How to add a collaborator during the negotiation phase

To add a collaborator during the contract negotiation phase, select the Collaboration tab. Here you can search a member to add. The member can be part of your team or an external member, who you can invite.

When you add a new member to the negotiation you can also assign him a role. If he is an external member he cannot have a manager role, but if the member is part of your team, you can select him as a manager in the template.

You can also edit the role and remove the member or send him a notification.

You can also remove a member or change his role.