Redlining is a process where two or more parties are negotiating and working together in editing a contract. RevOps supports redlining by allowing agreements created be downloaded as a docx file so that contracts can be shared and edited in Word.
Once the final document has completed redlining, this docx file can also be uploaded back to RevOps for e-signing and record keeping.
🚧 Redlining is an Early Access feature. Please contact us if you're interested in using this feature.
Once the deal has been created, it can be downloaded as a docx file to begin the redlining process.
Please note that RevOps generate this docx file based on the current version of the deal. If changes are made to the deal, the downloaded copy of the docx file may become out of date.
If you'd like to keep a copy of the redlined docx file with your deal or plan on signing the redlined agreement with RevOps, you may also upload the docx file back to RevOps.
Please note that:
To upload the document, select the "Upload" button. Then select your file and submit it for approval.
Once the document has been uploaded, you'll see it replace the existing agreement.
Since a new agreement document has been submitted, this deal can no longer be updated. If you need to edit the deal, first cancel the redlines.
Once the redlined document has been approved the deal can now be signed.