Who must sign the form

The customer or authorized purchaser and an internal representative (sales or account manager) should sign. For corporate customers, obtain a signer with authority to bind the entity.

Can the form be e-signed

Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided intent, consent, attribution, and retention requirements are satisfied.

Is notarization required

Not typically required for most post-sale evaluations. If the form creates a legally significant affidavit or affects property interests, check state notary rules before notarizing.

How long should records be kept

Follow federal minima such as IRS (3 years, IRC §6501(a)) and HIPAA (6 years, 45 CFR §164.530(j)) where applicable; consult counsel for industry-specific schedules.

What if customer disputes acceptance

Preserve the signed form, attachments, and communication logs. Document corrective actions and escalate per internal dispute-resolution procedures to reduce liability.

How to fix a completed form with errors

Do not alter a signed record. Create an amendment or corrected form, have all parties sign the correction, and retain both the original and the amendment for audit purposes.

Electronic Signature
Templates
Miscellaneous
Post-Sale Evaluation Form

Post-Sale Evaluation Form

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

Post-Sale Evaluation Form

Company Name: Evaluator Name:

Date of Evaluation: Reference / Invoice No.:

RECITALS

WHEREAS, the Company completed the sale identified above and requires a formal post-sale evaluation to document performance of obligations, delivery, and purchaser satisfaction; and

WHEREAS, the Evaluator has been retained to perform an objective assessment of the sale, associated fulfillment, and any issues arising from the transaction; and

WHEREAS, the parties agree that this Evaluation Form will serve both as a report of findings and as a record of mutually agreed corrective steps where applicable.

SCOPE OF WORK

Describe the scope of the evaluation to be performed, including tasks, documents reviewed, interviews conducted, and any on-site inspections:

SALE DETAILS

Product / Service Sold

Sale Date:

Sale Price: $

Purchaser / End-User

EVALUATION CRITERIA

For each criterion provide a rating from 1 (Poor) to 5 (Excellent) and any supporting comments.

Product Quality (1-5)

Order Accuracy (1-5)

Timeliness / Delivery (1-5)

Communication & Support (1-5)

Overall Satisfaction (1-5)

ISSUES, ROOT CAUSE & CORRECTIVE ACTIONS

Itemized Issues Identified Root Cause Analysis Corrective / Preventive Actions (include responsible party and target date)

PAYMENT TERMS

Amount Paid to Date: $ Outstanding Balance: $

Payment Schedule / Remedy (if further payments or refunds are required)

Late Fee for Overdue Payments (percent per month):

TERM AND TERMINATION

This evaluation and any associated corrective action obligations commence on and shall continue until unless earlier terminated in accordance with this section.

Either party may terminate this engagement for material breach if the breaching party fails to cure within days after written notice. Termination does not affect obligations accrued prior to termination.

CONFIDENTIALITY

The parties acknowledge that in connection with the evaluation they may obtain Confidential Information. Each party agrees to hold Confidential Information in strict confidence, to use it only for purposes of the evaluation and remediation, and not to disclose it except to employees or agents with a need to know or as required by law. Confidential Information does not include information that is or becomes publicly known through no breach of this provision by the receiving party.

GOVERNING LAW

This Evaluation Form and any dispute arising out of or related to it shall be governed by the laws of the state of without regard to conflicts of law principles.

ENTIRE AGREEMENT

This document constitutes the entire agreement between the parties with respect to the post-sale evaluation and supersedes all prior understandings, proposals, and representations, whether written or oral, relating to the subject matter herein. Any amendment must be made in writing and signed by both parties.

ACKNOWLEDGMENT

By signing below, each party certifies that the information provided in this Evaluation Form is true and accurate to the best of their knowledge and that they have the authority to bind the party they represent.

Evaluator / Reviewer:

By:

Date:

Company / Client:

By:

Date:

What a Post-Sale Evaluation Form Is

A Post-Sale Evaluation Form is a standardized record used after a completed sale to document transaction details, customer feedback, product or service performance, and any follow-up actions. Organizations use the form to verify delivery and acceptance, capture warranty or service issues, and record quality metrics tied to a particular order or account. The form creates an auditable trail that supports customer service, billing reconciliation, and dispute resolution. It may be retained with contract files and linked to CRM and billing systems for downstream workflow and reporting.

Why completing a Post-Sale Evaluation Form matters

Completing this form documents the outcome of a sale, preserves evidence of handoff and acceptance, enables consistent follow-up, and reduces disputes by capturing sign-off and objective performance data in a single record.

Who typically completes and reviews this form

Different roles participate in the post-sale review depending on company size and process; the form centralizes inputs for the team.

Sales Operations: Records transaction details and verifies invoicing readiness.
Customer Success / Support: Captures service delivery confirmation and open issues.
Account Manager: Reviews feedback, schedules follow-up, and updates CRM.

Assigning clear ownership ensures consistent completion, faster issues resolution, and reliable reporting for leadership and compliance.

