Is this a proof of concept or point of contact?

Business POC Template in this guide refers to Point of Contact. If you need a Proof of Concept agreement, use a distinct POC/PoC contract template tailored to scope and deliverables.

Who is authorized to sign the template?

Typically an officer or delegated representative with written authority signs. If signature authority is uncertain, attach a board resolution or delegated authority document to validate signing power.

Can the template be signed electronically?

Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and record retention requirements are met.

When is notarization required?

Most POC Templates do not require notarization. Notarization is only needed when state law or related instruments demand it; verify requirements for deeds, POAs, or recorded documents.

How do I update a signed POC?

Execute an amendment or a new POC Template with the revised details and obtain fresh signatures; retain both executed versions for audit trails.

What happens if contact information changes?

Notify counterparties per the notice clause in the agreement. If no clause exists, deliver a signed amendment identifying the new POC and effective date.

Business POC Template

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

BUSINESS POC TEMPLATE

This Business Proof of Concept Agreement (the Agreement) is entered into by and between:

Client Name: Client Address:

Corporation LLC Individual

Service Provider Name: Service Provider Address:

Corporation LLC Individual

RECITALS

WHEREAS, Service Provider has developed technical concepts and prototype capabilities and agrees to perform a limited proof of concept (POC) for Client to demonstrate feasibility and potential business value; and

WHEREAS, Client desires to evaluate the POC in accordance with the scope, schedule, and payment provisions set forth herein and to assess whether to proceed to a commercial engagement; and

WHEREAS, the parties intend that this Agreement govern the POC, associated deliverables, confidentiality, and limited rights during the evaluation period.

SCOPE OF WORK

Service Provider will perform the POC activities described below. Service Provider will use commercially reasonable efforts to perform the POC in accordance with the schedule agreed by the parties and will provide interim reports and a final summary deliverable.

Detailed Scope of Work (describe tasks, deliverables, acceptance criteria):

PAYMENT TERMS

Client will pay Service Provider the fees and expenses for the POC as set forth below. All fees are exclusive of taxes; Client is responsible for applicable taxes unless Client provides an exemption certificate.

Fixed POC Fee (total): Payment Schedule / Milestones: Late Fee / Interest:

Invoices are due within the number of days specified in the Payment Schedule; undisputed amounts not paid when due shall bear interest as set forth above. Client shall notify Service Provider in writing of any disputed charges within ten (10) days of receipt of invoice; the parties shall attempt to resolve any disputes in good faith and undisputed portions remain payable.

TERM AND TERMINATION

This Agreement commences on the Start Date and, unless earlier terminated in accordance with this Agreement, terminates on the End Date.

Start Date: End Date:

Notice Period for Termination Without Cause (days):

Either party may terminate this Agreement for material breach by the other party if the breaching party fails to cure such breach within thirty (30) days following receipt of written notice specifying the breach. Termination shall not relieve Client of its obligation to pay for services performed and expenses incurred prior to termination.

CONFIDENTIALITY

For the purposes of this Agreement, Confidential Information means non-public information disclosed by one party to the other that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure.

Each party shall (a) use Confidential Information solely to perform its obligations under this Agreement and for evaluation of the POC, (b) protect Confidential Information with at least the same degree of care it uses to protect its own confidential information but in no event less than a reasonable degree of care, and (c) not disclose Confidential Information to any third party except to employees, contractors, or advisors who have a need to know and who are bound by confidentiality obligations at least as protective as those set forth herein.

Confidentiality Term (months after termination):

Upon written request following termination or expiration, Recipient shall return or certify destruction of Confidential Information of Discloser, except that Recipient may retain one archival copy solely for compliance or as required by law.

INTELLECTUAL PROPERTY AND LICENSE

Unless otherwise agreed in writing, Service Provider retains all right, title and interest in and to pre-existing intellectual property and any prototypes, tools, algorithms, or other background technology used or developed outside the POC. Client is granted a limited, non-exclusive, non-transferable license to use POC deliverables solely for evaluation purposes during the Term. Any commercial use requires a separate written agreement.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the state of , without regard to its conflicts of law rules.

