Can a pricing agreement be signed electronically?

Yes. Electronic signatures are legally valid under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes adopted by 49 states and DC, subject to limited statutory exceptions.

What makes an e-signature legally enforceable?

An e-signature is enforceable when intent, consent, attribution, and reliable record retention exist. ESIGN (15 U.S.C. §7001) requires consumer disclosure for consumer-facing transactions.

When is notarization required?

Notarization depends on subject matter and state law. Typical commercial pricing agreements rarely need notarization, but specific instruments (deeds, some POAs) do; verify with state rules.

How do I revise an executed agreement?

Amendments should be in writing, reference the original agreement, be signed by authorized parties, and specify an effective date; include version control to avoid ambiguity.

How long must I keep executed agreements?

Retain documents at least as long as tax and regulatory rules require: IRS three years (IRC §6501(a)), HIPAA six years (45 CFR §164.530(j)), or longer per industry rules.

Who can sign on behalf of a company?

Signers must have actual or apparent authority; confirm corporate authorization via board resolution or delegation and document signer title to prevent enforceability challenges.

Electronic Signature
Templates
Finance
Financial Pricing Agreement

Financial Pricing Agreement

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FINANCIAL PRICING AGREEMENT

Parties and Contact Information

Provider (Pricing Party) — Legal Entity Name Provider Address Provider Contact Client (Purchasing Party) — Legal Entity Name Client Address Client Contact

Recitals and Effective Date

This Financial Pricing Agreement (the "Agreement") is entered into by Provider and Client and is effective as of the day of , (the "Effective Date").

Provider will provide pricing for the financial products and services set forth in the Pricing Schedule below upon the terms and conditions in this Agreement.

Definitions

"Services" means the financial products, advisory services, or transaction-processing services identified in the Pricing Schedule. "Pricing Schedule" means the itemized fees, unit rates and billing frequency set forth below. Capitalized terms not defined herein shall have the meanings given in the Agreement.

Pricing Schedule (Itemized)

Description	Unit	Quantity	Unit Rate	Amount

Subtotal:

Tax Rate (%): Tax Amount:

Shipping / Handling / Other Charges:

Total Amount Payable:

Billing and Payment Terms

Provider shall issue invoices in accordance with the invoice frequency specified. Client shall pay all undisputed invoiced amounts in cleared funds within days of receipt of invoice. Payments shall be made in the currency specified: .

Accepted Payment Methods

Late payments shall bear interest at a rate of % per month or the maximum allowed by law, whichever is lower. Client shall also be responsible for reasonable collection costs.

Price Adjustment and Review

Pricing is fixed for an initial period of months from the Effective Date. Thereafter, Provider may propose adjustments no more frequently than every months. Any adjustment shall not exceed % in any 12-month period and requires prior written notice of days to Client.

Confidentiality

Each party shall maintain the confidentiality of the other's non-public information obtained under this Agreement and shall not disclose such information except as necessary to perform its obligations or as required by law. Confidential information excludes information already lawfully known or independently developed by the receiving party.

Term, Termination and Suspension

The term of this Agreement shall be months from the Effective Date and shall renew automatically for successive terms unless either party provides written notice of non-renewal at least days prior to the end of the then-current term.

Either party may terminate this Agreement for material breach if the breach is not cured within 30 days after written notice. Provider may suspend Services for non-payment after providing 10 days' written notice.

Representations, Warranties & Indemnification

Each party represents that it has the authority to enter into this Agreement. Provider represents that Services will be performed in a professional manner consistent with industry standards. Client shall indemnify and hold Provider harmless from claims arising from Client's misuse of Services, except to the extent caused by Provider's gross negligence or willful misconduct.

Limitation of Liability

Except for indemnification obligations or liability arising from willful misconduct, neither party's aggregate liability under this Agreement shall exceed the total fees paid or payable by Client to Provider under this Agreement in the 12 months preceding the claim.

Audit Rights

Provider shall retain records necessary to support fees for a period of two years. Upon reasonable prior written notice and during normal business hours, Client may audit Provider's records limited to verification of fees invoiced. Any such audit shall not occur more than once per 12-month period unless material discrepancies are discovered.

Taxes

All fees are exclusive of applicable taxes. Client is responsible for all sales, use, and other taxes associated with the fees, excluding taxes based on Provider's net income.

Notices

Notice Address for Provider Notice Address for Client

Governing Law and Dispute Resolution

This Agreement shall be governed by the laws of the jurisdiction specified: . The parties shall attempt to resolve disputes in good faith by negotiation, then by non-binding mediation, and if unresolved, shall submit to binding arbitration in the agreed jurisdiction.

Additional Terms and Special Instructions

The parties acknowledge that the pricing and payment obligations set forth herein are enforceable contractual obligations. Any amendment or waiver of the terms of this Agreement must be in writing and signed by authorized representatives of both parties.

Provider Name:

By:

Date:

Client Name:

By:

Date:

What a Financial Pricing Agreement Covers

A Financial Pricing Agreement is a written contract that documents the price, fees, and payment terms for financial products or services between a provider and a client. It establishes items such as base price, discounts, commissions, payment schedule, late fees, and any conditional adjustments tied to performance or milestones. The agreement also typically states governing law, dispute resolution method, and the effective date. For commercial clarity, it may include exhibits for fee schedules, billing contact information, and approval blocks for authorized signatories.

Why clear pricing terms matter

A clear Financial Pricing Agreement reduces disputes, aligns expectations, and documents remedies for nonpayment. It creates an auditable record for accounting, tax reporting, and regulatory review, and supports consistent invoicing and collections across business units.

Typical users and participants

Who normally prepares and signs these agreements before execution.

