Deals and signing

A deal is the commercial half of a conversation written down: which offer, at what price, paid how, under which terms. It lives against a contact, and a closer works it from Deals in the main navigation.

It is not a pipeline stage and not a forecast. It is the document the prospect signs, plus the record of what was collected against it.

Nothing can be sold until an owner or admin has answered three questions under Settings › Agreements. They sit on one page because they are one decision split three ways: what this company will commit to.

There is a fourth thing, and it is on a different page. Money reaches you through your own Stripe account, connected under Settings › Integrations on the Payments card. Until that is connected a deal can still be written, sent and signed, and only the charge is blocked. See Integrations.

Every offer carries a range set on the What a closer may agree tab. The server checks every deal against it and refuses one priced outside it. The refusal is immediate and it names what actually broke, whether that is the total, the deposit, the number of payments or the start date.

There is no approval path, and no per-deal exception. A closer who needs to go lower than the floor cannot request one, and nobody in the workspace can grant one for that deal alone.

The only way the limit moves is on the offer itself, changed by an owner or admin. That widens it for every deal written against that offer from then on, not just the one that prompted the ask, which is exactly why it is a deliberate decision rather than a rubber stamp.

This is the most surprising behaviour in the module and the one most often reported as a fault. It is deliberate.

1. Send pins the terms

   The prospect gets a link they can open and read straight away. They can study the price, the schedule and the full agreement in their own time. They cannot sign it.

2. Arming opens signing

   You arm the deal when you are on the call and ready for them to sign. Only then does the signing block appear on their page. You choose how long the window stays open: 30 minutes, 1 hour, 2 hours or 4 hours, and 2 hours is the default.

The split exists so a prospect reads the contract properly before the moment they sign it, rather than being handed a live signature button in an email and clicking it alone.

You can also close a window early with Close the signing window, which is worth doing if the call ends without a decision.

One page, no account, no password. It works on a phone, which is where most of them open it.

They see what they are agreeing to pay, the full agreement to read, and the details you asked them to confirm. When signing is open they also get the signing block.

Signing takes three steps, in this order:

1. A code to their email

   We email a six digit code to the address on the contact record and they type it back. It lasts 15 minutes and they get five attempts. This is what ties the signature to a person rather than to whoever holds the link.

2. Tick the consents

   Separate boxes for signing electronically, for the terms that matter most, and, when a card has to be stored, for each charge you will make against it. They are separate on purpose: a single catch-all tick is worth much less if anyone ever disputes it.

3. Type their name and sign

   That completes the contract. They are shown the signed record immediately, with a document fingerprint, a download and the full text kept at the same address so they can come back to it.

A signed deal is a formed contract. It is not money, and the product keeps the two apart rather than pretending a signature settled anything.

After they sign, open the deal and choose Get the payment link. That is the link you give them to pay. A deal can sit at Signed indefinitely with nothing collected, and that is a real place for a deal to be rather than an error.

It does not go unnoticed. A signed deal with no payment raises a follow-up in Reach out today on the next working day, pointing straight at the deal. See the follow-up queue.

A scheduled payment that declines is retried once a day, three times. The row shows the reason and the attempt count. If all three fail the deal reads Defaulted, which is the one deal state the product paints as something going wrong.

A deal paid in full in one go goes straight to Completed without passing through Paid. Both would be true at the same instant, and reporting the weaker one would leave you chasing a deal that owes nothing.

A deal with a recurring component never reaches Completed, because an open ended series has nothing left to collect only once it is cancelled, and cancelling is not collecting.

These look like the same act and are governed differently, which is the point.

• Discarding a draft is ordinary work for whoever owns it. A draft has been shown to nobody and promised nothing.
• Voiding is owner and admin only. Voiding a sent deal retracts something a prospect is looking at, and voiding a signed one retracts a formed contract.

A voided deal does not vanish for the prospect. Their link keeps working and tells them plainly that the agreement has been withdrawn, with the reason if one was given, rather than turning into a dead page they have to ask about.

• Deals to move, on your dashboard, for the three things that go bad if nobody moves: a signing window open right now, a signature with no payment behind it, and a window that closed without a signature. Deals simply out with prospects are a count on the footer line rather than a row, because you cannot make somebody read an order form.
• The contact record, above their calls, so walking into the next conversation you can see what they have already been sold.
• Reach out today, when a signed deal has not been paid.

All of these follow the same visibility rule as the Deals list itself: your own deals, your team's if you manage them, everything if you are an owner or admin, and nothing at all if you are a setter.