Can the proposal be signed electronically?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and record retention are met.

Do I need a notary or witness?

Most financial proposals do not require notarization. If a state or recording authority requires notarization, follow that state’s rules and consider RON where permitted.

What formats should I save executed copies in?

Save signed proposals as PDF/A or a standard PDF to preserve content and include the audit trail or certificate of completion alongside the file.

How long must I retain the signed proposal?

Retain at least 3 years for tax purposes (IRC §6501(a)); follow longer industry-specific retention such as HIPAA’s six-year rule when relevant (45 CFR §164.530(j)).

Is a typed name sufficient as a signature?

A typed name or click-to-sign can be legally binding if it demonstrates intent and is captured in an auditable record meeting ESIGN/UETA requirements.

How to fix a signed proposal with an error?

Correct material errors with an amendment or replacement document signed by authorized parties; retain both versions and a brief audit note explaining the change.

Electronic Signature
Templates
Finance
Financial CQG Proposal

Financial CQG Proposal

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

FINANCIAL CQG PROPOSAL

Client Name: Proposal Date: Proposal Number:

Proposer and Client Contact Information

Proposer (CQG Financial Services) — Primary Contact Client — Primary Contact

Executive Summary

Scope of Services

The Proposer will provide the financial CQG services described below. Services commence upon Mutual Acceptance and shall be performed in accordance with the milestones and deliverables set forth in this Proposal.

Fee Schedule

All fees are exclusive of taxes unless stated. Amounts denominated in US Dollars unless otherwise agreed in writing.

Description	Quantity	Unit Rate	Amount



Subtotal
Tax (if applicable)
Other Fees / Expenses
Total Due

Payment Terms

Payment is due in accordance with the schedule below. Late payments shall incur interest at the lesser of 1.5% per month or the maximum permissible rate under applicable law. Fees payable under this Proposal are non-refundable except as expressly provided in the Termination section.

Accepted Payment Methods

ACH / Bank Transfer Wire Transfer Check Credit Card

Assumptions and Exclusions

Confidentiality

Each party shall maintain in confidence all non-public information disclosed by the other party in connection with this Proposal and shall use such information only for the purposes of evaluating and performing the services. The confidentiality obligations do not apply to information that is public without breach, rightfully received from a third party, or independently developed.

Representations, Warranties and Compliance

Each party represents and warrants that it has authority to enter into this Proposal and that its performance will comply with applicable laws and regulations. The Proposer warrants that services will be performed in a professional and workmanlike manner consistent with industry standards.

Indemnification and Limitation of Liability

Each party shall indemnify and hold harmless the other from third-party claims arising from the indemnifying party’s gross negligence or willful misconduct. Except for liability arising from fraudulent acts or willful misconduct, the Proposer’s aggregate liability for claims relating to this Proposal shall not exceed the total fees actually paid under this Proposal during the twelve (12) month period preceding the claim.

Termination

Either party may terminate this Proposal for material breach if the breach is not cured within thirty (30) days after written notice. Upon termination, Client shall pay for services performed and reasonable expenses incurred up to the effective date of termination. Termination does not relieve either party of obligations that by their nature survive termination.

Governing Law and Dispute Resolution

This Proposal and any dispute arising under it shall be governed by and construed in accordance with the laws of the state of , without regard to conflict of laws principles. Parties agree to negotiate in good faith prior to initiating formal dispute resolution.

Acceptance

By signing below, the Parties acknowledge their acceptance of the terms and authorize the Proposer to commence work in accordance with the Scope of Services and Payment Terms set forth herein.

Proposer — Printed Name:

Client — Printed Name:

Proposer — By:

Client — By:

Date (Proposer):

Placeholder:

Date (Client):

What the Financial CQG Proposal Is and When It’s Used

The Financial CQG Proposal is a formal written offer outlining proposed financial services, deliverables, fees, timelines, and terms between a provider and a prospective client. It typically includes scope of work, pricing or fee schedule, assumptions, acceptance instructions, and signature blocks for authorized parties. Organizations use this document to set expectations, enable internal approvals, and create an auditable record of the offer. When executed, the proposal becomes the basis for contracting, invoicing, and onboarding and should be retained according to applicable financial recordkeeping rules.

Why a Clear Financial CQG Proposal Matters

A concise, properly completed proposal reduces ambiguity about services, clarifies fees and milestones, shortens approval cycles, and provides a defensible record for audits and disputes.

Who Prepares and Who Signs a Financial CQG Proposal

Typical preparers and signers span business development, finance, legal, and client-side decision makers.

Business development and sales leads prepare proposals for prospective customers and coordinate internal approvals.
Finance or billing teams verify fee schedules, payment terms, and invoicing instructions before finalization.
Authorized client officers, procurement or a delegated contract signatory execute the proposal to bind both parties.

Identify the appropriate internal approver and external authorized signatory before sending to avoid execution delays.

Typical Signatory Profiles

Provider CFO

The provider chief financial officer or designated delegate reviews fees, acceptance language, and signing authority to ensure the company assumes the correct obligations and billing terms.

Client Procurement

A client procurement manager or authorized officer verifies scope, SLA expectations, and contract exhibits; they confirm signature authority and any required internal PO numbers before signing.

Core Sections to Include in a Professional Financial CQG Proposal

A consistent structure improves clarity and speeds approvals. Include the elements below and attach necessary exhibits to avoid later negotiation delays.

Cover Summary

One-page executive overview of objectives, headline fees, primary deliverables, and total proposed price to orient decision makers quickly and reduce review time.

