Can this be signed electronically?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA in most states, provided intent, consent, attribution, and retention requirements are met.

Is notarization required?

Not typically. Most proposals do not require notarization; however, specific transactions or state rules can make notarization or witnesses advisable for additional evidentiary weight.

What authentication level should I use?

Choose authentication proportionate to risk: email for low-risk approvals, SMS or ID verification for higher-risk deals, and multifactor or KBA for transactions requiring stronger evidence.

How should I store executed proposals?

Store executed copies with an immutable audit trail and backup. For tax or HIPAA relevance, follow IRS and HIPAA retention rules described above.

What if the signatory name is wrong?

A mismatched signer name can raise enforceability issues. Correct errors with an amendment or re-execution to ensure the signatory has authority and is properly identified.

How do I revoke or cancel a proposal?

Before acceptance, offerors can withdraw an offer by communicating revocation. After acceptance and signature, contract termination should follow the termination clause or mutual agreement.

Electronic Signature
Templates
Miscellaneous
Business Screen Proposal

Business Screen Proposal

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

BUSINESS SCREEN PROPOSAL

Proposal Date: Client Name: Provider Name:

Recitals (Whereas)

WHEREAS, Client seeks to engage Provider to perform business screening, due diligence, and related advisory services to evaluate potential vendors, partners, and business opportunities consistent with Client's risk management policies; and

WHEREAS, Provider represents that it possesses the experience, personnel, systems, and lawful authority to provide the services described in this Proposal and agrees to perform such services in accordance with the terms set forth below; and

WHEREAS, the parties desire to set forth the scope, compensation, confidentiality obligations, term, and other material terms governing Provider's engagement by Client.

Scope of Work

Provider shall perform business screening services reasonably necessary to evaluate the identity, reputation, regulatory status, adverse media, sanctions exposure, beneficial ownership, and other relevant risk indicators for subjects identified by Client. The specific activities and deliverables will include the items described below.

Detailed Scope Description Deliverables (itemize up to three primary deliverables)

Deliverable 1: Due Date: Fee:

Deliverable 2: Due Date: Fee:

Deliverable 3: Due Date: Fee:

Payment Terms

Total Compensation: USD . The fees described in this Proposal are exclusive of any applicable taxes which shall be the responsibility of Client.

Payment Schedule: Client shall pay Provider as follows:

Deposit: Client shall remit a non-refundable deposit of USD upon execution of this Proposal where indicated.

Late Payment: Unpaid amounts shall accrue interest at after a grace period of from the invoice date. Provider reserves the right to suspend performance until overdue charges are cured.

Term and Termination

Term Commencement: This engagement shall commence on and shall continue until unless earlier terminated in accordance with this section.

Termination for Convenience: Either party may terminate this Proposal for convenience upon giving days' prior written notice to the other party. Termination shall not relieve Client of the obligation to pay for work performed or committed expenses incurred through the effective date of termination.

Termination for Cause: Either party may terminate this Proposal immediately if the other party materially breaches any obligation hereunder and fails to cure such breach within ten (10) days after receipt of written notice specifying the nature of the breach.

Confidentiality

Confidential Information: "Confidential Information" means all non-public information disclosed by one party to the other in connection with this Proposal, including screening results, proprietary methodologies, reports, business plans, and personal data, whether disclosed orally, in writing or electronically.

Obligations: Receiving party shall (i) hold Confidential Information in strict confidence using at minimum the same degree of care it uses to protect its own confidential information but in no event less than reasonable care; (ii) use Confidential Information solely to perform its obligations under this Proposal; and (iii) not disclose Confidential Information to any third party except to those employees, contractors, or professional advisors who have a need to know and who are bound by confidentiality obligations no less protective than those set forth herein.

Exceptions & Duration: Confidential Information does not include information that is or becomes publicly available through no breach of this Proposal, independently developed without use of Confidential Information, or rightfully received from a third party without restriction. The confidentiality obligations shall survive termination for a period of following termination or expiration.

Governing Law

This Proposal shall be governed by and construed in accordance with the laws of the State of without regard to conflict of laws principles. The parties submit to the exclusive jurisdiction of the courts located in that state for any dispute arising out of or relating to this Proposal.

Entire Agreement

This Proposal, together with any written attachments or exhibits 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 written or oral. Any modification must be in writing and signed by authorized representatives of both parties.

