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Manage your sales documents from Creation to Signing

A platform to simplify and automate your sales process. NDA, Quotes, SoW, and all Contracts on one platform.

Get the lead indicators for your deals with our unique Sales documents Dashboard

  • Track your sales documents by the stages. Track documents by deal value and deal priority. Identify your top performing rep.
  • Track and analyze key data points in your sales execution. Know where your sales closing is stuck. Leverage data on top-performing deals, people and products.
Dashboard to track your sales execution. Track documents by stages, deal value. Pie charts and bar charts
Sales documents template selection, answering the form questions, previewing the final document

Save time in your sales process with pre-built templates for all your sales documents

  • Author professional NDAs, order forms, SoWs and contracts in a jiffy with reusable Form Templates. Get maximum control over committed deal terms and superfast turnarounds by online link sharing and .docx or .pdf email attachments.
  • Convert third party papers into templates within minutes for later use.

Collaborate with team members in a single, frictionless workspace

  • Stay in control on every deal. Use @mentions, comments and annotate specific sections/clauses just as you would in google docs, to draw attention of the right people and at the right time.
  • Bring sales, finance and legal teams to Collaborate instantly with your sales documents in a single workspace.
Sales document with notes section with review comments
Docusign inside RevvSales document asking for recipient name and email address

Ace that last mile of deal closure with eSignature

  • Select a sales document template, answer the questions in the form, send it right away for signature using RevvSales e-sign feature.
  • Get a boost in the final stretch of your deal closing process by integrating with world’s #1 e-sign tool, DocuSign. Track and manage both internal and customer-facing signature requests.

Create order forms and price deals in minutes

  • Empower your sales reps to quickly create quotes with a smart CPQ baked into your CRM. Maintain discount hygiene, yet allow flexibility with multi-level discounting. Manage not just the price but also its presentation in sales docs with grouping and default views. Automatic approval triggers ensure compliance with business logic.
Select an order form, fill in details, add a quote pricing table to the order form
Select an order form, fill in details, add a quote pricing table to the order form

Familiar, spreadsheet like UX for managing products and pricing.

  • An out-of-the box capability with spreadsheet like experience makes configuring complex products and services super simple. Leverage pre-configured rules, constraints and pricing options that fit perfectly for your subscription service and also reduce training load. Toggle between multi-tiered pricing options and manage everything with ease.

Get control over deal terms and pricing with approval workflows.

  • Set up guardrails so that your reps can provide the best product-price mix minus the free-wheeling. Structure approval workflows on deal terms and pricing and get control over your sales process. Reduce dependency and increase accountability by automating approvals that point to the right person, role or user group. Take it up a notch by having substitutes for those out of office.
RevvSales help in creating approval workflows for pricing, discounts and terms and conditions
email for Approval triggered by workflow with detailed context

Shift your approvals into high gear with relevant, meaningful context.

  • Avoid information overload and delays in decision making by automated approval requests that carry the right context. Get the complete picture of why and from whom approvals are needed wherever you are with in-app notifications, emails or your slack channel.

No more wasting time in administrative tasks managing your contracts.

  • Get back your time that gets wasted searching for updated sales document. Our Sales Document Repository serves as the source of truth for all your deals. Stay on top of the important things with an overview of how your deals have progressed.
RevvSales Assets section help you track, view all sales documents related to that account

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