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Quotations

Create quotations 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.

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

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.

For Quotations configure an approval workflow with trigger conditions and following actions
Quotation 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.

Reinforce with business system integrations

Integrate RevvSales with your favourite upstream and downstream systems such as CRM, CPQ and e-sign and ensure a seamless sales process. For those on SFDC, we give you a seamless 2-way sync with SAML enabled SSO ( Single Sign-on) and access from within the Salesforce App.

RevvSales app inside Salesforce platform with kanban for quotations 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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