Can this agreement be e-signed?

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

When is a notary or witness required?

Most sales agreements do not require notarization or witnesses, but specific instruments (deeds, affidavits) and some state rules may require them; check state notary statutes before omitting notarization.

How do I correct a signed agreement?

Corrections typically require amendment or restatement signed by all parties; avoid altering executed originals without documented mutual consent to preserve enforceability and the audit trail.

Who has authority to sign?

Authorized signers are officers or employees with delegated authority; require signers to include title and, when in doubt, a certificate of incumbency or board resolution to confirm authority.

How long must I keep signed agreements?

Keep executed agreements for the contract term plus at least three years; industry-specific rules apply, for example IRS records three years (IRC §6501(a)) and HIPAA six years (45 CFR §164.530(j)).

Can a signer revoke consent to electronic records?

Under ESIGN, consumer-facing transactions require an initial consent process and a withdrawal procedure; revocation may require transitioning to paper or following the platform’s documented withdrawal process.

Electronic Signature
Templates
Sales
Sales Customer Agreement

Sales Customer Agreement

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

Sales Customer Agreement

Parties and Agreement Date

This Sales Customer Agreement ("Agreement") is entered into between the following parties on the Effective Date set forth below.

Seller (Supplier) Name Seller Billing Address Seller Contact (Phone / Email) Customer (Buyer) Name Customer Billing Address Customer Contact (Phone / Email)

Effective Date: , Purchase Order No.:

Recitals

Seller agrees to sell and Buyer agrees to purchase the goods and/or services described herein, subject to the terms, payment, delivery, warranty, and limitation of liability provisions set forth in this Agreement. Seller and Buyer acknowledge that this Agreement, together with any purchase order incorporated herein, constitutes the entire agreement between the parties with regard to the transactions described below.

Products / Services

The items, quantities, unit prices and line totals for the goods or services sold under this Agreement are set forth below.

Item	Description	Quantity	Unit Price	Line Total

Subtotal Sales Tax (rate %) Shipping & Handling Order Total

Payment Terms

Payment is due in full within days from invoice date, unless otherwise agreed in writing. Accepted payment methods (select all that apply):

Credit Card Wire Transfer / ACH Check

Late payments shall incur a late charge of % per month on the unpaid balance, and Buyer is liable for reasonable costs of collection, including attorneys' fees.

Delivery and Risk of Loss

Delivery shall be made FOB Seller's facility unless otherwise stated. Estimated delivery date: ,

Shipping Method

Warranty

Seller warrants that goods supplied under this Agreement shall be free from material defects in workmanship and materials under normal use for a period of months from delivery. This warranty is limited to repair or replacement, at Seller's option, of defective goods; it does not cover damage from misuse, alteration, or improper installation.

Warranty Details / Exclusions

Returns and Refunds

Returns are accepted only with prior written authorization from Seller. Authorized returns must be shipped prepaid and accompanied by Seller's return authorization number. Return window: days from delivery. Restocking fee (if any): %

Return Instructions

Limitation of Liability

Except for Seller's express warranty obligations set forth above, Seller's liability for any claim arising out of or relating to this Agreement shall be limited to direct damages not to exceed the total amount paid by Buyer for the goods or services giving rise to the claim. In no event shall Seller be liable for consequential, incidental, special, punitive, or exemplary damages, including lost profits.

Governing Law and Miscellaneous

This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction specified below without regard to conflict of law principles. Venue for any dispute shall be the courts located in that jurisdiction.

Governing Law (State / Province)

Force majeure events, assignment, severability, and amendment provisions apply as follows: neither party shall be liable for delays or failures due to causes beyond its reasonable control; this Agreement may not be assigned without the other party's written consent (except to a successor in interest); if any provision is held unenforceable, remaining provisions shall remain in force; modifications must be in writing signed by both parties.

Acknowledgment

By signing below, the individuals signing represent that they are authorized to bind their respective parties to this Agreement, and each party acknowledges receipt of a fully executed copy of this Agreement.

Seller Name:

By:

Date:

Customer Name:

By:

Date:

What a Sales Customer Agreement Is and When It Applies

A Sales Customer Agreement is a written contract between a seller and a buyer that sets the specific terms for the sale of goods or services. It typically defines the parties, the goods or services provided, pricing and payment terms, delivery and acceptance criteria, warranties, returns, limitations of liability, confidentiality, and termination rights. In the United States these agreements can be executed on paper or electronically and are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and state UETA laws when the parties demonstrate intent, consent, signer attribution, and durable record retention.

Why a Clear Sales Customer Agreement Matters

A clear agreement reduces disputes, sets payment and delivery expectations, preserves enforcement rights, and documents remedies. It also creates an auditable record that supports collections, regulatory compliance, and consistent customer experience when signed and retained correctly.

Who Typically Prepares and Signs These Agreements

Small businesses often use standardized templates; larger organizations add clauses and approvals before signature to manage risk.

Sales and account managers: Prepare scope, pricing, and commercial terms for customer acceptance.
Legal and contracts teams: Review indemnities, warranties, and governing law for risk mitigation.
Procurement and accounts payable: Approve payment terms and ensure compliance with internal purchasing rules.

Step-by-Step: Completing a Sales Customer Agreement

Follow this sequence to prepare, review, sign, and archive the agreement efficiently.

