What is Revv?
Revv is an all-in-one document automation and eSignature platform designed to streamline business workflows. It enables professionals and companies to create, send, sign, and manage documents securely from any device. The platform offers a rich library of legally vetted templates for proposals, agreements, contracts, quotes, and more, which can be customized using a drag-and-drop composer. Powerful automation features include no-code workflows, bulk sending, internal approval routing, and real-time collaboration. Revv integrates seamlessly with popular business applications like Salesforce, HubSpot, Google Sheets, and QuickBooks via native APIs and Zapier, eliminating data silos. With bank-grade security and compliance with regulations such as ESIGN, UETA, eIDAS, and SOC 2, Revv ensures document integrity and legal validity. Users benefit from analytics and machine learning-driven insights to optimize processes and accelerate business growth.
Features
- Legally Vetted Templates: Access a pool of 1000+ customizable templates for proposals, agreements, contracts, quotes, and letters.
- Form-Based Templates: Create documents with form fields or rich text placeholders to collect data and eSignatures.
- No-Code Document Workflows: Automate document processes with triggers and actions for approvals, sending, and post-signature tasks.
- Bulk Send: Send hundreds or thousands of documents for eSignature in minutes.
- eSignatures: Legally-binding electronic signatures from any device, anywhere.
- Real-Time Collaboration: Collaborate and interact with other users directly within documents.
- Cross-System Integrations: Native API and Zapier integrations with Salesforce, HubSpot, Google Sheets, QuickBooks, and more.
- Analytics and Insights: Live tracking and machine learning to identify data patterns and scale processes.
Use Cases
- Creating and sending sales proposals and quotes
- Managing contracts and agreements with eSignatures
- Automating document workflows for business operations
- Streamlining legal document generation and review
- Onboarding clients with digital forms and signatures
- Integrating document processes with CRM and business tools
FAQs
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What types of documents can I create with Revv?
Revv offers templates for proposals, agreements, contracts, quotes, business plans, letters, and more. You can also create custom documents using the drag-and-drop composer. -
Is Revv compliant with legal standards?
Yes, Revv complies with ESIGN, UETA, eIDAS, and other regulations. It also holds SOC 2, SOC 1, PCI DSS Level 1, and ISO 27001 certifications. -
Can I integrate Revv with my existing CRM?
Yes, Revv integrates natively with Salesforce, HubSpot, Google Sheets, QuickBooks, and more. It also offers Zapier integrations for extended connectivity. -
How does the bulk send feature work?
The bulk send feature allows you to send hundreds or thousands of documents for eSignature in just a few minutes, ideal for mass agreements or contracts. -
Is there a free plan available?
Yes, Revv offers a free plan with basic features. No credit card is required to sign up.
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