Track 02

Negotiation

Questions, replies, internal notes, suggested edits, reviewers and new versions, all on the document.

1. 1Questions, replies and internal notesHow customers ask questions on the signing page, and how your team replies or talks privately.
2. 2Reviewers, people copied and inviting someoneBring in someone who reviews without signing, like the customer's lawyer; who sees what; and how the conversation keeps everyone posted.
3. 3Suggested edits, change requests and versionsCustomers propose wording or ask for a change; you accept, edit or decline, and Tally Sign publishes a new version.
4. 4Locked sectionsWhich parts of a document customers can edit, and which they can only ask to change.

On the website: No CRM needed