{"id":2259,"date":"2022-06-01T18:49:05","date_gmt":"2022-06-01T13:19:05","guid":{"rendered":"https:\/\/www.revv.so\/blog\/?p=2259"},"modified":"2022-11-30T10:11:40","modified_gmt":"2022-11-30T04:41:40","slug":"improve-the-efficiency-of-google-sheets-with-revv","status":"publish","type":"post","link":"https:\/\/www.revv.so\/blog\/improve-the-efficiency-of-google-sheets-with-revv\/","title":{"rendered":"Reimagining Business Workflows with Revv and Google Sheets Integration"},"content":{"rendered":"\n

As a business, we know the pivotal role spreadsheets play in different business processes. While eSignatures are mostly linked with long-form documents like contracts and NDAs, many signed documents like invoices, purchase orders, and expense reports begin as spreadsheets. <\/p>\n\n\n\n

But it\u2019s not just the finance department that depends on spreadsheet applications. As businesses increasingly start looking up to the cloud for digital transformation, Google Sheets have become the go-to tool for many departments like HR, Sales, Business Operations, and Procurement, to accomplish day-to-day tasks. But, are we really perceptual about the potential of GSheets and how it can be streamlined?<\/p>\n\n\n\n

The challenges faced by organizations when it comes to working with GSheets can always be traced back to the underlying issues in their document workflows. In other words, the more efficient your document workflows are, the better experience you\u2019ll have working with GSheets. For instance, consider an approval process-related document workflow. Your GSheet contains all the employee appraisal details, and each appraisal letter needs approval from the respective department heads. Because department heads are always juggling multiple responsibilities, getting approval signatures takes a long time. This is like an inherent blocker related to your document workflow, which ultimately hampers the efficiency of your GSheets.<\/p>\n\n\n\n

Did you know? <\/strong>
Studies show we spend more than 10% of our working lives in spreadsheets.

Source: Financial Post<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

In this blog, we will explore the many challenges faced by business departments while working with GSheets, how they tie back to a document workflow blocker, and how an automated workflow management system like Revv can make a world of difference in your GSheet experience.<\/p>\n\n\n\n

In this blog:<\/strong><\/td><\/tr>
Adverse impact businesses face while working with GSheets <\/a><\/td><\/tr>
How Revv, the leading eSign and document automation platform, revolutionizes the efficiency of GSheets?<\/a><\/strong>
1. Document creation based on multiple GSheet information is now made easy!<\/a><\/strong>
2. No more errors while moving GSheet data across documents<\/a><\/strong>
3. Prompt signing of documents created from GSheets<\/a><\/strong>
4. Seamlessly take bulk actions from GSheet<\/a><\/strong> <\/td><\/tr>
Do more with Revv!<\/a><\/strong>
1. Real-time collaboration with internal and external teams<\/a><\/strong>
2. Automate each stage of document workflows<\/a><\/strong>
3. Get paid faster with easy integration with payment systems<\/a><\/strong>
4. Ensure complete transparency on your documents with Activity tracking<\/a><\/strong> <\/td><\/tr>
Revv: Your ideal partner to optimize and make GSheets work for you<\/a><\/strong> <\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Adverse impact businesses face while working with GSheets<\/strong><\/h2>\n\n\n\n

Be it any kind of business, spreadsheets play an inevitable part in an organization and among business teams. <\/p>\n\n\n\n

Spreadsheets are used for exclusive purposes by each business department. Let\u2019s look at the departmental dependency on Google Sheets and the related document workflow challenges.<\/p>\n\n\n\n

HR<\/strong>: HR team has to create and send consent forms to their employees. They even have to draft and get signatures on administrative letters like intent letters, experience letters, and negotiation letters, to name a few. But, when they use GSheets to store employee and organization-wide details, a set of challenges unfolds.<\/p>\n\n\n\n

\ud83d\udea9Blockers:<\/strong> <\/p>\n\n\n\n

  1. Creating HR documents like consent forms and different letters from scratch.<\/li>
  2. Manually copy-pasting information from GSheets to create the documents. The whole process is not only time-consuming but also prone to errors. <\/li>
  3. Getting signatures on time on consent forms, letters, and agreements.<\/li><\/ol>\n\n\n\n

    <\/p>\n\n\n\n

    Did you know?<\/strong>
    According to a Sage survey of small and medium-sized enterprises in 11 countries, almost “120 working days” are spent on administrative activities, which is mostly attributed to obsolete technology.

