Are electronic signatures legally valid?

Yes. Under the ESIGN Act (15 U.S.C. §7001) and state UETA laws, electronic signatures generally have the same legal effect as handwritten signatures, subject to statutory exceptions such as wills and certain court filings.

When is a notarization required?

Notarization is required when a jurisdiction or transaction type mandates it, commonly for deeds or acknowledgements. Check state requirements for specific document types before relying on an unsigned electronic record.

Do I need an ESIGN consumer disclosure?

If the package creates or delivers consumer-facing electronic records for financial, healthcare, or benefit transactions, you must provide an ESIGN consumer disclosure and obtain consent in accordance with 15 U.S.C. §7001(c).

How should I authenticate signers?

Choose authentication proportional to risk: email for low-risk transactions, SMS code or knowledge-based authentication for higher risk, and multi-factor or certified digital signatures where regulatory standards require them.

What records must be retained?

Retain executed packages and associated audit trails per regulatory timelines—e.g., IRS records for at least 3 years (IRC §6501(a)), HIPAA records for 6 years (45 CFR §164.530(j)).

How do I correct errors after signing?

If an error is discovered, issue an amendment or corrective document and obtain new signatures. Maintain both the original and the amendment in the archive to preserve a clear audit trail.

Electronic Signature
Templates
Miscellaneous
Business Pricing Package

Business Pricing Package

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

BUSINESS PRICING PACKAGE

This Business Pricing Package (the Agreement) is entered into as of Effective Date: by and between the parties identified below.

Service Provider (Company) Provider Address

Provider Contact Email

Provider Phone

Client Client Address

Client Contact Email

Client Phone

WHEREAS

WHEREAS, Service Provider is engaged in the business of providing professional services, deliverables and business solutions described herein; and

WHEREAS, Client desires to retain Service Provider to provide the services and pricing set forth in this Business Pricing Package, and Service Provider is willing to provide such services under the terms and conditions set forth below.

SCOPE OF WORK

Service Provider shall perform the work and deliver the goods and services described in this section. Specific tasks, milestones, deliverables and acceptance criteria are described below and are incorporated into this Agreement.

Scope of Work (detailed)

PRICING PACKAGE — ITEMIZATION

List each package item, description, quantity and unit price. The Total Contract Amount is the sum of all items unless otherwise agreed in writing.

Package Item 1 — Title Description

Quantity

Unit Price

Package Item 2 — Title Description

Quantity

Unit Price

Package Item 3 — Title Description

Quantity

Unit Price

Total Contract Amount

PAYMENT TERMS

In consideration for the Services, Client shall pay Service Provider the Total Contract Amount in accordance with the schedule and terms set forth below. All amounts are payable in United States dollars unless otherwise agreed in writing.

Payment Schedule (milestones / dates)

Invoices Payable Within (days)

Late Fee

If any undisputed invoice remains unpaid beyond the invoice due date, Client shall pay the Late Fee in addition to the unpaid amount. Service Provider may suspend work for continued non-payment after providing written notice as set forth in Term and Termination.

TERM AND TERMINATION

This Agreement shall commence on Start Date: and continue until End Date: unless earlier terminated in accordance with this section.

Either party may terminate this Agreement for convenience upon written notice delivered at least days prior to termination. Either party may terminate for material breach if the other party fails to cure such breach within thirty (30) days after receipt of written notice specifying the nature of the breach.

CONFIDENTIALITY

Each party (Receiving Party) shall keep confidential all non-public information furnished by the other party (Disclosing Party) and shall not disclose such information to any third party except as required for performance under this Agreement. Confidential information does not include information that is (a) publicly available other than by breach of this Agreement, (b) already known to Receiving Party prior to disclosure, or (c) independently developed without use of Disclosing Party’s confidential information.

Upon termination or expiration, Receiving Party shall promptly return or certify destruction of Disclosing Party’s confidential materials except to the extent retention is required by applicable law, provided that retained information shall remain subject to the confidentiality obligations herein.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of law principles. The parties submit to the exclusive jurisdiction of the courts located in that state for any disputes arising under this Agreement.

ENTIRE AGREEMENT; AMENDMENT

This Agreement, including all schedules and attachments expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements, proposals and communications, whether written or oral. Any amendment or modification to this Agreement must be in writing and signed by authorized representatives of both parties.

MISCELLANEOUS PROVISIONS

No waiver of any breach or default under this Agreement shall constitute a waiver of any other right or remedy. If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall remain in full force and effect.

Neither party may assign this Agreement without the prior written consent of the other, except to a successor in interest in connection with a merger, acquisition or sale of all or substantially all of such party’s assets, provided the assignee assumes all obligations hereunder.

Service Provider:

By:

Date:

Client:

By:

Date:

What a Business Pricing Package Is and when it’s used

A Business Pricing Package is a structured document set used to present proposed fees, scope, terms, and optional services to a prospective client or partner. It typically combines a cover summary, a detailed pricing table, assumptions, exclusions, payment terms, validity period, and execution fields for signatures. Organizations use these packages to ensure consistent pricing presentation, record negotiation history, and create an auditable offer that can be accepted, revised, or countered. Accurate packages reduce misunderstandings and support internal approvals and downstream invoicing.

Why a formal Business Pricing Package matters

A formal package clarifies pricing, allocates responsibility for scope changes, and documents payment terms and validity. It reduces dispute risk by capturing assumptions and providing a consistent record for approvals and audits.

Who prepares and who reviews Business Pricing Packages

Typical preparers include sales operations, product managers, procurement teams, and finance staff who need to standardize offers across accounts.

