Can a proposal be signed electronically?

Yes. Electronic signatures are generally enforceable under the federal ESIGN Act (15 U.S.C. §7001) and UETA where adopted; confirm no statutory exception applies to the specific transaction.

When is notarization required?

Most proposals do not require notarization. Notarization or witnesses are necessary only if the proposal incorporates a legal instrument that state law requires notarization for, such as certain deeds or sworn affidavits.

What happens if names or titles differ?

Mismatched legal names or incorrect signer titles can delay payment or challenge enforceability; verify entity names, signatory authority, and include evidence of authorization if needed.

How to handle accepted changes after signing?

If parties need to change terms after execution, document amendments with a formal amendment signed by authorized signers; avoid informal email modifications as sole proof of amendment.

Are email approvals sufficient?

An email can evidence intent to agree, but express signatures or executed signature blocks are preferable to reduce disputes about consent and attribution under ESIGN/UETA.

How long should executed proposals be kept?

Retain executed proposals according to the longest applicable period: typically the contract term plus at least three years for tax records and six years where HIPAA applies.

Electronic Signature
Templates
Miscellaneous
Business Package Proposal

Business Package Proposal

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS PACKAGE PROPOSAL

This Business Package Proposal (the "Proposal") is made and entered into as of by and between ("Provider") and ("Client").

RECITALS

WHEREAS, Provider is engaged in the business of providing professional services and solutions designed to support business operations and growth; and

WHEREAS, Client desires to engage Provider to deliver the package of services described in this Proposal and Provider is willing to provide such services on the terms and conditions set forth herein.

NOW, THEREFORE, in consideration of the mutual covenants and promises contained herein, the parties agree as follows:

SCOPE OF WORK

Provider will perform the services described below and any ancillary activities reasonably necessary to achieve the stated deliverables. All services shall be performed in a professional and workmanlike manner consistent with industry standards.

Package Title Detailed Scope of Work Deliverables and Schedule

PAYMENT TERMS

Client shall pay Provider the fees set forth below in consideration for the services and deliverables provided under this Proposal. Provider will invoice Client in accordance with the schedule below and Client shall pay undisputed amounts within the time stated on each invoice.

Total Package Fee Payment Schedule Payment Method

Late payments shall incur a late fee as set forth below and interest at the lesser of 1.5% per month or the maximum rate permitted by law on all overdue amounts, calculated from the original due date until paid.

Late Fee (percentage)

Late Fee (flat)

All fees are exclusive of applicable taxes. Client is responsible for any taxes, duties, or similar charges imposed by any governmental authority, other than taxes based on Provider’s net income. Expenses incurred by Provider in connection with performing the services will be reimbursed by Client if pre-approved in writing.

TERM AND TERMINATION

The term of this Proposal shall commence on and shall continue until unless earlier terminated in accordance with this Proposal.

Termination Notice Period

Either party may terminate this Proposal for convenience upon providing the notice period specified above. Upon termination for any reason, Provider shall be entitled to payment for services performed and reimbursable expenses incurred through the effective date of termination and for any non-cancellable commitments made prior to termination.

CONFIDENTIALITY

Each party acknowledges that during the term of this Proposal it may receive Confidential Information of the other party. "Confidential Information" means non-public information disclosed in connection with this Proposal that is designated as confidential or that reasonably should be understood to be confidential under the circumstances.

Confidential Information shall be used solely for performance under this Proposal and shall not be disclosed to third parties except to the extent necessary for performance or as required by law. The receiving party shall protect Confidential Information using at least the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care.

Confidentiality Scope Mutual confidentiality obligations apply
One-way confidentiality (specify disclosing party below)

GOVERNING LAW

This Proposal shall be governed by and construed in accordance with the laws of without regard to its conflict of law principles. The parties agree that disputes shall be resolved pursuant to the exclusive jurisdiction of the courts located in that state unless the parties mutually agree otherwise in writing.

ENTIRE AGREEMENT

This Proposal, together with any appendices, exhibits, and written statements of work expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, and communications, whether oral or written. No amendment or modification shall be effective unless in writing and signed by authorized representatives of both parties.

