Can this be signed electronically?

Yes. Under the federal ESIGN Act (15 U.S.C. §7001) and state UETA enactments, electronic signatures are legally valid for most transactions. Exceptions include wills, certain court filings, and other statutorily excluded categories; verify applicability before relying on e-signature alone.

What makes an e-signature enforceable?

An enforceable e-signature meets the four ESIGN elements: demonstrable intent to sign, consent to conduct the transaction electronically, reliable attribution to the signer, and a record retained in a reproducible form (15 U.S.C. §7001; see UETA guidance).

Is notarization required?

Not always. Notarization is required for some record types (for example, real estate deeds or certain affidavits) under state law. Remote online notarization (RON) is authorized in most states with specific identity-proofing and recording requirements; check state notary statutes.

How long must I keep signed copies?

Retain signed agreements per the document type: follow IRS minimums (IRC §6501(a)) for tax records, retain HIPAA-related records six years (45 CFR §164.530(j)), and preserve documents longer when state law or contracts require extended retention.

Can signNow be used to sign this form?

Yes. signNow supports legally binding eSignatures under ESIGN and UETA, provides detailed audit trails, and offers HIPAA compliance with a BAA option. Select plan tiers according to volume and required features such as bulk send or advanced authentication.

What are common mistakes to avoid?

Common errors include mismatched signer names, missing capacity or title lines for representatives, failure to obtain required notarization or witnesses, weak authentication for high-risk transactions, and failing to retain audit trails needed for compliance or dispute resolution.

Electronic Signature
Templates
Miscellaneous
Customer Signature Agreement

Customer Signature Agreement

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

CUSTOMER SIGNATURE AGREEMENT

This Customer Signature Agreement (the Agreement) is entered into as of (Effective Date), by and between (Service Provider) and (Customer).

WHEREAS

WHEREAS, Service Provider is engaged in the business of providing the services described in this Agreement and has the capacity and authority to perform such services; and

WHEREAS, Customer desires to retain Service Provider to perform the services set forth in the Scope of Work and to grant certain authorizations and signatures as set forth herein, and Service Provider is willing to provide such services under the terms and conditions of this Agreement.

SCOPE OF WORK

Description of Services

PAYMENT TERMS

Customer shall pay Service Provider for the services provided in accordance with the following terms.

Total Fee Payment Schedule Late Payment Fee

All payments are due in the currency specified on the invoice. Charges are exclusive of taxes, duties, and assessments, which Customer shall be responsible for unless a valid exemption is provided in writing.

TERM AND TERMINATION

This Agreement commences on and continues until unless earlier terminated in accordance with this Section.

Notice Period for Termination (days)

Either party may terminate this Agreement for material breach by the other party if the breach is not cured within the notice period specified above. Termination for convenience by either party requires the notice set forth above and payment for all services performed through the effective date of termination.

CONFIDENTIALITY

"Confidential Information" means any non-public information disclosed by one party (Disclosing Party) to the other (Receiving Party) that is identified as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Confidential Information does not include information that is (a) already known to the Receiving Party without obligation of confidentiality, (b) publicly known through no wrongful act of the Receiving Party, (c) rightfully received from a third party without breach of any obligation of confidentiality, or (d) independently developed by the Receiving Party without use of the Disclosing Party's Confidential Information.

The Receiving Party shall (i) use Confidential Information solely to perform its obligations under this Agreement, (ii) restrict disclosure to employees and contractors with a need to know and who are bound by confidentiality obligations at least as protective as those in this Agreement, and (iii) take reasonable measures to protect Confidential Information from unauthorized disclosure. The obligations in this Section remain in effect for three (3) years after termination of this Agreement, except that trade secrets shall remain protected for as long as they qualify as trade secrets under applicable law.

GOVERNING LAW

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

ENTIRE AGREEMENT

This Agreement, including all attachments and referenced exhibits, constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, understandings, negotiations and discussions, whether oral or written. Any amendment or modification to this Agreement must be in writing and signed by authorized representatives of both parties.

MISCELLANEOUS

Neither party may assign this Agreement without the prior written consent of the other, except that Service Provider may assign to an affiliate or in connection with a merger or sale of substantially all of its assets. If any provision of this Agreement is held invalid or unenforceable, the remaining provisions will remain in full force and effect.

Billing Address for Invoices Additional Provisions (optional)

Customer:

By:

Date:

Service Provider:

By:

Date:

What the Customer Signature Agreement Is and When It’s Used

The Customer Signature Agreement is a written record that captures a customer’s authorization of specified terms, services, or transactions and provides a dated signature as legal evidence of consent. It typically identifies the parties, describes obligations, sets effective dates, and includes signature blocks and capacity lines for representatives. In the United States the form is enforceable when executed consistent with the federal ESIGN Act (15 U.S.C. §7001) and applicable state UETA rules; a narrow set of exceptions to e-signing may apply. Organizations use it to document approvals, billing authorizations, and service acceptances.

Why a Clear Customer Signature Agreement Matters

A clear Customer Signature Agreement reduces ambiguity about consent, creates a durable legal record, and supports auditable trails for compliance. Well-structured agreements help establish enforceable obligations, speed order processing, and provide evidence of acceptance if disputes arise.

Who Typically Completes and Signs This Agreement

Organizations and teams use this agreement whenever customer authorization is required for a sale, recurring service, or an account change.

Sales teams for contract acceptance, subscription enrollment, and order confirmations.
Customer support for service changes, refunds, and authorization of account actions.
Finance and billing to document payment terms, waivers, and invoicing approvals.

Small businesses, enterprises, and regulated entities adapt the agreement to their legal, operational, and industry-specific requirements.

Typical Signer Roles and What They Mean

CEO Signer

The chief executive may sign on behalf of a corporate customer when board resolution or bylaws grant authority. Verify the signer’s corporate authority and ensure the name matches corporate records to reduce risk of enforcement challenges.

Individual Customer

Individuals must sign using their full legal name as shown on government ID. If signing for a minor or an entity, include a capacity block (parent, guardian, agent) and supporting documentation to confirm authority.

Step-by-Step: How to Complete and Execute the Agreement

Follow these sequential steps to complete and execute a Customer Signature Agreement with clear attribution, authentication, and record retention.

01

Prepare Document: Assemble final terms, exhibits, and required fillable fields before sending.
02

Assign Roles: Define signer roles and signing order when multiple parties are involved.
03

Authenticate Signer: Use email, SMS code, or stronger identity checks for higher-risk transactions.
04

Record Completion: Save the signed PDF and the audit certificate for compliance and retention.

Configure the Digital Workflow for Signing

Configure workflow settings to match signing order, authentication level, and reminder cadence when deploying the Customer Signature Agreement.

Field	Configuration
Authentication Method	Email link, SMS code, or knowledge-based authentication options.
Signature Field	Visible signature block, optional initials, and delegated signer fields.
Date Field	Automatic date insertion or signer-entered MM/DD/YYYY format.
Recipient Roles	Define signer, co-signer, and agent roles with signing order.

How Electronic Signing Works for This Agreement

A typical online signing workflow moves from document upload, field placement, and signer delivery to authentication, signing, and audit-trail capture for reliable recordkeeping.

Upload Document: Sender uploads final PDF or DOCX to the signing platform.
Place Fields: Add signature, date, initial, and conditional fields as needed.
Deliver to Signer: Send email or a signing link; guest signing is often allowed.
Capture Audit Trail: Platform records timestamp, IP address, and signer actions.

Platform Capabilities to Verify Before Deployment

Use a platform that supports required authentication, document formats, and retention for legal validity in audits.

Formats Supported: PDF, DOCX, and HTML
Integrations: Salesforce, NetSuite, Google Workspace, Microsoft 365
Authentication Options: Email, SMS, SSO, KBA

Security and Compliance Elements to Include

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

Certifications: SOC 2 Type II; ISO 27001; PCI DSS

HIPAA: Compliant; BAA available

Audit Trail: Tamper-evident timestamps and IP logs

Authentication: Email, SMS, KBA, SSO options

Accessibility: WCAG 2.0 Level AA support

Penalties and Common Legal Risks to Watch

Enforceability Risk: Invalid signatures may be unenforceable

Regulatory Penalty: HIPAA breach fines possible

Tax Penalties: Backup withholding may apply

Delay Costs: Processing delays and revenue impact

I-9 Violations: Paperwork fines under 8 CFR

Notary Defects: Missing notarization can void filing

Common Preparation Errors to Avoid

Submitting the document with mismatched signer names or misspelled legal names can trigger rejections, tax withholding, or disputes over authority and delay processing significantly.
Failing to include a representative capacity line when an agent signs leads to ambiguity about whether the signer acted in a personal or official capacity.
Omitting required notarization or witness signatures for state-specific instruments (for example, deeds or certain POAs) can render the document unusable for filing.
Using weak or absent signer authentication for high-risk transactions increases fraud exposure and weakens admissibility in regulatory or court settings.

Quick Pricing and Feature Comparison for eSignature Vendors

Compare common vendor pricing and feature availability for signing Customer Signature Agreements; signNow is listed first to match platform data presentation requirements.

	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 card required	Terms and trial length vary by vendor	Terms and trial length vary by vendor	Terms and trial length vary by vendor	Terms and trial length vary by vendor
Bulk Send	Available on Business Premium and higher tiers	Available on appropriate plans	Available on appropriate plans	Available on appropriate plans	Varies by plan and edition
Audit Trail	Comprehensive time-stamped audit trail included	Comprehensive time-stamped audit trail included	Comprehensive time-stamped audit trail included	Comprehensive time-stamped audit trail included	Comprehensive time-stamped audit trail included
HIPAA Compliant	Yes; HIPAA-compliant with BAA available	Yes; BAA available upon request	Yes; BAA available for enterprise plans	No; HIPAA BAA not offered	No; HIPAA BAA not available
Envelope Cap	No envelope cap on paid plans	Limit of 100 envelopes per user per year	Limits vary by subscription and contract	Caps and quotas depend on plan	Quota policies vary by plan and use

Frequently Asked Questions About the Customer Signature Agreement

Answers to common questions about completing, signing, and storing a Customer Signature Agreement in the United States.

Need help? Contact support

Can this be signed electronically?
Yes. Under the federal ESIGN Act (15 U.S.C. §7001) and state UETA enactments, electronic signatures are legally valid for most transactions. Exceptions include wills, certain court filings, and other statutorily excluded categories; verify applicability before relying on e-signature alone.
What makes an e-signature enforceable?
An enforceable e-signature meets the four ESIGN elements: demonstrable intent to sign, consent to conduct the transaction electronically, reliable attribution to the signer, and a record retained in a reproducible form (15 U.S.C. §7001; see UETA guidance).
Is notarization required?
Not always. Notarization is required for some record types (for example, real estate deeds or certain affidavits) under state law. Remote online notarization (RON) is authorized in most states with specific identity-proofing and recording requirements; check state notary statutes.
How long must I keep signed copies?
Retain signed agreements per the document type: follow IRS minimums (IRC §6501(a)) for tax records, retain HIPAA-related records six years (45 CFR §164.530(j)), and preserve documents longer when state law or contracts require extended retention.
Can signNow be used to sign this form?
Yes. signNow supports legally binding eSignatures under ESIGN and UETA, provides detailed audit trails, and offers HIPAA compliance with a BAA option. Select plan tiers according to volume and required features such as bulk send or advanced authentication.
What are common mistakes to avoid?
Common errors include mismatched signer names, missing capacity or title lines for representatives, failure to obtain required notarization or witnesses, weak authentication for high-risk transactions, and failing to retain audit trails needed for compliance or dispute resolution.

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