Overview of the Dealboard
In the Dealboard tab, you can see your active sales and their progress so far. You can follow the document from when it is sent, opened, reviewed, and finally signed. You will also see the document's recent activity like if it's been downloaded, printed, or commented on.
When a progress bar is orange, it indicates that the activity has been started but not completed by all of the recipients. Green indicates that the step was completed by all recipients of the send-out.
You can easily make changes to scheduled activities for the document by clicking the deal accelerator. For example, you can change when or if the automatic reminders should be sent.
You can also manually send out a reminder via email or text message. In the Upcoming Activities, you can see when the deal was sent out, the expiration date, and the settings for automatic reminders (the time interval for when the reminders should be delivered).
Here you can see the latest activity for the deal and on what day and time it occurred. You can see if the recipients have downloaded, printed, forwarded, or commented on the document. If an activity icon is marked orange, it means that the recipient has done this activity.
Here you can see all the progress that has been made for a deal. You can see when it was sent if it has been opened, read through, and if it has been signed.
If a field is green, it indicates that all of the recipients of the deal have completed this activity. If the field is orange, the activity has been started, but not completed by all the recipients. This happens when there are several recipients added to a document.
This is where you can keep track of when the document expires. With the pen, you can easily change the document's expiration date.
In the Action Menu, you can change the due date, create a new version of the deal or upload a signed document if it should be signed manually. You can also mark the deal as lost or delete it completely.
If you choose to upload a manually signed document, you won't get a certificate of the signing since it has been done outside of GetAccept.
If you have any questions, please contact support in the chat.