Can the review be e-signed?

Yes. Electronic signatures are generally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted. Verify exclusions such as certain court filings or testamentary documents before proceeding.

What authentication is sufficient?

Use email plus an SMS code for routine approvals; require stronger authentication, such as SSO or KBA, for high-value deals or regulated transactions.

Who must sign the review?

Internal approvers identified in the approvals section must sign; the review itself documents internal consent but is not a replacement for the customer contract signature.

How do I amend a completed review?

Create a revision with change notes and re-route for approvals. Preserve prior approved versions with version control and date-stamped audit trails.

How long should I retain the record?

Retain according to business needs and law: at least 3 years for tax matters (IRC §6501(a)) and six years for HIPAA-related items (45 CFR §164.530(j)).

What happens if a signature is missing?

Missing required signatures can invalidate internal approvals. Halt execution until signatures are obtained or documented delegations justify proceeding.

Electronic Signature
Templates
Sales
Sales Deal Review

Sales Deal Review

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

SALES DEAL REVIEW

Deal Summary

Deal Reference Number: Deal Date:

Seller Information

Seller Legal Entity Seller Billing Address Seller Contact

Buyer Information

Buyer Legal Entity Buyer Billing Address Buyer Contact

Products / Services

List each line item. Specify unit, quantity and negotiated unit price. Line total shall be calculated as quantity × unit price.

Item	Description	Quantity	Unit Price	Line Total

Subtotal Taxes Shipping & Handling Total Deal Value

Payment Terms

Payment Due: Accepted Methods:

Credit Card Wire Transfer Check Other

Late Payment Penalty

Delivery & Risk of Loss

Estimated Delivery Date:

Shipping Method Risk of Loss

Warranty

Warranty Period Warranty Coverage Exclusions

Returns & Refunds

Limitation of Liability

The parties acknowledge and agree that Seller's aggregate liability arising out of or related to this deal, whether in contract, tort (including negligence), strict liability, or otherwise, shall not exceed the total amount actually paid by Buyer to Seller under this deal. In no event shall either party be liable for incidental, consequential, special, punitive, or exemplary damages, including lost profits, except to the extent such exclusion is prohibited by applicable law.

Governing Law

This Sales Deal Review and any resulting agreement shall be governed by and construed in accordance with the laws of the jurisdiction specified below without regard to conflict of law principles.

Approvals & Compliance Checklist

Confirm required internal approvals and compliance reviews have been completed:

Sales Manager Approved Legal Approved Finance Approved

Negotiation Notes / Deviations

Certifications

By executing below, each signing party certifies that the facts set forth in this Sales Deal Review are true and accurate to the best of their knowledge, that they have authority to bind their respective organization to the terms set forth herein, and that they have obtained all internal approvals necessary to consummate the transaction described.

Seller Printed Name:

By:

Date:

Buyer Printed Name:

By:

Date:

What a Sales Deal Review Is and When It’s Used

A Sales Deal Review is an internal document that summarizes the commercial, legal, and operational terms of a proposed sale to support approval, pricing, and risk assessment. It consolidates the deal value, key terms, required approvals, outstanding contingencies, and supporting documents so stakeholders can evaluate the opportunity consistently. The review helps align sales, finance, legal, and operations before signatures are obtained or contracts are issued. For many organizations it is a required gate in the approval workflow and a record used for audits, forecasts, and post-close reconciliation.

Why a Structured Review Matters for Sales Outcomes

A consistent Sales Deal Review reduces approval delays, clarifies pricing and concessions, and lowers legal and operational risk across deals of varying complexity.

Who Typically Completes and Reviews a Sales Deal Review

The Sales Deal Review is a collaborative record prepared by sales and reviewed by finance, legal, and relevant business leaders before final approval.

Sales managers and account executives: prepare deal economics, client terms, and required concessions for review.
Finance and revenue operations: verify pricing, margin impact, billing terms, and customer credit status.
Legal and compliance: assess contract terms, regulatory constraints, and required clauses or redlines.

Use the template to document roles and sign-off order so responsibility is clear and approvals are auditable.

Step-by-Step: Complete a Sales Deal Review

Follow these steps to complete the review, route it through approval stages, and capture a signed record suitable for audit.

01

Prepare summary: Enter deal overview, customer, product, and total value.
02

Attach support: Upload quote, order form, and negotiated term sheet.
03

Route for approvals: Set approval order for finance, legal, and executive sign-off.
04

Capture signatures: Collect signatures, finalize file, and archive copy.

How to Configure an Electronic Review Workflow

Typical workflow settings ensure the review routes correctly and records each approval action for auditability.

Field	Configuration
Signature authentication	Email link, SMS code, or stronger KBA where required
Conditional fields	Show approvals only when concessions or discounts exceed thresholds
Approval order	Sequential or parallel routing based on role and amount
Notifications	Automated reminders at set intervals until signer action

Digital Signing and Technical Requirements

Choose a platform that supports required authentication, audit trails, and storage formats for the Sales Deal Review.

Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
File formats: PDF, Word DOCX, HTML, Excel
Authentication: Email, SMS code, SSO and advanced options

Where to Send and Store Completed Reviews

Define recipient lists and storage locations to ensure accessibility and compliance after signature.

Email stakeholders: Send final signed copy to approvers and customer contacts.
CRM record: Attach signed PDF to the opportunity or account record.
Document repository: Store master in Box, Google Drive, or corporate repository.
Legal archive: Preserve for audits and dispute resolution.

