# Tally Sign Support

> Step-by-step guides for Tally Sign with real screenshots: sending and signing, negotiation, Salesforce, Revenue Cloud quote-to-cash, automation, seats and AI.

37 guides in 7 tracks. Each guide is also available as Markdown: add .md to its address.

## [Getting started](https://www.tallysign.com/support/getting-started)

Set up your company, build a template, send your first document, see what your customer sees and manage your own sign-in.

- [Set up your company](https://www.tallysign.com/support/getting-started/set-up-your-company): Add your logo, brand color and legal details so every document and email looks like it came from you.
- [Build a template in the editor](https://www.tallysign.com/support/getting-started/build-a-template): Edit wording in place, have the assistant design it, add blocks, place fill-ins and decide who signs.
- [Send a document and track it](https://www.tallysign.com/support/getting-started/send-and-track): Send for signature in your customer's language, see who opened and signed it, remind people and download the signed PDF.
- [Bulk send a template to many people](https://www.tallysign.com/support/getting-started/bulk-send): Send the same template to a list of people from a CSV file, one document each, and follow every one to the signature.
- [What your customer sees when signing](https://www.tallysign.com/support/getting-started/what-your-customer-sees): The signing page from the signer's side: consent, fields, adopting a signature, finishing and their language.
- [Your profile and password](https://www.tallysign.com/support/getting-started/your-profile-and-password): Change your name, title, sign-in email and password, or reset a password you've forgotten.
- [Bring over your DocuSign templates](https://www.tallysign.com/support/getting-started/move-from-docusign): Using DocuSign in Salesforce? Create the same templates in Tally Sign in a click: same pages, same Salesforce object, same signer.
- [Get help: ask a question or talk to a person](https://www.tallysign.com/support/getting-started/get-help): Ask the support assistant and get the steps with screenshots and clips, go through a task step by step, show it a screenshot of where you're stuck, or send your question to the support team.

## [Negotiation](https://www.tallysign.com/support/negotiation)

Questions, replies, internal notes, suggested edits and new versions, all on the document.

- [Questions, replies and internal notes](https://www.tallysign.com/support/negotiation/questions-replies-and-notes): How customers ask questions on the signing page, and how your team replies or talks privately.
- [Suggested edits, change requests and versions](https://www.tallysign.com/support/negotiation/suggested-edits-and-versions): Customers propose wording or ask for a change; you accept, edit or decline, and Tally Sign publishes a new version.
- [Locked sections](https://www.tallysign.com/support/negotiation/locked-sections): Which parts of a document customers can edit, and which they can only ask to change.

## [Salesforce](https://www.tallysign.com/support/salesforce)

Install the package and connect your org, fill templates from records, send and negotiate from Salesforce, and report on every envelope.

- [Install and connect Salesforce](https://www.tallysign.com/support/salesforce/connect-salesforce): Say where you send from, install the Tally Sign package, then sign in once as a Salesforce admin. Tally Sign checks what your org has and adapts to it.
- [Add Tally Sign to Salesforce](https://www.tallysign.com/support/salesforce/install-the-package): After connecting: assign permission sets and seats, put the Tally Sign component on the record pages you send from, add the Send with Tally Sign action and check it all from Tally Sign.
- [Salesforce fields in templates and Preview as record](https://www.tallysign.com/support/salesforce/fields-and-preview): Place any field from the record or its parent records, show its related lists as tables, and preview the template with real data.
- [Related lists as tables](https://www.tallysign.com/support/salesforce/related-lists): Show any related list of the record, like an opportunity's contact roles, as a table: drag it onto the page, pick its columns and how it looks, and preview it with real rows.
- [Who signs (signer rules)](https://www.tallysign.com/support/salesforce/who-signs): Tell Tally Sign where to find each signer on the record. The first rule that finds a name and email wins.
- [After signing: field updates, Files and notifications](https://www.tallysign.com/support/salesforce/after-signing): Update fields on the record, save the signed PDF to Files and notify the sender, automatically.
- [Send from a Salesforce record](https://www.tallysign.com/support/salesforce/send-from-salesforce): Send an order form or any template from a Quote, Opportunity, Order, Contract or Account.
- [Negotiate from inside Salesforce](https://www.tallysign.com/support/salesforce/negotiate-in-salesforce): Reply to questions, leave internal notes and accept or reject redlines without leaving the record.
- [Envelopes, reports and the dashboard](https://www.tallysign.com/support/salesforce/envelopes-reports-and-dashboard): Every document sent from Salesforce becomes an Envelope record you can list, report on and use in Flows.

