How to automate non-disclosure agreements (NDAs)?

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/

Transcript

1. Automate Non-Disclosure Agreement (NDA) Process © 2020 Revvsales, Inc. All rights reserved. 1
2. Create Tailored NDAs in Revv 2 Unilateral NDA Multilateral NDA Bilateral NDA © 2020 Revvsales, Inc. All rights reserved.
3. Integrate and Automate NDA Process 3 NDA © 2020 Revvsales, Inc. All rights reserved.
4. Revv and Zoho CRM Integration NDA Creation 4 © 2020 Revvsales, Inc. All rights reserved.
5. Revv and Zoho CRM Integration The integration can be done directly with Zoho CRM, or through Zapier. 5 © 2020 Revvsales, Inc. All rights reserved.
6. Revv and Zoho CRM Integration 6 After the sync, Revv automatically checks for new entries in Zoho CRM. © 2020 Revvsales, Inc. All rights reserved.
7. Revv and Zoho CRM Integration For each new entry in Zoho CRM, an NDA document gets created in a customized folder in Revv. 7 © 2020 Revvsales, Inc. All rights reserved.
8. Revv and Zoho CRM Integration The details like company name, parties to the agreement auto-populates in the NDA from Zoho CRM. 8 © 2020 Revvsales, Inc. All rights reserved.
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. 9 © 2020 Revvsales, Inc. All rights reserved.
10. Share NDA with Customer Share the non-disclosure agreement with customers for e-signature. 10 © 2020 Revvsales, Inc. All rights reserved.
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. 11 © 2020 Revvsales, Inc. All rights reserved.
12. Access the Signed NDA in Revv Anytime Revv stores the signed document in a folder. 12 © 2020 Revvsales, Inc. All rights reserved.
13. Automatically Store Signed NDA in Google Drive 13 © 2020 Revvsales, Inc. All rights reserved.
14. Create a workflow between Revv and Google Drive in Zapier. 14 Automatically Store Signed NDA in Google Drive © 2020 Revvsales, Inc. All rights reserved.
15. Store a signed copy of NDA in Google Drive for easy and quick access. 15 Automatically Store Signed NDA in Google Drive © 2020 Revvsales, Inc. All rights reserved.
16. Compliance Revv ensures documents safety and security as per latest industry standards and compliance. 16 © 2020 Revvsales, Inc. All rights reserved.
17. Streamline non-disclosure agreement workflow • Improve efficiency • Save time • Create a better experience for internal teams and customers 17 © 2020 Revvsales, Inc. All rights reserved.
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.