Are electronic signatures valid for this template?

Yes. Electronic signatures are legally valid under the federal ESIGN Act (15 U.S.C. ch. 96, 2000) and under UETA in most jurisdictions, provided intent, consent, attribution, and retention are demonstrable.

When is a consumer disclosure required?

For consumer-facing financial or healthcare transactions, provide a clear ESIGN consumer disclosure showing the right to paper records and how to withdraw consent, per 15 U.S.C. §7001(c).

Do I need a notary for the signed template?

Notarization depends on document purpose and state law. Certain instruments (deeds, some powers of attorney) require notarization or witnesses; confirm with the state Secretary of State or a notary commission.

How can I correct errors after signing?

Corrections typically require an amendment or signed addendum. For significant changes, execute a new document or amendment signed by all parties to preserve a clear audit trail.

What are acceptable signer authentication levels?

Acceptable methods include email link, SMS code, SSO, or knowledge-based authentication. Choose stronger methods (KBA, 2FA) for higher-risk transactions or regulatory requirements.

How should completed templates be stored securely?

Store final PDFs with audit trails in encrypted, access-controlled repositories. Follow retention rules (IRS, HIPAA, SEC) and ensure backup and disaster recovery meet internal governance needs.

Electronic Signature
Templates
Finance
Finance Solution and Pricing Template

Finance Solution and Pricing Template

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

FINANCE SOLUTION AND PRICING TEMPLATE

Proposal Summary

Proposal Number: Date: Valid Until:

Provider (Issuing Party)

Client

Executive Summary

This document describes the proposed finance solution, associated deliverables, and total pricing for the services to be provided. The Provider will perform the services described below in accordance with the scope, schedule, and payment terms set forth in this Proposal. Acceptance of this Proposal constitutes a binding agreement between the Provider and Client for the listed Services and Fees.

Scope of Services

The Provider will deliver the finance solution components described below. Services include planning, implementation, testing, and knowledge transfer as expressly set forth. Any additional work requested by Client that is outside the stated scope will require a written change order and may affect fees and schedule.

Detailed Scope

Deliverables & Timeline

Provider will deliver the following milestones subject to the acceptance criteria below. Time frames are estimates and commence upon receipt of all required Client inputs and approvals.

Milestone Description

Pricing and Fees

The table below itemizes fees by deliverable, quantity, unit rate, and amount. All fees are stated in the currency indicated and are exclusive of applicable taxes unless otherwise specified.

Description	Quantity	Unit Rate	Amount



		Subtotal
		Discount
		Tax
		Total

Payment Terms & Invoicing

Fees are due in accordance with the payment schedule below. Invoices will be issued in accordance with milestones or on receipt of deliverables as indicated. Late payments shall accrue interest at the lesser of 1.5% per month or the maximum permitted by law.

Payment Schedule Accepted Payment Methods

Bank transfer (wire) Check Card

Expenses, Taxes, and Additional Charges

Client will reimburse Provider for reasonable, pre-approved out-of-pocket expenses incurred in connection with the performance of Services. All fees are exclusive of taxes; Client is responsible for any sales, use, VAT, withholding, or other taxes applicable to the services, except taxes based on Provider's net income.

Change Orders

Any material changes to scope, schedule, or deliverables shall be implemented only by written Change Order signed by both parties. Change Orders may result in additional fees and revised delivery dates.

Confidentiality

Each party agrees to maintain in confidence all non-public information disclosed by the other party in connection with this Proposal. Confidential information shall not include information that is publicly known, already in the receiving party's possession without restriction, or rightfully received from a third party without breach of an obligation of confidentiality.

Limitation of Liability; Warranty

Provider warrants that services will be performed in a professional and workmanlike manner consistent with prevailing industry standards. EXCEPT FOR THE FOREGOING WARRANTY, SERVICES ARE PROVIDED "AS IS" WITHOUT OTHER WARRANTIES. IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES. PROVIDER'S AGGREGATE LIABILITY FOR DIRECT DAMAGES SHALL BE LIMITED TO THE AMOUNT ACTUALLY PAID BY CLIENT TO PROVIDER UNDER THIS PROPOSAL DURING THE TWELVE MONTHS PRECEDING THE CLAIM.

