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Frequently Asked Questions

1. How does the 30-day free trial work?

Our free trial is designed to give you a quick overview of our contract management platform. Understand how the dashboard gives you a real-time peep into your document process. You can collaborate on documents with your colleagues and stakeholders. Create contract documents and quotes using our pre-built templates. The in-app tours and documentation provide in-depth detail of the various features.

We want to make sure that you have a rounded view of the platform and it’s capabilities before you buy the product. You can switch to the paid version any time during this 30-day period. Let our sales team know via the in-app chat and we’ll schedule a conversation with you.

2. Will I be charged once I sign up?

No, absolutely not. We do not even ask for your credit card details when you sign up for our free trial. You only pay when you sign up for our paid plan.

3. Can I change my plan, upgrade or downgrade my subscription later?

Yes, you can choose to upgrade your subscription at any time. If you wish to downgrade or cancel your subscription, you can do so at the end of your term.

Please contact our support team to make changes to your subscription plan.

4. Is it free to e-sign a document?

Your customers can sign any document for free. Once they receive a RevvSales document in their inbox, they can sign it without the need for a RevvSales account.

5. Do you have any cancellation fees?

No, we do not have any cancellation fees. You can cancel whenever you want. Please contact our support team to make changes to your subscription plan.

6. What’s your support model?

We’ve built an extensive help center and knowledge-base to address most of the common use cases. These will be constantly enriched with text, images, and videos. There are also onboarding tutorials to get you started with minimal training.

24x7 email support is available for all customers, we usually reply within a few minutes of receiving a query. 24x5 chat and phone support are also available depending on the plan you’ve signed up for.

For our enterprise customers, we also assign a dedicated customer success manager to proactively manage your onboarding, training and support needs.

7. How long does it take to implement RevvSales?

For our Small Biz and Growth Biz plans, the setup can be done within a few hours to a couple of days. All one needs is some configuration for templates and workflows to start using the product.

For our Enterprise engagements, we conduct a scoping exercise to understand our customer environment and integration requirements based on which we create an implementation plan that usually ranges from 4-6 weeks.

8. How is my data protected with RevvSales?

Customer data privacy and security are important to us. Please refer to our Privacy Policy and Security Policy for how we treat and protect your data.

9. How and where does RevvSales store my data?

RevvSales is hosted on Amazon Web Services (AWS) Data Centers (DC). AWS DCs are ISO 27017 (Cloud Specific Controls) certified. RevvSales’ systems and processes are built to be compliant to Cloud Security principles. Primary AWS DC location is US-East1. If there are any changes to data storage locations, RevvSales shall notify its customers 30 days in advance of changes to data location.

The data at rest is stored in AWS RDS and S3, and is encrypted using AWS KMS (Key management service). AWS KMS is a secure and resilient service that uses FIPS 140-2 validated hardware security modules to protect your keys. AWS KMS is integrated with AWS CloudTrail to provide you with logs of all key usage to help meet your regulatory and compliance needs.

Any data in transit is encrypted using HTTPS – TLS 1.2 (TLS1.1 disabled)

10. Do you have a Business Continuity Plan & Disaster Recovery Plan?

Yes, we have a documented BCP and DR policy that is available on request.

11. How do you manage document backup?

We backup documents on our service for up to 2 years. Our enterprise customers can also backup if needed using a bulk API. We support pushing documents to Salesforce if that’s where you want to maintain records. However, depending on the plan you have, Salesforce can become expensive for document storage.

12. What’s the Uptime SLA that you promise?

Globally, there is industry movement from Service Level Agreement (SLA) to Service Level Objectives (SLO). We commit a 99.5 SLO, but internally we aim to provide the industry standard SLO of 99.95.

We will use commercially reasonable endeavors to make the Services available 24 hours a day, seven days a week, except for:

  1. planned maintenance carried out during off-peak hours
  2. unscheduled maintenance performed outside normal business hours with reasonable advance notice to our customers.

13. What does RevvSales integrate with?

Currently, for CRM we integrate with Salesforce & Zoho. Integrations with other CRMs such as Hubspot, Pipedrive, Zendesk Sell, Copper, and Freshsales are in the pipeline

If you have any specific integration requirements please let our sales team know.

14. I already have a CPQ, will this work with that?

We have extensive CPQ capabilities within RevvSales, we encourage you to evaluate if they suffice your needs rather than your existing CPQ system.

However, if using your CPQ is critical, please let our sales team know. We can explore your use case and identify if it’s possible to integrate with your CPQ or not.

15. I already have my products and price-books in Salesforce, will you sync them?

We have extensive CPQ capabilities within RevvSales, we encourage you to evaluate if they suffice your needs rather than maintaining products and price-books in Salesforce.

However, if using your existing product catalog and price-book is critical, please let our sales team know. We can explore your use case and identify if it’s possible to sync with them or not.

16. I don’t want my reps to leave the CRM environment, how does this work with Salesforce?

RevvSales is shortly launching a managed app on the Salesforce Appexchange. This allows your reps to access Revvsales from within Salesforce (we support both Classic and Lightning experiences) for supported editions. We’re OAuth and SAML 2.0 compliant, so your reps will seamlessly transition from Salesforce to RevvSales. They will not need any separate login credentials.

At the same time, cross-functional teams (such as Legal & Finance) that do not have (or require) Salesforce logins, can use their RevvSales logins to access and collaborate on deal documents as needed.

17. What kind of Cost & Time Savings can I get from RevvSales?

We’ll be happy to share with you a whitepaper that details the cost and time savings you can achieve with RevvSales. You can download it from here.

18. What types of sales contracts/ documents can I manage with RevvSales?

With RevvSales you can manage various sales documents including the following:

  • Non-Disclosure Agreement (NDA),
  • Quote, Order Form or Sales Proposals,
  • Statement of Work (SoW),
  • Master Service Agreement (MSA),
  • Data Processing Agreement (DPA),
  • Service Level Agreement (SLA)

19. How is RevvSales better than a CLM tool?

Large enterprises have contracts that can run into multiple pages. NDAs, which are otherwise just a few pages, can be 20-30 pages long. Other sales documents are equally if not more complex. In such situations, an investment into a CLM software is definitely beneficial. CLM is also useful where you want to track obligations and associated delivery post signature. Thus they find more use for procurement (i.e. the buy-side), rather than for sales contracts.

For the more agile sales team, a contract management platform such as RevvSales is preferred. While it provides a lot of capabilities similar to a CLM, the focus is sales contracts. It also integrates with your CRM at the opportunity and deal level. So authoring, internal-external reviews, and signature can be done easily; which is what a sales team would need. For documents such as Sales Proposal, Quotes, MSA or SoW, one can even link in the product and pricing information, something a CLM doesn’t cater to.

20. Why should I choose a RevvSales over a CPQ tool?

CPQ is a great fit when you have a large number of SKUs (usually in thousands), or there are complex combinations (such as those seen in manufacturing) for a product/solution to be pieced together. If your SKU count is low and pricing straightforward (as is the case with most subscription software), RevvSales may be the better option.

Additionally, a CPQ is not known for its document generation and management capabilities. You cannot create NDAs or MSAs with a CPQ system, and will need a separate tool to manage these sales documents. If you require workflows, approvals, and revisions for your sales contracts, RevvSales is again the better option.

As CPQs are designed for complex product configurations, full-fledged CPQs are expensive. They require significant time and effort to implement, and usually require an external expert to install, setup, and maintain the system. On the other hand, a deal desk like RevvSales can be set up by your sales ops team themselves, with minimal external support needed

Start your free trial today.