## [Revenue Cloud](https://www.tallysign.com/support/revenue-cloud)

Send order forms from Revenue Cloud quotes and turn signed quotes into orders, assets and contracts.

- [The quote-to-cash setup wizard](https://www.tallysign.com/support/revenue-cloud/quote-to-cash-wizard): Eight steps from connecting Revenue Cloud to your first signed order form.
- [Pricing table: ramps, groups, recurring and one-time charges, amendments](https://www.tallysign.com/support/revenue-cloud/quote-lines): How the pricing table turns Revenue Cloud quote lines into a clear order summary.
- [Signed → Order → Contract](https://www.tallysign.com/support/revenue-cloud/signed-to-order-to-contract): What runs after signing, what the quote needs beforehand and what to check if a step fails.

## [Automation](https://www.tallysign.com/support/automation)

Remind signers and tell your team on their own, send documents when records change, call Tally Sign from Flows and Agentforce, and post signed deals to Slack.

- [Automations: reminders, alerts and follow-ups](https://www.tallysign.com/support/automation/automations-library): Turn on ready-made automations that remind signers, tell your team when a document is signed, and follow up on their own. Adjust any of them and design the emails they send.
- [Automation rules](https://www.tallysign.com/support/automation/automation-rules): Send or draft a document when a Salesforce record changes. Each rule becomes a real Flow in your org.
- [Flow and Agentforce actions](https://www.tallysign.com/support/automation/flow-and-agentforce-actions): Send, check, remind and void from any Flow or Agentforce agent with the Tally Sign actions.
- [Recipe: post to Slack when a deal is signed](https://www.tallysign.com/support/automation/slack-recipe): A record-triggered Flow on Envelope that uses Salesforce's Send Slack Message action.

## [Admin](https://www.tallysign.com/support/admin)

Seats, team roles and single sign-on, billing, email from your own domain and notifications, security and your data, and downloading or deleting your data.

- [Seats](https://www.tallysign.com/support/admin/seats): One seat per person, across the web app and Salesforce. Request a seat, the 7-day rule and automatic assignment.
- [Team and roles](https://www.tallysign.com/support/admin/team-and-roles): Invite teammates and choose what each of them can manage.
- [Email and deliverability](https://www.tallysign.com/support/admin/email-and-deliverability): Send signing emails from your own domain, add the DNS records and a DMARC policy, and what to do when emails land in spam.
- [Single sign-on](https://www.tallysign.com/support/admin/single-sign-on): Let your team sign in through Okta, Microsoft Entra ID, Google Workspace or any SAML 2.0 or OpenID Connect provider, test it, then turn it on or require it.
- [Download everything, leave or delete the company](https://www.tallysign.com/support/admin/leave-or-delete): Download every signed document as a zip, delete your own login, hand the company to someone else, or delete the whole company.
- [Billing](https://www.tallysign.com/support/admin/billing): Your plan and free trial, paying by card, changing seats, invoices, and what happens when a subscription ends.
- [Email and notifications](https://www.tallysign.com/support/admin/email-and-notifications): Who your emails come from, what Tally Sign sends, choosing which document updates you get, and turning the void email on or off.
- [Security and your data](https://www.tallysign.com/support/admin/security-and-your-data): Where your documents are stored, encryption, the audit trail, sign-in options and how long data is kept.

## [AI](https://www.tallysign.com/support/ai)

Draft, fill and send documents by asking Claude or ChatGPT, including order forms from Salesforce quotes, and handle documents by replying to Tally Sign's update emails.

- [Use Tally Sign from Claude or ChatGPT](https://www.tallysign.com/support/ai/use-with-claude-or-chatgpt): Connect your AI app once, then ask for NDAs, SOWs or the order form for a Salesforce quote in plain English.
- [Work with the assistant by email](https://www.tallysign.com/support/ai/email-assistant): Reply to any update email in your own words: ask where a document stands, remind people now or later, message the customer, void it, or start a new draft from a file.

Source: https://www.tallysign.com/support