Boost your NDA process and smartly manage NDAs end-to-end. Learn how to create and automate non-disclosure agreements (NDAs) workflow with Revv through Zoho CRM, Google Drive, and Zapier integration. Read Blog: https://www.revv.so/blog/how-to-automate-a-non-disclosure-agreement-with-revv/

1. Automate
Non-Disclosure
Agreement (NDA)
Process
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2. Create Tailored NDAs in Revv
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Unilateral NDA Multilateral NDABilateral NDA
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3. Integrate and Automate NDA Process
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NDA
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4. Revv and Zoho CRM Integration
NDA
Creation
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5. Revv and Zoho CRM Integration
The integration can be done
directly with Zoho CRM, or
through Zapier.
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6. Revv and Zoho CRM Integration
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After the sync, Revv
automatically checks for
new entries in Zoho CRM.
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7. Revv and Zoho CRM Integration
For each new entry in
Zoho CRM, an NDA
document gets created
in a customized folder
in Revv.
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8. Revv and Zoho CRM Integration
The details like company name,
parties to the agreement
auto-populates in the NDA
from Zoho CRM.
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9. Customize Non-Disclosure Agreement in Revv
Customize the agreement by
editing the template blocks and add
elements using drag and drop
fields.
Or
Click the (+) icon and select the
required block.
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10. Share NDA with Customer
Share the non-disclosure
agreement with customers for
e-signature.
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11. Track the Status of NDA in Revv
Track the status of the
document in the “Activity”
tab - when the document
was opened, sent, received,
and signed.
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12. Access the Signed NDA in Revv Anytime
Revv stores the
signed document in
a folder.
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13. Automatically Store Signed NDA in Google Drive
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14. Create a workflow between
Revv and Google Drive in
Zapier.
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Automatically Store Signed NDA in Google Drive
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15. Store a signed copy of
NDA in Google Drive for
easy and quick access.
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Automatically Store Signed NDA in Google Drive
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16. Compliance
Revv ensures documents safety and
security as per latest industry
standards and compliance.
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17. Streamline non-disclosure agreement workflow
● Improve efficiency
● Save time
● Create a better experience for internal teams and
customers
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18. Automate non-disclosure
agreement process with Revv!
Contact us at sales@revv.so
Visit: www.revv.so/templates
© 2020 Revvsales, Inc. All rights reserved.