01

Prepare document: Populate party details, scope, pricing, and deadlines.
02

Internal review: Have legal or procurement review high-risk clauses and payment terms.
03

Obtain signatures: Send for signatures by the authorized signers using chosen authentication.
04

Store and distribute: Provide executed copies and retain an audit trail for records.

Key Clauses to Include in a Professional Sales Customer Agreement

These core clauses define obligations and protect both parties by clearly allocating risk, performance expectations, and remedies.

Scope of Work

Clear description of goods or services, deliverables, milestones, and any included or excluded work.

Payment and Fees

Price, invoicing schedule, accepted payment methods, late payment penalties, and taxes responsibility.

Delivery and Acceptance

Delivery terms, transfer of title, inspection period, and formal acceptance criteria or remedies for rejection.

Warranties and Limitations

Express warranties, warranty period, and limits on liability or consequential damages.

Confidentiality

Non-disclosure obligations, permitted disclosures, and duration of confidentiality commitments.

Termination and Remedies

Events permitting termination, cure periods, and post-termination obligations including return of property.

Security and Compliance Controls to Consider

Encryption: AES-256 at rest; TLS 1.2/1.3 in transit

Authentication: Email, SMS code, or multi-factor options

Audit Trail: Timestamp, IP, and action history

HIPAA BAA: Available when handling PHI

Certifications: SOC 2 Type II, ISO 27001

Access Controls: Role-based permissions and logs

Key Risks and Consequences of Errors

Invalid signature: May render agreement unenforceable

Payment disputes: Risk of collections costs and delays

Tax exposure: Backup withholding or reporting issues

Notary omission: May limit record acceptance in some states

Data breach: Regulatory fines and reputational harm

Statute lapses: Shortened cure or claim windows

Common Preparation Errors to Watch For

Using ambiguous payment or delivery terms that leave acceptance criteria undefined and prolong dispute resolution.
Allowing unsigned or partially signed pages to circulate, creating uncertainty about party intent and contract completeness.
Assigning the wrong signatory authority by not verifying that the signer has corporate or delegated signing power.
Failing to include governing law and jurisdiction, which can complicate remedies and add litigation cost.

How Electronic Execution and eSubmission Typically Works

Electronic signing follows a predictable workflow that preserves intent, identity, and a tamper-evident record suitable for enforcement.

Upload: Sender uploads the agreement to the eSignature platform.
Place fields: Add signature, date, and initial fields for each signer.
Authenticate: Signer verifies identity via email, SMS, or stronger methods.
Complete: Signed document and audit trail are generated and distributed.

Typical Digital Workflow Settings for Sales Agreements

Configure these settings to match your risk profile and required verification level before sending for signature.

Field	Configuration
Authentication Method	Email link \| SMS code \| Two-factor
Field Types	Signature, Initials, Date, Checkboxes
Conditional Logic	Show fields only when applicable
Audit Trail	Enabled with timestamps and IPs

Comparing eSignature Options for Executing Sales Customer Agreements

Vendor pricing and feature availability vary; signNow is listed first to show comparative starting prices, compliance options, and envelope limits.

	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 (paid tiers)	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Real-World Examples of Sales Agreement Use

These real customer examples illustrate how organizations execute and rely on signed agreements in practice.

Optica Ventures

Brian Fitzgibbons, COO, describes streamlined signing for clients

Mobile-friendly signing reduced turnaround
The team found the interface simple for staff and customers while maintaining consistent records for audits and follow-up.

Fertility Centers of Illinois

John Butler, Founder, emphasizes responsive support

Integration with systems simplified workflows
The organization cited responsive vendor support, API utility, and consistent security controls when adopting digital execution.

Practical Tips to Reduce Errors and Speed Execution

Adopt these practices to improve accuracy, reduce cycle time, and create enforceable records for sales transactions.

Define payment terms clearly

Specify amounts, due dates, late fees, and a single invoicing contact to avoid back-and-forth and to reduce disputes that delay collections and revenue recognition.

Specify delivery and acceptance

Include concrete acceptance tests, inspection windows, and remedies for nonconforming goods so all parties understand when title transfers and when invoices become due.

Confirm signer authority

Require title or role in the signature block and document delegated signing authority internally to prevent later claims that signers lacked power to bind the organization.

Maintain version control

Use a single controlled master, track edits, and require re-signature for substantive changes to prevent conflicting document copies and to preserve a clear audit trail.

Frequently Asked Questions About Sales Customer Agreements

Answers to common questions about e-signatures, notarization, signatory authority, retention, and correcting signed agreements.

Need help? Contact support

Can this agreement be e-signed?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided intent, consent, attribution, and durable record retention are satisfied.
When is a notary or witness required?
Most sales agreements do not require notarization or witnesses, but specific instruments (deeds, affidavits) and some state rules may require them; check state notary statutes before omitting notarization.
How do I correct a signed agreement?
Corrections typically require amendment or restatement signed by all parties; avoid altering executed originals without documented mutual consent to preserve enforceability and the audit trail.
Who has authority to sign?
Authorized signers are officers or employees with delegated authority; require signers to include title and, when in doubt, a certificate of incumbency or board resolution to confirm authority.
How long must I keep signed agreements?
Keep executed agreements for the contract term plus at least three years; industry-specific rules apply, for example IRS records three years (IRC §6501(a)) and HIPAA six years (45 CFR §164.530(j)).
Can a signer revoke consent to electronic records?
Under ESIGN, consumer-facing transactions require an initial consent process and a withdrawal procedure; revocation may require transitioning to paper or following the platform’s documented withdrawal process.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now