Can a rates overview be signed electronically?

Yes. Electronic signatures are generally enforceable under the ESIGN Act and UETA when intent, consent, attribution, and retention are satisfied. Ensure signers receive a copy and the workflow records an audit trail.

Who is authorized to sign an overview?

An authorized company representative with delegated authority should sign. Record the signer’s name, title, and the basis for signing authority to avoid later disputes over validity.

Is notarization required?

Not typically for commercial rate schedules. Notarization is uncommon unless state-specific rules or contract terms explicitly require it for the particular agreement.

How can I update rates after publication?

Issue a revised overview with a clear effective date and record previous versions. Provide the stated notice period and preserve the prior schedule for dispute resolution.

What if a customer disputes a charge?

Compare the invoice, carrier bill, and the applicable rate schedule by effective date. Maintain audit logs and signed overviews to support your position.

How should overviews be stored?

Store signed copies in a secure records system with access controls, tamper-evident files, and retention policies aligned to tax and industry-specific requirements.

Electronic Signature
Templates
Miscellaneous
Delivery Rates Overview

Delivery Rates Overview

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

Delivery Rates Overview

This Delivery Rates Overview (the Agreement) is entered into as of by and between (Provider) and .

WHEREAS

WHEREAS Provider is engaged in the business of transporting and delivering parcels, goods and freight and maintains the equipment, personnel and insurance necessary to perform such services; and

WHEREAS Client desires to retain Provider to perform deliveries on the terms and rates set forth below, and Provider is willing to perform such services in accordance with this Agreement; and

WHEREAS the parties desire to memorialize an overview of delivery rates, billing practices, payment terms and other obligations applicable to deliveries performed pursuant to this Agreement.

Scope of Work

Provider shall perform delivery and related services as requested by Client and accepted by Provider in accordance with the specifications stated herein and in purchase orders or service requests issued by Client. Services may include pick-up, transportation, last-mile delivery, expedited handling, white-glove service, and proof-of-delivery documentation as agreed.

Detailed Scope (describe types of deliveries, service levels, and exclusions)

Delivery Rates Schedule

The parties agree that the following rates apply to deliveries performed under this Agreement. Rates are quoted exclusive of applicable taxes, tolls, accessorial charges and third‑party costs unless expressly stated.

Service Description

Unit

Rate

Minimum Charge

Effective Date

Service Description

Unit

Rate

Minimum Charge

Effective Date

Service Description

Unit

Rate

Minimum Charge

Effective Date

Payment Terms

Provider shall invoice Client for services rendered in accordance with this Agreement. Invoices shall itemize services by date, service type and quantity, applicable rate, accessorial charges and any third‑party costs.

Invoicing Frequency Payment Due (Net Days) Late Payment Fee

Unless otherwise agreed in writing, payments not received within the Payment Due period may accrue interest and Provider may suspend services until past due amounts are paid. Client is responsible for reasonable costs of collection, including attorneys' fees.

Term and Termination

The term of this Agreement shall commence on and shall continue until unless earlier terminated in accordance with this Section.

Notice Period for Termination Without Cause

Either party may terminate this Agreement for cause upon written notice if the other party materially breaches any provision and fails to cure such breach within fifteen (15) days after receipt of written notice. Termination shall not relieve Client of its obligation to pay for services performed and costs incurred prior to termination.

Confidentiality

Each party shall maintain in confidence and shall not disclose to any third party any confidential or proprietary information disclosed by the other party in connection with this Agreement, except as required by law or as necessary to perform the services. Confidential information shall include pricing, customer lists, routes, and operational procedures. The confidentiality obligations shall survive termination for a period of following termination or expiration of this Agreement.

Adjustments and Accessorial Charges

Rates set forth may be adjusted upon mutual written agreement of the parties. Provider may assess additional accessorial charges for services including, but not limited to: fuel surcharges, residential delivery, lift‑gate, inside delivery, storage, re‑delivery, detention, and excessive handling. Such charges shall be itemized on invoices.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of without regard to conflict of laws principles.

