

That’s not it, in Revv, you can now -
- Edit pdfs (editable version) and add blocks for eSignature for quick share and closure  
- Choose ‘clickwrap’ or ‘soft signature’ - a flexible alternative to electronic signature
- Select from three types of signature methods - by clicking, drawing signatures, or by including name initials 
Revv further secures eSignatures with OTP (text-based verification) for added security. 

-----

More information - 
How to upload your document - https://www.revv.so/docs/can-i-upload-my-own-documents
What is an electronic signature - https://www.revv.so/blog/what-does-an-electronic-signature-look-like/

Visit: www.revv.so
Sign up for free on www.revv.so/signup
Contact: sales@revv.so

#DigitalSignature
#eSignature
#Sales
#ElectronicSignature
#eSign

How to create an electronic signature?

This video provides step-by-step instructions on how to create an electronic signature in documents.

Revv is an all-in-one document management tool where users can perform all the steps in one go. 

Its smart electronic signature system is used by businesses to quickly, efficiently, and securely eSign documents from anywhere, on any device.

✅ Draft document from Revv’s 400+ professional document templates
✅ Create legally-binding electronic signatures
✅ Send documents for electronic signatures with just a few clicks
✅ Track activity on documents with real-time analytics

Read the blog to know about the steps in detail - https://www.revv.so/blog/how-to-create-an-electronic-signature-in-documents/

Watch this video tutorial and enable your business documents with electronic signatures.
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Speed up your electronic signature process with Revv! 

Try out yourself. Sign up for a free trial at https://www.revv.so/signin/
For any help, reach out to us at sales@revv.so
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Check out our business templates: https://www.revv.so/templates
Visit our website: https://revv.so/

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How to create a sales proposal and send it for acceptance or approval?

How to create a sales proposal and send it for acceptance or approval

What do you do when a client asks for a proposal? You put in efforts to create a sales proposal that helps you grab the deal. But to ensure your efforts are being driven in the right direction, you need to have the right tools and tricks. 

With Revv, an all-in-one document workflow automation system, you can create, manage, and send your sales proposal to prospective clients. Apart from providing all the necessary details of your offering, the terms and conditions, optional details, etc., you must guide the prospect for his/her next action. 
‘Send for acceptance’ feature is an alternative to electronic signatures. It helps the prospect take action right after reviewing the proposal, which in turn increases the chances of deal closure.

Revv comes with a vast template library of various kinds of legally vetted proposals. You can either choose one of these sales proposal templates or create your own proposal using the document editor. 

Read the blog to gain insights on drafting the perfect proposal for the clients: https://www.revv.so/blog/how-to-write-a-business-proposal-that-stands-out/

Some business documents like proposals, notification circulars, bills of materials, etc., do not need to be signed by the receiver. For such documents, the ‘Send for acceptance’ feature is a boon. The prospect can view the document using the unique and secure link received through email. The ‘Send for acceptance’ feature allows users to send out documents just for a simple acceptance or approval, rather than an e-signature that costs money. The recipient can either accept or reject the sales proposal. Once accepted, the document gets locked, and no further changes can be made to the document.

Sign up for free today at https://www.revv.so/signup/

Website - https://www.revv.so/

Contact - sales@revv.so

#BusinessProposals
#DigitalSignature
#eSignature
#Sales
#ElectronicSignature
#eSign

How to Streamline Sales Quote Automation with Revv, Zoho CRM, and Zapier?

You can align your sales team to focus on the most important tasks by incorporating a sales automation tool. 
Learn how to create and streamline your sales quotes automation process with Revv through business apps integration - Zoho CRM, Zapier, and Google Sheets.

Read this blog and learn how to create a sales quote that attracts customers: https://www.revv.so/blog/how-to-write-and-send-business-quotation/

Having business apps to manage sales work is not enough. There needs to be proper alignment among the apps for smooth operations.

The Customer Relationship Management System (CRM) stores all interactions between a business and its customers. But, without its integration with the Document Management Software (DMS), it slows down sales teams in responding to customers. 

The sales teams have to switch between platforms to find the basic details from CRM, create a sales quote document in DMS, and manually update the CRM once the quote document is signed. 

A crucial milestone to sales success is integrating all the business apps and automating the sales quote process.

In simple steps, this video explains how to:
- Integrate the all-in-one document management tool - Revv, with Zoho CRM via Zapier
- Enable Revv to fetch essential data from Zoho CRM and automatically create a customized quote
- Share sales quotes with customers at the moment they need it
- Add price book in sales quote via Google Sheets integration
- Automatically update and organize the information on all platforms
- Reduce hours of processing time to minutes

Read this blog to go through the steps of automation in detail: https://www.revv.so/blog/create-sales-quote-automation-through-business-apps/

Sign up for free today at https://www.revv.so/signup/

Website: https://www.revv.so/

Contact: sales@revv.so

Pipedrive

Dialpad Meetings

Google Workspace Essentials

Account Executive

Revv 2021-02-04 14:43:15

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Not intuitive

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Electronic Signature Software

[REvv] is being used as a tool to create proposals for our entire sales department. It allows us to create uniform proposals quickly for all of our clients.

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

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

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

Google Workspace Essentials (formerly G Suite Essentials)

Revv

Overview

What is Revv?