Can this template be electronically signed?

Yes. Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted; ensure intent, consent, attribution, and reliable record retention to meet ESIGN standards.

Do I need a notary or witness for approvals?

Most pricing approvals do not require notarization; if the underlying contract or state law imposes notarization or witness rules, follow those requirements, and record the method used for authentication.

How should I version and track changes?

Keep a version history attached to each signed model and record approver identity and timestamp. Maintain immutable signed PDFs and an audit trail to support audits and dispute resolution.

What if a pricing error reaches customers?

Document the error, notify impacted stakeholders, apply contract terms for corrections or refunds, and preserve evidence of approvals to mitigate liability and dispute outcomes.

Are there privacy concerns for templates with customer data?

Avoid storing unnecessary personal data in templates. If handling protected health information, comply with HIPAA and use a BAA with the platform; limit fields to necessary business data.

How long should I keep signed pricing templates?

Retain signed templates per retention policy: minimum 3 years for tax purposes (IRC §6501(a)), 6 years for HIPAA-related records (45 CFR §164.530(j)), and longer where state law or industry rules require it.

Electronic Signature
Templates
Miscellaneous
Pricing Model Template

Pricing Model Template

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

PRICING MODEL TEMPLATE

This Pricing Model Template (the "Agreement") is entered into as of by and between Client Name: and Service Provider Name: .

WHEREAS

WHEREAS, Client requires certain services and deliverables as described herein and desires to engage Service Provider to provide such services under a defined pricing model; and

WHEREAS, Service Provider has represented that it has the expertise, personnel, tools and resources to perform the services and deliver the deliverables in accordance with the terms set forth in this Agreement; and

WHEREAS, the parties wish to set forth the pricing structure, assumptions, payment terms and related provisions governing compensation.

SCOPE OF WORK

Detailed Scope of Work

PRICING MODEL DETAILS

Pricing Model Type: Fixed Price Time & Materials Subscription

Currency Assumptions and Inclusions

ITEMIZED PRICING

Line Item 1

Line Item 2

Other Fees and Reimbursable Expenses

PAYMENT TERMS

Total Estimated Amount:

Payment Schedule

Invoices shall be due within days of receipt. Late payments shall incur interest at per month, subject to a minimum late fee of .

All fees are exclusive of taxes. Responsibility for taxes: Client Service Provider

TERM AND TERMINATION

Term Commencement Date: . Term Expiration Date: .

Notice Period for Termination Termination Rights

CONFIDENTIALITY

Each party acknowledges that during the performance of this Agreement it may receive Confidential Information of the other party. "Confidential Information" means non-public information disclosed in writing, electronically, or orally that the disclosing party designates as confidential or that by its nature should reasonably be understood to be confidential. The receiving party shall (a) hold such Confidential Information in strict confidence; (b) use the Confidential Information solely to perform obligations under this Agreement; and (c) not disclose Confidential Information to any third party except to employees, contractors or affiliates who have a need to know and who are subject to obligations of confidentiality no less protective than those in this Agreement.

Exceptions: Confidential Information does not include information that: (i) is or becomes generally known through no breach of this Agreement; (ii) was known by the receiving party prior to disclosure; (iii) is rightfully received from a third party without restriction; or (iv) is independently developed without use of the disclosed information. A party may disclose Confidential Information to the extent required by law, provided it gives the disclosing party prompt notice and cooperates to obtain confidential treatment.

Confidentiality Duration

GOVERNING LAW AND DISPUTE RESOLUTION

This Agreement shall be governed by and construed in accordance with the laws of , without regard to conflicts of law principles. The parties shall first attempt in good faith to resolve any dispute arising from or relating to this Agreement through negotiation. If the dispute is not resolved within thirty (30) days, the parties may pursue any remedies available at law or in equity in the courts located in the governing jurisdiction.

LIMITATION OF LIABILITY

Except for liability arising from breach of confidentiality or willful misconduct, in no event shall either party be liable to the other for indirect, incidental, special, consequential or punitive damages, or for lost profits, for any reason. The aggregate liability of either party for claims arising out of or relating to this Agreement shall not exceed the total amounts paid by Client to Service Provider under this Agreement during the twelve (12) months preceding the event giving rise to the claim.

ASSIGNMENT

Neither party may assign this Agreement without the prior written consent of the other party, except that either party may assign this Agreement in connection with a merger, acquisition, or sale of substantially all of its assets, provided that the assignee assumes all obligations under this Agreement.

ENTIRE AGREEMENT

This Agreement, including any schedules or exhibits expressly incorporated by reference, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, negotiations and communications, whether written or oral. Any amendment or modification of this Agreement must be in writing and signed by authorized representatives of both parties.

NOTICES

Client Address for Notices Service Provider Address for Notices

SIGNATURES

Client:

By:

Date:

Service Provider:

By:

Date:

What a Pricing Model Template Is and when to use it

A Pricing Model Template is a structured document that records cost inputs, margin rules, tiered price lists, and approval metadata to standardize how an organization sets and publishes prices. It captures fixed and variable costs, overhead allocations, discount rules, taxes, and any formula fields needed to calculate list and net prices. Organizations use the template to ensure consistent pricing across sales channels, to compare scenarios, and to produce exportable records for contracts, invoices, or regulatory review.

Why a standardized Pricing Model Template matters

A template reduces inconsistencies that cause revenue leakage and contract disputes, improves cross-team alignment on margins and discounts, and creates an auditable record of pricing decisions. When paired with electronic signing and version control it supports enforceable approvals under ESIGN (15 U.S.C. ch. 96) and UETA where applicable.

