Revv

Revv Reviews & Product Details

Revv Overview

What is Revv?

Revv gives businesses the speed and brand consistency in their documents to stand out from competitors. It’s the ideal wingman, supporting entrepreneurs in their dream of running a business, one document at a time. The intuitive user interface and 1000+ vetted, pre-formatted templates, encourage users to be self powered, requiring no code or special skills to set up and manage. Documents are smartly organized, created, reviewed, shared and eSigned in one central place so that you can focus on your job. Use Revv’s machine learning abilities to competently navigate and analyze complex counter-party documents and reduce dependency on experts. Integrate with business systems such as CRM and payments via Zapier or simply connect to Google sheets to import data into documents. Revv is perfect for any agile business digitizing their paperwork and looking for an affordable, all-in-one tool to manage proposals, quotes, contracts and agreements. Over 2,000 businesses use and love Revv. Key features - 1000+ ready to use, pre-formatted templates - Easy to use document editor - Smart document repository with support for attachments - Integrate apps via Zapier, native APIs - Get documents filled and eSigned - Machine learning for document analysis - Form documents for data collection - Import data directly in document from Google sheets - Unsplash integration for free stock images

Revv Details
Website
Languages Supported
German, English, French, Dutch, Polish, Slovak, Spanish, Chinese (Simplified)
Product Description

Revv is an all-in-one document management system to help individuals and teams run their business. Trust is the keystone of any business relationship. Trustworthy documents are the bricks on which the foundation of trust is laid. Revv is a superior alternative to Google docs or Microsoft word. Over a 1000 businesses trust us with their document management. It brings in easier to use templates, approvals, workflows, and data from systems of records. The intuitive user interface and out of the box abilities encourage users to be self powered, requiring no code or special skills to set up and manage. Teams anywhere can collaborate efficiently with every document being created, reviewed and signed in one central place. Running your business, one document at a time, is our business!

How do you position yourself against your competitors?

Unlike its competitors, Revv does not charge you on a per-user basis. It is an affordable, all-in-one tool that eliminates the need for multiple apps. Revv is your partner for business paperwork that come with an agile support system so that you can focus on what’s needed. You can build your team for free and get a host of benefits such as

-In-app template library with vetted, pre-formatted templates segregated by type, industry and sector
-Recipients can view, accept and sign documents on mobile
-See real time updates of recipient actions
-Leverage machine learning to get a holistic understanding of your document
-Easy to navigate, intuitive interface that requires no coding or special skills
-Save time and money with with an all-in-one tool that eliminates need for multiple apps
-Increase speed and improve efficiency by managing, sharing and requesting eSignature online.
-Get consistency and control all outgoing documents with templates
-Multi language support for documents


Seller Details
Seller
Revv
Company Website
Year Founded
2018
HQ Location
Walnut, California
LinkedIn® Page
www.linkedin.com
91 employees on LinkedIn®

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CEO
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

What I like best about Revv is wow where do I start. First it’s a very easy to navigate website. There aren’t a ton of templates but they have the ones you need and they alter very easy into what you need. I also like the way the software works very easy to use not as time consuming as others and it’s so so so easy to get support the support aspect is what does it for me. Review collected by and hosted on G2.com.

What do you dislike?

My dislikes is hmmm it’s a little buggy spent quite come time trying to get the tables to work and they still didn’t work. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you have you input info ready. This platform is going places. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Revv works and looks exactly how I want and feel how proposal software should work. I don’t need to do a lot of tweeking and working so it will cut my rfp prep time literally in half. Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The product is great because it allows you to send a proposal document with quotes embedded in the proposal, so the customer does not have to download an attachment to view their options. And their support is awesome! Review collected by and hosted on G2.com.

What do you dislike?

The lack of customizing outgoing emails for low-end customers. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Sending complete renewal proposals to customers. With Revv, I do not have to worry about going to multiple places to complete this task. Normally I would have to create the proposal in one tool, create quotes in another tool and then bring them all together in an email as attachments to send to a customer. Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I have really had a good time working with RevvSales team.This product has all the standards for the quote creation and document creation processes very well.The energy and enthusiasm we get along with this service is incomparable. The sales support team is very quick and solves the problem at the earliest.I think this is the best customer support!! Review collected by and hosted on G2.com.

