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.
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.
There are only 2 steps:
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<h3>Set the Input Type</h3>
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 firstname.lastname@example.org to join the beta and give your customers a restricted set of options to select.
Go to the term you would like to require your customer to fill out:
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<h3>Enable Editable by Signer</h3>
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.
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.
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.
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.
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.