RevariSearch the guides first
The Knowledge Center has guides on getting started, selling, quotes and proposals, renewals, reporting, and running a workspace. Type a word like "renewals" and the list narrows as you type.
Support
Find an answer, or ask us.
Search the Knowledge Center for a quick how-to, or send the team a ticket from this page or from inside the app.
- Guides you can searchShort how-tos for people using Revari day to day.
- Help on the pageMany screens in the app have their own help article, a click away.
- A public status pageSee whether Revari is running normally before you start troubleshooting.
Support
Knowledge Center
renewals4 guides
Growing your accountsRenewals
See what's coming up for renewal, who owns it, and what to do before the date.
Growing your accountsWin-back
Pick up lost deals again when the time is right.
Getting startedThe Today desk
Your day at a glance, including renewals that need you this week.
Growing your accountsReporting & scheduled reports
Build a report once and have it emailed on a schedule.
Northwind Partners
Renewals?
AccountRenewsOwner
Harbor FreightwaysNov 4Cassie A.
Bluebell ClinicsNov 18Dev P.
Summit FabricationDec 2Cassie A.
Lakeside LogisticsDec 9Marco R.
Hey Revari
The renewal quote for Harbor Freightways won't save. It just spins after I press Save.
Here's a ticket for the support team. Check it, change anything you like, then confirm.
TitleRenewal quote won't save for Harbor Freightways
DetailsPressing Save on the renewal quote keeps loading and the quote isn't saved.
TypeBug
SeverityMedium
CancelEditConfirm
Checked a minute ago
All systems normal
Refresh
MAINTENANCECOMPLETED
Planned maintenance, Sunday early morning
Revari was briefly slower while we finished an update. Everything is back to normal.
Where to look, and who to ask
Start with the guides, and send the team a ticket whenever you'd like a hand.
Help for the page you're on
Many pages in Revari have a small question mark next to the title. Click it and a short article opens beside the page, saying what the page is for and what you might do next. Seven guided tours, including Today and Quotes, walk you through a page the first time you visit it.
Let Hey Revari write the ticket
With the Hey Revari add-on, describe the problem in your own words and it drafts a ticket for you. Change anything you like in the draft, then press Confirm to file it. Paste a screenshot into the chat and it goes along with the ticket.
Check whether it's just you
The status page shows whether Revari is running normally, with a strip for each of the last 90 days. When there's an incident or planned maintenance, the team posts a note there and updates it as things change. If you're signed in, you can also turn on status emails in your profile.
Submit a ticket
What to put in a ticket
The form asks for your name, work email, company, a subject and a description. A clear description helps the team see exactly what happened. Here's what helps most.
- Where you wereThe workspace and the page, like "Renewals in Northwind Partners".
- What you were doingThe steps you took just before it went wrong.
- What you expectedWhat should have happened.
- What happened insteadAny message you saw, word for word if you can.
- When it happenedThe day and roughly what time, and whether it happens every time.
- Who else it affectsJust you, or other people on your team too.
You can write up to 5,000 characters, plenty for a step-by-step account. When you're ready, press Submit a ticket.
Questions
Common questions
What can I send a ticket about?
Anything that's getting in your way. When you fill in the form, you pick whether it's a question, a problem, a billing question or a feature request.
What if I close the tab halfway through?
The form keeps your draft in this browser for a day, so you can come back and finish it.
How do I find out what changed in Revari?
Each release gets a short write-up on the What's New page, and you can save any of them as a PDF to share with your team.
I'm already signed in. Can I file a ticket from the app?
Yes. Open the Support hub in Revari, create a ticket there and keep track of it on the same page. With Hey Revari, you can also have it draft one and file it when you press Confirm.