Deal Role | Email Notification Occurrence |
Owner | Any action or turn is completed on the Deal. |
Viewer |
When the counterparty sends back the Deal in the Guided Review Stage. |
Reviewer | When the initial Deal is sent out and when the counterparty sends back the Deal in the Guided Review Stage. |
Approver | When the initial Deal is sent out and when the counterparty sends back the Deal in the Guided Review and Approval Stage. |
Signer | When the counterparty sends back the Deal in the Guided Review Stage and when the deal is Ready for Signature. |
Updated