    Source: Simple Legal<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

    Sales: <\/strong>The sales team has to send sales quotes to their premium clients for signatures. But before sending the sales quotes, they require internal approval from the sales head. However, to create these documents, the salesperson has to take the client data from GSheet and all sales-related figures from Salesforce<\/a>. Besides, the team also has to create sales quotes and proposals in bulk, which is yet another hassle.<\/p>\n\n\n\n

    \ud83d\udea9 Blockers:<\/strong><\/p>\n\n\n\n

    1. Data is scattered across different systems and juggling between multiple apps to get data means more confusion.<\/li>
    2. Creating bulk documents and sending them to the right people can be tedious.<\/li>
    3. Back-and-forth email exchanges and follow-ups to get internal approvals for the bulk document created.<\/li>
    4. Manually entering updated data back to GSheets can be missed by the team as well as they are prone to errors.<\/li><\/ol>\n\n\n\n

      <\/p>\n\n\n\n

      Accelerate the efficiency of Google Sheets with\u00a0<\/strong>
      automated document workflows and compliant eSignatures.<\/strong>
      Try Revv today<\/strong><\/a>!\u00a0<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Procurement<\/strong>: Procurement teams<\/a> often store the purchase order details in GSheets. These details are used to raise invoices and collect payments.<\/p>\n\n\n\n

      \ud83d\udea9 Blockers:<\/strong> <\/p>\n\n\n\n

      1. Raising invoices by mapping the accurate information from GSheets.<\/li>
      2. Getting payments released on time.<\/li><\/ol>\n\n\n\n

        <\/p>\n\n\n\n

        Finance and accounting<\/strong>: The team has to prepare finance and expenditure reports consolidating data stored in different GSheets. These reports are also sent to partners and board members of the organization. <\/p>\n\n\n\n

        \ud83d\udea9 Blockers:<\/strong><\/p>\n\n\n\n

        1. Getting centralized data<\/li>
        2. Creating complicated financial reports from scratch<\/li><\/ol>\n\n\n\n

          How Revv, the leading eSign and document automation platform, revolutionizes the efficiency of GSheets?<\/strong><\/h2>\n\n\n\n

          As the dependency on GSheets is increasing over time, the challenges related to its use are too. Juggling between various spreadsheets not only creates confusion but causes unnecessary delays as well. With the right intervention, the complexity and blockers associated with GSheets can be safely and successfully bypassed. In such scenarios, a holistic document automation<\/a> and eSign platform like Revv is your trump card and savior for your business. Let us explore how.<\/p>\n\n\n\n

          Simplify Google Sheet complexities with cutting-edge features of Revv.<\/strong>
          Schedule a demo with our experts<\/strong><\/a> to know more. <\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

          1. Document creation based on multiple GSheet information is now made easy!<\/strong><\/h3>\n\n\n\n

          As you already saw in the above section, different departments depend on GSheets to create different sets of documents. But, Revv makes the document creation process much easier and faster. With Revv:<\/p>\n\n\n\n

          1.1 Generate documents faster with customizable templates<\/strong><\/p>\n\n\n\n

          Revv has an extensive collection of professional and ready-to-use templates which caters to every business requirement of yours. Now, you can create letters, consent forms, sales quotes, proposals, NDAs, invoices, proposals, and more, within minutes. Be it any kind of business document, there is a template available in Revv.<\/p>\n\n\n\n

          \"Connect<\/figure>\n\n\n\n

          But, what if you already have existing business templates? <\/p>\n\n\n\n

          Then you can simply upload your template to Revv platform and further enhance it, with the feature-rich document editor. You can not only do away with creating your documents from scratch but also customize them as per your brand designs. With a simple drag-and-drop feature, you can add or edit texts, insert images and tables, and customize accordingly.<\/p>\n\n\n\n

          \"Build<\/figure>\n\n\n\n

          1.2 Conveniently add a plethora of information from GSheet to your documents<\/strong><\/p>\n\n\n\n

          Even after creating your templates, there would be information that needs to be incorporated into your documents from GSheet. For instance, you are creating a consent form to be sent to each employee in the company. In the consent form, you need details like Employee Name, Employee ID, Email, etc., <\/em>from the GSheet. Copy-pasting each employee detail to each document is tortuous and cumbersome. <\/p>\n\n\n\n