What do you dislike?

I think SFDC integration needs to be improved and syncing back from RevvSales to SFDC needs to be improved as it required more custom work from them.Also i expected contract integration to billing as well.I expected better demo from support team as a free trial user for customizing my setup which should be improved.I would have had clear purchase decision with the demo. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Previously i had signature issues from vendors as i would be physical signatures which takes few days.Now,i am able to do e-signs with vendors which saved our time in finalizing the deals. Review collected by and hosted on G2.com.

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Co-Founder & Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

The templates are super and perfect. With minimal changes we managed to use MSA and win a large enterprise deal :)

Super simple to use ... In short Canva for documents Review collected by and hosted on G2.com.

What do you dislike?

I think the document editor can be improvised a bit like header footer can be done once and applied everywhere.

I am sure the team is working on making it super awesome in coming months :) Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

They have template for everything you need for a business Review collected by and hosted on G2.com.

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AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Customer support was able to answer all of my questions and sales member was great to work with. Review collected by and hosted on G2.com.

What do you dislike?

Unable to just upload a document and put on field text boxes. instead, this software wants you to create the exact same document as a template. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Solving problems in the office by attempting to go paperless. Review collected by and hosted on G2.com.

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UI
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Easy for the team to plug and play. We were able to find designers to make our proposals really pop and very easy to make switches. Review collected by and hosted on G2.com.

What do you dislike?

Users were admins as soon as we made them. Had to tweak that early on so no one could make detrimental mistakes. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you need quick performing proposal software. Look no further. The support team is great and they really care about their customers. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I need a way for the team to rapidly send proposals without spending so much time on them. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Clearly RevvSales's product is built by sales people for sales people. I found the sales pipeline easy to understand and the various functions quite straightforward. There is a guided tour of the application, although I found myself not needing it much.

The contract templates are nice, although I would have used our own contract templates for most functions. There is a simple way to upload your templates if you need them. Review collected by and hosted on G2.com.

What do you dislike?

If you are new to sales, you may find yourself somewhat confused by the UI. It's not obvious how to begin. Sales people, who have worked with other tools will not be too surprised.

You can contact support within the app to help you with questions you may have. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It you are an experienced sales team, and need a quick solution to managing your sales process, RevvSales can be for you. I would recommend a little bit of training on the tool if you want inexperienced personnel to use the tool. Also you may want to monitor their use of the tool to ensure the the data you want is being entered in and is real as opposed to someone simply filling in a a form for the sake of it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Keeping track of contract progress.

The primary benefit is the structure that a contract management solution provides, when you have more then a couple of sales people. My primary benefit is the ability to track the progress or lack thereof of sales contacts. Review collected by and hosted on G2.com.

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AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

RevvSales UI/UX is modern, slick, and easy to use and learn. The guided selling piece and ability to incorporate a sales methodology and really guide reps through the quoting, deal desk, CPQ, and "deal room" and legal pieces is unlike almost any other solution out there today.

Simplicity and ease of use are major ups compared to others. Review collected by and hosted on G2.com.

What do you dislike?

Admin is a bit of a challeng in the upfront set up and is a heavy lift. Lots of planning and designing required, but payoff is worth it once fully set up, it becomes very easy. Adjusting and modifying after isn't difficult, but due to the nature of how built out everything is, it can be challenging.

I would not necessarily recommend going overboard and all out on the guided selling piece for a newer company still "figuring things out" as a lot of adjustments will be necessary.

Stick with the basics and it's a super easy to use tool. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Evaluate overlap with other systems because RevvSales does a lot. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

CPQ, quoting, guided selling, legal back and forth, central deal "room" / collateral space for deals. Review collected by and hosted on G2.com.

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Response from Suresh R of Revv

Thank you so much for reviewing us. We're happy to know that RevvSales is helpful in solving your CPQ, legal document generation and collaboration needs. As for the setup, we want to ensure that RevvSales is ready for use right away and requires minimum effort. That's why we're bringing Google Sheet integration to our documents. You will directly be able to import tables from a Google sheet into the document without having to setup a catalog or pricebook separately. It will be available within a few days and we request you to try it out and give us your feedback.

