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Order Form

Simplify your Order form process to deliver great customer experience.

RevvSales helps you work together with team members from across the company to provide quick, error-free, consistent order forms to your customers.

RevvSales Solution Order Form

Free yourself of administrative tasks.

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.

Create order forms and price deals in minutes.

Empower your sales reps to create quotes that accommodate controlled, multi-level discounting. Manage the price and its presentation in sales documents with intuitive grouping and default views. Automatic approval triggers ensure compliance with your business rules.

Improve team collaboration with an intuitive online workspace.

Now sales, finance, and legal teams can collaborate easily within a single shared workspace. Use @mentions, comments, tracked changes, and annotations just as you would in Google Docs to involve the right people at the right time.

Close deals with eSignature.

Don’t let pending deals linger unsigned. RevvSales is fully integrated with the world’s #1 e-sign tool, DocuSign. Now you can manage internal and external signature requests with ease to speed up deal closure.

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.

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

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.

Seamlessly integrate with other business systems.

RevvSales seamlessly integrates your sales process with upstream and downstream systems, such as CRM, CPQ, and DocuSign. For those using Salesforce, we offer a seamless, two-way sync with SAML-enabled single sign-on (SSO) and access from within the Salesforce app. Allowing teams to work within their native environment obviates the need for manual data entry and avoids costly mistakes.

RevvSales app inside Salesforce platform with kanban for order form management

Start your free trial today.