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Order Forms

Create order forms and price deals in minutes.

The RevvSales deal desk offers the functionality of a CPQ and a CRM. 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.

Order form template selection, answering the form questions, previewing the final document
Spreadsheet like UX for price table in the order form

Use familiar, spreadsheet-like interfaces to manage products and pricing.

Configuring complex products and services is simple with our out-of-the box, spreadsheet-like interface that reduces the need for training. Model your subscription service with pre-configured rules and your selected constraints and pricing options. Toggle between multi-tiered pricing options to fine-tune your deal pricing.

Stay on top of approval workflows.

Regain control over your sales processes by structuring approval workflows for deal terms and pricing. A deal desk automates guardrails so that your reps can provide the best product-price mix without free-wheeling. Increase productivity and accountability by submitting requests for approval to the right person, role, or user group—and their designees—automatically.

For order form configure an approval workflow with trigger conditions and following actions
Order form email for Approval triggered by workflow with detailed context

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

Avoid unnecessary delays in approval by ensuring each decision-maker has all the necessary context. The RevvSales deal desk makes it easy to see why, when, and from whom approvals are needed with in-app notifications, emails, and Slack integration.

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
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Integrate seamlessly with Salesforce

Your teams can work easily from their native environment, avoiding manual data-entry and costly mistakes.

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From leads in CRM to Cash, with RevvSales in the center

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