TallySignSupport

Locked sections

Which parts of a document customers can edit, and which they can only ask to change.

2 sections · 3 screenshots · 1 clip

Step by step · 5 steps

Your customer suggested an edit

Where: Tally Sign → Documents → the document → Questions & changes

1. See the suggested edit

In Tally Sign, choose Documents in the menu on the left and open the document, then the Questions & changes tab. On the page, the paragraph shows the removed words in red and the new ones in green. The Suggested edit card under Open changes shows the same change and the customer's Reason.

More detail: See the suggested edit

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On this page

What's locked by default

Customers can suggest edits to text blocks. Blocks that carry numbers or signatures are locked, so the customer can only request a change:

  • Pricing table
  • Payment schedule
  • Signature block
A locked Investment section showing Request a change
On a locked section the customer sees: This section can't be edited directly. Describe what you need and the sender will update it.
On a locked section, the customer can only request a change.

Handling a request on a locked section

  1. Open the document from Documents and read the request in the Questions & changes tab.
  2. Make the change where it belongs: on the quote in Salesforce, or on a revision of the document.
  3. Choose Resolve on the request, add a note for the customer and choose Mark resolved. Or choose Decline and say why.
A change request on the locked Investment section, with Resolve, Decline and Reply
The request in Questions & changes, marked with the section it's about.
Resolving the request with a note: the updated version splits the fee 50/50, and Mark resolved
Resolve with a note to the customer.

On the website: No CRM needed·Pricing