# Who signs (signer rules)

> Tell Tally Sign where to find each signer on the record. The first rule that finds a name and email wins.

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

## How signer rules work

For each role in the template, you list places to look. Tally Sign tries them in order and uses the first one that has a name and an email. The rep can still change the signer before sending.

![Who signs: Quote contact, otherwise Bill-to contact, otherwise Opportunity primary contact](https://sign.gettally.io/university/revenue-cloud/wizard-3-signers.png)

*The customer signer on a Quote, with two fallbacks.*

| Rule | Finds |
| --- | --- |
| **The quote's contact** | The Contact on the record |
| **Bill-to contact** | The Bill To Contact on a Quote or Order |
| **Person in a lookup field…** | Any contact or user lookup you pick |
| **Opportunity primary contact** | The primary contact role on the opportunity |
| **Contact with role…** | The opportunity contact with a role such as Decision Maker |
| **Related contact on the account with role…** | An account contact relationship with that role |
| **The quote's owner**, **Owner's manager** | People at your company |
| **Whoever sends it** | The sender. Used for your company's signer |
| **A specific person** | A fixed name and email |
| **Choose when sending** | Nobody is picked automatically; the sender chooses |

## Defaults

| Object | Customer signer, in order |
| --- | --- |
| Quote | Quote contact → Bill-to contact → Opportunity primary contact |
| Salesforce CPQ quote | Primary contact → Opportunity primary contact |
| Opportunity | Opportunity primary contact |
| Contract | Customer Signed By |
| Order | Bill-to contact → Customer Authorized By |
| Account | Choose when sending |

Your company's signer defaults to **Whoever sends it**.

## Change the signer when sending

In **Send with Tally Sign**, the recipients show where each person came from, for example **Quote Contact**. Choose **Change** to pick another contact on the account, or **Enter a name and email instead**.

![The contact picker listing Dana Whitfield and Marcus Reyes](https://sign.gettally.io/university/salesforce/send-contact-picker.png)

*Change the customer signer before sending.*

> **Watch out:** If no rule finds anyone, the send view says **Nobody found on the record**. Automation rules create a draft instead of sending in that case.

Next guide: [After signing: field updates, Files and notifications](https://sign.gettally.io/university/salesforce/after-signing)

Source: https://sign.gettally.io/university/salesforce/who-signs