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How do I Sign a RevOps Deal Shared with me?

Signing on RevOps is the easiest part of the process. Learn how!

In this guide, we'll show you how to sign an agreement that's been shared with you.

Signing an agreement shared with you through RevOps is fast and simple. It's done in 3 steps:

  1. <a href="#visit-link-shared-with-you">Visit link shared with you by your sales representative.</a>
  2. <a href="#enter-your-work-email">Enter your work email to verify you are signing the correct deal.</a>
  3. <a href="#review-and-sign-your-deal">Review and sign your deal.</a>

If you have questions or comments, please reach out to us using the chat bubble in the bottom right-hand corner.

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1. Visit link shared with you by your sales representative

Confirm the link you received follows this pattern before visiting it:

<pre><code>https://{Company Name}.revops.io/proposals/{Deal ID}</code></pre>

If your link doesn't match the pattern above, DO NOT visit it. Reach out to your sales representative and ask for them to share another signing link with you.

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2. Enter your work email to verify you are signing the correct deal

To ensure the security of your sales agreement, we require that you enter your work email. After visiting the link sent to you from your sales representative, you will land a page that looks like:

RevOps sign deal landing page
RevOps sign deal landing page

There are 2 steps to login to sign your agreement:

  1. Enter the work email you agreed to sign as with your sales representative.
  2. Click the "Verify" button to continue and sign.

Enter email then click Verify button to continue to sign

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3. Review and sign your deal

Once you are viewing the deal, use the "Sign Document" button to the top right-hand corner to sign.

Use the "Sign Document" button in the top right-hand corner to sign.

RevOps will identify the next Authorized Signer based on who is viewing the deal. If you are not assigned as the next Signer, then the assigned Signer's name will instead be displayed.

The next signer will display instead if you are not them.

RevOps will redirect you to DocuSign, where the e-signature process can be completed.

The signer completes the signature within DocuSign.

If any terms require you to enter information, you will have to complete each one to complete the signing.

The completed agreement will be shared once all signatures are completed.

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