A Simple Guide to Getting Contracts Signed with ROGER
A Simple Guide to Getting Contracts Signed with ROGER
How to Get a Customer to Sign a Document in Minutes with ROGER
Signing a ROGER contract is designed to be quick and painless, both for you and your customer. Follow these steps to experience the streamlined flow from term sheet to completed agreementM all without juggling PDFs or hunting for signature boxes.
Step 1. Open the Term Sheet View
When you first open ROGER contract, you land on the term sheet. Think of this as the contract’s “too long, didn’t read” summary. It lists every key point you and your customer care about:
Type of service
Fees and payment schedule
Deal length and renewal terms
Take a moment to skim the list so everyone stays on the same page.
Step 2. Confirm the Deal Details
Double-check that each data point is accurate. If anything looks off, pricing, scope, or dates, update it before you continue. A quick review here saves edits later.
Step 3. Watch ROGER Auto-Generate the Signing Form
Once the term sheet is confirmed, ROGER pulls every blank space into a single, easy-to-fill form. No more zooming or scrolling through dense PDFs. You’ll see clear fields for:
Company name
Your job title
Your personal details (name and email)
Step 4. Prefill Company Info (Optional but Handy)
If you already know your customer’s organization, pre-populate that field, e.g., “Wayne Enterprises.” It shows you’ve done your homework and speeds up the process.
Step 5. Enter Your Personal Details
Type in your name and email address, but make sure everything else matches your real contact information so your signed copy reaches the right inbox.
Step 6. Review the Clickwrap Terms
The legal fine print sits behind a clickwrap link, much like the end-user agreements you tap on a phone app. Click the link if you need to scan the clauses, then hop back to the form, no separate files required. This keeps your contracts consistent, standardized, and non-negotiated.
Step 7. Agree and Sign
Ready to wrap it up? Check the box to accept the terms, hit Finish Signing, and you’re done. ROGER records your acceptance instantly and sends confirmation to all parties.
That’s it. If you have questions or run into snags, drop us a note inside the ROGER dashboard or email team@thanksroger.com. We love hearing feedback and improving the product for you.
Key takeaway: By turning term sheets into smart forms and hiding boilerplate behind clickwrap, ROGER lets you close deals faster while keeping everything standardised and transparent for both sides.
👉 Prefer to dive in at your own pace? Start a free workspace in seconds and send your first contract on us. 👉 You can also book a quick 15-minute call and get a live walkthrough from our team.
👉Curious about what’s under the hood? Browse our feature list to discover smart fields, approval workflows, and everything else that makes contract management effortless.
How to Finalize a ROGER Contract in Minutes: A Step-by-Step Tutorial
Signing a ROGER contract is designed to be quick and painless, both for you and your customer. Follow these steps to experience the streamlined flow from term sheet to completed agreementM all without juggling PDFs or hunting for signature boxes.
Step 1. Open the Term Sheet View
When you first open ROGER contract, you land on the term sheet. Think of this as the contract’s “too long, didn’t read” summary. It lists every key point you and your customer care about:
Type of service
Fees and payment schedule
Deal length and renewal terms
Take a moment to skim the list so everyone stays on the same page.
Step 2. Confirm the Deal Details
Double-check that each data point is accurate. If anything looks off, pricing, scope, or dates, update it before you continue. A quick review here saves edits later.
Step 3. Watch ROGER Auto-Generate the Signing Form
Once the term sheet is confirmed, ROGER pulls every blank space into a single, easy-to-fill form. No more zooming or scrolling through dense PDFs. You’ll see clear fields for:
Company name
Your job title
Your personal details (name and email)
Step 4. Prefill Company Info (Optional but Handy)
If you already know your customer’s organization, pre-populate that field, e.g., “Wayne Enterprises.” It shows you’ve done your homework and speeds up the process.
Step 5. Enter Your Personal Details
Type in your name and email address, but make sure everything else matches your real contact information so your signed copy reaches the right inbox.
Step 6. Review the Clickwrap Terms
The legal fine print sits behind a clickwrap link, much like the end-user agreements you tap on a phone app. Click the link if you need to scan the clauses, then hop back to the form, no separate files required. This keeps your contracts consistent, standardised, and non-negotiated.
Step 7. Agree and Sign
Ready to wrap it up? Check the box to accept the terms, hit Finish Signing, and you’re done. ROGER records your acceptance instantly and sends confirmation to all parties.
That’s it. If you have questions or run into snags, drop us a note inside the ROGER dashboard or email team@thanksroger.com. We love hearing feedback and improving the product for you.
Key takeaway: By turning term sheets into smart forms and hiding boilerplate behind clickwrap, ROGER lets you close deals faster while keeping everything standardised and transparent for both sides.
👉 Prefer to dive in at your own pace? Start a free workspace in seconds and send your first contract on us.
👉 You can also book a quick 15-minute call and get a live walkthrough from our team.
👉Curious about what’s under the hood? Browse our feature list to discover smart fields, approval workflows, and everything else that makes contract management effortless.
How to Finalize a ROGER Contract in Minutes: A Step-by-Step Tutorial
Signing a ROGER contract is designed to be quick and painless, both for you and your customer. Follow these steps to experience the streamlined flow from term sheet to completed agreementM all without juggling PDFs or hunting for signature boxes.
Step 1. Open the Term Sheet View
When you first open ROGER contract, you land on the term sheet. Think of this as the contract’s “too long, didn’t read” summary. It lists every key point you and your customer care about:
Type of service
Fees and payment schedule
Deal length and renewal terms
Take a moment to skim the list so everyone stays on the same page.
Step 2. Confirm the Deal Details
Double-check that each data point is accurate. If anything looks off, pricing, scope, or dates, update it before you continue. A quick review here saves edits later.
Step 3. Watch ROGER Auto-Generate the Signing Form
Once the term sheet is confirmed, ROGER pulls every blank space into a single, easy-to-fill form. No more zooming or scrolling through dense PDFs. You’ll see clear fields for:
Company name
Your job title
Your personal details (name and email)
Step 4. Prefill Company Info (Optional but Handy)
If you already know your customer’s organization, pre-populate that field, e.g., “Wayne Enterprises.” It shows you’ve done your homework and speeds up the process.
Step 5. Enter Your Personal Details
Type in your name and email address, but make sure everything else matches your real contact information so your signed copy reaches the right inbox.
Step 6. Review the Clickwrap Terms
The legal fine print sits behind a clickwrap link, much like the end-user agreements you tap on a phone app. Click the link if you need to scan the clauses, then hop back to the form, no separate files required. This keeps your contracts consistent, standardised, and non-negotiated.
Step 7. Agree and Sign
Ready to wrap it up? Check the box to accept the terms, hit Finish Signing, and you’re done. ROGER records your acceptance instantly and sends confirmation to all parties.
That’s it. If you have questions or run into snags, drop us a note inside the ROGER dashboard or email team@thanksroger.com. We love hearing feedback and improving the product for you.
Key takeaway: By turning term sheets into smart forms and hiding boilerplate behind clickwrap, ROGER lets you close deals faster while keeping everything standardised and transparent for both sides.
👉 Prefer to dive in at your own pace? Start a free workspace in seconds and send your first contract on us.
👉 You can also book a quick 15-minute call and get a live walkthrough from our team.
👉Curious about what’s under the hood? Browse our feature list to discover smart fields, approval workflows, and everything else that makes contract management effortless.