Juro's asynchronous negotiation flow enables teams and counterparties to:
✅ Seamlessly incorporate accepted edits into the final draft.
✅ Share new drafts only when they're ready
💡 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 sent through the negotiation flow cannot be uploaded as fully signed.
Enabling the negotiation flow 🤝
The asynchronous flow is disabled on templates by default. To enable it:
1. Unpublish your template, open the Document Members tab, click Can Sign + and check Asynchronous mode. |
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You can enable this functionality for reviewers from the Share externally portal of the Share for review dropdown.
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Contracts created from a template with Asynchronous mode enabled will inherit this configuration.
If needed, you can also enable the flow on a contract-by-contract basis from the same section of the individual contract by following the steps above.
💡 NOTE: Once the asynchronous flow is triggered on an individual contract, this cannot be retroactively turned off. This flow will remain active on that contract until it is fully executed.
Making suggested changes ✏️
After you've enabled Asynchronous mode and sent a contract for signing, Juro sends the counterparty an email notification to let them know the document is ready for their review and signature.
If the counterparty wants to add some redlines (and Asynchronous mode is enabled), their first redline will activate the flow and update the contract's status to NEGOTIATION.
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This creates a new version of the contract, with the suggested changes included but not incorporated into the text. These changes will be visible to you when your counterparty sends back this new version (see below).
💡 NOTE: When a counterparty is making suggested changes in the contract, the document will be locked to internal changes. You won't be able to make any further changes to the document until the updated version is returned by the counterparty
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 👇
Sharing new versions 📩
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, the counterparty needs to:
1. Click Send back new version at the top of the page. |
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2. In the pop-up that appears, they can add additional recipients to be notified of the new version, customise their message, and click Send. |
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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.
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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 👌 🙅
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. |
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2. Alternatively, you can go to the EXTERNAL COMMENTS, click the hyperlink icon next to any unresolved change to locate it in the document. |
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Once reviewed, hover your pointer over the comment, and click the x or the ✓ 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.
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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.
💡 NOTE: Unresolved suggestions can block the signing process, so you should ensure they are accepted or rejected before sending the contract for signature.
💁♀️ 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 🚀