TallySignUniversity

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. In the Tally Sign tab, the Document tab shows a count when there are open changes or a question waiting for a reply. Suggested edits are marked on the page, and Changes and Chat sit beside it.

The Document tab with a suggested edit marked on the page and the Changes list beside it
Open changes on a quote.
  1. Open the Document tab and choose Chat.
  2. With Reply to Dana selected, type your answer. Press Enter to send. It goes under Dana's latest question; to answer a different message choose Reply under it, or clear the reply to start a new topic.
  3. To talk to your team only, choose Internal note first. The composer turns yellow.

Replying to the customer needs a seat. Anyone who can open the record can leave internal notes. Internal notes never reach the customer. They don't run automations that email signers, send reminders or send documents, whatever the automation's settings.

Once the signing link has expired, replies and decisions wait: the customer can't open the page. Choose Edit and resend to send a fresh link first. Internal notes still work.

Replying to the customer from Chat
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

In the Document tab, choose Changes. Deciding changes needs a seat.

A suggested edit with Accept, Reject and Counter, and a change request with Edit document, Mark resolved and Reject
Changes: a suggested edit and a change request.
CardActions
Suggested editAccept, Reject, Counter (edit the wording and publish your version; the customer is told it differs from theirs), Show in document
Change requestEdit document (make the change in a new version), Mark resolved (after you've made the change), Reject, Show in document
  1. For a change request, choose Edit document, then Unlock and edit, make the change and send the next version. The request is marked resolved when it's sent, and the customer is told.
  2. Or, if the change is already made, choose Mark resolved, add a note for the customer and choose Mark as resolved.
  3. For a suggested edit, choose Accept, add an optional note and choose Accept and publish.

A countered edit is labeled Countered. Decided changes are folded away; choose Show … decided to see them. Other open changes stay open while you edit and carry over to the next version, so you can still decide them. A suggested edit to a section you rewrote is closed, and the customer is told why.

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, 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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