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Proposing Changes to a Sent Agreement

How to propose changes to an agreement you have sent, preview the redline before it's sent, what your recipient sees, how to accept or counter the changes they propose back, and how to get a clean final version without re-uploading.

Written by Mark Frantz

After you've sent an agreement, you can update the cover page terms using Propose Changes. Before anything is sent, you can preview the agreement redlined exactly as your recipient will see it. When you send your changes, your recipient gets an email notification and can review a redlined version of the cover page showing exactly what changed.

This option is only available for in-flight agreements that haven't yet been signed by either party.

How to Propose Changes

From the agreement history page, click Other actions and select Propose changes. This opens the cover page editor where you can update any of the deal terms.

Full size preview

Make your changes to the cover page fields. When you're ready, click Preview changes in the top right corner.

Previewing your changes

The preview shows the agreement exactly as your recipient will see it, with your changes redlined and a list of the terms you changed at the top. Nothing has been saved or sent yet.

From the preview, you have two options:

  • Send changes saves your changes and emails your recipient to let them know the agreement has been updated. Proposing changes without sending this email is currently unsupported.

  • Back to editing returns you to the editor with your changes still in place, so you can adjust them and preview again.

If you want to discard your edits, click Cancel changes in the editor. Your changes will be lost immediately - there is no confirmation step, so make sure you're ready before clicking.

What Your Recipient Sees

When you send your changes, your recipient receives an email notifying them the agreement has changed. When they open it, they'll see a redlined version of the cover page that highlights what's different from the previous version - the same view you saw in the preview.

NOTE: This redlined view only appears when changes were submitted through Common Paper's Propose Changes workflow. If your counterparty sends modifications outside of Common Paper - for example, in a Word document with tracked changes or via email - those changes won't appear as redlines in the agreement. To incorporate their changes, use Propose Changes yourself to update the cover page terms to reflect what was agreed.

When Your Recipient Proposes Changes Back

If you allowed negotiation on the agreement, your recipient can propose changes to you. When they do, you get an email and the agreement shows Review changes in your agreement list. Open it to see their redline on the cover page, with the changed text called out in red.

To accept, sign the agreement. Depending on your setup, the button reads either Accept and send for signature or Sign agreement. Signing accepts every change your recipient proposed, incorporates it into the document, and sends the agreement back to them for their signature.

To push back instead, click Other actions and select Propose changes, then edit the terms back to what you want. The agreement returns to your recipient, who can sign it or propose another round.

NOTE: Accepting is all or nothing. You can't accept some of your recipient's proposed changes and reject others, and there are no per-change Accept, Reject, or Counterpropose buttons on a Common Paper agreement. Those decision options belong to Gerri, a separate product that reviews redlined .DOCX uploads. To keep most of what your recipient proposed while pushing back on one term, use Propose changes and edit that term.

If You're the Recipient

If you received this agreement rather than sent it, your side of the workflow has its own article. See Proposing and Responding to Changes as a Recipient, which covers finding Propose changes, what happens while you wait for a response, and how to respond when changes are proposed back to you.

Proposing Changes More Than Once

You can propose changes as many times as needed. Each time you send changes, your recipient gets a new notification and sees the latest cover page. You can keep making changes until either party signs the agreement.

Downloading the Agreement

The download option isn't available while you're proposing changes - the editor only shows Cancel changes and Preview changes, and the preview only shows Back to editing and Send changes. Once you've sent your changes, you can download the latest version from the agreement history page.

The downloaded PDF shows the latest proposed terms without redline markup, so you can share it as a clean copy for review.

Getting a Clean Final Version

You don't need to export a clean copy and send it again for signature. The redline is only how proposed changes are shown for review. When the reviewing party signs, every proposed change is incorporated, and the signed PDF is clean.

NOTE: Don't upload a downloaded PDF or Word file to collect signatures on terms you negotiated here. That creates a second, uploaded agreement, and the original stays unsigned. See Agreement FAQs for more.

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