Notices

Client Address for Notices Provider Address for Notices Client Contact Name Provider Contact Name

Additional Provisions

Independent Contractor: Provider shall perform services as an independent contractor. Nothing in this Proposal shall be deemed to create an employment, agency, partnership, or joint venture relationship between the parties.

Limitation of Liability: Except for liability arising from willful misconduct or gross negligence, neither party shall be liable to the other for special, incidental, consequential, or punitive damages. The aggregate liability of Provider arising from this Proposal shall not exceed the total fees paid by Client under this Proposal.

Client Name (Print):

By:

Date:

Provider Name (Print):

By:

Date:

What the Business Screen Proposal Is and When Teams Use It

A Business Screen Proposal is a concise, standardized proposal document used to present scope, costs, timelines, and terms for a commercial engagement. It is designed to gather the information decision makers need to approve work quickly, and to be reused across projects for consistency. The form typically combines descriptive fields, pricing tables, acceptance language, and signature blocks so that the document functions as both an offer and a record of agreement when accepted and signed.

Why a Standardized Business Screen Proposal Matters

Standardizing proposals reduces review time, improves comparability between bids, and creates a clear, auditable record of the offer and its terms. Consistent fields lower the risk of missing essential terms and make electronic routing and approval more reliable across teams and systems.

Typical Users and Stakeholders

Teams that prepare, review, or authorize commercial engagements frequently use the Business Screen Proposal to centralize information and speed approvals.

Sales and proposals teams responsible for creating client-facing offers and tracking acceptance.
Project managers who need scope, milestones, and sign-off recorded before work begins.
Procurement or legal reviewers who verify terms, pricing, and vendor qualifications.

Using a single template clarifies responsibilities, reduces back-and-forth, and preserves a consistent audit trail for each accepted proposal.

Who Signs and Who Approves

Authorized Signer

An authorized signer is typically an officer, director, or delegated manager of the proposing entity with authority to bind the company. Confirm that the signatory has internal delegated authority or a corporate resolution if required by the receiving party.

Approver

Approvers are internal reviewers such as procurement, legal, or finance who confirm that pricing, scope, and contractual clauses meet company policy before the document is routed to the authorized signer for execution.

Core Sections to Include in a Professional Business Screen Proposal

A complete Business Screen Proposal balances clarity and brevity. Include fixed sections so recipients can compare offers reliably across vendors or projects.

Header

Client and vendor legal names, proposal number, and a clear effective date to identify the document for recordkeeping and version control.

Scope

A specific description of deliverables, milestones, and exclusions so there is no ambiguity about responsibilities and what the proposal covers.

Pricing

Line-item pricing, payment schedule, taxes, and any conditional charges. State whether estimates are capped or subject to adjustment.

Timeline

Start date, key milestones, and acceptance criteria so both parties understand performance expectations and dependencies.

Terms

Governing law, warranties, limitation of liability, and confidentiality expectations that control contract interpretation if the proposal converts to an agreement.

Signature Block

Space for printed name, title, signature, and date for each party; include witness or notarization lines if required by internal policy or jurisdiction.

Step-by-Step: Complete and Route a Business Screen Proposal

Follow these steps to prepare, validate, and obtain executable approval for a Business Screen Proposal.

01

Prepare: Populate header, scope, pricing, and timeline.
02

Validate: Have legal or finance review critical terms and pricing.
03

Authorize: Route to the authorized signer using defined approval order.
04

Execute: Obtain signatures, record dates, and store the executed copy.

How Electronic Completion and Submission Typically Flow

Electronic workflows speed approval and preserve a complete audit trail. The typical flow below shows common steps for eSubmission.

Upload Document: Upload the proposal PDF or template to the signing platform.
Place Fields: Add signature, date, and required data fields in the template.
Send to Signers: Specify signer roles and the signing order or send a signing link.
Capture Evidence: Platform records timestamps, IP, and authentication events for the audit trail.

Common Workflow Settings for Online Proposal Approval

Configure the workflow to match your internal approval steps and desired signer authentication level.

Field	Configuration
Signing Order	Sequential or parallel routing
Authentication	Email link, SMS code, or KBA
Reminders	Automatic reminders and expiration
Record Retention	Store completed copies and audit trail

Technical Options for Electronic Signing and Submission

Choose a platform and authentication level that meet legal and internal security requirements before sending for signature.

