Suggested edits, change requests and versions

Customers propose wording or ask for a change; you accept, edit or decline, and Tally Sign publishes a new version.

4 sections · 9 screenshots

On this page

The customer suggests an edit
The customer requests a change
Decide on changes
New versions

The customer suggests an edit

The customer clicks a paragraph and chooses Suggest edit.
They edit the text in place. Their changes are marked up as they type.
They add an optional reason and choose Send suggestion.

Suggest an edit: the customer edits the text directly.

The suggestion shows as a redline on the page and as a card in the panel.

The customer requests a change

Some sections can't be edited directly, such as pricing. There the toolbar shows Request change instead. The customer describes what they need and chooses Send request. See Locked sections.

A change request on a locked section.

Open changes are listed above the conversation.

Decide on changes

Card	Your options
Suggested edit	Accept, Edit and accept (change the wording first), Decline
Change request	Resolve (after you've made the change yourself), Decline

Each decision can carry an optional note for the customer. When you decline, the customer sees your reason.

Resolve a change request with a short note, then choose Mark resolved.

Accepting an edit publishes a new version.

Accepting an edit publishes the next version of the document. Signatures collected so far are cleared and every signer is asked to review and sign again. The customer's open signing page shows that a new version is ready.