Can this be signed electronically?

Yes. Electronic signatures are generally enforceable under the federal ESIGN Act (15 U.S.C. §7001) and state UETA laws when intent, consent, attribution, and record retention are present. Exceptions such as wills and certain court orders remain ineligible.

Is a notarization required?

Most internal sales proposals do not require notarization. If the document will serve as a deed, power of attorney, or other instrument requiring notarization, follow state rules and consider remote online notarization where available.

What if the customer’s legal name is wrong?

Incorrect legal names can delay invoicing and tax reporting. Amend the document promptly and obtain re-signature; for material errors, involve legal or contract management to execute corrected instrumentation.

How do I set signer authentication?

Choose an authentication level appropriate to risk: email link or SMS code for low risk, knowledge-based or multi-factor methods for higher assurance or regulated transactions.

Where is the audit trail stored?

The signing platform should retain a tamper-evident audit trail containing timestamps, IP addresses, and signer events. Ensure retention settings meet internal and regulatory requirements.

How do I amend a signed proposal?

Create an amendment document that references the original proposal ID, describe changes, and collect signatures from the same authorized parties; do not edit the executed file in place.

Electronic Signature
Templates
Sales
Sales Approved Proposal

Sales Approved Proposal

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

SALES APPROVED PROPOSAL

Proposal Number: Proposal Date: Valid Until:

Parties and Billing Information

Seller Name Seller Billing Address Seller Contact (Name, Phone, Email) Buyer Name Buyer Billing Address Buyer Contact (Name, Phone, Email)

Scope of Work / Services

The Seller will provide the goods and services described below in accordance with the terms of this Proposal. Work shall commence on or about: . Estimated completion or delivery date: .

Detailed Scope

Itemized Pricing

Item	Description	Quantity	Unit Price	Total

Subtotal Discounts (if any) Taxes Shipping / Handling Total Due

Payment Terms

Payment Terms: Net days from invoice date. A deposit of is required upon acceptance unless otherwise agreed in writing. Late payments shall incur interest at per month on overdue balances.

Accepted payment methods: Credit Card Wire Transfer Check ACH

Delivery and Transfer of Risk

Delivery Method: . Estimated delivery/shipment date: . Title and risk of loss transfer to Buyer upon .

Shipping costs are and any special handling requirements must be specified in writing prior to shipment.

Warranty

Seller warrants that goods supplied under this Proposal shall be free from defects in materials and workmanship for a period of from date of delivery. Warranty remedies are limited to repair or replacement at Seller's option. This warranty does not cover damage from misuse, unauthorized modification, normal wear, or failure to follow Seller's instructions.

Warranty Exceptions / Additional Terms

Return and Refund Policy

Returns of goods require prior written authorization. Returns accepted within days of delivery, subject to inspection and restocking fees of where applicable. Services rendered are non-refundable unless otherwise agreed in writing.

Limitation of Liability

Except for liability arising from gross negligence or willful misconduct, Seller's total liability under or in connection with this Proposal shall not exceed the total amounts paid by Buyer to Seller under this Proposal. In no event shall Seller be liable for indirect, incidental, consequential, special, or punitive damages, including loss of profits or business interruption.

Change Orders

Any change to the scope, schedule, or price must be documented in a written change order signed by authorized representatives of both parties. Change orders may affect delivery dates and price.

Governing Law and Dispute Resolution

This Proposal and any resulting agreement shall be governed by the laws of the State of without regard to conflict of law principles. Disputes shall be resolved by binding arbitration if both parties agree in writing; otherwise, disputes shall be resolved in the courts located in the governing state selected above.

Notices

Seller Notice Address Buyer Notice Address

Acknowledgment and Binding Acceptance

By signing below, Buyer acknowledges acceptance of the terms and prices in this Sales Approved Proposal and authorizes Seller to proceed with the performance described herein. This Proposal becomes a binding agreement upon execution by authorized representatives of both parties and receipt of any required deposit.

Seller (Print Name):

By:

Date:

Buyer (Print Name):

By:

Date:

What a Sales Approved Proposal Is and When It’s Used

A Sales Approved Proposal is an internal and client-facing document that records approved terms, pricing, scope, and required signatures before executing a commercial agreement. It formalizes authorization from sales, finance, and any required approvers to proceed with contract execution, purchase orders, or service delivery. The document typically includes an executive summary, itemized pricing, discounts or credits, payment terms, key deliverables, acceptance criteria, and a sign-off block for authorized representatives. It can be retained as a binding record when executed electronically under U.S. e-signature law.

Why a Clear Sales Approved Proposal Matters

A concise approved proposal reduces ambiguity, centralizes approvals, and creates an auditable record of authority and terms. It supports credit and revenue recognition controls and shortens the contract-to-revenue timeline by documenting sign-off and any conditional approvals.

Who Prepares and Who Signs a Sales Approved Proposal

Typical preparers and approvers span sales, finance, and legal operations.

Sales Representative — Prepares the proposal text, pricing, and client-facing scope; routes for internal approvals.
Sales Operations / RevOps — Validates discounts, revenue codes, and contract templates; enforces approval matrices.
Legal and Finance Approver — Reviews legal terms, billing terms, and validates signature authority before final sign-off.

Final signatures should match authorized signer lists in corporate records to avoid enforceability or payment disputes.

Core Elements to Include in a Professional Sales Approved Proposal

A complete proposal reduces back-and-forth and supports downstream contracting. Include standardized sections to maintain consistency and auditability across deals.