Scope of Services

Detailed description of tasks, deliverables, acceptance criteria, assumptions, and exclusions so both parties share the same expectations and reduce later disputes.

Fee Schedule

Line-item pricing, payment milestones, invoicing cadence, and late payment terms; specify currencies and tax treatment to avoid ambiguity.

Timeline & Milestones

Key dates for start, deliverables, approvals, and payment triggers; tie payment to milestone completion where applicable for clearer project governance.

Legal Terms

Standard contract clauses (limitation of liability, confidentiality, governing law, termination) and any client-requested modifications included as attachments or redlines.

Signature and Acceptance

Designate authorized signatories, include signature blocks with printed name and title, and specify the effective date format to make execution and recordkeeping consistent.

Essential Data Elements to Capture

Client Legal Name: Full registered entity name

Provider Legal Name: Exact corporate name

Effective Date: MM/DD/YYYY

Fee Summary: Total amount and currency

Billing Contact: Name, email, phone

Authorized Signer: Printed name and title

Common Risks and Consequences of Errors

Incorrect Signatory: May render agreement unenforceable

Missing Dates: Affects when obligations begin

Fee Ambiguity: Leads to billing disputes

Improper Scope: Triggers scope creep and claims

Noncompliance: Violates internal controls

Retention Failures: Impacts audit readiness

Frequent Preparation Pitfalls to Avoid

Using vague deliverable descriptions that create differing expectations and invite scope disputes or renegotiation.
Failing to identify the contract’s effective date clearly, which can affect milestone timing and statute of limitations calculations.
Omitting a clear payment schedule or invoice recipient, increasing likelihood of late payment and collection issues.
Not confirming signatory authority before sending, which delays execution and may require re-signing or ratification.

Step-by-Step: Completing the Financial CQG Proposal

Follow these sequential steps to prepare, review, and execute the proposal efficiently and with an auditable trail.

01

Draft: Prepare scope, fees, and timeline in the proposal template.
02

Internal Review: Finance and legal validate pricing and terms.
03

Client Review: Share draft with client for questions and redlines.
04

Execute: Sign using designated signer and record the executed copy.

Where to Send, File, and How Signing Works

Identify the document’s routing path and final repositories to ensure compliance and access for audits or client inquiries.

Send to Client: Email or secure link to client approver with clear instructions.
Internal File: Store executed PDF in contract repository with metadata.
Billing Queue: Trigger invoice generation after signature date confirmation.
Archive: Retain executed copy per retention schedule.

How to Configure an Online Completion Workflow

Set up fields, routing order, and authentication to match your internal approval process and the client’s expectations.

Field	Configuration
Signature Field	Require signer name, title, and date
Conditional Fields	Show fee breakdown only if selected services apply
Routing Order	Enforce sequential approvals: sales → finance → legal
Authentication	Use email link; add SMS or KBA for higher assurance

Distribution Channels and eSubmission Requirements

Choose channels that meet your security, compliance, and audit trail needs when sharing the proposal.

Email: Convenient; ensure TLS transport
Secure Link: Expiring links reduce exposure
EMR/ERP Upload: Store in contract management systems

Typical Timelines and Processing Expectations

Proposals follow predictable internal and external timing windows; documenting expectations reduces follow-ups and missed milestones.

Internal Review Window:

2–5 business days for finance and legal signoff

Client Review Period:

7–14 calendar days is typical for client internal approvals

Signature Completion:

Electronic signature often completes within 24–72 hours after sending

Invoice Trigger:

Invoice issued upon signature date or milestone completion

Contract Activation:

Services begin on the effective date listed in the signature block

Real-World Examples of Proposal Execution

These short examples show how organizations used online signing and structured proposals to improve turnaround and compliance.

Tech Data Example

Tech Data centralized proposal workflows to reduce manual routing and approvals.

The platform automated signature collection and audit trails.
Tech Data reported faster internal processing and improved speed to revenue after standardizing templates and using secure electronic signing with full audit history.

Martin Properties Example

A small real estate firm processed proposals and leases via online signing to avoid in-person meetings.

Mobile signing allowed on-site execution.
They achieved compliant, auditable execution while improving customer convenience and reducing time from offer to acceptance.

eSignature Pricing and Feature Comparison — signNow First

Compare common pricing points and capability indicators across major eSignature vendors. Check vendor sites for plan details and current promotions.

	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 credit card required	Varies by vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes	Yes	Yes	Yes	Yes
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Frequently Asked Questions About the Financial CQG Proposal

Answers to common issues encountered when preparing, signing, and storing Financial CQG Proposals, including signature validity and file formats.

Need help? Contact support

Can the proposal be signed electronically?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and record retention are met.
Do I need a notary or witness?
Most financial proposals do not require notarization. If a state or recording authority requires notarization, follow that state’s rules and consider RON where permitted.
What formats should I save executed copies in?
Save signed proposals as PDF/A or a standard PDF to preserve content and include the audit trail or certificate of completion alongside the file.
How long must I retain the signed proposal?
Retain at least 3 years for tax purposes (IRC §6501(a)); follow longer industry-specific retention such as HIPAA’s six-year rule when relevant (45 CFR §164.530(j)).
Is a typed name sufficient as a signature?
A typed name or click-to-sign can be legally binding if it demonstrates intent and is captured in an auditable record meeting ESIGN/UETA requirements.
How to fix a signed proposal with an error?
Correct material errors with an amendment or replacement document signed by authorized parties; retain both versions and a brief audit note explaining the change.

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