Document Formats: PDF, DOCX supported
Integrations: CRM and cloud storage links
Authentication: Email, SMS, or stronger methods

Typical Deadlines and Timeframes to Note

Business Screen Proposals often include internal and external deadlines. Define these clearly to avoid missed acceptance or performance windows.

Proposal Validity:

State how long the offer remains valid, e.g., 30 or 60 days.

Acceptance Deadline:

Date by which signature and return are required to lock pricing.

Start Date:

When work is scheduled to begin after acceptance.

Milestone Dates:

Key delivery dates tied to payment or acceptance.

Archive Deadline:

When executed copies are stored for records and audit.

Key Milestones from Proposal to Execution

A clear milestone sequence reduces ambiguity and enables measurement of progress from offer to signed agreement.

01

Draft Completion

Draft finalized and internal reviewers assigned.

02

Internal Approval

Finance and legal sign off on pricing and terms.

03

Client Review

Recipient reviews scope and requests clarifications.

04

Execution

Final signatures captured and executed document delivered.

Common Mistakes to Avoid When Preparing a Proposal

Unclear scope that omits exclusions and deliverable acceptance criteria, causing disputes later.
Inconsistent pricing entries between the summary and the detailed line items, creating reconciliation errors.
Missing authorization lines or incorrect signatory names that invalidate the sign-off process.
Failure to set a proposal validity period, which leads to pricing disputes if market conditions change.

Risks and Consequences of Errors in a Business Screen Proposal

Contract Ambiguity: May lead to disputes and liability for corrective work

Incorrect Signatory: Could render the document unenforceable

Missing Tax Info: May trigger withholding or reporting issues

Late Acceptance: Price or timeline changes may apply

Improper Authentication: May weaken evidentiary value in litigation

Retention Failures: Can breach regulatory recordkeeping obligations

How a Business Screen Proposal Differs from a Conventional Proposal

Compare typical characteristics so teams can choose the right document format for their needs.

Criteria	Business Screen Proposal	Conventional Proposal
Format	structured fields	free-form text
eSignature Friendly
Reuse as Template		sometimes
Ideal Use	fast approvals	detailed bespoke offers

Common eSignature Provider Pricing and Feature Comparison

Comparative pricing and feature highlights to help evaluate eSignature options for routing and executing Business Screen Proposals.

	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	No	No	Yes, limited	Yes, limited
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Real-World Examples of Proposal Use

Practical examples show how teams use a standardized screen proposal to accelerate approvals and preserve records.

Martin Properties

A real estate brokerage used a structured Business Screen Proposal to speed client approvals and document tracking.

Mobile signing on-site reduced delays.
"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."

Optica Ventures LLC

A services firm standardized proposal intake using a single screen template for consistency and review.

Centralized routing improved internal visibility.
"The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Practical Tips for Accurate and Efficient Completion

Adopt template and process controls to reduce rework and improve enforceability of signed proposals.

Be Precise

Describe deliverables and exclusions in measurable terms to reduce subjective interpretation and future disputes.

Consistent Formatting

Use consistent date, currency, and naming formats across the template to prevent reconciliation errors and audit findings.

Include Acceptance Criteria

Define how deliverables will be tested and accepted to tie payments and milestones to objective outcomes.

Preserve Audit Trail

Ensure the signing system records time, IP, and authentication events to support enforceability if needed.

Frequently Asked Questions About Business Screen Proposals

Answers to common questions about completion, signature validity, and recordkeeping for Business Screen Proposals.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA in most states, provided intent, consent, attribution, and retention requirements are met.
Is notarization required?
Not typically. Most proposals do not require notarization; however, specific transactions or state rules can make notarization or witnesses advisable for additional evidentiary weight.
What authentication level should I use?
Choose authentication proportionate to risk: email for low-risk approvals, SMS or ID verification for higher-risk deals, and multifactor or KBA for transactions requiring stronger evidence.
How should I store executed proposals?
Store executed copies with an immutable audit trail and backup. For tax or HIPAA relevance, follow IRS and HIPAA retention rules described above.
What if the signatory name is wrong?
A mismatched signer name can raise enforceability issues. Correct errors with an amendment or re-execution to ensure the signatory has authority and is properly identified.
How do I revoke or cancel a proposal?
Before acceptance, offerors can withdraw an offer by communicating revocation. After acceptance and signature, contract termination should follow the termination clause or mutual agreement.

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