Parties
Full legal names and entity types for supplier and dealer, including state of formation and tax identification details.
A well-drafted Sales Dealer Setup Agreement reduces ambiguity about authority, payment obligations, and performance metrics, lowering the risk of disputes and unexpected costs.
The Sales Dealer Setup Agreement is completed and reviewed by teams that handle channel sales, finance, and legal compliance.
Early involvement from sales operations and legal helps prevent onboarding delays and ensures accurate tax and reporting setup.
Full legal names and entity types for supplier and dealer, including state of formation and tax identification details.
Scope and exclusivity language that defines geographic territory, permitted channels, and product or SKU coverage.
Clear formulas for commission rates, thresholds, chargebacks, timing of payments, and conditions for withholding or adjustment.
Required sales reports, reporting frequency, format, and supplier audit or verification rights for accuracy and compliance.
Initial term, renewal mechanics, notice periods, and consequences of termination including unsold inventory handling.
Governing law, dispute resolution, confidentiality, IP assignment if applicable, and indemnity limitations.
| Field | Configuration |
|---|---|
| Signer Order | Sequential routing: supplier legal → finance → dealer authorized signer. |
| Authentication | Use email or SMS code; add KBA if higher assurance required. |
| Conditional Fields | Show commission exhibits only when specific product lines are selected. |
| Notifications | Send reminders at preset intervals until signing completes. |
Choose a signing platform that meets your security, compliance, and integration needs before onboarding dealers.
Dealer should return signed agreement and W-9 within 10 business days.
Credit checks and account setup often complete in 3–7 business days.
Payments typically begin on the next scheduled payout after 30–60 days.
Sales reporting obligations usually commence with the effective date.
Store executed agreement and attachments immediately after execution.
The company standardized dealer onboarding using a single template and attachments for pricing and territory maps.
A small distributor moved to digital signature workflows to avoid in-person signings.
| 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 | Free trial available | Free trial available | Free trial available | Free trial available |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |