Rate Schedule
List unit prices, hourly rates, tiers, and volume discounts with effective dates and any formula for automatic escalation or CPI adjustments.
A concise agreement reduces billing disputes, clarifies expectations for rate changes, and preserves commercial remedies if a party fails to pay. Clear terms improve cash flow predictability and support internal controls.
Common preparers include procurement or contracts teams, account managers, and in-house counsel who translate commercial terms into binding language.
Signing authority usually resides with authorized officers or employees designated in corporate signing policies; see the Signatory section for details.
List unit prices, hourly rates, tiers, and volume discounts with effective dates and any formula for automatic escalation or CPI adjustments.
Define invoice frequency, payment due days, accepted payment methods, late fees, and interest calculation for overdue amounts.
Describe covered services or goods, exclusions, deliverables, and measurement units used to calculate invoiced amounts.
Describe how rate changes are proposed, notice periods required, approval steps, and treatment of work in progress during disputes.
Set procedures for invoice review, escalation, mediation or arbitration clauses, and which jurisdiction’s law governs the contract.
State termination notice, wind-down obligations, final accounting, and renewal triggers or automatic renewal mechanics.
| Field | Configuration |
|---|---|
| Rate Table Upload | Use a PDF or DOCX with fillable cells to preserve calculations. |
| Signer Order | Require vendor signature first, then client approval to ensure rate acceptance. |
| Authentication | Enable email verification or SMS code for primary signer identity confirmation. |
| Notifications | Set reminders at 3 and 7 days before signature expiration. |
Choose a platform that supports secure eSignatures, audit trails, conditional fields, and common integrations with accounting and CRM systems.
Ensure the chosen solution supports retention of certificate metadata, optional notarization, and export formats required by your compliance policies.
Enter when rates begin; this controls initial billing cycle.
Specify notice period for increases, commonly 30–90 days.
State Net 30 or other agreed payment term.
Require written notice within 15–30 days of invoice receipt.
Set notice for non-renewal, typically 30–60 days before expiration.
Complete pricing and scope approvals from both parties.
Obtain procurement and finance approval before signing.
Collect authorized signatures and dates from all parties.
Load rates into billing systems and notify stakeholders.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 env/user/year | Varies by plan | Varies by plan | Varies by plan |