ENTIRE AGREEMENT; AMENDMENT

This Agreement, together with any exhibits or statements of work incorporated herein, constitutes the entire agreement between the parties with respect to the POC and supersedes all prior and contemporaneous agreements, proposals, and communications, whether oral or written. Any amendment or waiver must be in writing and signed by authorized representatives of both parties.

LIMITATION OF LIABILITY

EXCEPT FOR WILLFUL MISCONDUCT OR GROSS NEGLIGENCE, NEITHER PARTY SHALL BE LIABLE TO THE OTHER FOR CONSEQUENTIAL, INCIDENTAL, SPECIAL, OR PUNITIVE DAMAGES ARISING OUT OF THIS AGREEMENT, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE AGGREGATE LIABILITY OF EITHER PARTY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL AMOUNTS PAID OR PAYABLE BY CLIENT TO SERVICE PROVIDER UNDER THIS AGREEMENT.

NOTICES

All notices under this Agreement shall be in writing and delivered to the addresses listed above or such other address as a party designates in writing. Notices are effective upon personal delivery, confirmed electronic transmission, or three (3) days after deposit with a nationally recognized overnight courier.

SIGNATURES

The individuals signing below represent and warrant that they are authorized to bind their respective parties to the terms of this Agreement.

Client — Printed Name:

By:

Date:

Service Provider — Printed Name:

By:

Date:

What the Business POC Template Is and when it’s used

A Business POC Template (Point of Contact) is a standardized form used to record primary contact information, authority, and responsibilities for a company representative in a transaction, project, or vendor relationship. It establishes who receives notices, who can make decisions, and whom third parties should contact for approvals. The template typically captures legal entity name, authorized person, role/title, direct phone and email, escalation contacts, and signature block to confirm authority and acceptance.

Why a clear Business POC Template matters for operations

A concise Business POC Template reduces confusion, shortens response cycles, and creates an auditable record of authorization. It helps vendors, partners, and internal teams route inquiries correctly and documents delegation of authority in a way that supports compliance and accountability.

Typical users and roles for a Business POC Template

Organizations use a Business POC Template to centralize contact and authority information so teams can act quickly and consistently.

Procurement and vendor managers who need a single authorized contact for purchasing and invoicing.
Project managers and program leads who require a named contact for schedule and scope decisions.
Legal and contract administrators who must record who can accept terms on behalf of the company.

The template is suitable for recurring vendor onboarding, contract execution, project handoffs, and any situation where a single, authoritative contact and escalation path are required.

Step-by-step: completing the Business POC Template

Follow these clear steps to populate, verify, and sign a Business POC Template so it is reliable across teams and systems.

01

Gather details: Collect legal entity name, full name, title, phone, email, and mailing address.
02

Confirm authority: Verify the named person has delegated authority to receive notices or make approvals.
03

Specify scope: Define the POC scope and any limits (timeframe, dollar limits, decision types).
04

Sign and date: All required signers must sign and date; record signer method and identity proofing.

Recommended digital workflow settings for online completion

Configure the template to enforce identity checks, required fields, and an audit trail so completed POC records are admissible and discoverable.

Field	Configuration
Required fields	Mark legal name, title, email, and signature as mandatory to prevent submission gaps.
Authentication	Use email verification or SMS code; consider stronger KBA or MFA for high-risk signers.
Notifications	Enable automatic email copies to contract admin and legal for tracking.
Routing order	Set signer order to capture approvals before final execution and storage.

Technical requirements for e-submission and ongoing access

Choose a platform that supports standard document formats, secure storage, and an auditable signature trail.

File formats: PDF, DOCX support
Integrations: CRM and cloud storage links
Access control: Role-based permissions

Typical online completion flow for a Business POC Template

A standard e-submission flow minimizes touchpoints and preserves evidence of intent and attribution for each signer.

Upload: Sender uploads template and applies required fields.
Assign: Assign signer email and routing order if multiple approvals required.
Authenticate: Signer authenticates by email link or secondary factor.
Complete: Signer signs; system records timestamp, IP, and audit trail.

eSignature vendor pricing and core feature comparison for POC workflows

Compare typical starting prices and key features relevant to Business POC Template workflows. signNow is listed first per page conventions.

