Sales guide.

Table of Contents

1. Getting Started
2. Dashboard Overview
3. Leads Pool
4. Creating Quotes
5. Quote Approval (SM Flow)
6. Managing Deals
7. NDA, MSA & SOW
8. Client Signing
9. Change Requests
10. Commissions & Retention
11. Notifications

1. Getting Started

1. Navigate to revora.ae/login in your browser.
2. Enter your registered email address and password, then click Log In.
3. You will land on your Sales Dashboard with an overview of your stats, recent activity, and quick-access navigation.

Bookmark revora.ae/login for quick access. Your session persists until you log out.

2. Dashboard Overview

Overview

KPI cards showing total quotes, active deals, and revenue. Below you will find recent activity items.

Leads

Browse the unassigned lead pool and manage your assigned leads.

Quotes

Create, view, and manage quotes for your clients.

Deals

Track deals through every stage of the pipeline, from contract drafting to project completion.

Change Requests

Handle client upgrade and add-on requests.

3. Leads Pool

Access the Leads section from the sidebar. You will see two views:

• Pool — Unassigned leads available for any rep to claim.
• My Leads — Leads already assigned to you.

• Claiming: Click the "Claim" button on any unassigned lead to assign it to yourself.
• Qualifying: After initial contact, move the lead status from Assigned to Qualified when ready for a quote.
• Converting: Convert a qualified lead into a client record to generate quotes.

4. Creating Quotes

1. Navigate to Quotes in the sidebar and click "New Quote".
2. Select a client from the dropdown (the client must already exist — convert from a lead first if needed).
3. Choose a template to pre-fill line items, or build from scratch.
4. Add line items: set the label, quantity, and unit price for each.
5. Set the discount %, term length, and payment plan type.
6. Click "Send" to submit the quote.

Payment Plan Options:

• Full Payment
• 50/50 Split
• 40/30/30 Split
• Monthly Retainer
• Custom

If you are a Sales Rep, the quote goes to your Sales Manager for approval before being sent to the client. Sales Admins can send directly.

5. Quote Approval (SM Flow)

When a Sales Rep submits a quote, the Sales Manager receives a notification. The SM reviews the quote and either approves or rejects it. Once approved, the system sends the quote to the client and creates the deal.

6. Managing Deals

Once a quote is approved and the client signs, a Deal is created. Deals progress through these stages:

• Pending Signature
• Active
• In Execution
• Client Review
• Invoicing
• Closed

7. NDA, MSA & SOW

After a deal is created, you draft three documents for the client:

NDA

Non-Disclosure Agreement. Protect confidential information before project discussions begin.

MSA

Master Service Agreement. The overarching contract governing the working relationship.

SOW

Statement of Work. Defines deliverables, timelines, and payment milestones.

8. Client Signing

After drafting contracts, send the client a signing link. The client receives an email with a secure link to review and electronically accept each document by entering their full legal name. You receive a notification when each document is signed.

9. Change Requests

Clients can request upgrades or add-ons through their portal. These appear in your Change Requests section. Review the request, discuss with the client, and create a revised quote if approved.

10. Commissions & Retention

Commissions are calculated based on verified payment milestones. View your commission dashboard in the Overview → Commissions sub-tab. Retention commissions apply when a client renews or extends their engagement.

See REVORA's Commission Policy for the full breakdown.

11. Notifications

You receive email notifications for: new lead assignments, quote approvals or rejections, client signatures, payment confirmations, and change request submissions. Check your spam folder if emails are not arriving.