Tally SignUniversity

Questions, replies and internal notes

How customers ask questions on the signing page, and how your team replies or talks privately.

3 sections · 6 screenshots

Customers rarely sign a contract without asking something first. In Tally Sign they ask on the document itself, pinned to the paragraph they mean, and you answer in the same place. Everything is kept with the document and summarized on the signing certificate.

On this page

The customer asks a question

On the signing page, the customer opens Questions & changes. The panel has two tabs: Conversation and Versions.

The signing page with the Questions & changes panel open and no messages yet
The customer's view before anyone has written anything.
  1. The customer clicks a paragraph. A small toolbar appears with Comment and Suggest edit.
  2. They choose Comment, type the question and send it.
  3. The question appears in the conversation, marked with the section it's about.
A paragraph selected on the signing page with Comment and Suggest edit buttons
Selecting text first quotes it in the comment.
The question listed in the conversation, pinned to section 3a. Expenses
A marker in the margin shows that the paragraph has a comment.

Reply to the customer

You get an email for each new message. Open the document and choose the Questions & changes tab.

The sender's Questions & changes tab listing open changes and the conversation
Your side shows open changes at the top and the conversation below.
  1. Choose Reply under the customer's message.
  2. Type your answer and send it. The customer gets an email and sees the reply on the signing page.

Internal notes

Internal notes are for your team only. Customers never see them.

  1. At the bottom of the tab, switch the composer from Message customer to Internal note. It turns yellow.
  2. Write the note and send it.
The composer switched to Internal note, with a note about the discount
Only your team can see internal notes.
The conversation with the customer's question, your reply and an internal note
Replies and notes in one timeline. Notes are marked Internal.

On the website: No CRM needed·Pricing