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 offer custom fields

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. edit offer fields - add offer
  2. Select "Edit Field" in the lower left hand corner of the window.edit fields - offer
  3. Select "New Field"edit fields - new field - offer
  4. Select the dropdown that appears at the bottom of the form.field options - offers
  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.  save the field - offer
  7. Once all the fields have been added, select save to save the new form. final save - offers

TermSheet Logo - no text