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Setting up Terms to collect information from Signers

Signers can enter information to speed up closing

Chasing down the billing contact's email or PO # after they have signed a contract can be a headache. Without this information, invoicing can be a time consuming process.

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To facilitate this, we recommend requiring it from your customer as they are signing the contract. The information provided by your customer can then be synced to your CRM, centralizing the data to be used for any post-closing automation you set up.

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There are only 2 steps:

  1. <a href="#set-input-type">Set the Input Type to "String" or "Email"</a>
  2. <a href="#toggle-editable-by-signer">Under "Advanced Behavior", enable the "Editable by signer" toggle</a>

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<div class="hash-anchor" id="set-input-type"></div>

<h3>Set the Input Type</h3>

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The Editable by signer feature is only supported on String and Email term types. Editable by signer dropdown terms are available in beta, please contact support@revops.io to join the beta and give your customers a restricted set of options to select.

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Go to the term you would like to require your customer to fill out:

  1. Using the side navigation, <a href="https://auth-anon.revops.io/settings/terms">Settings > Terms</a>
  2. Select your Term
  3. Change the Input Type to either String or Email

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The Input Type of a Term set to Email
The Input Type of a Term set to Email

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<div class="hash-anchor" id="toggle-editable-by-signer"></div>

<h3>Enable Editable by Signer</h3>

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After changing the Term's Input Type, you may notice the settings under the Advanced Behaviors section update. You will find that the Editable by signer toggle now says "Disabled" and can be toggled to "Enabled". Enable this toggle to make the term editable by your signers.

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The Editable by signer feature is enabled for a Term
The Editable by signer feature is enabled for a Term

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<h3>Details</h3>

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When a field is set as Editable by signer, the term will ALWAYS be required by your 1st customer signer. By default, this field is set as optional for sales reps and other non-admins. It can be set as required on a template for your non-admins to fill in before submitting the deal for review.

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Blue arrow points to the toggle that makes a Term required to be filled in
Blue arrow points to the toggle that makes a Term required to be filled in

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When used on the deal, you'll notice an icon that denotes the information entered in this field can be edited by the 1st customer signer.

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Blue info icon and popup explain that the particular term can be edited by the first signer
Blue info icon and popup explain that the particular term can be edited by the first signer

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Upon signing the deal, the first customer signer will be required to add information into the field, if none is currently set, before they can complete signing.

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A red rectangle denotes that the particular field required
A red rectangle denotes that the particular field required

 

When setting up PO # as a term, we recommend setting the default value of the term on the template as "Not Required". This allows your customers to enter a PO #, if needed.

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Purchase Order term shows a value of "Not Required" and blue info icon
Purchase Order term shows a value of "Not Required" and blue info icon
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