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design
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Ratings and Reviews 22 Ratings

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What is Revv?

Revv empowers businesses to differentiate themselves from their rivals by enabling rapid workflows while maintaining brand consistency. It serves as an invaluable ally for entrepreneurs aspiring to build their own enterprises. With its user-friendly interface and over 1000 pre-designed templates, users can operate autonomously without needing any coding knowledge or specialized skills. All your documents can be neatly organized in a single location, allowing you to focus on what truly matters. The platform's advanced machine learning features facilitate the streamlined navigation and analysis of intricate counter-party files, diminishing the reliance on external experts. Additionally, Revv offers integration with Zapier, allowing seamless connectivity with CRM and payment systems, or you can link it to Google Sheets to effortlessly import data into your documents. Notable features include a wide array of over 1000 pre-formatted templates, an intuitive document editor, a smart document repository that accommodates attachments, the ability to integrate applications through Zapier and native APIs, and options for filling out documents and obtaining e-signatures. With these tools at your disposal, Revv enhances your overall productivity and efficiency in handling business documentation.

What is ConnectWise CPQ?

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQâ„¢, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Media

Media

Integrations Supported

Salesforce
Chargebee
Google Sheets
NationBuilder
OneSpan Authentication Servers
OneSpan Sign
Zapier
Zendesk

Integrations Supported

Salesforce
Autotask PSA
Avalara
CloudRadial
ConnectBooster
Datto RMM
DeskDirector
FAT FINGER
Formstack
T-Max Phone Systems
Teamwork.com
TurboDocx
Wise-Pay

API Availability

Has API

API Availability

Pricing Information

Free
1) "Basic" - Free forever plan
- Unlimited users,
- Unlimited documents
- 5 active templates,
- 5 E-signs/month Free
- 5GB Storage
- Google Sheet, Zapier Integration (1000+ apps),
-Machine learning based document analysis,
-Rich media drag-n-drop editor,
-Full access to Template Store

3) "Pro" - $15 per month
- everything in basic plus
-Unlimited users
-Unlimited documents
-15 active templates
-10 E-signs/month Free
-30GB Storage
-5 workflows
-Payment collection with Stripe
-Dedicated one-time onboarding
-Machine learning driven data extraction

3) "Pro plus" - $49 Per month -
- All Pro plan benefits plus
-50 active templates
-50 E-signs/month Free
-100GB Storage
-Native API Access
-Machine learning based form filling
-Dedicated one-time onboarding and training,
-25 workflows

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Revv

Date Founded

2018

Company Location

United States

Company Website

www.revv.so/

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/cpq

Categories and Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Contract Lifecycle Management
Electronic Signature
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Workflow Management

Digital Signature

Audit Trail
Authentication
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Management

Access Controls
Collaboration Tools
Document Archiving
Document Assembly
Document Conversion
Document Delivery
Document Indexing
Electronic Signature
File Recovery
Forms Management
Print Management

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Revision Management
Templates

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Order-to-Cash

Not specified

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Revision Management
Templates
Version Control

Quote-to-Cash

Not specified

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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