Lead Definition
Precise criteria that qualify a lead (contact information, expressed interest, timeframe, lead source) to avoid disputes over eligibility and payments.
A clear agreement reduces disputes by documenting lead quality standards, timelines, and payment terms; protects personal data through specified handling rules; and creates an auditable record for compliance and dispute resolution under ESIGN and UETA frameworks.
Proper use helps preserve relationships, ensures compliant handling of personal data, and documents responsibilities for billing and dispute resolution.
Precise criteria that qualify a lead (contact information, expressed interest, timeframe, lead source) to avoid disputes over eligibility and payments.
Accepted submission channels (secure portal, API, email) and required file formats, timestamps, and confirmation receipts for reliable tracking.
Minimum data completeness and verification steps, conditions for rejection, and corrective cure periods before payment obligations trigger.
Payment model (flat fee, percentage, tiered), timing, invoicing rules, and conditions for withholding or clawback for invalid leads.
Permitted uses, retention limits, security measures, and obligations to comply with HIPAA or other sector rules where applicable.
Notice procedures, escalation timeline, choice of law, and remedy structure including indemnity, limits on liability, and termination rights.
| Field | Configuration |
|---|---|
| Lead Upload | API endpoint or secure portal with CSV/JSON support |
| Validation Rules | Automated checks for required fields and consent flags |
| Signer Authentication | Email link, SMS code, or stronger verification as required |
| Notifications | Automated email receipts and escalation alerts |
Specify any minimum browser or authentication requirements and confirm whether a BAA or additional compliance addendum is needed for sensitive data.
Leads must be submitted within 30 days of the qualifying event
Recipient has 14 days to accept or reject a lead
Originator has 7 days to cure missing information after rejection
Payment invoiced within 30 days after lead acceptance
Standard net 30 unless otherwise agreed in writing
| Criteria | Electronic Signature | Digital Signature |
|---|---|---|
| Legal Scope | broad under esign/ueta | cryptographic subset with pki |
| Authentication | email/sms/kba options | certificate-based verification |
| Tamper Evidence | audit trail records | embedded cryptographic seal |
| Typical Use | contracts, ndas, commercial forms | high-assurance regulatory filings |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A regional reseller used a standard guide to define accepted leads and payment terms
A marketing agency added data-consent clauses and delivery timestamps