Tally SignUniversity

Negotiate from inside Salesforce

Reply to questions, leave internal notes and accept or reject redlines without leaving the record.

2 sections · 9 screenshots

On this page

Reply and leave notes

Customers negotiate on the signing page. Here the customer asked a question, suggested an edit to the terms and requested a change to the order summary.

The customer's signing page with a question, a suggested edit and a change request
The customer's side: Questions & changes on the signing page.

You see it all on the record. The Tally Sign tab shows a count on Conversation and Redlines.

The Tally Sign tab with a suggested edit open on the Redlines tab
Open changes on a quote.
  1. Open Conversation.
  2. With Reply to Dana selected, type your answer. Press Enter to send.
  3. To talk to your team only, choose Internal note first. The composer turns yellow.
Replying to the customer from the Conversation tab
The customer sees replies on the signing page.
Writing an internal note in Salesforce
Only people at your company see internal notes.
The conversation with the question, a reply sent via Salesforce and an internal note
Messages sent from Salesforce are marked via Salesforce.

Accept, reject or counter

A suggested edit with Accept, Reject and Counter, and a change request with Resolve and Reject
Redlines: a suggested edit and a change request.
CardActions
Suggested editAccept, Reject, Counter (edit the wording and accept your version), Show in document
Change requestResolve (after you've made the change), Reject, Show in document
  1. For a change request, choose Resolve, add a note for the customer and choose Mark as resolved.
  2. For a suggested edit, choose Accept, add an optional note and choose Accept and publish.
Resolving a change request with a note
Resolve with a note the customer will see.
Accepting a suggested edit with a note
Accepting publishes a new version. Anyone who already signed is asked to sign again.
The accepted edit listed under Decided, and the envelope now on Version 2
The envelope moves to Version 2 and the customer is asked to review it.

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