Pricing Tables
Structured pricing tables allow standard line items, quantity-based calculations, currency conversion, configurable tax rules, and discount tiers to ensure consistent totals across proposals.
Electronic signatures used with proper intent and record-keeping are legally enforceable under ESIGN and UETA in the U.S.; for regulated data, ensure workflows meet sector rules such as HIPAA or FERPA when applicable.
Prepares proposals using approved templates, selects pricing items and optional services, and initiates approval routing. Responsible for ensuring customer details are accurate and for attaching any required supporting documents before sending for signature.
Reviews pricing, discount exceptions, and contract language for compliance with company policy. Confirms revenue recognition criteria, approves billing terms, and either signs or escalates proposals when terms deviate from standard practices.
Structured pricing tables allow standard line items, quantity-based calculations, currency conversion, configurable tax rules, and discount tiers to ensure consistent totals across proposals.
Centralized templates store approved contract language, pricing clauses, and optional add-ons so sales and engineering use consistent layouts and reduce manual editing before sending.
Multi-step approval routes require one or more internal sign-offs based on deal size, region, or product, ensuring finance and legal review before customer presentation.
Connectors to CRM, CPQ, and document storage sync customer data, product catalogs, and signed records to reduce manual entry and speed handoffs between teams.
Configurable signer authentication (email, SMS, access codes, SSO) matches risk and compliance needs while balancing signer convenience for faster closes.
Comprehensive audit logs capture each action, timestamp, and IP so signed proposals have forensics suitable for internal reviews and external compliance checks.
Bi-directional CRM integration pushes customer fields into proposal templates and returns signed document links and key metadata to the opportunity record so forecasts and billing use a single source of truth.
Automatic archiving to enterprise file stores preserves signed proposals with folder structure, retention tags, and access controls aligned to corporate records policies for audits and legal holds.
Connectors to CPQ systems import approved price books and product bundles, ensuring proposals reflect validated discounts and margin constraints without manual spreadsheets or copy-paste errors.
Library of approved contract clauses and pricing notes that can be inserted per deal type to keep legal language consistent and reduce review cycles on bespoke proposals.
| Setting Name | Configuration |
|---|---|
| Approval Thresholds | Over $25k requires legal |
| Reminder Frequency | 48 hours |
| Signature Order | Sequential by role |
| Auto-archive Signed | Yes, to records |
| Webhook Notifications | Enabled for events |
Modern proposals and eSignature workflows run in current desktop and mobile browsers and via native iOS and Android apps for on-the-go acceptance.
A sales rep prepares a multi-seat subscription quote with tiered discounts and service fees
Resulting in faster revenue recognition and fewer billing adjustments after onboarding.
A solutions architect assembles a time-and-materials proposal with milestone payments and acceptance criteria
Leading to clearer scopes of work and reduced scope-creep disputes post-delivery.
| Criteria | signNow (Featured) | DocuSign | Adobe Sign |
|---|---|---|---|
| Legally binding signatures | |||
| Remote notarization | Limited | Limited | |
| Integrations available | CRM,Storage,API | CRM,Storage,API | CRM,Storage,API |
| Average setup time | Hours | Days | Days |
Seven years recommended
Daily incremental backups
PDF/A with metadata
Immediate retention hold
Quarterly restore tests
| Pricing Metric | signNow (Featured) | DocuSign | Adobe Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Entry-level Plan | Business | Personal | Individual | Essentials | Essentials |
| Typical Monthly Price | From $8/user/month billed annually | From $10/user/month | From $14.99/user/month | From $19/user/month | From $15/user/month |
| Included Seats | Single or small teams | Single user | Single user | Per-user billing | Per-user billing |
| API Access | Available with business plans | Available on higher tiers | Available | Available on higher tiers | Available |
| Free Trial or Tier | Free trial available | Free trial available | Free trial available | Free trial available | Free trial available |