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Negotiating in Juro

Collaborate with the counter party on suggested changes to the contract before it is signed.

Written by Jimmy Mooring

Juro's Negotiation workflow enables teams to:

βœ… Work asynchronously during the redlining stage
βœ… Share new drafts only when they're ready

βœ… Seamlessly incorporate accepted edits into the final draft.

πŸ’‘ NOTE:

  • ​If you'd prefer a synchronous flow, enabling our commenting and suggesting functionality for your counterparties may be more suitable.

  • This flow is designed so that a contract can be executed using Juro's signature flow only.

  • NB: New versions of contracts that have been sent through the negotiation flow cannot be uploaded as fully signed.

Enabling the negotiation flow 🀝


The negotiation flow is disabled on templates by default, so you'll need to enable our Negotiation mode to get started. To do this:

1. Unpublish your template, open the Document Members tab, click Can Sign + and check Enable Negotiations mode.

You can also enable the negotiation flow for the reviewers' link.
​
To do this, go to the REVIEWERS section, click Can View + and check the Enable Negotiations mode.

Contracts created from a template with Negotiations mode inherit this configuration post-creation.

If needed, you can enable the flow on a contract-by-contract basis from the same section of the individual contract by following the steps above.

πŸ’‘ NOTE: Once the negotiation flow is triggered on an individual contract, this cannot be retroactively turned off. The negotiation flow will remain active on that contract until the contract is fully executed.

Making suggested changes ✏️


When you've enabled Negotiations mode and sent a contract for signature, Juro sends the counterparty an email notification to let them know that the document is ready for their review and signature.
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If the counterparty wants to add some redlines (and Negotiating mode is already enabled), this will activate the negotiation flow and update the contract's status to NEGOTIATION.

Their first edit creates a new version of the document, with suggested changes included. The changes will be visible to you when your counterparty sends back this new version (see below).

πŸ’‘ NOTE: When a counterparty is making suggested changes in the contract, the document will be locked for the contract owner. You won't be able to make any further changes to the document until the updated version is returned to you.

When they've finished making the suggested changes, the counterparty will need to click Send back new version to unlock the contract on your side πŸ‘‡

Sharing new versions πŸ“©


While a party is redlining a Negotiation mode-enabled contract, the document remains locked to the other side until the version with the latest changes is sent back.

To send a new version back:

1. Click Send back new version at the top of the page.​

2. In the pop-up that appears, you can add additional recipients to be notified of the new version, customise your message, and then click Send.

The other party will receive an email notification to let them know of the new version and suggested changes made by the counterparty.

When a Juro user accesses the new version, they can accept or reject changes directly from the prompt panel. To conduct an additional review, click End review and do so in the external comments section as outlined below.

This is also an opportunity for you to make additional changes for the counterparty's review if needed (repeat the above process to send the document back to them if so).

Addressing suggested changes πŸ‘Œ πŸ™…


All suggested changes are shown in your EXTERNAL COMMENTS section (for counterparties, these show on the right-hand side of their display).

Internal Admins and Editors can accept or reject suggested edits made by both sides. Counterparties can also accept or reject your changes once a new version has been returned to them.

An accepted change will be incorporated into the document as part of the text. Rejecting a suggested change will leave the document as it was before the suggested edits were made. To Accept or Reject a change:

1. Hover over the suggestion on the Juro editor and click Reject or Accept.

2. Alternatively, you can go to the EXTERNAL COMMENTS, click the hyperlink icon next to any unresolved change to locate it in the document.

Once reviewed, hover your pointer over the comment, and click the x or the βœ“ to reject or accept the change (you can also start a comment thread to discuss the suggestion by clicking Reply and typing your response).

Resolved suggestions stay linked back to their original location in the contract, so you always have a clear, clickable audit trail of exactly what changed and where.

Internal users can also make changes that don't require external review or approval by changing from Suggesting (default) to Editing mode. This lets you change the document text immediately rather than as a suggested change.

These changes will appear in the contract for the counterparty when you send back the latest version to them. Once all suggested changes by both parties have been accepted, the contract can be signed.

πŸ’‘ NOTE: Unresolved suggestions can block the signing process, so you should ensure they are accepted or rejected before sending the contract for signature.

πŸ’β€β™€οΈ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.

Alternatively, you can email us at support@juro.com πŸš€

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