UM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

User interface. One of the best document generators in the market till now as per my review Review collected by and hosted on G2.com.

What do you dislike?

Could have more features. Need to customize as per markets which are into niche fields Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The use of this product depends on the company's main functionality. It has the best user interface in the market. The product is veraatile and can perform multiple functions and reduce the lead time while making documents Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Integrating with hubspot and sending documents meant for rfq to suppliers Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

I loved this tool from day one itself. It is a great tool that allows my company to create contracts quickly. Its ability to allow my team to collaborate on negotiations, logic-based approval workflow rules, redlining, color coding based on contract status, e-signature, document sharing features are really helpful. I like the automatic template creation and custom fields in the document the best. It eased our quote creation process extensively.

Their sales and support team are very approachable and an e-mail/chat away. A cost-effective tool that flawlessly automates the contract creation process. Review collected by and hosted on G2.com.

What do you dislike?

Had some minor glitches, easily found and corrected. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I am solving my contract creation and e-signature problems with RevvSales. Review collected by and hosted on G2.com.

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AR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

i liked being able to have my products saved. it elements me having to lookup sku numbers and prices on every order. about 1.3rd of my day is sending quotes so the easier the better. i also like getting notifications once a client reads my quote Review collected by and hosted on G2.com.

What do you dislike?

sometimes there can bee too many features and can over complicate the process. that's just my opinion. maybe im old fashioned Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Read all the user guides Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

once a gain, having to lookup parts cost, past quotes and profit margins is very time consuming. I didn't realize how much time I could save by having all that info in one place. cuts my quoting time in half... at least! Review collected by and hosted on G2.com.

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Co-founder & Head of Sales
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

It is extremely comprehensive, and the team behind the document content has actually explored the sales cycle in required depth...most other tools I had explored kept the content very generic and limited in scope. Once we upgraded to the Pro version where I could build workflows - the utility was felt much effectively.... earlier we had been using a complex mix of MS word and MS excel to achieve the same thing - much relieved now! Review collected by and hosted on G2.com.

What do you dislike?

At first go, I required assistance from the support team to understand the flow. Not all documents were of immediate use for us, so had to comb through the repository and build our flow. Though, except for the initial set-up period where team took sometime to learn about the options, I had a smooth experience. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Since mine is b2b venture and we completely depend on quality of our documentation to keep sales cycle duration in check - I use revvsales mainly to keep the team on same-page with regards to latest sales documents. In a start-up documents are updated too often... Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The best thing about RevvSales is that you don't have to buy multiple tools for performing multiple tasks, it's this one tool that has the capability of doing several tasks like document creation, redlining, clause management, e-signing and what not. Review collected by and hosted on G2.com.

What do you dislike?

Some of the features are still in the production pipeline. Hoping that these features will be coming out soon. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking clauses in the contracts, e-signing documents, contract repository and document editing (redlining) Review collected by and hosted on G2.com.

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Response from Suresh R of Revv

Thank you for that raving review Shubham. Yes, we have been working to roll out new feature and many enhancements as per the feedback from users like you. some features like efficient collaboration and a smarter document repository are already in. With all these additions we're sure than in less than a few weeks, you'll see a lot of new features in RevvSales for your use.

Head of Account Management and Business Development - South East Asia
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The Kanban style document tracker along with the Opportunity progress snapshot gives a complete picture of where all my deals are in our pipeline. Huge improvement from earlier when our information was scattered across different systems and applications Review collected by and hosted on G2.com.

What do you dislike?

Audit trail isn’t that great but this wasn't a showstopper for us. At least the comments exchanged in each document are maintained, so there is some history of the conversation in the context of the document and not lost in email. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Our sales process was tedious and complex. We have people from different departments involved depending on deal size, type of contract etc and half the times, never knew who was accountable for a deal being stuck. Now I can just click on an opportunity and get details of what’s happening in it at one place. Review collected by and hosted on G2.com.

