R
Revv Documents - Create PDF, Word, Excel Documents
Revv Documents works with Documentero to make it easier to generate professional files like contracts, proposals, and quotes from ready-made templates. When a document in Revv changes stage or gets signed, Documentero can automatically create a polished PDF, DOCX, or XLSX version. This connection helps teams keep their paperwork consistent and ready to share without manual formatting. By linking both tools through API, Make, or Zapier, users can set up smart document workflows that save time and reduce errors.
Revv Documents
Documentero
Triggers
Watch Document Signed by All Signers — Triggers when a document has been signed by all signers.
Watch Document Stage Changed — Triggers when document stage has been changed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Revv Documents using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Revv Documents using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts when Revv documents are signed
Create DOCX proposals from Revv data using Documentero templates
Export Revv quotes into XLSX spreadsheets for reporting
Generate updated agreements when Revv document stage changes
Produce branded sales proposals from Revv and Documentero integration
Convert Revv contracts into ready-to-send PDF files
Create Excel summaries of signed Revv agreements through Documentero
Generate polished proposal documents from Revv drafts
Automatically create client-ready PDFs when Revv deals close
Export Revv contract data into formatted Word templates with Documentero
How you can use Revv Documents + Documentero
Create signed agreements
When a contract is signed in Revv Documents, Documentero can instantly generate a final PDF copy for records.
Generate proposal files
Trigger Documentero to produce a DOCX proposal whenever a new draft is created in Revv.
Export quotes to Excel
Send quote details from Revv to Documentero to generate a formatted XLSX file for finance teams.
Automate stage-based documents
When a document stage changes in Revv, Documentero can generate the right file version with updated details.
Centralize signed document storage
Automatically save signed agreements generated by Documentero to a shared drive when completed in Revv.
Setup Guides
Zapier Tutorial: Integrate Revv Documents with Documentero
- Create a new Zap in Zapier.
- Add Revv Documents to the zap and choose one of the triggers (Watch Document Signed by All Signers, Watch Document Stage Changed). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Revv Documents trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Revv Documents with Documentero
- Create a new scenario in Make.
- Add Revv Documents to the scenario and choose one of the triggers (Watch Document Signed by All Signers, Watch Document Stage Changed). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Revv Documents trigger.
- Run or schedule your scenario and verify the output.