MISCELLANEOUS

Provider is an independent contractor and nothing in this Proposal creates an employment, agency, partnership, or joint venture relationship. Neither party may assign its rights or obligations under this Proposal without the prior written consent of the other, except to a successor in interest in connection with a merger or sale of substantially all assets.

The limitation of liability shall be as follows: except for liability arising from gross negligence, willful misconduct, or breach of confidentiality, neither party shall be liable to the other for consequential, incidental, special, or punitive damages, and aggregate liability shall not exceed the total fees paid under this Proposal in the twelve (12) months preceding the claim.

CONTACTS FOR NOTICES

Provider Contact (for notices) Client Contact (for notices)

ACCEPTANCE

By signing below, each party represents and warrants that it has the authority to enter into this Proposal, that it has read and understands the terms herein, and that it agrees to be bound by them.

Provider (Print Name):

By:

Date:

Client (Print Name):

By:

Date:

What a Business Package Proposal Is and When It Applies

A Business Package Proposal is a formal document that presents a bundled offering of goods, services, timelines, pricing, and terms to a prospective client or partner. It typically includes a scope of work, deliverables, fees, payment terms, assumptions, exclusions, and any required attachments. While the proposal can outline negotiated obligations, it becomes contractually binding only when accepted and executed by authorized signatories. The document is commonly used in B2B sales, procurement, vendor selection, and professional services engagements to document a single offering or a package of interrelated services.

Why a Clear Business Package Proposal Matters

A well-structured proposal reduces ambiguity about scope, price, and timelines and helps align expectations among stakeholders. Clear terms minimize disputes, speed approvals, and simplify transition from proposal to contract.

Who Typically Prepares and Reviews These Proposals

Various roles create, review, and approve Business Package Proposals depending on company size and transaction complexity.

Sales and account managers who draft scope, pricing, and standard terms for prospects.
Procurement and purchasing teams that compare packages and verify vendor compliance.
Project managers and delivery leads who confirm feasibility, timelines, and resource assumptions.

Collaboration across sales, legal, finance, and operations improves accuracy and reduces execution delays.

Typical Signers and Decision Makers

Chief Procurement Officer

A CPO or procurement director reviews commercial terms, vendor qualifications, and compliance requirements; they usually approve or escalate proposals above delegated authority thresholds and coordinate contract execution with legal and finance.

Small Business Owner

Business owners or authorized managers may both prepare and sign proposals for smaller engagements; they must ensure the proposal accurately reflects commitments and that signatures match corporate authority records.

Step-by-step: Preparing and Finalizing a Proposal

Follow these sequential steps to prepare a complete, review-ready Business Package Proposal.

01

Draft scope: Describe deliverables, milestones, and acceptance criteria clearly.
02

Set pricing: Include line-item fees, taxes, and payment schedule.
03

Internal review: Route to legal, finance, and operations for approvals.
04

Execute: Have authorized signers sign and distribute executed copies.

Typical routing and execution flow for proposals

This overview shows how a proposal moves from creation to acceptance and recordkeeping.

Create template: Upload proposal draft and attach exhibits or pricing spreadsheets.
Assign signers: Add signers and specify signing order if needed.
Sign and verify: Signer authenticates, reviews, and affixes signature.
Archive: Distribute executed copies and store for retention.

Recommended digital workflow settings

Configure these settings when preparing a digital proposal workflow to standardize routing and security.

Field	Configuration
Template Name	Use a consistent naming convention including client and year.
Signer Authentication	Email + SMS code or stronger KBA for higher-risk deals.
Reminder Schedule	Set automated reminders at 3 and 7 days for unsigned items.
Retention Policy	Configure secure storage and export options per company retention rules.

Platform and integration considerations

Confirm the e-signature and document platform supports required integrations and file formats before sending proposals.

Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
File formats: PDF, DOCX, and Excel supported for attachments
Authentication: SMS codes, KBA, or enterprise SSO available

Ensure the platform preserves an audit trail and supports export to your document repository for compliance and recordkeeping.