Entire Agreement

This Agreement, together with any schedules, rate tables and written purchase orders or service requests expressly incorporated herein, constitutes the entire agreement between the parties concerning the subject matter and supersedes all prior and contemporaneous agreements, understandings and communications, whether written or oral. No amendment or waiver shall be effective unless in a document signed by both parties.

If any provision of this Agreement is held to be invalid or unenforceable, the remainder of the Agreement shall remain in full force and effect and the invalid provision shall be reformed only to the extent necessary to make it enforceable.

Provider (Printed Name):

By:

Date:

Client (Printed Name):

By:

Date:

What a Delivery Rates Overview Is and when it’s used

A Delivery Rates Overview is a concise, structured document that summarizes shipping and delivery prices, service levels, geographic zones, surcharges, and key terms for customers and internal teams. It typically lists base rates, expedited options, fuel and accessorial charges, effective dates, and expiration or review windows. Organizations use this overview to standardize quoting, support contract terms, inform billing, and ensure consistent communication with carriers and recipients across channels.

Why maintain a clear Delivery Rates Overview

A single, well-organized overview reduces disputes, speeds quoting, and makes regulatory and tax treatment more consistent. It clarifies who pays which charges, sets expectations for transit and liability, and creates a single source of truth for sales, operations, and accounting teams.

Core parts of a professional Delivery Rates Overview

A professional overview groups rates by geography and service type, explains calculation methods, and includes terms that affect invoicing and liability. Clear headings and examples reduce errors and speed approvals for routine shipments.

Rate Table

Organize base rates by weight/size tiers and service level; include sample calculations and rounding rules for consistency.

Zone Definitions

Define geographic zones with clear endpoints or ZIP-code ranges so quoting engines and billing match carrier zone logic.

Service Levels

List available services (standard, expedited, next-day) with expected transit windows and any conditional eligibility.

Surcharges

Itemize fuel, residential delivery, liftgate, and other accessorial charges, and specify when each surcharge applies.

Rate Rules

Describe minimums, dimensional weight rules, pallet handling, and rounding/truncation that affect final customer pricing.

Effective Terms

Provide effective date, notice period for changes, dispute procedures, and renewal or review cadence for rates.

Simple steps to create or update a Delivery Rates Overview

Follow a short, repeatable process to draft, review, and publish rate changes so stakeholders and systems update consistently.

01

Gather inputs: Collect carrier rates, fuel indexes, and current surcharges.
02

Draft table: Populate zones, tiers, and service levels in a template.
03

Review stakeholders: Obtain signoff from pricing, operations, and finance.
04

Publish and notify: Set effective date and notify customers and partners.

How to set up the online workflow for the overview

Design a digital workflow that enforces required fields, captures approvals, and routes the final overview to internal systems and external recipients.

Field	Configuration
Template Upload	Upload PDF or DOCX template for consistent formatting.
Auto-calculated Fields	Enable formulas for dimensional weight and surcharge totals.
Conditional Fields	Show surcharges only when triggers apply.
Signer Authentication	Require signer email and multi-factor authentication for approvals.

Where to send the finished overview and who receives it

A clear routing plan ensures the overview reaches customers, carriers, accounting, and archived records with verifiable timestamps and versions.

Customers: Email or portal delivery for public-facing rate schedules.
Carriers: Send official rate confirmations to contracted carriers.
Internal Teams: Route to pricing, billing, and operations for system updates.
Archive: Store final signed copy in records retention system.

Digital distribution channels and integrations

Determine required integrations and file formats before publishing so system updates are automated.

File Formats: PDF and DOCX supported
Common Integrations: NetSuite, Salesforce, Google Workspace
Audit & Security: Tamper-evident PDF and access logs

Key timing rules and notification windows

Establish and communicate effective dates, advance-notice periods, and dispute windows to reduce billing friction and exposure to chargebacks.

