How to automate non-disclosure agreements (NDAs)?

•

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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/

Empresariales

Automate
Non-Disclosure
Agreement (NDA)
Process
© 2020 Revvsales, Inc. All rights reserved.
1

Create Tailored NDAs in Revv
2
Unilateral NDA Multilateral NDABilateral NDA
© 2020 Revvsales, Inc. All rights reserved.

Integrate and Automate NDA Process
3
NDA
© 2020 Revvsales, Inc. All rights reserved.

Revv and Zoho CRM Integration
NDA
Creation
4
© 2020 Revvsales, Inc. All rights reserved.

Revv and Zoho CRM Integration
The integration can be done
directly with Zoho CRM, or
through Zapier.
5
© 2020 Revvsales, Inc. All rights reserved.

Revv and Zoho CRM Integration
6
After the sync, Revv
automatically checks for
new entries in Zoho CRM.
© 2020 Revvsales, Inc. All rights reserved.

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.

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.

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.

Share NDA with Customer
Share the non-disclosure
agreement with customers for
e-signature.
10
© 2020 Revvsales, Inc. All rights reserved.

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.

Access the Signed NDA in Revv Anytime
Revv stores the
signed document in
a folder.
12
© 2020 Revvsales, Inc. All rights reserved.

Automatically Store Signed NDA in Google Drive
13
© 2020 Revvsales, Inc. All rights reserved.

Create a workflow between
Revv and Google Drive in
Zapier.
14
Automatically Store Signed NDA in Google Drive
© 2020 Revvsales, Inc. All rights reserved.

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.

Compliance
Revv ensures documents safety and
security as per latest industry
standards and compliance.
16
© 2020 Revvsales, Inc. All rights reserved.

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.

Automate non-disclosure
agreement process with Revv!
Contact us at sales@revv.so
Visit: www.revv.so/templates
© 2020 Revvsales, Inc. All rights reserved.

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