Sales leadership reviews commercial terms and approves deviations from standard pricing.
Finance or revenue operations validates margins, billing codes, and payment terms.
Legal or contracts teams review refundable clauses, liability limits, and governing law selections.

Essential fields to include in the Business Pricing Package

Client Name: Full legal entity or individual name

Scope Summary: Concise description of deliverables

Price Line Items: Unit price, quantity, and totals

Payment Terms: Net days, milestones, and late fees

Validity Period: Offer expiration date or window

Signature Block: Authorized signer name and date

Step-by-step: assemble and issue a Business Pricing Package

Follow a repeatable sequence to build, review, and distribute a pricing package to maintain accuracy and auditability.

01

Gather inputs: Collect scope, rates, discounts, and approval limits
02

Build package: Populate cover, pricing table, terms, and signature block
03

Internal review: Obtain finance, legal, and sales approvals as required
04

Deliver: Send to recipient with clear acceptance instructions and expiry

How to configure an online Business Pricing Package workflow

Set up a document template, reviewer roles, and signing order to automate routing and reduce manual steps.

Field	Configuration
Template Name	Standardized file name for reuse
Signer Order	Sequential or parallel routing choice
Authentication	Email, SMS code, or stronger option
Retention Setting	Automatic archive and audit trail retention

Where to send and how the document travels

Define the distribution path: internal reviewers, external signers, and compliance archives to ensure traceability.

Upload Document: Place the package in the signing platform
Assign Fields: Add price tables, initials, and signature fields
Route Review: Send to internal approvers in order
Send to Client: Deliver final package for client signature and return

Distribution channels and technical requirements

Choose channels that match client preferences and compliance needs, such as email, secure link, or SSO-protected portals.

Email Delivery: Standard, low-friction option
Secure Link: Good for guest signers and link expiry
API Integration: Used for CRM or ERP automated send

Timelines and deadlines to include in the package

Document all time-sensitive items so both parties understand response windows and payment schedules.

Offer Expiration:

Date when pricing is no longer valid

Acceptance Deadline:

Date by which client must accept to lock terms

Payment Due Dates:

Net terms or milestone payment dates

Service Start Date:

When work or delivery will commence

Renewal Windows:

Optional renewal notice periods and conditions

Common mistakes to avoid when preparing a pricing package

Using ambiguous scope language that omits deliverable specifics, which increases the chance of scope disputes.
Omitting a clear validity period for pricing, leaving offers open-ended and complicating renewals or discounts.
Failing to document assumptions or exclusions, which can create disagreements over what is included in the price.
Not specifying payment terms or late fees clearly, causing delays in invoicing and collections.

Potential risks and legal consequences of an incorrect package

Contract Ambiguity: May lead to disputes

Unauthorized Signatures: Can invalidate acceptance

Tax Misreporting: Could trigger penalties

Breach of Privacy: Industry fines possible

Regulatory Noncompliance: Licensing sanctions risk

Audit Failures: Record gaps increase penalties

Core components of a professional Business Pricing Package

A complete package balances clarity for the client with internal controls for billing and compliance. Include these core elements consistently.

Cover Letter

One-page summary describing the purpose of the package, the primary contact, a concise scope overview, and any high-level assumptions that materially affect pricing or delivery expectations.

Pricing Table

A line-item breakdown showing unit prices, quantities, discounts, taxes, and a clear total price; indicate whether amounts are estimates or fixed and the currency used.

Terms & Conditions

Payment schedule, late fees, warranty disclaimers, limitation of liability, and change-order procedures that govern how scope or price changes are handled.

Optional Services

A clearly labeled section for optional or add-on services with separate line items and conditions for inclusion to avoid ambiguity.

Validity & Expiration

An explicit validity period or expiration date for the offer and the consequences of expiry, such as automatic price recalculation or revised terms.

Signature Block

Designated signer names, titles, signature and date fields, and a statement that signature constitutes acceptance of the included terms and pricing.

eSignature pricing and feature comparison relevant to Business Pricing Packages

Basic vendor pricing and feature distinctions that commonly affect how organizations send and track Business Pricing Packages.

	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	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No envelope cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Frequently asked questions about Business Pricing Packages

Answers to common practical and legal questions encountered when preparing, sending, and storing pricing packages.

Need help? Contact support

Are electronic signatures legally valid?
Yes. Under the ESIGN Act (15 U.S.C. §7001) and state UETA laws, electronic signatures generally have the same legal effect as handwritten signatures, subject to statutory exceptions such as wills and certain court filings.
When is a notarization required?
Notarization is required when a jurisdiction or transaction type mandates it, commonly for deeds or acknowledgements. Check state requirements for specific document types before relying on an unsigned electronic record.
Do I need an ESIGN consumer disclosure?
If the package creates or delivers consumer-facing electronic records for financial, healthcare, or benefit transactions, you must provide an ESIGN consumer disclosure and obtain consent in accordance with 15 U.S.C. §7001(c).
How should I authenticate signers?
Choose authentication proportional to risk: email for low-risk transactions, SMS code or knowledge-based authentication for higher risk, and multi-factor or certified digital signatures where regulatory standards require them.
What records must be retained?
Retain executed packages and associated audit trails per regulatory timelines—e.g., IRS records for at least 3 years (IRC §6501(a)), HIPAA records for 6 years (45 CFR §164.530(j)).
How do I correct errors after signing?
If an error is discovered, issue an amendment or corrective document and obtain new signatures. Maintain both the original and the amendment in the archive to preserve a clear audit trail.

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