Step-by-step: how to complete the Post-Sale Evaluation Form

Follow these sequential steps to gather evidence, confirm acceptance, and finalize the evaluation for downstream processing.

01

Prepare the record: Gather order, delivery, and contract documents.
02

Capture customer feedback: Record acceptance, ratings, and any complaints.
03

Document actions: Create follow-up tasks with owners and due dates.
04

Sign and archive: Obtain required signatures, then store the final record.

Configure an online workflow for this form

Map each step into your eSubmission workflow so fields, reviewers, and reminders are automated and auditable.

Field	Configuration
Order ID auto-fill	Map from CRM or ERP system using integration.
Conditional follow-up	Show action-item fields when rating below threshold.
Reviewer sequence	Assign Sales then Customer Success in order.
Automated reminders	Email or in-app reminders at configurable intervals.

Digital delivery and signer authentication options

Choose an eSubmission platform that supports access control, audit trail, and the authentication level your process requires.

Authentication levels: Email link, SMS code, KBA, or advanced signer verification.
Audit Trail: Captures timestamps, IP addresses, and signer actions.
Integration: Supports CRM, ERP, cloud storage, and API access.

Typical submission flow for the Post-Sale Evaluation Form

A standard electronic workflow minimizes manual steps and keeps a complete record of who did what and when.

Upload document: Sender uploads the completed evaluation form.
Assign reviewers: System routes to Sales and Customer Success.
Customer confirmation: Customer receives request to confirm acceptance.
Archive: Store final signed record in repository.

Key components to include in a professional form

Ensure the Post-Sale Evaluation Form captures structured data, signed acknowledgements, and enough context for future audits and customer service workflows.

Transaction details

Order number, product or service description, quantities, and pricing so records reconcile against invoices and shipping documentation.

Delivery and acceptance

Delivery date, acceptance checkbox, and notes on any exceptions or missing items to document the handoff outcome.

Customer feedback

Objective rating fields and free-text comments that support continuous improvement and escalations when scores fall below thresholds.

Corrective actions

Clear action items, owners, and due dates so issues are assigned and tracked to closure and SLA compliance.

Signatures

Role-based signature blocks for salesperson, customer, and reviewer with date fields to evidence consent and acceptance.

Attachments

Space to attach delivery receipts, photos, or service tickets to substantiate claims and support audits.

Required security and data elements

Encryption in transit: TLS 1.2/1.3

Encryption at rest: AES-256

Audit logs: Timestamps and action history

Access controls: Role-based permissions

HIPAA support: BAA available

Certifications: SOC 2 Type II

Recommended timelines and processing expectations

Set target deadlines for issuing, reviewing, and archiving the Post-Sale Evaluation Form to preserve evidence and meet internal SLAs.

Issue to customer:

Within 7 days of delivery

Internal review:

Complete review within 14 days

Customer response window:

Allow up to 30 days for acceptance or dispute

Archive final record:

Store signed version immediately after completion

Audit availability:

Provide records within 3 business days when requested

Common mistakes to avoid when preparing the form

Missing or inconsistent identifiers: failing to include the exact order or invoice number prevents automated reconciliation and causes billing delays.
Incomplete acceptance details: recording only a verbal acceptance or a generic comment can make dispute resolution difficult and weaken contractual evidence.
Unassigned follow-up items: leaving action items without owners or due dates creates open issues that hurt SLAs and customer experience.
Weak authentication for signatures: using low-assurance methods without audit trails increases risk of repudiation if disputes arise.

Consequences of incorrect or incomplete forms

Billing errors: Delayed or disputed invoices

Warranty disputes: Unclear start dates

Contract disputes: Weaker evidence in claims

Regulatory scrutiny: Compliance gaps exposed

Reputational harm: Customer dissatisfaction

Operational delays: Slower issue resolution

Pricing snapshot for eSignature platforms commonly used for this form

Compare starting prices, trial availability, bulk-send capability, audit trail support, and envelope caps when selecting an eSignature provider.

	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
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Frequently asked questions about the Post-Sale Evaluation Form

Answers to common completion, signing, and retention questions to help avoid errors and support compliance.

Need help? Contact support

Who must sign the form
The customer or authorized purchaser and an internal representative (sales or account manager) should sign. For corporate customers, obtain a signer with authority to bind the entity.
Can the form be e-signed
Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided intent, consent, attribution, and retention requirements are satisfied.
Is notarization required
Not typically required for most post-sale evaluations. If the form creates a legally significant affidavit or affects property interests, check state notary rules before notarizing.
How long should records be kept
Follow federal minima such as IRS (3 years, IRC §6501(a)) and HIPAA (6 years, 45 CFR §164.530(j)) where applicable; consult counsel for industry-specific schedules.
What if customer disputes acceptance
Preserve the signed form, attachments, and communication logs. Document corrective actions and escalate per internal dispute-resolution procedures to reduce liability.
How to fix a completed form with errors
Do not alter a signed record. Create an amendment or corrected form, have all parties sign the correction, and retain both the original and the amendment for audit purposes.

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