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Signing RevOps Agreements

In this guide, we'll show you how to sign a RevOps agreement.

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

  1. <a href="#invite">Invite a review</a>
  2. <a href="#sign">Have your customer(s) sign</a>
  3. <a href="#celebrate">Celebrate!</a>

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.

An example of the selected signers view overlays the Quote Builder page.
An example of the selected signers view overlays the Quote Builder page.

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.

<div id="invite"><span class="hash-anchor"></span>Invite a review<span class="copy-anchor"></span></div>

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:

  1. Hovering on the Share <svg xmlns="http://www.w3.org/2000/svg" height="1em" viewBox="0 0 512 512"><!--! Font Awesome Free 6.4.2 by @fontawesome - https://fontawesome.com License - https://fontawesome.com/license (Commercial License) Copyright 2023 Fonticons, Inc. --><path d="M498.1 5.6c10.1 7 15.4 19.1 13.5 31.2l-64 416c-1.5 9.7-7.4 18.2-16 23s-18.9 5.4-28 1.6L284 427.7l-68.5 74.1c-8.9 9.7-22.9 12.9-35.2 8.1S160 493.2 160 480V396.4c0-4 1.5-7.8 4.2-10.7L331.8 202.8c5.8-6.3 5.6-16-.4-22s-15.7-6.4-22-.7L106 360.8 17.7 316.6C7.1 311.3 .3 300.7 0 288.9s5.9-22.8 16.1-28.7l448-256c10.7-6.1 23.9-5.5 34 1.4z"/></svg> button
  2. Opening the Share & eSigning section in Deal Overview.

There are two ways to invite your contact to view your deal:

  1. By clicking on "Share", which will send your customer an email inviting them to view and sign the deal.
  2. By clicking on "Copy Link" and sharing this link with your customer.

The highlighted Share button and Share & eSigning sections offer the ways a deal can be shared.
The highlighted Share button and Share & eSigning sections offer the ways a deal can be shared.

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.

Highlighted View as Customer button in the Deal Overview page
Highlighted View as Customer button in the Deal Overview page

<div id="sign"><span class="hash-anchor"></span>Have your customer(s) sign<span class="copy-anchor"></span></div>

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>.

Default proposal verification screen seen before signing an agreement.
Default proposal verification screen seen before signing an agreement.

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.

Signers section of the Share & eSigning section has the email of the next signer highlighted.
Signers section of the Share & eSigning section has the email of the next signer highlighted.

Once the next authorized signer is viewing the deal, they'll see a "Sign Document" button at the top right-hand corner.

A blue arrow points to the "Sign Document" button shown in the top right corner of the proposal page.
A blue arrow points to the "Sign Document" button shown in the top right corner of the proposal page.

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.

A blue arrow points to the "Pending Signature" section with a popup showing the list of signers.
A blue arrow points to the "Pending Signature" section with a popup showing the list of signers.

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.

An example of how a RevOps deal is displayed within DocuSign.
An example of how a RevOps deal is displayed within DocuSign.

 

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.

<div class="hash-anchor" id="celebrate"></div>

Celebrate! 🎉

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.

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