Parties
Identify buyer and seller legal names, billing addresses, and point-of-contact information for notice and invoicing purposes.
A Sales Checklist reduces operational risk, ensures consistent pre-close verification, and documents approvals and deliverables. It improves handoffs between teams and preserves the facts needed for dispute resolution or audits.
The checklist is completed by staff involved in deal preparation and closing, and it is reviewed by legal, finance, or operations as required.
Use role-based completion so each item has a clear owner and timestamp for accountability.
| Field | Configuration |
|---|---|
| Deal Link | Auto-populate from CRM webhook or manual entry |
| Approver Sequence | Define ordered signers or parallel approvals |
| Authentication | Email, SMS code, or stronger KBA as required |
| Storage Location | Choose secure cloud folder or document management system |
Confirm platform capabilities for secure sharing, authentication, and audit trails before eSubmitting checklists.
Identify buyer and seller legal names, billing addresses, and point-of-contact information for notice and invoicing purposes.
Record SKUs, services, quantities, delivery dates, and any applicable service level commitments or milestones.
List unit prices, discounts, shipping, tax treatment, and any conditional pricing triggers or contingencies affecting final amount.
Document required internal approvals, approver names, dates, and role-based authority limits for signature or contract acceptance.
Capture signature method, signer identity, date, and whether notarization or witness is required for legal effect.
Include quotes, purchase orders, proof of insurance, compliance certificates, and any scope exhibits referenced by the agreement.
Date obligations commence; use MM/DD/YYYY format.
Payment due date that triggers AR follow-up.
Dates for shipment, installation, or service start.
Date after which warranty or trial obligations lapse.
Date to start retention clock for compliance purposes.
| 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 | Yes, 7-day trial | No | No | No | No |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica standardized checklists across sellers to eliminate omissions and speed closings.
Martin Properties digitized closing checklists for lease execution.