Product Overview of Revv
Revv is a comprehensive document automation and electronic signature platform designed to streamline business operations for companies of all sizes. Here’s a detailed look at what Revv does and its key features.
What Revv Does
Revv serves as an intelligent business partner, enabling professionals and companies to manage paperwork efficiently. It provides a robust platform for creating, managing, and automating business documents, including quotes, proposals, agreements, and contracts. With Revv, businesses can break down operational silos, enhance productivity, and ensure compliance with various regulatory standards.
Key Features and Functionality
Document Templates and Customization
Revv offers over 1000 customizable templates for instant creation of business documents. These templates are vetted and pre-formatted, allowing users to create professional documents quickly. The platform features a rich drag-and-drop document composer with multiple formatting options, enabling users to personalize documents easily.
Electronic Signatures and Approval Workflows
Revv supports electronic signatures that are legally binding and compliant with regulations such as the ESIGN Act, UETA, and eIDAS Regulation. The platform allows for multi-party signing, in-person signing, and bulk sending of documents for signatures. It also includes automated approval workflows that can be triggered based on specific criteria, ensuring transparency and speed in the approval cycle.
Integration and Automation
Revv integrates seamlessly with various business applications through native APIs or Zapier, enabling cross-system workflows. Users can link tables directly to Google Sheets to import data into documents and integrate with CRM systems, payment systems like Stripe, and other business apps. The platform also features automated escalation paths using “Triggers” and “Actions” to streamline processes.
Collaboration and Analytics
Revv facilitates real-time collaboration within documents, allowing multiple users to interact and edit documents simultaneously. The platform includes live tracking and analytics to help businesses intervene and engage customers at the right time. It also leverages machine learning to identify data patterns and scale up business processes.
Security and Compliance
Revv is built with robust security measures, including compliance with PCI DSS Level 1, SOC 2, SOC 1, ISO 27001, and Cloud Security Alliance controls. This ensures that all document workflows and electronic signatures are secure and trustworthy.
Additional Features
- Audit Trail: Provides a legally admissible audit trail of the entire signature process.
- Custom Branding: Allows businesses to maintain brand consistency in their documents.
- Role-Based Access Control: Ensures that only authorized users can access and edit documents.
- Document Expiry: Sets expiration dates for documents to ensure timely action.
- Reminders and Notifications: Automates email notifications to track the progress of documents.
- Cloud Storage: Offers secure and centralized storage for all business documents.
Benefits
Using Revv, businesses can achieve significant time savings of up to 90% and a productivity increase of up to 100X. The platform’s no-code document workflows, streamlined eSigning processes, and cross-system integrations make it an ideal solution for startups, SMBs, mid-market companies, and enterprises.
In summary, Revv is a powerful document automation and electronic signature platform that enhances business productivity, ensures compliance, and provides a secure and efficient way to manage business documents.