Choose who signs contracts for your company

Tilgjengelig i ProSlik gjør duÅpne i DealJourney

The person who signs for your company is often not the person who made the contract. Keep the people allowed to sign in one list, and let each template say who normally signs.

Keep the list

  1. 1Open Kontrakter and go to its settings.
  2. 2Under Hvem signerer for dere, click Legg til person.
  3. 3Pick a colleague, or choose Noen andre and type the name and email of someone who is not a user.

The list is saved straight away. Removing someone never changes a contract already made: each contract keeps the signer it was given.

Set the default signer on a template

  1. 1Open the template and its settings.
  2. 2Under Signerer for dere som standard, pick a person from the list, or Den som lager kontrakten.
  3. 3Save.

Contracts made from the template from then on start with that person on your side.

Pick someone else for one contract

In the contract's participants, click Legg til kollega. The people on your list are offered there together with your colleagues, so you can let someone else sign without typing their details again.

Only the person named on your side can sign it. Someone without a user signs through the link they get by email, the same way your customer does, and nobody can sign in their place.

Let only the customer sign

Remove your own signature block from the template and keep the customer's. Contracts made from a deal with that template then go to the customer alone, and are complete as soon as the customer has signed.

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