​
Overview

If your customer opts to complete the order via order form, they are prompted to provide an e-signature to begin executing the contract. Once signed by the customer, the order enters the countersigning phase for seller-side approval.
The countersigning process ensures that the order is reviewed and approved by both parties before finalizing. This step is required for fully executing the deal.

​
Key events

  • Once the customer submits a signature, the deal moves to an “Awaiting countersign” status, which is visible on the Orders view.
  • Your org’s designated document signer is notified to countersign.

​
Alerts

Salesbricks provides several notification methods to make sure orders are countersigned in a timely manner:
  • In-app alerts: in Salesbricks, the document signer receives a notification banner at the top of the app with a list of orders awaiting countersignature.
  • Slack notifications: a message is sent to the Slack channel configured to track order stage changes.
  • Email notifications: the document signer receives an email with a link to open and countersign the deal in Salesbricks.

​
Best practices

  • Verify that you’ve set the correct document signer under Settings -> Legal. This person will be your org’s dedicated countersigner for all transactions completed via order form e-signature.
  • Confirm your Slack notifications are fully configured, and that the “Order stage changed” and “Signature required” notifications are landing in the correct Slack channels.

​
Reverting the order to Open

If the order is awaiting countersignature, but needs to be revised or corrected for any reason before closing, you can revert the order back to an open state: 1. Open the countersignature link. 2. On the bottom left corner, click the button labeled “Revert this order to building.” 3. Save your updates and resend the order link to the customer for checkout. If you have any questions or concerns, feel free to reach out to the Salesbricks Support team.