Revv Reviews & Ratings

Revv

5.0 out of 5 stars
DocSales Reviews & Ratings

DocSales

4.7 out of 5 stars

Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 4 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 11 Ratings

Total 4.5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 4.5 out of 5 stars

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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 DocSales?

With ZERO CLICKS, you can effortlessly generate proposals, quotes, and contracts by simply dragging the opportunity card from your CRM into Sales Documents—it's that simple! This functionality is compatible with well-known CRMs such as Close.com, Hubspot, and Pipedrive. DocSales enhances your document management by allowing you to: (1) Use Google Docs as a customizable template editor for complete personalization; (2) Automatically generate a new document using the Google Docs template alongside the CRM opportunity; (3) Secure the document and send it to your client for electronic signature through either DocSales eSign or Docusign; (4) Monitor when the document has been opened by the recipient; (5) Easily move the opportunity card to a different column or phase, or mark it as won; (6) Seamlessly connect with billing systems or payment processors to streamline your workflow. This comprehensive approach simplifies the entire sales process, making it more efficient and user-friendly.

Media

Media

Integrations Supported

Chargebee
Pipedrive
Salesforce
Stripe
Docusign
Google Sheets
NationBuilder
OneSpan Authentication Servers
OneSpan Sign
Stackreaction
Zapier
Zendesk

Integrations Supported

Chargebee
Pipedrive
Salesforce
Stripe
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform

API Availability

Has API

API Availability

Has API

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

$29 / month
Price per user and plan.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Revv

Date Founded

2018

Company Location

United States

Company Website

www.revv.so/

Company Facts

Organization Name

DocSales

Date Founded

2019

Company Location

United States

Company Website

www.docsales.com

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

Digital Signature

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

Document Generation

Batch Processing
Digital Signature
Templates

Proposal Management

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

Quoting

Automated Quoting
Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Sales Intelligence
Sales Workflow Management

Sales Enablement

Not specified

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