To manage Deals, add team members, or use Deal Roles like Reviewer or Approver, you’ll need a free Bonterms account. Use the steps below to create your account and set up (or join) your Organization.

1. From Recipient Deal Flow, click on the Bonterms logo on the top left. 
 

2. Create an Account by entering your email, name and a password. 

Note: You will need to confirm your email address to complete your Bonterms signup

3. Create an Organization. 

When you create a free account, you’ll be prompted to create or join an Organization. An Organization is your company-level account on the Bonterms Platform.

Organization Name 

• Enter your Organization name. This should be your company name or the name your company does business under.
• It does not need to be your company's full legal name - that is set later in Deal Templates. You can change your Organization name anytime in Settings.

Organization URL 

• Set your Organization URL. This is usually the same as your Organization name and appears in the URL bar when your internal users access the Bonterms Platform. You can update this later in Settings.

Admin Role 

• As the user who creates the Organization, you automatically become its first Admin. You can add additional Admins later from the Team page.
• Learn more about our different Account Types.

If your company is already on Bonterms

If your company already has an Organization, you won’t create a new one. Instead, when you create your account, you will be asked to Join Organization and click Request Access - the request will be sent to your company’s Admin to approve addding you to the existing Organization. You will be notified via email when your request is approved. 
 

Updated December 12, 2025 00:09