SlideShare a Scribd company logo
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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How to automate non-disclosure agreements (NDAs)?

  • 1. Automate Non-Disclosure Agreement (NDA) Process © 2020 Revvsales, Inc. All rights reserved. 1
  • 2. Create Tailored NDAs in Revv 2 Unilateral NDA Multilateral NDABilateral NDA © 2020 Revvsales, Inc. All rights reserved.
  • 3. Integrate and Automate NDA Process 3 NDA © 2020 Revvsales, Inc. All rights reserved.
  • 4. Revv and Zoho CRM Integration NDA Creation 4 © 2020 Revvsales, Inc. All rights reserved.
  • 5. Revv and Zoho CRM Integration The integration can be done directly with Zoho CRM, or through Zapier. 5 © 2020 Revvsales, Inc. All rights reserved.
  • 6. Revv and Zoho CRM Integration 6 After the sync, Revv automatically checks for new entries in Zoho CRM. © 2020 Revvsales, Inc. All rights reserved.
  • 7. 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.
  • 8. 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.
  • 9. 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.
  • 10. Share NDA with Customer Share the non-disclosure agreement with customers for e-signature. 10 © 2020 Revvsales, Inc. All rights reserved.
  • 11. 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.
  • 12. Access the Signed NDA in Revv Anytime Revv stores the signed document in a folder. 12 © 2020 Revvsales, Inc. All rights reserved.
  • 13. Automatically Store Signed NDA in Google Drive 13 © 2020 Revvsales, Inc. All rights reserved.
  • 14. Create a workflow between Revv and Google Drive in Zapier. 14 Automatically Store Signed NDA in Google Drive © 2020 Revvsales, Inc. All rights reserved.
  • 15. 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.
  • 16. Compliance Revv ensures documents safety and security as per latest industry standards and compliance. 16 © 2020 Revvsales, Inc. All rights reserved.
  • 17. 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.
  • 18. Automate non-disclosure agreement process with Revv! Contact us at sales@revv.so Visit: www.revv.so/templates © 2020 Revvsales, Inc. All rights reserved.