Essential Sections of a Professional Sales Deal Review

Include these six elements to make the review actionable for approvers and auditable for compliance.

Executive summary

Concise deal description, customer background, strategic rationale, and one-line recommendation for approval or escalation.

Deal economics

Detailed price, margin, discounts, payment terms, and revenue recognition notes to inform finance approvals.

Risks & contingencies

List open items, required customer commitments, delivery constraints, and any credit or indemnity exposures.

Contract terms

Summarize key contractual clauses: term, termination, liability caps, warranties, and SLA obligations.

Approvals & signatories

Identify required approvers, their authority thresholds, and the order of signatures.

Attachments

Reference exhibits, quote sheets, SOWs, compliance forms, and any redlines for legal review.

Practical Capabilities to Include in the Template

These capabilities make the Sales Deal Review usable across teams and simplify downstream processes.

Export options

Provide signed export in PDF and DOCX for archival and legal use, and an editable source for internal updates.

Version control

Track edits and preserve prior approvals so reviewers can see the change history and reapprove if material changes occur.

Audit trail

Capture timestamps, IP addresses, and signer authentication events for each action on the record.

Access control

Role-based permissions to limit who can edit, view, or approve based on job function.

Common Mistakes to Avoid When Preparing a Sales Deal Review

Incomplete financials: Failing to break out recurring versus one-time revenue causes forecasting and billing errors and can delay finance approval.
Missing approvals: Skipping required legal or credit approvals risks noncompliance with delegated authority and may invalidate the contract.
Unclear contingencies: Not listing required customer actions or delivery milestones leads to disputes and missed obligations after close.
Inconsistent IDs: Omitting a consistent deal reference prevents reliable linkage to CRM, invoices, and revenue records during audits.

Risks and Consequences of an Incorrect or Incomplete Review

Revenue errors: Misstated revenue recognition

Delayed close: Prolonged approval cycles

Regulatory risk: Noncompliance exposure

Contract disputes: Ambiguous obligations

Tax penalties: Incorrect reporting fines

Credit risk: Unvetted customer default

How a Sales Deal Review Differs From a Sales Contract

A Sales Deal Review is an internal approval record; a sales contract is a legally binding agreement executed with the customer.

Criteria	Sales Deal Review	Sales Contract
Purpose	internal approval	legal obligation
Timing	pre-contract	post-approval or concurrent
Signatures required	internal approvers	customer and company signatories
Legal standing	not binding on customer	enforceable agreement

eSignature Pricing and Feature Snapshot for Deal Reviews

Compare common plan and feature considerations for eSignature platforms used to execute Sales Deal Reviews and related contracts.

	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	Trial available	Trial available	Trial available	Trial available
Bulk Send	Yes (Business Premium)	Yes	Yes	Yes	Varies by plan
Audit Trail	Yes	Yes	Yes	Yes	Yes
Envelope Cap	No limit	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Typical Deadlines and Turnaround Expectations

Set clear internal deadlines to avoid bottlenecks and align expectations across approvers.

Review initiation:

Start within 24–48 hours of signed term sheet submission.

Manager turnaround:

Initial manager review completed in 2–3 business days.

Legal turnaround:

Legal review targeted 3–5 business days, longer for complex terms.

Final signature deadline:

Set a firm signature date tied to pricing or customer commitments.

Archival schedule:

Archive signed documents within 48 hours of final signature.

Key Approval Milestones

Map milestone stages so each reviewer knows their deliverable and timeline in the sequence below.

01

Submission

Sales uploads the completed review and supporting documents for routing.

02

Manager review

Direct manager verifies deal economics and flags exceptions.

03

Legal review

Legal assesses contractual risk and required clauses.

04

Final approval

Authorized signatory signs and the document is archived.

Examples: How Organizations Use the Sales Deal Review

Concrete examples show how a standardized review supports speed and compliance in real operations.

Tech Data — Enterprise integration

Tech Data standardized reviews across teams to speed revenue recognition and centralize approvals.

The approach integrated signNow with internal systems to automate routing.
The result was faster internal processing and clearer audit trails while preserving security and governance for high-volume enterprise deals.

Martin Properties — Real estate deals

Martin Properties used online reviews to process lease and sales offers remotely.

Mobile signing allowed on-site closings and remote approvals.
They report efficient execution with full compliance, secure archives, and fewer in-person meetings while preserving legal records for each transaction.

Frequently Asked Questions About Sales Deal Reviews

Answers to common questions about signing, approvals, retention, and electronic execution of a Sales Deal Review.

Need help? Contact support

Can the review be e-signed?
Yes. Electronic signatures are generally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted. Verify exclusions such as certain court filings or testamentary documents before proceeding.
What authentication is sufficient?
Use email plus an SMS code for routine approvals; require stronger authentication, such as SSO or KBA, for high-value deals or regulated transactions.
Who must sign the review?
Internal approvers identified in the approvals section must sign; the review itself documents internal consent but is not a replacement for the customer contract signature.
How do I amend a completed review?
Create a revision with change notes and re-route for approvals. Preserve prior approved versions with version control and date-stamped audit trails.
How long should I retain the record?
Retain according to business needs and law: at least 3 years for tax matters (IRC §6501(a)) and six years for HIPAA-related items (45 CFR §164.530(j)).
What happens if a signature is missing?
Missing required signatures can invalidate internal approvals. Halt execution until signatures are obtained or documented delegations justify proceeding.

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