Termination

Either party may terminate this agreement for convenience with thirty (30) days' written notice. Upon termination for any reason, Client shall pay Provider for all services performed and expenses incurred through the effective date of termination and for any non-cancellable commitments made in connection with the services.

Governing Law

This Proposal and any agreement resulting from acceptance shall be governed by and construed in accordance with the laws of the state or jurisdiction indicated below, without regard to conflict of law principles.

Governing Jurisdiction

Acceptance

By signing below, Client accepts this Proposal and authorizes Provider to proceed with the services and billing as described. Acceptance of this Proposal constitutes a binding agreement incorporating the terms set forth herein.

I hereby accept the terms and authorize Provider to commence work:
Client Acceptance

Additional Notes / Terms

Provider - Printed Name:

By:

Date:

Client - Printed Name:

By:

Date:

What the Finance Solution and Pricing Template Is

Finance Solution and Pricing Template is a standardized document used to propose, itemize, and price financing options, services, or product bundles for commercial transactions. It presents terms, line-item pricing, discounts, payment schedules, and optional add-ons in a format that supports internal approvals and external client review. The template is designed for clarity, enabling consistent cost estimates, comparison between alternatives, and a documented record for audit and compliance purposes. When completed, it should include signature blocks, effective dates, and governing law to establish enforceable commitments between parties.

Why a Standardized Pricing Template Matters

A Finance Solution and Pricing Template standardizes cost presentation, reduces negotiation cycles, and improves internal review accuracy. It clarifies payment terms, supports compliance checks, and creates a retrievable record for audits or disputes, helping finance and sales teams reach consistent, document-backed agreements.

Who Typically Prepares and Uses This Template

Primary users include finance managers, sales teams, procurement officers, and contract administrators who prepare, review, or approve pricing proposals.

Finance managers prepare cost breakdowns, discounts, and payment schedules for internal review.
Sales representatives present clear pricing to prospects, compare package options, and document concessions.
Procurement teams evaluate vendor pricing, total cost of ownership, and contract terms.

Use the template to maintain consistency across deals, shorten approval cycles, and support post-contract audits.

Core Components Included in a Professional Template

Core components ensure accurate pricing, clear terms, audit-ready records, and system-ready fields for digital workflows, approvals, and signature capture across transactions.

Pricing Grid

Itemize services or products with unit price, quantity, discounts, and subtotal lines. Include columns for tax, shipping, and conditional fees to provide a complete line-item view for approvals and client review.

Payment Terms

Specify net terms, early-payment discounts, late fees, payment methods, and invoicing cadence. Indicate billing milestones for milestone-based contracts and whether payments are refundable or subject to credits.

Optional Add-ons

List optional features, service tiers, and one-time setup fees separately. Provide clear pricing for upgrades and tie add-on availability to contract duration or support levels to avoid ambiguity.

Assumptions

Document assumptions behind estimates—resource availability, scope boundaries, and client-provided materials—to prevent scope creep. State material contingencies that would change pricing or timelines.

Signature Block

Include full signatory names, titles, dates, and company addresses. Define authorization thresholds (who can bind each party) and include electronic signature language to confirm intent and consent.

Governing Law

Specify the state law that governs interpretation and enforcement, and include notice and dispute resolution procedures. This reduces jurisdictional uncertainty and clarifies remedies in case of dispute.

Step-by-Step: Completing the Template

Follow these steps to complete the template accurately and prepare for e-signature and distribution internally.

01

Prepare Details: Gather pricing, scope, client info, and approval codes.
02

Complete Template: Populate line items, assumptions, dates, and governing law.
03

Review & Approve: Internal finance and legal sign-off prior to sending.
04

Sign & Archive: Obtain signatures, save PDF, and store secure copy.

How to Configure the Template for Online Workflows

Configure the template for online completion, automation, and integration with accounting or CRM systems before publishing.

Field	Configuration
Signature Authentication	Email, SMS code, or KBA
Auto-fill	Map CRM fields to template
Notifications	Set signer and approver alerts
Integration	Send completed PDF to NetSuite or CRM

Where Completed Templates Are Sent and Who Sees Them

Typical submission flow shows where to send the completed template and how routing proceeds for approvals and storage.

Sender: Uploads template and assigns signers.
Signer: Receives link, authenticates, and signs.
Approver: Reviews, approves, or requests changes.
Storage: Final PDF and audit trail stored securely.

