Recipients can add, update, or replace the Signer for their organization at several points during the Deal process.

A Signer does not need a Bonterms account and may be different from the Deal Owner.

(For Sending Organizations, click here to learn how to change the Signer on Deals you send.)

Add a Signer during Guided Review

You can add your Signer (and other Company Information) at the beginning of Guided Review.
If you don't provide this information at this stage, the Platform will prompt you as you move to the Signature / Sign phase.   

1. Scroll to the Party Information section at the bottom of the page. 

2. Expand the section and add your Signer information (Full Name, Title and Email). They will now be a part of your Deal Team (once you click Next and proceed with the Deal). 

See below for information on adding a Second Signer.

Add or change a Signer during the Confirmation Stage

During the Confirm stage (directly prior to the Sign stage), you’ll review the Deal and prepare to move it to Signature. When you click Move to Signature, a modal appears where you complete your signature block, including designating the Signer, providing the Signer Name, Title and Email. 

The Signer may be the Deal Owner, but does not have to be. The Signer does not need a Bonterms Account.

Add or Change the Signer using Deal Team button

You can also update (or add) a Signer using the Deal Team functionality once the deal is in the Sign stage (Ready for Signature). 

1. To add or change the Signer, click Deal Team in the top right. 
   
    
2. Click on the Signer role in the modal. 
   
   
    
3. Update Signer Information. 
   Note: The Signer does not need a Bonterms User account to be added.
   
    
4. Click Change Signer to finalize the changes.

Add a Second Signer

If your organization requires two signatures on agreements, you can add a second Signer during:

• Guided Review stage (via Party Information section)
• Sign stage (via Deal Team modal)

When a second Signer is added:

• Both Signers are required to sign.
• Either Signer may sign first.
• Both Signers have the same permissions and access.
• The Deal will not be considered fully executed until both Signers have signed.

In each of the above cases, there is a link to + Add Second Signer:

For more information, see Add a Second Signer.

Updated June 23, 2026 16:33