FAQ and troubleshooting

This is a general troubleshooting reference for Done-Deal. It covers the questions that come up across the whole app — for feature-specific FAQs, check the article for that feature (linked throughout).

Access and trials

My trial ended and I can't get into the dashboard — is that normal?

Yes. Once your trial period ends without a Forms & Contracts subscription, Done-Deal redirects dashboard pages (Home, Feed, Board, Transactions, Documents, Analytics) to the Billing page until you subscribe. Your data isn't affected — everything is right where you left it once you subscribe. See Managing your subscription.

I'm locked out — where can I still go?

Billing and Settings stay reachable even when your dashboard is locked, so you can always update your plan or check your account. If you land somewhere unexpected, go to Billing directly.

A card payment failed — am I locked out immediately?

No. Done-Deal keeps your dashboard open while Stripe automatically retries the charge. Billing shows a Payment failed banner asking you to update your payment method — do that before the retries run out to avoid losing access.

If my AI TC add-on lapses, does my whole account lock?

No. The AI TC add-on and Forms & Contracts are billed and gated independently. If the add-on lapses, Reme stops working new items, but your dashboard, transactions, forms, and e-signing keep working under Forms & Contracts. Losing dashboard access only happens if your Forms & Contracts subscription itself is canceled, unpaid, or your trial expires unsubscribed.

I just signed up — why am I stuck on an onboarding screen?

New accounts complete a short onboarding flow before the dashboard unlocks. If you're stuck, go back through onboarding rather than navigating away — dashboard routes redirect back to onboarding until it's finished.

Switching from CTM

Is the CTM import automatic?

No — it's a guided, self-serve process using a bookmarklet you run yourself in your CTM tab, with a preview and confirmation step before anything imports. See Switching from CTM eContracts for the full walkthrough.

The import wizard shows "no documents" warnings — what should I do?

That warning means some imported transactions have no attached documents in Done-Deal yet. Save those documents from CTM (Save All Docs on the deal) before you cancel your CTM subscription — full steps are in Switching from CTM eContracts.

Billing and account

Where do I update my payment method or see invoices?

From Billing, click Manage subscription or Manage add-on — this opens Stripe's secure billing portal, where your card and invoice history live. Details in Managing your subscription.

How do I reset my password?

Use Forgot password? on the login page — there's no change-password option inside Settings. See Account settings and security.

Can I change my account email myself?

Not yet — it's read-only in Settings. Email support@done-deal.co to change it.

Transactions, forms, and signing

My transaction or a deadline looks wrong — where do I check?

Colorado deadlines are calculated automatically from your MEC (mutual execution of contract) date. See How deadlines are calculated for how that works and where to fix a wrong date.

A client says they can't sign a document — what should I check first?

Start with Sending a contract for signature — it covers what your client sees and common signing-link issues.

I'm not sure how to start my first deal — where do I begin?

Your first transaction walks through creating a transaction end to end.

Still stuck?

If none of the above covers it, email support@done-deal.co with your account email and a short description of what you're seeing.