          But Revv gives a perceptive solution with its form-based templates. Wherever you need the information to be fetched from GSheet, convert those places in the template to fillable placeholders called form fields<\/a>. Insert details in the form fields by mapping your GSheet to Revv.<\/p>\n\n\n\n

          \"You<\/figure>\n\n\n\n

          We will talk about how easily you can map your data between GSheet to Revv\u2019s form fields in the subsequent section.<\/p>\n\n\n\n

          BONUS: <\/strong>In case you want accurate information from your recipients, you can even assign form fields to be filled out by the recipients.<\/p>\n\n\n\n

          2. No more errors while moving GSheet data across documents<\/strong><\/h3>\n\n\n\n

          Is your data scattered over multiple spreadsheets? Is switching between different spreadsheets to pull data creating confusion, errors, and delays? With Revv, you can break free from all your data mapping problems. It is easy to map data from your Google Sheets with Revv\u2019s integration abilities. <\/p>\n\n\n\n

          Managing complex data in your GSheets creating hassles?<\/strong>
          Make data mapping a cakewalk with Revv! <\/strong>Sign up for free<\/strong><\/a> !<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

          With Revv\u2019s no-code Data Studio<\/a> feature, you can easily integrate your Google Sheet and map any chunk of data to Revv\u2019s form fields within minutes. You can map data between Google Sheet to Revv\u2019s respective form fields using a simple drag-and-drop feature. For example, let\u2019s say, you need to create a sales quote for a few of your clients. All your sales figures and product details are stored in a GSheet. With Data Studio, you can seamlessly integrate your GSheet and start mapping your data from the GSheet to respective Revv fields.<\/p>\n\n\n\n

          \"Data<\/figure>\n\n\n\n
          \ud83d\udc49What do you get with Data Studio\u2019s mapping feature?<\/strong>

          \ud83d\udcccIrrespective of the size and complexity, you will be able to map accurate data to your documents
          \ud83d\udcccNo more dependency on manual data entry processes, hence no more human errors
          \ud83d\udcccBulk documents will be created within minutes
          \ud83d\udcccYou can directly send bulk documents for approval and eSignatures
          \ud83d\udcccNo need of Scripts, Codes, or APIs<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

          3. Prompt signing of documents created from GSheets<\/strong> <\/strong><\/h3>\n\n\n\n

          3.1 Easy and fast eSign process<\/strong><\/p>\n\n\n\n

          Be it your purchase orders, invoices, consent forms, sales quotes, or any other documents created from the data imported from spreadsheets, each document requires to be closed with necessary eSignatures. Revv provides you with easy and fast eSign processes for any kind of business document. After the documents are ready, add eSign tabs with a simple drag-and-drop feature anywhere on your document. You can add as many signers as you want within the same document.<\/p>\n\n\n\n

          \"eSign<\/figure>\n\n\n\n

          3.2 Assured compliance<\/strong><\/p>\n\n\n\n

          Revv\u2019s eSignatures are legally binding and follows all local and global laws such as ESIGN Act, UETA<\/a>, eIDAS<\/a>, and others. They are encrypted with Amazon Web Services Server-Side Encryption (AWS SSE-S3), and certified with AWS global cloud certification \u2013 such as Cloud Security Alliance Controls (CSA), SOC 1: Audit Controls Report (SOC 1), SOC 2: Security, Availability & Confidentiality Report (SOC 2), and ISO 27001 Security Management Controls.<\/p>\n\n\n\n

          \"Revv<\/figure>\n\n\n\n

          Your documents like NDAs, sales quotes, invoices, letters, etc., contain confidential information. Of course, you don\u2019t want your company to be held responsible in a court of law if these documents are tampered with by any chance. To avoid such unfortunate incidents, Revv generates an electronic copy of audit trails<\/a> for all eSigned documents in the form of Evidence Summary<\/strong>. It is a digital certificate that registers each action taken during the signing process, which includes \u2013 the signer\u2019s information, date and time stamp of each action taken by the signer, IP addresses, and other details that act as legal proof.<\/p>\n\n\n\n

          \"Revv<\/figure>\n\n\n\n

          3.3 How you can authenticate recipient identity with Revv<\/strong><\/p>\n\n\n\n

          A concern for businesses while sending documents for eSign is that the right document should reach the right recipient. To avoid any security breach from the recipient\u2019s side, Revv ensures proper recipient identity authentication. In Revv, the signer\u2019s identity is verified by: <\/p>\n\n\n\n