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Senior Associate
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The Kanban-style document tracker along with the Opportunity progress snapshot gives a complete picture of where my deals are. Review collected by and hosted on G2.com.

What do you dislike?

An audit trail isn’t that great but this wasn't a showstopper for us. At least the comments exchanged in each document are maintained, so there is some history of the conversation in the context of the document and not lost in email. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Honestly, our sales process was broken. We have people from different departments involved depending on deal size, type of contract, etc and half the times, never knew who was accountable for a deal being struck. Now I can just click on an opportunity and get details of what’s happening in it in one place and it integrates well with our Salesforce instance. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Being able to create contracts within minutes, thanks to templates that are as easy as filling out forms. The support provided by the team has always been super helpful. Review collected by and hosted on G2.com.

What do you dislike?

We need to create separate workflows for pricing and templates but I guess this could be a pro for others Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you discuss use cases with your AE really well Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Earlier, we used word docs and excel sheets to create our contracts. We were in a market where we wanted a tool that could take care of not just our pricing (by helping us create quotes), but also create the consequent contracts like SoWs and MSAs etc. RevvSales helped us templatize all our contracts and it helps track them as well. Review collected by and hosted on G2.com.

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UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

I was scouting for a user-friendly contract management software which I can use along with Salesforce. Stumbled upon RevvSales, and used their free trial for a month-long, and finally upgraded to their paid plan. I personally like their document creation flows and approval flows. I am quite happy that I can use the system as a document repository as well. Review collected by and hosted on G2.com.

What do you dislike?

I would have liked it if they support proposal templates too in their system. I have taken up this issue with their support and product team. I hope, they come up with an update soon that supports proposals templates. Again, there is a slight learning curve when I use it with Salesforce. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I am solving many major issues in our sales process with RevvSales such as tracking of the contracts, the status on which SDR is handling which contract. The turnaround time for sales contracts creation has improved tremendously. Review collected by and hosted on G2.com.

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UC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

RevvSales is really good at generating sophisticated, customizable documents with impressive workflow capabilities, like an MSA, quote or NDA, once you have templates set up. Also, the support system is super fast and always responsive on chat and emails.And this is super valuable given I will be confident that issues will be addressed quickly. Review collected by and hosted on G2.com.

What do you dislike?

As with any product there are bound to be some teething issues.

- Template setup took some time for me because we need to set up complex workflows. But again Revvsales support helps in the setup process.

- Faced some issues with the editor earlier but the recent updates have made it much better.

- Their editor does not support Proposal currently.

These are minor niggles which I am expecting the team to prioritize and address quickly Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Was looking to speed up MSA, NDA's, quotes etc. creation process with complex workflows. What used to take days can be done minutes now. Once you get over the template editing woes and have your templates and workflow set up, it is delightful. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Does the job of multiple tools very easily Review collected by and hosted on G2.com.

What do you dislike?

Minor bugs and need enhanced search ways Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We wanted to go paperless but couldn’t decide on a tool because none ticked all the boxes. The ones that did, needed us to alter our process. We wanted

a contract repository with parent-child relationships

Parallel and sequential workflows

Tracker

Templates

Deal overview

RevvSales had all of it and did a good job at most of these things. It’s easy to use as well. Review collected by and hosted on G2.com.

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AP
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

It allows us to keep track of customers sales Review collected by and hosted on G2.com.

What do you dislike?

User interface could be a bit more flat and less colorful Review collected by and hosted on G2.com.

Recommendations to others considering the product:

That’s the right tool for a start up which doesn’t have time to think about documents Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We don’t need to care about all the documentation and can focus on providing more value to the customer! Review collected by and hosted on G2.com.

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UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Does the job of multiple tools, compliments our CRM very well Review collected by and hosted on G2.com.

What do you dislike?

Minor bugs need to be fixed and need enhanced search Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We wanted to go paperless but couldn’t decide on a tool because none ticked all the boxes. The ones that did, needed us to alter our process. We wanted

- a contract repository with parent-child relationships

- Parallel and sequential workflows

- Tracker

- Templates

- Deal overview

RevvSales had all of it and did a good job at most of these things. It’s easy to use as well. Review collected by and hosted on G2.com.

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Do you work for Revv?