Redlining and Revisions Using EchoSign-for-Google Docs

With EchoSign's integration with Google Apps and Docs, you can now leverage the collaborative power of Google Docs to not only get contracts signed, but first get comments, tracked changes, and "redlines", from your customers before they sign.

Here's how:

First, go to the EchoSign Send tab and click "View" next to the Google Doc you want your customer to be able to redline / mark-up.  

EchoSign will then automatically open and bring up the document in editable form inside of Google Docs.

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On Google Docs, click the big blue "Share" button, and pick the specific option to "Get the link to share".

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Select the options "Allow anyone with the link to view (no sign-in required)" and "Also allow them to edit".

Then just email the URL/link to the other party.

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You'll then be able to track in real-time any suggested changes from the other party inside of Google Docs, and do real-time "tracked changes" and compare your version to their suggested changes (click on the image to the left to see an example). 

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Once you've agreed to (or rejected) all the changes, the finalized document will be automatically ready to send right from the Send tab.  

Just click "Select from Google Docs" on Send, check the document, and the finalized version will go out for an instant e-signature.