Common eSignature vendor pricing and feature snapshot

This table compares core pricing and basic feature availability for signNow and typical competitors; features and terms vary by plan.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes (Business Premium)	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes (BAA available)	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Envelope Cap	No envelope cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Security and compliance checkpoints to include

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Timestamps, IP, and action logs retained

Authentication: Email, SMS codes, KBA, or enterprise SSO

Certifications: SOC 2 Type II; ISO 27001

HIPAA: BAA available for protected health information

21 CFR Part 11: Support for FDA-regulated record controls

Key risks and potential consequences of incomplete proposals

Scope Ambiguity: Dispute over deliverables and extra costs

Pricing Errors: Underquoted work or margin erosion

Invalid Signatures: ESIGN/UETA compliance gaps may affect enforceability

Noncompliance: Procurement rule breaches or lost bids

Data Breach: Exposure of sensitive commercial or client data

Missed Deadlines: Contractual penalties or lost client trust

Common preparation pitfalls to avoid

Using vague acceptance criteria that leave room for differing interpretations during delivery and billing.
Failing to list included and excluded costs, which leads to disputes over additional charges or change orders.
Not verifying signatory authority and corporate names, causing delays when finance or legal rejects execution.
Sending unsigned exhibits or spreadsheet versions that differ from the executed proposal, creating enforceability issues.

Typical internal deadlines and timing expectations

Establish clear internal dates to keep the proposal moving through review, approval, and execution.

Proposal Issued:

Date the proposal is delivered to the prospective client.

Price Validity:

Specify how long quoted pricing remains valid (commonly 30–90 days).

Client Acceptance:

Deadline for client to accept terms without renegotiation.

Execution:

Date by which both parties must sign to form a contract.

Project Start:

Target commencement date or window following execution.

Practical practices to improve accuracy and speed

Adopt consistent templates and review flows to reduce errors and accelerate approvals.

Use a single-source template

Standardize a company-approved proposal template to ensure consistent terms, reduce legal review time, and avoid accidental removal of mandatory clauses during edits.

Clear change tracking

Record revisions and maintain version history so reviewers can see what changed between drafts; include a summary of edits with each submission to speed approvals.

Confirm signer authority

Verify signatory authority and corporate title against company records before sending for signature to prevent rejections or unenforceable signatures.

Attach supporting exhibits

Include detailed SOWs, schedules, and pricing spreadsheets as exhibits and reference them in the main proposal to prevent scope disputes later.

Real-world examples of business proposals and outcomes

Below are concise customer examples that illustrate common proposal-to-contract scenarios.

Optica Ventures

The team needed a straightforward package to onboard new investors and vendors quickly, with minimal training.

The proposal consolidated service lines into a single price.
As COO Brian Fitzgibbons noted, the streamlined process made it easier for recipients to review and accept, reducing turnaround time and follow-up.

Martin Properties

A regional real estate firm required remote execution of multiple lease-related packages across properties.

They used a consistent template for each property.
Founder Tim Martin reported end-to-end online execution improved compliance with internal approval rules and enabled timely closings without in-person meetings.

Frequently asked questions and troubleshooting

Answers to common questions about completing, signing, and storing Business Package Proposals.

Need help? Contact support

Can a proposal be signed electronically?
Yes. Electronic signatures are generally enforceable under the federal ESIGN Act (15 U.S.C. §7001) and UETA where adopted; confirm no statutory exception applies to the specific transaction.
When is notarization required?
Most proposals do not require notarization. Notarization or witnesses are necessary only if the proposal incorporates a legal instrument that state law requires notarization for, such as certain deeds or sworn affidavits.
What happens if names or titles differ?
Mismatched legal names or incorrect signer titles can delay payment or challenge enforceability; verify entity names, signatory authority, and include evidence of authorization if needed.
How to handle accepted changes after signing?
If parties need to change terms after execution, document amendments with a formal amendment signed by authorized signers; avoid informal email modifications as sole proof of amendment.
Are email approvals sufficient?
An email can evidence intent to agree, but express signatures or executed signature blocks are preferable to reduce disputes about consent and attribution under ESIGN/UETA.
How long should executed proposals be kept?
Retain executed proposals according to the longest applicable period: typically the contract term plus at least three years for tax records and six years where HIPAA applies.

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