Managing Signature Type and Order
RevOps offers two signature platforms for eSigning your agreements. With either integration you get the power of RevOps CPQ including approval workflows, CRM sync, and view tracking of your proposal.
Configuring Your Templates
RevOps offers multiple signature types and two signature platforms.
Signature Types
- Clickthrough - A single user will accept the terms by button press. No signature will be collected. This is most common for agreements such as terms of service or cancellation.
- Single Party - A single signature will be collected from your customer. No countersignature will be collected.
- Customer Only - Signatures will only be collected from your customer. No countersigners will be assigned.
- Multi Party - Signatures will be collected from your customer and an internal countersigner. The internal countersigner can optionally be added or removed on a case by case basis. You can also choose if your company or your customer should sign first.
- Pre-Signed Agreement - The countersignature will be pre-signed and applied to all forms from this template. No changes are permitted to the pre-signed template.
Signature Platforms
RevOps includes a native eSignature solution as well as a DocuSign integration. Within Deal Studio you can configure your signature type on a template by template basis. When using RevOps native eSignature, you can choose between clickthrough, customer only, multi party, or pre-signed agreements. Pre-signed agreements are only available on standard deals. When using our DocuSign integration, agreements will be multi party and must be signed by the customer first.
Availability
The available types and platforms will depend on your template usage type. The following table shows which the supported platforms and signature types for each usage type.
| Usage Type | Signature Platform | Signature Types |
|---|---|---|
| Custom Deals | RevOps Native eSignature | Clickthrough Customer Only Multi-Party |
| DocuSign | Multi-Party | |
| Standard Deals | RevOps Native eSignature | Clickthrough Single Party Pre-Signed |
Changing Signature Order
When using RevOps native eSignature, admins are able to change the signature order on a deal by deal basis. Customer signature order can be adjusted on any signature platform by dragging the signature cards into the expected order. All signatures happen in-order and cannot be skipped. A signer can view the proposal at any time, but cannot sign if there is another signer before them.
