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/

1. Automate Sales
Quotation Process
Proprietary & Confidential RevvSales Inc.
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2. Proprietary & Confidential RevvSales Inc.
Integrate and Automate Sales Quotation
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3. Proprietary & Confidential RevvSales Inc.
Revv and Zoho CRM Integration
Quote
Creation
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4. Proprietary & Confidential RevvSales Inc.
Revv and Zoho CRM Integration
The integration can be done
directly with Zoho CRM, or
through Zapier.
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5. Proprietary & Confidential RevvSales Inc.
Revv and Zoho CRM Integration
After the sync, Revv
automatically checks for
new leads in Zoho CRM.
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6. Proprietary & Confidential RevvSales Inc.
Revv and Zoho CRM Integration
For each new lead in Zoho
CRM, a new folder gets
created in Revv.
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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.
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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.
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9. Proprietary & Confidential RevvSales Inc.
Integrate Google Sheets with Revv
Quote
Creation
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10. Proprietary & Confidential RevvSales Inc.
Add Price Book in Quote from Google Sheets
Link Revv with Google
account.
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11. Proprietary & Confidential RevvSales Inc.
Add Price Book in Quote from Google Sheets
Select the sheet.
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12. Proprietary & Confidential RevvSales Inc.
Add Price Book in Quote from Google Sheets
The selected sheet appears
in the sales quotation.
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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
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14. Proprietary & Confidential RevvSales Inc.
Share the Sales Quotation with Customer
Share the quote with customer
directly in Revv for acceptance
or e-signature.
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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.
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16. Proprietary & Confidential RevvSales Inc.
Access the Signed Quotation in Revv Anytime
Revv stores the signed
document in a folder.
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17. Proprietary & Confidential RevvSales Inc.
Smartly Manage the Leads in Zoho CRM
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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.
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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.
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Compliance
Revv ensures documents safety and
security as per latest industry
standards and compliance.
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21. Proprietary & Confidential RevvSales Inc.
Streamline sales quotation process and
make your sales team more efficient and
customer-ready.
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22. Automate sales quotes
workflow with Revv!
Proprietary & Confidential RevvSales Inc.
Contact us at sales@revv.so
Visit: www.revv.so/templates