Advance Notice Period:

Typically 30 days' notice before a rate change takes effect

Change Effective Date:

The specified effective date governs which shipments are billed at new rates

Customer Dispute Window:

Set a 30–60 day window for customer billing disputes

Internal Review Deadline:

Allow at least 7 business days for stakeholder approvals

Publication Lag:

Account for system lead time when scheduling live updates

Approval milestones from draft to live rates

Follow a numbered sequence so changes pass necessary checks before they are applied in billing systems and sent to customers.

01

1. Draft Rates

Prepare tables and calculate surcharges for the proposed schedule

02

2. Internal Review

Pricing, operations, and finance validate calculations and exceptions

03

3. Customer Notification

Distribute overview and change notice to affected customers

04

4. Go Live

Activate new rates on the effective date and update systems

Common errors to avoid when preparing rates

Using inconsistent zone definitions between the overview and carrier rate tables, which leads to misquotes and chargebacks.
Failing to state the effective date clearly, causing disputes over which rate applies to a shipment.
Omitting accessorial conditions or rounding rules, producing unexpected invoice differences for customers.
Not documenting tax or regulatory treatment for delivery charges, which can trigger audit exposure.

Consequences of incorrect or incomplete rate overviews

Customer Disputes: Chargebacks and refunds

Contract Breach: Penalties or loss of business

Tax Exposure: Incorrect sales tax treatment

Regulatory Risk: Consumer protection actions

Operational Delays: Billing and settlement hold-ups

Reputational Harm: Eroded trust with customers

Security and compliance considerations

Encryption: TLS 1.2/1.3 in transit

Data at Rest: AES-256 encryption

Certifications: SOC 2 Type II available

Healthcare: HIPAA support (BAA required)

Regulatory: ESIGN and UETA compliance

Accessibility: WCAG 2.0 Level AA

eSignature vendor comparison for publishing and signing Delivery Rates Overviews

Key vendor differences for eSignature services that support rate overviews include starting price, envelope or usage caps, bulk-send capability, audit trails, and HIPAA support where applicable.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Envelope Cap	No cap	100 envelopes/user/yr	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Who typically prepares and approves Delivery Rates Overviews

Final signoff usually comes from a commercial or finance lead; ensure a named approver and date are recorded on every published schedule.

Pricing managers and analysts define tiers, fuel indexes, and calculation rules for consistent quoting and profitability.
Operations and carrier managers confirm zone definitions, service availability, and accessorial triggers to align systems with carrier contracts.
Finance and legal review tax treatment, invoicing terms, and approval workflows to reduce dispute risk and ensure compliance.

Frequently asked questions about Delivery Rates Overviews

Answers to common questions about legality, signing, updates, disputes, notarization, and storage when publishing rate schedules.

Need help? Contact support

Can a rates overview be signed electronically?
Yes. Electronic signatures are generally enforceable under the ESIGN Act and UETA when intent, consent, attribution, and retention are satisfied. Ensure signers receive a copy and the workflow records an audit trail.
Who is authorized to sign an overview?
An authorized company representative with delegated authority should sign. Record the signer’s name, title, and the basis for signing authority to avoid later disputes over validity.
Is notarization required?
Not typically for commercial rate schedules. Notarization is uncommon unless state-specific rules or contract terms explicitly require it for the particular agreement.
How can I update rates after publication?
Issue a revised overview with a clear effective date and record previous versions. Provide the stated notice period and preserve the prior schedule for dispute resolution.
What if a customer disputes a charge?
Compare the invoice, carrier bill, and the applicable rate schedule by effective date. Maintain audit logs and signed overviews to support your position.
How should overviews be stored?
Store signed copies in a secure records system with access controls, tamper-evident files, and retention policies aligned to tax and industry-specific requirements.

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