Sales and commercial teams preparing customer proposals and fee schedules.
Finance, billing, or accounts receivable establishing payment terms and invoicing rules.
Legal or contracts teams reviewing governing law, indemnities, and approval language.

Multiple internal stakeholders commonly sign or approve a Financial Pricing Agreement to ensure enforceability and consistent operational handling.

Step-by-step: completing a Financial Pricing Agreement

Follow these four steps to prepare, approve, and sign a pricing agreement with minimal friction.

01

Prepare: Gather client details, scope, and proposed fees for the agreement.
02

Review: Legal and finance verify terms, tax treatment, and compliance requirements.
03

Authorize: Obtain required internal approvals and signatory authority confirmations.
04

Execute: Deliver the final document and capture signatures with an audit trail.

Configuring a digital workflow for pricing agreements

Map each workflow setting to the practical step it automates so routing and approvals proceed without manual handoffs.

Field	Configuration
Signature Order	Sequential or parallel routing
Conditional Fields	Show fields when criteria are met
Notifications	Email or SMS reminders
Retention Setting	Automatic archival after execution

Typical execution flow for electronic signing

A clear flow reduces signer confusion and preserves evidence required for legal enforceability.

Upload: Sender uploads final agreement document to the signing platform.
Place Fields: Add signature, date, and required data fields in the document.
Send: Send signing requests or sharing links to parties.
Complete: Signers authenticate, sign, and receive completed copies and audit logs.

Technical file and platform considerations

Ensure file formats, integrations, and authentication options match your operational and compliance needs before sending.

Supported Formats: PDF, DOCX, HTML, Excel
Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
Authentication: Email link, SMS code, KBA, SSO 2FA

Confirm that your platform preserves an auditable certificate of completion and supports export to your document management or ERP systems for recordkeeping.

Key timing obligations and common deadlines

Track effective dates, renewal windows, and payment due dates to avoid unintentional renewals or late fees.

Effective Date and Term:

Begin on the Effective Date and note any automatic renewal windows

Payment Due Date:

Follow the stated Net terms; calculate late fees from the invoice date

Renewal Notice Deadline:

Provide required notice within the timeframe stated for opt-out or renegotiation

Invoice Dispute Window:

Specify how long recipients have to dispute charges before they become due

Tax Reporting:

Retain documentation needed for tax returns and 1099 reporting where applicable

Milestones from proposal to signed agreement

Sequence the major milestones so stakeholders can track progress and know when approvals are required.

01

Proposal Issued

Client receives proposed pricing and scope for review.

02

Internal Approval

Sales and finance secure authorization to offer final pricing.

03

Counterparty Review

Client legal or procurement reviews and requests edits.

04

Execution

Final signatures captured and copies distributed to stakeholders.

Core elements to include in a professional Pricing Agreement

A comprehensive document balances commercial clarity with legal terms so the pricing and enforcement mechanisms are unambiguous and operationally usable.

Pricing Matrix

A detailed table listing unit prices, volume discounts, tiered rates, and formulas for any adjustments; include examples to illustrate rounding and effective dates.

Payment Mechanics

Describe invoicing cadence, acceptable payment methods, remittance instructions, and procedures for disputed invoices to minimize collection delays.

Taxes and Charges

State which party is responsible for sales, use, VAT, or withholding taxes and whether prices are tax-inclusive or exclusive.

Change Control

Explain how pricing changes are proposed, approved, and applied, including notice periods and effective dates for amendments.

Termination Fees

Specify any early termination penalties, pro rata settlements, or minimum commitment buyouts tied to contract end.

Limitations and Remedies

Include warranty disclaimers, liability caps, and dispute resolution clauses that align with company policy and regulatory constraints.

Security and compliance checkpoints

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

Certifications: SOC 2 Type II; ISO 27001

HIPAA: BAA required for PHI

Audit Trail: Timestamped signing events

Access Controls: SSO, role-based permissions

Accessibility: WCAG 2.0 Level AA

Common legal and financial risks to avoid

Ambiguous Fees: Disputes and delayed payments

Missing Authority: Potential unenforceability

Incorrect Tax Treatment: IRS penalties or withholding

Late Notification: Automatic renewals

Lack of Audit Trail: E-signature disputes

Noncompliant Data Handling: Regulatory fines

eSignature vendor comparison for signing pricing agreements

A neutral comparison of common eSignature capabilities and starting prices to help select a platform that meets compliance and volume needs.

	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	Verify	Verify	Verify	Verify
Bulk Send	Yes	Verify	Verify	Verify	Verify
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Verify	Verify	Verify

Frequently asked questions about Financial Pricing Agreements

Answers to common questions about signatures, enforceability, revisions, and recordkeeping for pricing agreements.

Need help? Contact support

Can a pricing agreement be signed electronically?
Yes. Electronic signatures are legally valid under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes adopted by 49 states and DC, subject to limited statutory exceptions.
What makes an e-signature legally enforceable?
An e-signature is enforceable when intent, consent, attribution, and reliable record retention exist. ESIGN (15 U.S.C. §7001) requires consumer disclosure for consumer-facing transactions.
When is notarization required?
Notarization depends on subject matter and state law. Typical commercial pricing agreements rarely need notarization, but specific instruments (deeds, some POAs) do; verify with state rules.
How do I revise an executed agreement?
Amendments should be in writing, reference the original agreement, be signed by authorized parties, and specify an effective date; include version control to avoid ambiguity.
How long must I keep executed agreements?
Retain documents at least as long as tax and regulatory rules require: IRS three years (IRC §6501(a)), HIPAA six years (45 CFR §164.530(j)), or longer per industry rules.
Who can sign on behalf of a company?
Signers must have actual or apparent authority; confirm corporate authorization via board resolution or delegation and document signer title to prevent enforceability challenges.

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