The hidden cost of forcing buyers to create accounts
Account walls feel safe — but they quietly drain response rates, stretch review cycles, and increase support load. There’s a better pattern for external collaboration.
What account walls cost you
- Lower response rates: every extra step reduces the chance someone reviews today
- Slower cycles: password resets and invites stall legal and procurement
- Shadow versions: attachments proliferate when buyers can’t access the live doc
- Support burden: your team becomes IT for every external reviewer
When to require accounts
There are valid cases for accounts — keep them tailored:
- Internal users: employees editing templates, setting approvals
- Admin functions: billing, role management, API keys
- Audit access: compliance teams needing broad visibility
A better pattern for buyers
Use scoped, expiring magic links for external reviewers. They open directly into the contract, can redline and comment, and you retain a complete audit trail. Identity is captured on signature and through email verification.
- Single click to view; no passwords to manage
- One source of truth with tracked changes
- Approvals routed without leaving the flow
- Seamless handoff to e‑signature
Implementation checklist
- Enable guest access via magic links for external collaborators
- Make template commenting guidance visible for consistent feedback
- Automate approvals based on deal size and term thresholds
- Require email verification before redlining for sensitive docs
- Capture identity and consent at signature; store the full audit trail
Security considerations
Magic links are scoped and revocable. Data is encrypted in transit (TLS 1.2+) and at rest (AES‑256). Use SSO and roles for internal users; Enterprise can add SCIM, IP allowlists, private cloud, and SOC 2 reporting.