Platform Capabilities to Support the Template

Ensure your eSignature platform supports PDF/DOCX formats, API access, and prebuilt integrations with accounting and CRM systems.

Formats: PDF, DOCX, XLSX supported.
Integrations: Salesforce, NetSuite, Google Workspace available.
Authentication: Email, SMS, SSO, and advanced options.

eSignature Pricing and Feature Comparison for This Template

The table compares starting prices and key capabilities across common eSignature vendors; signNow is listed first per the comparison format.

	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 vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Security and Compliance Controls to Look For

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

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

Privacy compliance: GDPR and CCPA compliant; EU-U.S. framework

Healthcare: HIPAA compliant; BAA required

Regulatory: ESIGN and UETA legal compliance

Accessibility: WCAG 2.0 Level AA support

Key Dates to Track When Issuing Pricing Offers

Record effective dates, approval SLAs, client acceptance windows, and invoice due dates to avoid disputes and preserve audit trails.

Proposal Effective Date:

Enter using MM/DD/YYYY; determines start of obligations

Internal Approval SLA:

Specify days for finance/legal sign-off, e.g., 3–5 business days

Client Acceptance Window:

Define how long offer remains valid, e.g., 30 days

Invoice Due Date:

State net terms (Net 30, Net 45) and late fee policy

Record Retention Trigger:

Date to start retention clock after completion or termination

Common Mistakes When Preparing Pricing Templates

Leaving assumptions unstated leads to scope disputes, change orders, and unplanned costs that complicate billing and client relationships.
Using inconsistent price formats or currency fields can cause reconciliation errors and delay approvals between finance and sales teams.
Failing to record approver names and authorization levels increases risk of unauthorized commitments or returned invoices.
Not aligning payment milestones to deliverables produces collection problems and can trigger contract breach claims or delayed revenue recognition.

Key Penalties and Financial Risks to Consider

1099 Filing Penalties: $60–$330 per form (IRC §6721)

Intentional Disregard: $660+ per form, no cap (IRC §6721)

Backup Withholding: 24% withholding if TIN missing

I-9 Paperwork Fines: $281–$2,789 per violation

Contract Damages: Breaches can trigger compensatory or liquidated damages

Compliance Failure: HIPAA or PCI lapses risk regulatory fines

Real-World Examples of the Template in Use

Two representative customer scenarios show how standardized pricing templates support execution and integrations in practice.

Optica Ventures — COO

Optica standardized pricing with a template to reduce errors and cycle time.

The interface was simple for staff and customers.
Optica reported smoother client interactions and fewer follow-up clarifications, enabling faster approvals while maintaining consistent recordkeeping for audit purposes.

Xerox — NetSuite Director

Xerox integrated templates with ERP to auto-populate fields and speed approvals.

Integration saved manual entry time.
By linking pricing templates to NetSuite, Xerox reduced data re-entry, improved invoice accuracy, and ensured that executed documents matched accounting records for downstream reconciliation.

Frequently Asked Questions and Troubleshooting

Answers to common legal, technical, and operational questions about using a Finance Solution and Pricing Template and executing it electronically.

Need help? Contact support

Are electronic signatures valid for this template?
Yes. Electronic signatures are legally valid under the federal ESIGN Act (15 U.S.C. ch. 96, 2000) and under UETA in most jurisdictions, provided intent, consent, attribution, and retention are demonstrable.
When is a consumer disclosure required?
For consumer-facing financial or healthcare transactions, provide a clear ESIGN consumer disclosure showing the right to paper records and how to withdraw consent, per 15 U.S.C. §7001(c).
Do I need a notary for the signed template?
Notarization depends on document purpose and state law. Certain instruments (deeds, some powers of attorney) require notarization or witnesses; confirm with the state Secretary of State or a notary commission.
How can I correct errors after signing?
Corrections typically require an amendment or signed addendum. For significant changes, execute a new document or amendment signed by all parties to preserve a clear audit trail.
What are acceptable signer authentication levels?
Acceptable methods include email link, SMS code, SSO, or knowledge-based authentication. Choose stronger methods (KBA, 2FA) for higher-risk transactions or regulatory requirements.
How should completed templates be stored securely?
Store final PDFs with audit trails in encrypted, access-controlled repositories. Follow retention rules (IRS, HIPAA, SEC) and ensure backup and disaster recovery meet internal governance needs.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now