Executive Summary

One-paragraph recap of the opportunity, customer, and intended outcome so approvers quickly understand the business rationale and urgency.

Pricing Details

Line-item pricing, discounts, taxes, and any conditional or volume-based pricing rules with calculation examples where applicable.

Scope & Deliverables

Clear description of services or goods, key milestones, acceptance criteria, and exclusions to prevent scope disputes later.

Commercial Terms

Payment terms, billing schedule, refund or cancellation terms, and any required deposits or performance guarantees.

Approvals & Signatures

Designated internal approvers with role, approval date fields, and final client signature block for execution evidence.

Attachments

Referenced exhibits, SOWs, quotes, and compliance addenda attached or linked so the full agreement context is preserved.

Essential Fields to Capture on the Form

Proposal ID: Unique identifier for tracking

Customer Legal Name: Exact entity name

Effective Date: Start date of obligations

Total Consideration: Final dollar amount

Approver Roles: Titles required to sign

Signature Block: Name, title, date

Step-by-Step: Completing and Routing the Proposal

Follow this sequence to prepare, validate, and execute the Sales Approved Proposal with appropriate approvals and records.

01

Draft: Populate scope, pricing, and required attachments in the template.
02

Validate: Confirm pricing, discounts, and billing codes with RevOps or finance.
03

Approve: Route to legal and designated approvers in the required order.
04

Execute: Collect signatures from client and authorized internal signers; capture audit trail.

Common Online Configuration Options for Digital Proposals

Configure the digital workflow to enforce signer order, authentication, and conditional fields that reflect approval logic.

Field	Configuration
Signatory Order	Sequential or parallel routing to approvers
Authentication	Email link, SMS code, or higher-assurance methods
Conditional Fields	Show approver-specific fields when required
Retention Settings	Automatic archiving and audit log capture

Where to Send or File an Approved Proposal

A finalized proposal should be distributed to internal systems, the customer, and retained by the organization for audit and billing needs.

Customer Copy: Send executed PDF to the client for their records
CRM Update: Attach signed proposal to the opportunity record
Accounting: Provide signed document to billing for invoice generation
Corporate Archive: Store final version in secure records with audit trail

Digital Signing and Integration Considerations

Check platform capabilities for authentication, audit trails, and integrations before e-submission.

Authentication: Support for email, SMS, and advanced signer checks
Integrations: Connectors for Salesforce, NetSuite, Microsoft 365
File Formats: Accepts PDF, DOCX, and produces signed PDF evidence

Ensure the chosen service can produce a tamper-evident signed record and retain an auditable Certificate of Completion for compliance.

Timelines and Typical Deadlines to Monitor

Set clear internal deadlines to meet customer expectations and accounting cycles; standard SLAs reduce execution time and risk.

Internal Approval SLA:

Complete routing and approvals within 2 business days

Customer Review Window:

Request client response within 7 calendar days

Contract Execution Target:

Aim to obtain final signatures within 14 days

Invoice Issuance:

Send invoice within 5 business days after execution

Record Retention:

Archive executed proposal within 48 hours of signature

Key Milestones from Proposal to Revenue

Track measurable milestones to monitor progress and handoffs from sales to billing and delivery.

01

Proposal Issued

Client receives proposal for review and sign-off

02

Internal Approval

Finance and legal confirm terms and sign off

03

Client Execution

Customer signs and returns executed proposal

04

Billing Handoff

Accounting prepares invoice and recognizes revenue

Common Preparation Errors to Avoid

Incomplete pricing breakdowns lead to disputes and delayed invoices when adjustments are later required.
Mismatched customer legal names cause invoicing and tax reporting delays or incorrect credit applications.
Missing approval signatures create downstream compliance exposure and may void internal authorization controls.
Unclear scope or acceptance criteria can result in scope creep and billing disagreements after delivery.

Risks and Consequences of an Incorrect or Unsigned Proposal

Revenue Delay: Late billing

Compliance Exposure: Audit findings

Contract Dispute: Customer challenge

Payment Risk: Nonpayment

Legal Cost: Remediation fees

Data Integrity: Record mismatch

eSignature Pricing and Feature Snapshot for Proposal Workflows

Compare starting prices and key capabilities relevant to handling Sales Approved Proposals; signNow is listed first per vendor comparison conventions.

	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	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently Asked Questions and Troubleshooting

Answers to common issues when preparing, routing, and signing Sales Approved Proposals, including legal validity and technical checks.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures are generally enforceable under the federal ESIGN Act (15 U.S.C. §7001) and state UETA laws when intent, consent, attribution, and record retention are present. Exceptions such as wills and certain court orders remain ineligible.
Is a notarization required?
Most internal sales proposals do not require notarization. If the document will serve as a deed, power of attorney, or other instrument requiring notarization, follow state rules and consider remote online notarization where available.
What if the customer’s legal name is wrong?
Incorrect legal names can delay invoicing and tax reporting. Amend the document promptly and obtain re-signature; for material errors, involve legal or contract management to execute corrected instrumentation.
How do I set signer authentication?
Choose an authentication level appropriate to risk: email link or SMS code for low risk, knowledge-based or multi-factor methods for higher assurance or regulated transactions.
Where is the audit trail stored?
The signing platform should retain a tamper-evident audit trail containing timestamps, IP addresses, and signer events. Ensure retention settings meet internal and regulatory requirements.
How do I amend a signed proposal?
Create an amendment document that references the original proposal ID, describe changes, and collect signatures from the same authorized parties; do not edit the executed file in place.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now