Sharing Documents Made Easy with RevvSales

Great documents help connect businesses. The way your company handles documents affects processes, productivity, and every layer of your organization. One of the most important aspects of RevvSales is its ability to share documents online. You can collaborate and work together with your teammates to create trustworthy documents. RevvSales also provides users with multiple ways to share their documents based on the purpose of sharing and the type of recipient.

Benefits of using RevvSales for sharing documents

Business documents are of different types. And different documents have different purposes. It could be:

- An informative document that you'd like to circulate within your company or to a large group

- A transactional document or work document requiring a sign off in the form of acceptance

- A legal document requiring eSignatures from parties within and outside of your company

It could also be a combination of one or more of the above, or anything else.

Companies spend a considerable amount of time and money scanning, printing, and exchanging documents in the traditional business world. Sending documents back and forth by email during review and collaboration is also a hassle and waste of time.

RevvSales offers simple and quick online document sending options based on the purpose and type of recipient. It helps you share documents digitally with colleagues and counterparties like customers, potential employees, and vendors.

🚀 Run your business with ease

RevvSales helps you send and receive documents effortlessly. You can share your documents in just a few clicks with people within and outside of your company. Use the right kind of send option to persuade your receivers towards action. It lets businesses communicate and conduct transactions with ease.

⏰ More time for important things in business

By sharing documents online, businesses no longer need to worry about how to deliver documents across to the recipients. You can send important documents to your teammates and clients a lot faster, and spend your time running the business rather than transactional and administrative work.

💬 Seamless collaboration

Sharing documents facilitates collaboration- colleagues can work together on documents across different groups and departments. You can exchange information with clients with the right context resulting in quick decisions.

👮 Security for your documents

RevvSales ensures security by sending the documents only to authorized users, including external users. Senders can choose the right to access and access level. Document links are safely generated and maintained for ensuring maximum security.

Business case study- Multiple options for sending your documents to anyone, any time

Clark Kentuck is a new Sales Operations Executive with Protonix Inc. As part of his job, he needs to create a large number of sales quotes based on customer inquiries. He needs to share the sales quotes he creates with his teammates for review and his boss and finance department for their approval. The approved version should be shared with sales development executives and clients. The company has been depending on traditional word processing tools and emails for creating and sharing documents all this while. Clark ends up spending a lot of time sending emails back and forth and clarifying information. He finds this method ineffective and wants to implement a cost-effective document management software that provides multiple options for sending documents based on the purpose.

Clark’ requirements -

• Clark wants a tool that allows him to share the documents online🌁
• The tool must facilitate multiple people to edit or contribute to the document👬
• Clark’s boss wants automatic- approval process triggered by workflows ✅
• SDE wants a doc link using which he can view the quote on his mobile📱

RevvSales meets Clark’s requirements and solves his documentation challenges easily. RevvSales makes file sharing and storage simple. It helps him and his team by saving time and boosting productivity with its robust features. RevvSales’ multiple options for sharing documents helps them collaborate as a team and sell like a boss.

What can you do with each of the send options and when to use what?

With RevvSales, you can choose whether you want to send your documents to others for review, collaboration, acceptance, or approval. You can select a suitable send option from the various options available such as Send to someone, Send for acceptance, Invite people for co-authoring or collaboration, or Send for approval. In addition to these options, RevvSales provides a shareable magic link which makes it easy to share the file with just anyone.

Send to someone

Send to someone option allows you to send your document to other users- both external and internal users for reviewing or editing your documents. Others can edit, co-author, write notes, and comments based on the level of access given.

To send your documents to others:

1. Go to Documents and open the document you want to send
2. On the Documents page, click and select the document you want to send to others.
3. On the Document, click Send at the top right of the page
4. If you want to send the document to someone via email, click Send to someone

Your recipient will receive a document link in the email, using which they can open the document.

Send for acceptance

If you want to send your documents for your stakeholders’ acceptance, use this option. You can use this option when you want your stakeholders’ acceptance, not signature for your documents.

To Send documents for acceptance:

1. On the Documents page, click and select the document you want to send to others
2. On the Document, click Send for acceptance
3. On the Recipient Details window, enter the recipients’ email ID and details
4. Click Send for acceptance

Your recipient will receive a document link in the email. using which they can open the document.

After reviewing the document, the recipient can accept the document by clicking on the Accept button.

Invite people

Invite people option allows you to send the document to users to collaborate on documents. It provides a virtual workspace where your team can engage and interact with others.

Send for approval

You can set up internal approval workflows to send the documents to the assigned approvers for their approval. Use the Send for approval option for sending the documents for approval, and if approval workflows are associated with the document, it will be sent to approvers, and if not, the document will be automatically approved.

Shareable magic links

Shareable links help you to copy and share the links with anyone. Recipients of these links cannot edit the original file in any way (links are view-only) and do not need an account. Shareable links let anyone access the files from anywhere, across all devices.

To generate a sharable link:

1. Navigate to the document you want to share
2. On the Document, click Send at the top right of the page
3. Move to the Share with anyone option and switch it on to get a shareable link

Once the option is enabled, the link will be generated. Simply click copy, then paste it into an email, chat message, or anywhere else.

Transform your document management processes with RevvSales

Leverage the power of creating and sharing your documents online to build scalable processes and eliminate the inconvenience and human errors. Transform your documentation operations and improve efficiency with RevvSales.

Choosing the right software for your document management is a critical task. Interested to know more about how RevvSales can help manage your documents? Click here to try out the app today.