Getting Started and Onboarding

Here are steps by steps instructions how to get started with Dealsign for your company.

1. Signup

You can sign up for Dealsign using your email address and a unique password:

Signup and create an account: https://app.dealsign.ai/signup.
If you got an email invitation, just click the invitation link and signup.

Signup Dealsign

2. Workspace Subscription

To start using Dealsign for your company, you need to subscribe a workspace account for your company:

To enter your billing details and start your paying Dealsign workspace account, you can go to Workspaces > Order new workspace.
Link to new workspace order form: https://app.dealsign.ai/dashboard/account/workspace/create



Workspace subscription

3. Invite Users and Manage Workspace Permissions

Here are the main shortcuts for you to invite users and manage permissions:

You can invite users to your workspace by adding the emails to the workspace access list, go Workspaces > Select workspace > Workspace access > Invite people > Select role.
As a workspace admin, you can add and remove users and manage user permissions.
You can also create Groups, subsets of the workspace user access list, go Workspaces > Select workspace > Groups > Add new group.
You can share your company templates and contracts easily with Workspace user list and Groups, you can go to Templates > Edit template > Team sharing & access > Invite groups.

Invite users and manage workspace user permissions

4. Setup Archives

Here are the main shortcuts for you to manage your contract archives:

Setup archives for your company, go to My archive > Create new folder.
Upload existing archives and old contracts with PDF mass import, go to My archive > Select folder > Upload PDF.
Organise contracts with document tags, go to My archive > Select folder > Select document > Document tags.
Set document alerts and reminders to manage contract lifecycle activities, go to My archive > Select folder > Add document alert.

Manage archives

5. Setup Templates

Here are the main shortcuts for you to setup and manage templates:

Start importing or creating your own contract templates, go to Templates > Create a template OR Import template from Word.
More information: How to import Word document as a template?.
Share your templates with your colleagues by managing the Team Sharing & Access template user permissions, go to Templates > Edit template > Team sharing & access.
You can also use Dealsign Partner templates to draft new contracts.

Setup templates

6. Digital contracting with Dealsign

Here are the main shortcuts for you to draft, negotiate, sign and archive contracts:

Start drafting a new contract, go to Templates > View template > Create draft.
Edit the draft contract and send it when ready, go to Drafts > Select draft > Send draft.
Negotiate and edit the contract, go to Documents > Negotiate > Select document > Agree / Edit.
Review and sign the contract, go to Documents > Negotiate > Select document > Review & sign > Start signing process.
Signing the contract, go to Documents > Waiting for signatures > Select document > Setup signers > Sign the document.
Archive the signed contract, go to My archive > Inbox > Select document > Edit document info > Change folder.

Negotiate and sign contracts with Dealsign
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