Create your own template, or convert a Word document into a powerful form template to fill, share, and sign
Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more
Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows
Share or publish form URLs, gather customer information, registrations, and applications at scale
Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed
Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard
ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI)
Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process
Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse
Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience
Send the link to sign document over email and text message, add flexibility for your document recipients
Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process
Easily setup relationship between your Salesforce, Hubspot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another
Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery
Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane
Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata
Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat
Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back
Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed
Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard
Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow
Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure
OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment
Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide
Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support
Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports
Custom reports designed for your business to measure impact and team performance
Revv is a leading document automation and eSignature platform that enables professionals and companies of all sizes to run their business securely from anywhere, anytime, and any device. Supported by Lightspeed and Matrix Partners, Revv boosts the business operations of more than 10,000 customers worldwide with no-code document workflows, streamlined eSigning processes, cross-system integrations, and legally vetted templates. Revv customers routinely observe up to 90% time savings and up to 100X increase in productivity. The features include Data Studio, intuitive approvals, native APIs, Zapier integrations, real-time collaboration, analytics, cloud-based storage, and audit trails.