Teams and roles that commonly use a Pricing Model Template

Typical users include finance, sales operations, product managers, and contracts teams who must coordinate price updates across channels and document approvals.

Finance and FP&A — centralize cost inputs, validate margin thresholds, and produce audit-ready pricing records for month-end close.
Sales operations — package tiered lists and discount rules for quoting engines, ensuring consistent list prices across reps.
Legal and contracts — ensure approved pricing is attached to agreements and reductions are documented for enforceability.

The template formalizes who inputs data, who approves changes, and how changes are stored so every published price can be traced to a verified approval event.

Step-by-step: populate and approve the Pricing Model Template

Follow these sequential steps to prepare, review, and publish an approved pricing model.

01

Gather Inputs: Collect cost, tax, and discount data from owners.
02

Build Model: Enter costs, formulas, and tiers in the template.
03

Cross‑Functional Review: Obtain finance, sales, and legal sign‑off.
04

Publish: Export final artifacts and attach signed approval.

How to configure an online pricing workflow

Map document fields and approval steps before publishing the template to an e-signature or automation platform.

Field	Configuration
Currency	Set to USD; lock the field after approval
Approval Workflow	Two-step: finance then legal; sequential routing
Pricing Formula	Use explicit formulas; avoid free-text calculations
Notifications	Email alerts for reviewers and final approver

Where to send and store a completed Pricing Model Template

A finished template should be exported, routed for approval, and archived in a controlled repository.

Export PDF: Generate a locked PDF copy for records.
Send for Approval: Route via e-signature or approval workflow.
Publish List: Update pricing engines and CRM with approved values.
Archive: Store signed copy in secure document storage.

Technical interoperability and eSubmission considerations

Verify platform integrations, supported file formats, and authentication methods before automating template distribution.

Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
File formats: PDF, DOCX, XLSX supported
Authentication: Email, SMS, and advanced signer auth

Ensure the chosen platform can export signed PDFs with audit trails, integrate with your pricing engine, and meet any regulatory needs for the industry or state.

Typical timelines and checkpoints for pricing model changes

Assign clear deadlines for drafting, review, approval, and publication to limit operational disruption.

Draft Completion:

Finish model input at least 10 business days before planned go-live.

Cross‑Functional Review:

Allow 5 business days for finance and sales operations review.

Legal Approval:

Allow 3 business days for legal review of terms.

Publication Window:

Coordinate with billing cycle and catalogs before go-live.

Periodic Review:

Schedule a 6–12 month review cadence for model validity.

Common mistakes when preparing a Pricing Model Template

Using approximate or outdated cost inputs that produce inaccurate margins and underpriced offers.
Failing to lock currency or tax logic, which causes inconsistent totals across markets.
Omitting an explicit approval signature and date, creating disputes about whether changes were authorized.
Not versioning templates before edits, which makes it hard to trace when and why prices changed.

Risks and consequences of inaccurate pricing models

Revenue leakage: Lost margin due to underpricing

Customer disputes: Refunds or contract claims

Regulatory exposure: Incorrect taxes or disclosures

Operational delays: Billing and fulfillment interruptions

Reputational harm: Eroded trust with partners

Audit findings: Internal control exceptions

Security and compliance items to include with the template

In-transit encryption: TLS 1.2/1.3

At-rest encryption: AES-256

Audit trail: Timestamps, IP, action log

HIPAA readiness: BAA required for PHI workflows

Regulatory standards: SOC 2 Type II and ISO 27001

FDA-ready: 21 CFR Part 11 support available

eSignature solution pricing comparison for pricing model approvals

Compare common vendor pricing and core features for executing and storing signed pricing approvals; signNow is listed first for reference.

	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 trial	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Real-world examples of Pricing Model Templates in use

These examples show how organizations apply a pricing template to streamline approvals and maintain compliance.

Optica Ventures — COO

Optica standardized templates to reduce back-and-forth approvals and speed execution.

Centralized pricing control reduced errors across deals.
"The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Xerox — NetSuite Director

Xerox integrated pricing templates with ERP to automate rate updates.

Automated pushes decreased manual updates and reconciliation.
"airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite."

Frequently asked questions about the Pricing Model Template

Answers to common questions about signing, storage, and legal validity when using a Pricing Model Template.

Need help? Contact support

Can this template be electronically signed?
Yes. Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted; ensure intent, consent, attribution, and reliable record retention to meet ESIGN standards.
Do I need a notary or witness for approvals?
Most pricing approvals do not require notarization; if the underlying contract or state law imposes notarization or witness rules, follow those requirements, and record the method used for authentication.
How should I version and track changes?
Keep a version history attached to each signed model and record approver identity and timestamp. Maintain immutable signed PDFs and an audit trail to support audits and dispute resolution.
What if a pricing error reaches customers?
Document the error, notify impacted stakeholders, apply contract terms for corrections or refunds, and preserve evidence of approvals to mitigate liability and dispute outcomes.
Are there privacy concerns for templates with customer data?
Avoid storing unnecessary personal data in templates. If handling protected health information, comply with HIPAA and use a BAA with the platform; limit fields to necessary business data.
How long should I keep signed pricing templates?
Retain signed templates per retention policy: minimum 3 years for tax purposes (IRC §6501(a)), 6 years for HIPAA-related records (45 CFR §164.530(j)), and longer where state law or industry rules require it.

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