Executive Summary
One‑page overview of the offer including buyer, seller, price, and closing window to orient decision makers and counsel.
A well‑structured Proposal records core deal terms, clarifies contingencies, and documents consent that can support enforceability under the ESIGN Act (15 U.S.C. ch. 96) and state electronic transaction laws.
Each user should complete fields relevant to their role and keep a copy of the executed Proposal for the transaction record.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication | Email, SMS, or KBA options |
| Reminders | Automated reminder schedule |
| Storage | Secure cloud or escrow folder |
Choose a platform that supports the authentication, audit trail, and storage your transaction requires.
Date and time offer expires in MM/DD/YYYY format
Date by which escrow must receive deposit
Last day to request repairs or cancel
Deadline to remove financing contingency
Anticipated date for title transfer
One‑page overview of the offer including buyer, seller, price, and closing window to orient decision makers and counsel.
Precise address, legal description, parcel number, and applicable municipal or zoning notes to avoid identification errors.
Offer price, deposit schedule, financing assumptions, and allocation of closing costs with clear payment mechanics.
Inspection, financing, title, zoning, and environmental contingencies with explicit deadlines and cure procedures.
Milestones for deposit, inspection completion, contingency removal, and target closing to keep the transaction on track.
Signature lines, dates, and a statement of whether acceptance creates a binding contract or merely a memorandum of terms.
Tim Martin, founder, used online Proposal templates to process transactions remotely and keep them compliant.
Brian Fitzgibbons, COO, streamlined investor and partner offers using a centralized Proposal template.
| 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 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 |
Offer distributed to all named parties for review and countersignature.
Parties negotiate terms and update contingencies until a mutual agreement is reached.
Executed acceptance triggers earnest money deposit and opens escrow file.
Final documents recorded, funds exchanged, and title transferred.