Send the contract or SOW for e-signature with one click
Revo prepares the document, places signature fields, fires DocuSign, and tracks the signature events back to the CRM.
Contract sent within an hour of approval beats contract sent the next day. Revo handles the prep, the sending, the chase. all from one click.
What Revo prepares
Signature fields placed on the right pages, signing order set (client first, partner counter-sign), routing to the right contact, audit trail enabled.
How chase works
Day 3, Day 7, Day 14. Revo sends polite reminders in your voice. signed envelopes stop the chase and update the CRM stage automatically.
- 1
Pull the contract
Revo loads the partner-approved contract from your drafts folder.
- 2
Place signature fields
Signing order, audit trail, the right contact. all configured before send.
- 3
Send and track
DocuSign envelope to the client. chase reminders pre-set. CRM logged.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
Related actions
More tasks Revo can take off your plate.
File a client attachment into the right matter folder, automatically
When a client sends a signed doc, an exhibit, or a tax return, Revo recognises the matter, files it in the PMS, and sends back a one-line acknowledgement.
Prep for the discovery call with a prospect
Twenty four hours out, Revo pulls company research, prior outreach, and ICP context into a discovery brief.
Prep for a customer executive meeting
Twenty four hours out, Revo pulls CRM, usage data, and past correspondence into a customer-exec-ready brief.
Calendar a subpoena or deposition notice the moment it lands
Revo reads the notice, calendars the deposition or response date, alerts the team, and drafts the witness or custodian outreach.
Log a court order, calendar the deadline, notify the client
When the court emails an order, Revo logs it in the matter file, calendars every deadline it triggers, and drafts the client notice. all in one move.
Prep and customise the product demo
Twenty four hours out, Revo pulls discovery notes and customer use case into a customised demo plan and tailored deck.
Try this on your inbox
Free 7-day trial. Cancel anytime.