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What is Revv?

Revv, 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. Additionally, it offers various signature types to meet every eSignature scenario.…

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Robust Page Customization Features: Many reviewers have praised the robustness of Revv's page customization features, stating that they …
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What is Revv?

Revv, an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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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.

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Product Details

What is Revv?

Revv, 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. Additionally, it offers various signature types to meet every eSignature scenario.

Whether for generating bulk documents for electronic signatures or obtaining signatures on fillable web forms, Revv supports the case. It provides notifications, document analytics, and audit trails.

Revv protects the eSigning process with email and SMS authentication. Revv offers proof of eSignature with evidence management. It also offers video authentication for clickwrap signatures.

Revv is a no-code eSignature platform that can be used anywhere, anytime, and from any device. Revv provides protection and operates in a secure environment with multiple levels of encryption and compliance with local laws.

Benefits -


Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding.

  • Intent to sign - Revv confirms the signers’ intent by requesting signers to submit the electronic signatures.

  • Consent to do business electronically - Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request.

  • Signature attribution - Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses.

  • Record retention - Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs.


  • Create dynamic fields as form fields in the template to speed up document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents.

  • Flexibility to upload & send PDF or DOCX files, edit them, and send for electronic signatures.

  • Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature.

  • Ready-to-use templates and editor to create and customize business documents designed to improve conversion rate.

  • Automate sending a document to multiple recipients using the Bulk Send feature.

  • Configure eSignature workflows by integrating everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources.

  • Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial.

  • Real-time tracking and analytics to intervene and engage customers at the right time.

  • Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations.


  • Compliance with global and local eSignature laws and the latest industry standards.

  • Two-factor (SMS and email) authentication to guarantee the identity of the signers.

  • High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step.

  • PCI DSS compliant payment gateways


Revv provides cloud-based storage that keeps records safe, organized, and accessible - forever.


  • Send documents to mobile devices via SMS, and reduce customer drop-out rates.

  • Collaboration features to interact with customers and team members within the documents and accelerate the signing process.


Revv is presented as simple to use and easy to navigate. Its interface requires no external help or special skills.


  • A customer support team of experts

  • 24/7 chat support

  • Multi-language support for documents

  • Support for designing and creating templates

  • Help center, support articles, and videos to guide users throughout the process

Revv Features

  • Supported: Legally binding electronic signatures
  • Supported: Customized workflow automation
  • Supported: 1000+ legally vetted and ready-to-use templates of quotes, agreements, contracts, proposals, business plans, and letters
  • Supported: Drag and drop editor with rich formatting options and customizable cover themes
  • Supported: Smart document repository with support for attachments
  • Supported: Apps integration via Zapier, Retool, and Native APIs
  • Supported: Machine learning for document comprehension and analysis
  • Supported: Form documents for data collection
  • Supported: Role-based access control and user management
  • Supported: Collaboration features, alerts, and real-time document tracking

Revv Screenshots

Screenshot of 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.Screenshot of 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.Screenshot of 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.Screenshot of EASY SHARING - Multiple choices to share documents online via email, magic links (for live view of documents), snap links, and web forms.Screenshot of READY-TO-USE TEMPLATES - Get access to thousands of legally vetted, pre-formatted, and beautiful templates for every business need.Screenshot of 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.Screenshot of METALENS - Extract insights from legacy contracts using Metalens feature and leverage the structured data to close negotiation faster and meet business objectives.

Revv Videos

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.
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.
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.
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 create an electronic signature?
How to create a sales proposal and send it for acceptance or approval?
How to Streamline Sales Quote Automation with Revv, Zoho CRM, and Zapier?

Revv Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States, United Kingdom, Canada, Australia, Ireland, New Zealand, India, Europe, South Africa, China
Supported LanguagesEnglish, German, Polish, French, Spanish, Chinese
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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.


  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.


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Score 9 out of 10
Vetted Review
Verified User
[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
[Revv] is great in providing a template for sales documents for a team. Particularly proposals.
  • It has saved the sales team time from having to create a proposal for each client.
  • Google Workspace Essentials (formerly G Suite Essentials)
Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options.
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