Track 02

Negotiation

Questions, replies, internal notes, suggested edits 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. 2Suggested edits, change requests and versionsCustomers propose wording or ask for a change; you accept, edit or decline, and Tally Sign publishes a new version.
  3. 3Locked sectionsWhich parts of a document customers can edit, and which they can only ask to change.

On the website: No CRM needed