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Automate Sales
Quotation Process
Proprietary & Confidential RevvSales Inc.
1
Proprietary & Confidential RevvSales Inc.
Integrate and Automate Sales Quotation
2
Proprietary & Confidential RevvSales Inc.
Revv and Zoho CRM Integration
Quote
Creation
3
Proprietary & Confidential RevvSales Inc.
Revv and Zoho CRM Integration
The integration can be done
directly with Zoho CRM...
Proprietary & Confidential RevvSales Inc.
Revv and Zoho CRM Integration
After the sync, Revv
automatically checks for
new ...
Proprietary & Confidential RevvSales Inc.
Revv and Zoho CRM Integration
For each new lead in Zoho
CRM, a new folder gets
c...
Proprietary & Confidential RevvSales Inc.
Revv and Zoho CRM Integration
The details like company
name, parties to the
agre...
Proprietary & Confidential RevvSales Inc.
Customize Sales Quotation in Revv
Customize the quote by editing the
template bl...
Proprietary & Confidential RevvSales Inc.
Integrate Google Sheets with Revv
Quote
Creation
9
Proprietary & Confidential RevvSales Inc.
Add Price Book in Quote from Google Sheets
Link Revv with Google
account.
10
Proprietary & Confidential RevvSales Inc.
Add Price Book in Quote from Google Sheets
Select the sheet.
11
Proprietary & Confidential RevvSales Inc.
Add Price Book in Quote from Google Sheets
The selected sheet appears
in the sal...
Proprietary & Confidential RevvSales Inc.
Add Price Book in Quote from Google Sheets
Control the visibility of columns:
1....
Proprietary & Confidential RevvSales Inc.
Share the Sales Quotation with Customer
Share the quote with customer
directly i...
Proprietary & Confidential RevvSales Inc.
Track the Sales Quotation Activity in Revv
Track status of document in
the “Acti...
Proprietary & Confidential RevvSales Inc.
Access the Signed Quotation in Revv Anytime
Revv stores the signed
document in a...
Proprietary & Confidential RevvSales Inc.
Smartly Manage the Leads in Zoho CRM
17
Proprietary & Confidential RevvSales Inc.
Smartly Manage the Leads in Zoho CRM
Go a step further and empower
Zoho CRM to u...
Proprietary & Confidential RevvSales Inc.
Smartly Manage the Leads in Zoho CRM
Zapier enables Zoho CRM to
convert the lead...
Proprietary & Confidential RevvSales Inc.
Compliance
Revv ensures documents safety and
security as per latest industry
sta...
Proprietary & Confidential RevvSales Inc.
Streamline sales quotation process and
make your sales team more efficient and
cus...
Automate sales quotes
workflow with Revv!
Proprietary & Confidential RevvSales Inc.
Contact us at sales@revv.so
Visit: www....
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How to Automate Sales Quotes through Business Apps Integration?

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Lack of integrated business systems restricts sales teams from achieving their goals. Learn how to create and streamline sales quote automation with Revv through business apps integration - Zoho CRM, Zapier, and Google Sheets.

Read Blog: https://www.revv.so/blog/create-sales-quote-automation-through-business-apps/

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How to Automate Sales Quotes through Business Apps Integration?

  1. 1. Automate Sales Quotation Process Proprietary & Confidential RevvSales Inc. 1
  2. 2. Proprietary & Confidential RevvSales Inc. Integrate and Automate Sales Quotation 2
  3. 3. Proprietary & Confidential RevvSales Inc. Revv and Zoho CRM Integration Quote Creation 3
  4. 4. Proprietary & Confidential RevvSales Inc. Revv and Zoho CRM Integration The integration can be done directly with Zoho CRM, or through Zapier. 4
  5. 5. Proprietary & Confidential RevvSales Inc. Revv and Zoho CRM Integration After the sync, Revv automatically checks for new leads in Zoho CRM. 5
  6. 6. Proprietary & Confidential RevvSales Inc. Revv and Zoho CRM Integration For each new lead in Zoho CRM, a new folder gets created in Revv. 6
  7. 7. Proprietary & Confidential RevvSales Inc. Revv and Zoho CRM Integration The details like company name, parties to the agreement auto-populates in the quote from Zoho CRM. 7
  8. 8. Proprietary & Confidential RevvSales Inc. Customize Sales Quotation in Revv Customize the quote by editing the template blocks and add elements using drag and drop fields. 8
  9. 9. Proprietary & Confidential RevvSales Inc. Integrate Google Sheets with Revv Quote Creation 9
  10. 10. Proprietary & Confidential RevvSales Inc. Add Price Book in Quote from Google Sheets Link Revv with Google account. 10
  11. 11. Proprietary & Confidential RevvSales Inc. Add Price Book in Quote from Google Sheets Select the sheet. 11
  12. 12. Proprietary & Confidential RevvSales Inc. Add Price Book in Quote from Google Sheets The selected sheet appears in the sales quotation. 12
  13. 13. Proprietary & Confidential RevvSales Inc. Add Price Book in Quote from Google Sheets Control the visibility of columns: 1. Select the table 2. Go to "Manage Columns" 3. Choose which columns to show or hide 4. Sync it again 13
  14. 14. Proprietary & Confidential RevvSales Inc. Share the Sales Quotation with Customer Share the quote with customer directly in Revv for acceptance or e-signature. 14
  15. 15. Proprietary & Confidential RevvSales Inc. Track the Sales Quotation Activity in Revv Track status of document in the “Activity” tab - when the document was opened, sent, received, and signed. 15
  16. 16. Proprietary & Confidential RevvSales Inc. Access the Signed Quotation in Revv Anytime Revv stores the signed document in a folder. 16
  17. 17. Proprietary & Confidential RevvSales Inc. Smartly Manage the Leads in Zoho CRM 17
  18. 18. Proprietary & Confidential RevvSales Inc. Smartly Manage the Leads in Zoho CRM Go a step further and empower Zoho CRM to update lead’s status without any manual intervention. Create a workflow in Zapier to achieve that. 18
  19. 19. Proprietary & Confidential RevvSales Inc. Smartly Manage the Leads in Zoho CRM Zapier enables Zoho CRM to convert the lead into account post document signature in Revv. 19
  20. 20. Proprietary & Confidential RevvSales Inc. Compliance Revv ensures documents safety and security as per latest industry standards and compliance. 20
  21. 21. Proprietary & Confidential RevvSales Inc. Streamline sales quotation process and make your sales team more efficient and customer-ready. 21
  22. 22. Automate sales quotes workflow with Revv! Proprietary & Confidential RevvSales Inc. Contact us at sales@revv.so Visit: www.revv.so/templates
  • rishikulkarni

    Nov. 4, 2020

Lack of integrated business systems restricts sales teams from achieving their goals. Learn how to create and streamline sales quote automation with Revv through business apps integration - Zoho CRM, Zapier, and Google Sheets. Read Blog: https://www.revv.so/blog/create-sales-quote-automation-through-business-apps/

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