Lead Definition
Precise criteria (industry, title, contact fields, exclusivity) that determine what counts as a billable lead and when a lead is eligible for payment.
A written Sales Lead Generation Agreement reduces ambiguity about lead quality, delivery timing, and payment triggers, lowering dispute risk and improving ROI.
The agreement is suitable whenever the source, quality standards, or payment for leads needs formalizing to manage risk and performance.
| Field | Configuration |
|---|---|
| Document Upload | PDF or DOCX; convert to searchable PDF. |
| Signer Order | Specify sequential or parallel signing order. |
| Authentication | Select email, SMS code, or KBA as needed. |
| Notifications | Enable reminders and completion receipts. |
Ensure chosen eSignature platform supports required authentication strength, audit trails, and any industry-specific compliance such as HIPAA when handling protected health information.
Precise criteria (industry, title, contact fields, exclusivity) that determine what counts as a billable lead and when a lead is eligible for payment.
Objective validation steps and timelines (e.g., contact attempts, duplicate checks) for accepting or rejecting delivered leads.
Per-lead fee, invoicing cadence, dispute handling, and conditions triggering chargebacks or withholding.
Obligations for storing, transmitting, and deleting PII; require security measures and breach notification obligations.
Duration, renewal mechanics, and termination rights for material breach, non-performance, or change in law.
Caps on direct damages, exclusions for consequential loss, indemnities, and insurance requirements to manage exposure.
Attach CSV or PDF evidence showing timestamps, contact attempts, and lead-source metadata to support acceptance testing and dispute resolution.
Include a DPA when personal data is processed. State security controls, subprocessors, retention, and deletion procedures to meet privacy obligations.
Detailed pricing schedule and volume discounts as an exhibit to avoid ambiguity in the main contract body and facilitate invoicing.
Save signed agreements as PDF/A and retain machine-readable copies (DOCX) for search and archival 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 | 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
An agency supplying B2B leads for a SaaS client used precise title and company-size criteria to reduce rejections.
A broker buying buyer-intent leads defined geographic exclusivity and lead recency rules to reduce duplicates.