Signing Agreements

📄️ Countersigning RevOps Deals

If your organization requires a counter-signature to consider deals complete and have configured your Workspace with a counter-signing step, this article will walk you through how to counter-sign using RevOps.

📄️ When will my customer be notified?

In order to ensure your customer never gets any unforeseen communications, RevOps avoids notifying customers automatically except when explicit actions are taken.

📄️ Managing Counter Signers

A countersignature is an additional signature added to a document that has already been signed by a customer. Every agreement created with RevOps can be signed and countersigned.

📄️ Managing Signature Type and Order

RevOps offers two signature platforms for eSigning your agreements. With either integration you get the power of RevOps CPQ including approval workflows, CRM sync, and view tracking of your proposal.

📄️ Reassigning Signatory

Every once and a while, a deal may be created in RevOps where the customer signer may change. To help you handle these situations, RevOps allows customer signers with the option to reassign the signatory.

📄️ Sharing deals with customers

RevOps makes sharing deals easy so that your customers can quickly view and sign. In this article, we discuss the different ways your RevOps Deal can be shared and viewed. A deal can be shared 3 different ways:

📄️ How do I Sign a RevOps Deal Shared with me?

In this guide, we'll show you how to sign an agreement that's been shared with you.