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A Salesperson can make manual edits to Contract and related documents.
A Salesperson can make manual edits to Contract and related documents.
Changes regarding Deal details made directly to the Contract and documents are not recorded automatically in the database. They must be made on a per case basis. We recommend that the Deal Details are updated first before any edits are made on made on the documentation. This is to ensure your reporting aligns with what's in the the reporting.
Open the concerned deal, in the Deal Centre, open the Document you would like to edit.
Click “Edit”. There are 5 functions in Edit Mode.
Sign Field: allows you to add Signature and Initial for all the participants in this deal.
Text: allows you to add words and numbers.
Strikethrough: allows you to cross out words or sections on the document.
Remove: allows you to remove signature and initial boxes.
Undo: revert your latest change.
Example: Change the Purchase Price and Initial the change.
Step 1: Cross out the old Information using the “Strikethrough” function.
Step 2: Insert the new Information using the “Text” function.
Step 3: Insert Initial Boxes to signify a change has been made using the “Sign Field” function.
Step 4: Click “Save Changes”. The Deal Details window will appear. Make the appropriate changes and click “Update”.
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