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Add or Remove Custom Fields to Offer Panel

Customize the form used to enter offers into the Offers Panel.

The Offer Panel within TermSheet Deals provides a space for users to manage offers and counteroffers. Now, admin users can add custom fields to Offers to capture the data points that matter most. 

💡 Things to Consider

Custom fields must first be added to the "Offer Fields" in Settings before they can be applied to the Offers Panel. add-custom-offer-field

Offer Panels are deal layout-specific. This means that if an offer panel is edited in one deal, the changes will apply to all deals with that same layout applied. 

⚙️ Steps

  1. Select the + icon in an offers panel to get started. offer-plus-icon
  2. Select "Edit Field" in the lower left hand corner of the window.edit-offer-panel
  3. Select "New Field"new-offer-field
  4. Select the dropdown that appears at the bottom of the form.select-new-field-offer
  5. Select the custom field from the dropdown
  6. Select the + icon to add the field to the form. Use the trashcan icon to remove fields from the form.  add-offer-field-final
  7. Once all the fields have been added, select save to save the new form. offer-save