Obtain Recipients' Consent on Documents with "Send for Acceptance" Feature

Not all documents need electronic signatures. The “send for acceptance” feature in Revv gives you a free and direct way to receive consent from recipients on business documents. Learn the step-by-step process of sharing documents for acceptance in Revv.

Read Blog: https://www.revv.so/blog/get-consent-on-documents-with-send-for-acceptance-feature-in-revv/

Transcript

1. How to Receive Consent on Documents with “Send for Acceptance” Sign-Off? © 2020 Revvsales, Inc. All rights reserved. 1
2. Integrate Business Apps and Automate Workflow 2 © 2020 Revvsales, Inc. All rights reserved. Automate the document workflow and streamline the document acceptance process in Revv.
3. 3 © 2020 Revvsales, Inc. All rights reserved. What is “Send for Acceptance” Sign-Off in Revv? “Send for acceptance” is used for documents that may not need electronic signatures (like offer letters, sales quotes, etc.) but require consent of the recipient(s) to move forward.
4. Benefits of Revv’s “Send for Acceptance” Feature 4 © 2020 Revvsales, Inc. All rights reserved. #3 Secure #4 Efficient #5 Remote access #6 Smart sharing #7 Collaboration #8 Tracking and analytics #1 Free and flexible alternate to eSignature #2 Faster
5. Click on "Create document" button. 5 © 2020 Revvsales, Inc. All rights reserved. How to Share a Document for Acceptance in Revv?
6. 6 © 2020 Revvsales, Inc. All rights reserved. Revv gives options to either make your own document from scratch or draft one from Revv’s pre-formatted template library. How to Share a Document for Acceptance in Revv?
7. 7 © 2020 Revvsales, Inc. All rights reserved. Customize the document by editing the document blocks and add elements using drag and drop fields, or, click the plus (+) icon and select the required block. How to Share a Document for Acceptance in Revv?
8. 8 © 2020 Revvsales, Inc. All rights reserved. When the document is ready, click on “Send” button and select “Send for acceptance.” How to Share a Document for Acceptance in Revv?
9. 9 © 2020 Revvsales, Inc. All rights reserved. Click on “Send for acceptance” button. How to Share a Document for Acceptance in Revv?
10. 10 © 2020 Revvsales, Inc. All rights reserved. The recipient receives a notification via email. How to Accept/Reject a Document in Revv?
11. 11 © 2020 Revvsales, Inc. All rights reserved. Click on “View document” and access the document directly without signing into Revv. How to Accept/Reject a Document in Revv?
12. 12 © 2020 Revvsales, Inc. All rights reserved. Click on Accept/Reject. How to Accept/Reject a Document in Revv?
13. 13 © 2020 Revvsales, Inc. All rights reserved. The sender receives document updates through email notifications.o Track Recipients’ Activity on Documents
14. 14 © 2020 Revvsales, Inc. All rights reserved. The sender can also keep track of recipient's activity through “Activity” tab in Revv. Track Recipients’ Activity on Documents
15. 15 © 2020 Revvsales, Inc. All rights reserved. Integrate Revv with Zapier to trigger actions in business applications once the document is accepted. Automate the Next Steps of Document Acceptance
16. Compliance Revv ensures safety and security of documents as per the latest industry standards and compliance. 16 © 2020 Revvsales, Inc. All rights reserved.
17. 17 © 2020 Revvsales, Inc. All rights reserved. Get eConsent on documents with “Send for acceptance” feature! Smartly run your business with Revv!
18. Set up your documents with advanced sign-offs Contact us at sales@revv.so Visit: www.revv.so/templates © 2020 Revvsales, Inc. All rights reserved.