How to add an external team member during the negotiation phase

To add an external member in a template during contract negotiation phase. Select the Collaboration tab, here you can select the “invite external member” option in the search list.

Fill in the form.

When you add an external member to the negotiation you can also assign him a role. If he is an external member, he cannot have a manager role

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