Precisely makes it easy to negotiate and comment on a contract with both internal and external stakeholders. This is done by sending a contract for review. To send a contract for review, simply
- Click Draft & sign in the top menu and click the project that contains a document which should be sent for review,
- Click Review, enter the reviewer’s information and click Send invitation,
- The reviewer(s) will receive an invitation to review and comment on the draft via email.
Once you have sent an invitation to review a document, both you and the reviewer(s) can enter the review view. The invited reviewers access the review view through their email invitation, while you click the blue Review button in the draft’s overview.
Pro tip: You can make comments internal by activating Make comment internal in the review view. Internal comments are characterized by their yellow color and are only visible to members in your organization with access to the project.
Note: only contracts created through Precisely can be sent for review. Sending a contract for review is available to Professional and Enterprise plans. If you’re on a Starter plan and would like to upgrade to a plan that includes sending for review, please visit your organization’s billing page or contact Precisely.