The Owner is responsible for creating, sending, and negotiating a Deal throughout the Deal Flow.
The Owner controls the progress of the Deal from Guided Review through Approval ('Confirm' on the recipient side) and Signature. The owner is the only Deal Team member (other than Administrators or Supervisors) who can edit in-progress Deal terms and send proposals to the counterparty.
Owner responsibilities
During Guided Review, the Owner:
- Creates and sends the Deal
- Reviews counterproposals
- Coordinates with Approveres and Reviewers (if assigned)
- Sends proposals to the counterparty
For a step by step look at the Deal process, see Creating, Saving and Sending a New Deal.
During Approval, the Owner:
- Monitors required approvals
- Works with Approvers to resolve outstanding questions
- Selects 'Move to Signature' once all approvals are complete
During Signature, the Owner:
- Monitors signature progress
- Optionally adds or changes signers in the Deal Team
- Ensures both parties complete signing
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