Action items Revo runs in DocuSign

Confirm 8879 received and notify the client of filing

When DocuSign signals the 8879 is signed, Revo confirms with the client, files the return, and sends the 'we're filed' note.

Send the renewal proposal to the customer

Revo turns renewal conversation outcomes into a structured renewal proposal. ready for partner review and DocuSign.

Respond to procurement, legal, or security questions

Revo classifies the procurement/legal/security ask, pulls the right artifact, and drafts the reply with internal routing if needed.

Coordinate the renewal with procurement and finance

Revo handles procurement back-and-forth: contract terms, security questionnaires, payment terms. so the renewal doesn't stall.

Send the engagement packet after a tax or accounting consult

Revo bundles the engagement letter, intake organizer, and invoice link, sends it in the partner's voice, and tracks signature.

Respond to a customer asking about an upsell or expansion

Reply to an existing customer asking about more seats, a higher plan, or a new module. Revo pulls account data, current plan, usage, and pricing terms.

Send the Form 8879 e-sign request the moment a return is approved

Revo prepares Form 8879 from the return, sends it via DocuSign, and tracks signature so the partner doesn't have to chase.

Send the contract for e-signature after verbal agreement

Revo prepares the contract from the proposal, fires DocuSign, and tracks signature events back to the CRM.

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.

Draft the proposal or quote the moment a discovery call ends

Revo turns the call transcript into a draft proposal. scope, pricing, timeline, drawn from your prior wins.

Draft a proposal or quote for a prospect

Revo turns discovery and demo into a draft proposal: scope, pricing, timeline. ready for rep edit and partner review.

Draft the offer email for an accepted candidate

Revo turns the offer details into a warm, structured offer email. compensation, start date, the welcome line. ready for your edit.

Draft the contract or SOW the moment a proposal is accepted

Revo pulls the proposal terms, applies your firm's contract template, and drafts the SOW. ready for partner review and e-signature.

Welcome and hand off to CS after signature

When DocuSign confirms signature, Revo drafts the customer welcome, posts a clean handoff to CS, and updates the CRM.

Approve an external partnership or contract

Revo cross-checks the contract against past deals, surfaces precedent risk and legal flags, and routes for sign-off.