	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	Yes, 7-day free trial	Verify with vendor	Verify with vendor	Verify with vendor	Verify with vendor
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Security and compliance features to include with POC records

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

SOC 2: SOC 2 Type II report available on request

ISO 27001: International information security management standard

HIPAA: BAA required for PHI handling

21 CFR Part 11: Supports FDA-regulated electronic records where required

ESIGN / UETA: Meets U.S. e-signature legal frameworks

Key risks and penalties from incorrect or incomplete POC records

1099 filing penalties: $60/$130/$330 per form for late filings

Intentional disregard: $660+ per form; no maximum cap

Backup withholding: 24% withholding rate triggered by incorrect TIN

I-9 paperwork: $281–$2,789 per violation for employment form errors

Mismatched identity: Name or authority mismatches can void acceptance

Missing consent: Failure to obtain ESIGN consumer disclosure risks enforceability

Common mistakes to avoid when preparing a Business POC Template

Using informal or inconsistent titles that leave authority unclear and create delays during escalations or approvals.
Entering incomplete contact data (personal emails or missing phone numbers) that prevents timely notices or contract performance.
Failing to record effective dates or scope limitations, which can create disputes over when authority began or what it covers.
Not capturing signer authentication or consent for electronic records, weakening evidentiary value in contract or compliance contexts.

Real-world examples of Business POC Template use

These two examples illustrate how organizations standardize POC capture to improve execution and compliance across contracts and projects.

Martin Properties

Martin Properties centralized tenant and vendor contact records using a POC Template to reduce back-and-forth.

The result cut coordination time for closings and maintenance approvals.
"I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Fertility Centers of Illinois

The clinic standardized an authorized contact form for patient billing and vendor coordination.

Standardization reduced administrative handoffs and errors.
"The airSlate SignNow team has been exceptional, responsive, the API has been great, and we're extremely happy that we chose airSlate SignNow as a company."

Practical best practices for accurate and efficient completion

Adopt consistent naming, authentication, and storage practices to reduce disputes and speed processing.

Standardize formats across teams

Use consistent templates with set field labels, MM/DD/YYYY for dates, and a single canonical company name to avoid reconciliation issues and reduce manual corrections during contract administration.

Require identity verification

Match signer names to government ID or corporate filings when authority matters; consider SMS or KBA for higher-risk signers to strengthen attribution in audits.

Capture consent for e-signatures

For consumer-facing or healthcare-related POC templates, include an ESIGN consumer disclosure and a method showing the signer received and accepted electronic records.

Maintain version control

Store executed POC templates with metadata (version, signer, effective date) and retain a clear history to simplify audits, renewals, and dispute resolution.

Typical timelines and processing expectations for POC records

Define clear response and update windows to keep POC information current and legally defensible.

Initial submission:

Provide completed POC at contract execution or within 5 business days of request

Update window:

Submit any changes within 10 business days after role or contact changes

Retention start:

Retention begins on effective date and aligns with document lifecycle

Notarization timeline:

If notarized, schedule before filing or recorded deadline

Escalation response:

Designate 5 business days for acknowledgement of escalation notices

Key milestones for POC template lifecycle

Track these numbered milestones from creation through archival to ensure governance and discoverability.

01

Create and verify

Complete fields and verify authority and identity before circulation

02

Execute

Obtain signatures and record the method and date of signing

03

Distribute

Send executed copy to vendor, legal, and contract owner for records

04

Frequently asked questions about the Business POC Template

Common questions and concise answers to help teams prepare, sign, and retain Business POC Templates correctly.

Need help? Contact support

Is this a proof of concept or point of contact?
Business POC Template in this guide refers to Point of Contact. If you need a Proof of Concept agreement, use a distinct POC/PoC contract template tailored to scope and deliverables.
Who is authorized to sign the template?
Typically an officer or delegated representative with written authority signs. If signature authority is uncertain, attach a board resolution or delegated authority document to validate signing power.
Can the template be signed electronically?
Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and record retention requirements are met.
When is notarization required?
Most POC Templates do not require notarization. Notarization is only needed when state law or related instruments demand it; verify requirements for deeds, POAs, or recorded documents.
How do I update a signed POC?
Execute an amendment or a new POC Template with the revised details and obtain fresh signatures; retain both executed versions for audit trails.
What happens if contact information changes?
Notify counterparties per the notice clause in the agreement. If no clause exists, deliver a signed amendment identifying the new POC and effective date.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now