Company
Date Published
Author
Sid Puri
Word count
758
Language
English
Hacker News points
None

Summary

Revv is a comprehensive document management system that simplifies the transition from traditional paper documents to digital formats by converting Word documents, Excel sheets, and PDFs. It integrates with tools like Retool to automate the document creation and management process by connecting multiple Systems of Records (SoRs) such as CRM and ERP systems. With Revv and Retool, users can streamline internal workflows, automate the generation of business documents like NDAs using legally vetted templates, and manage information efficiently by integrating with CRMs like Salesforce. The integration allows for seamless data flow, enabling users to create custom applications that pull data from CRMs to populate document templates and facilitate actions such as eSignatures. This setup not only speeds up processes but also minimizes errors and data loss. SaltPay, for instance, consolidated multiple back-office tasks into a single Retool application, improving their customer support operations by centralizing user data and workflows.