# Negotiate from inside Salesforce

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

Tally Sign University › [Salesforce](https://sign.gettally.io/university/salesforce)

## 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](https://sign.gettally.io/university/salesforce/signer-panel.png)

*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](https://sign.gettally.io/university/salesforce/record-view-redlines.png)

*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](https://sign.gettally.io/university/salesforce/embed-reply-composer.png)

*The customer sees replies on the signing page.*

![Writing an internal note in Salesforce](https://sign.gettally.io/university/salesforce/embed-internal-note.png)

*Only people at your company see internal notes.*

![The conversation with the question, a reply sent via Salesforce and an internal note](https://sign.gettally.io/university/salesforce/embed-conversation.png)

*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](https://sign.gettally.io/university/salesforce/embed-redlines.png)

*Redlines: a suggested edit and a change request.*

| Card | Actions |
| --- | --- |
| Suggested edit | **Accept**, **Reject**, **Counter** (edit the wording and accept your version), **Show in document** |
| Change request | **Resolve** (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](https://sign.gettally.io/university/salesforce/embed-resolve-request.png)

*Resolve with a note the customer will see.*

![Accepting a suggested edit with a note](https://sign.gettally.io/university/salesforce/embed-accept-edit.png)

*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](https://sign.gettally.io/university/salesforce/embed-after-accept.png)

*The envelope moves to Version 2 and the customer is asked to review it.*

> **Why it matters:** Reps negotiate where the deal lives. Every decision is also logged on the Envelope record for reporting.

Next guide: [Envelopes, reports and the dashboard](https://sign.gettally.io/university/salesforce/envelopes-reports-and-dashboard)

Source: https://sign.gettally.io/university/salesforce/negotiate-in-salesforce