You've <a href="https://www.revops.io/knowledge/how-do-i-create-a-new-deal">constructed the perfect deal</a>. You've worked with your customer to find a win-win agreement. Now, it's time to close by having your customer sign on the (digital) dotted line.
In this guide, we'll show you the 2 steps (3 if you're fun) needed to sign a RevOps agreement
When putting together your deal, you'll first want to add and select the customer contact that will be signing your deal. If multiple contacts are selected, like in the image above, all of the contacts would be required to sign the deal before the agreement is complete.
Once the <a href="https://www.revops.io/knowledge/reviewing-and-approving-deals#approve">deal has been approved</a>, RevOps will instantly create a portal for your customer to view and sign your deal.
The contact that you've selected to sign the deal will have the ability to sign once you've invited them to view your deal. You find both the Share and Copy Link buttons by:
There are two ways to invite your contact to view your deal:
For your peace of mind, you can use the "View Proposal" button to <a href="https://www.revops.io/knowledge/how-do-i-share-a-deal#view-as-a-customer">view the deal as if you the customer</a>. This is useful to confirm that formatting and hidden fields are displaying as expected.
After your contact has received and clicked on the link provided, they will need to verify their email to <a href="https://www.revops.io/knowledge/how-do-i-sign-a-revops-deal-shared-with-me">sign your agreement</a>.
For verification purposes, the email entered to view the deal, must exactly match the email you've assigned as the signer of your agreement. If they do not match or no one is listed, your customer will not be able to view or sign the deal.
Once the next authorized signer is viewing the deal, they'll see a "Sign Document" button at the top right-hand corner.
RevOps will identify the next authorized signer based on who is viewing the deal. If they are not assigned as the next signer, the assigned Signer's name will instead be displayed. Hovering over the "Pending Signature" section will popup a list of the required signers in order.
Simply click on "Sign Document" and RevOps will redirect the Signer to <a href="https://docusign.com">DocuSign</a>, where the <a href="https://www.revops.io/glossary/esignature">e-signature</a> process can be completed.
If any of your terms were <a href="https://www.revops.io/knowledge/setting-up-customer-editable-terms">set up to be editable by the signer</a>, they'll also have the chance to enter in the relevant information.
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Repeat the steps above for your remaining signers. Then take a minute to celebrate signing another deal with RevOps!
If your organization has set up a <a href="https://www.revops.io/knowledge/counter-signing-revops-deals">counter-signing process</a>, be sure to reach out the assigned counter signer to complete your deal. The completed agreement will be shared to both you and your customer once all signatures are completed.