Can this form be signed electronically?

Yes. Electronic signatures meet U.S. legal standards when parties demonstrate intent and consent. Ensure consumer-facing disclosures are provided when required and that the chosen platform preserves an audit trail.

Which e-signature authentication is sufficient?

Email-based authentication is commonly acceptable for business-to-business sheets. For higher assurance, use multi-factor authentication or identity-proofing when signatory authority or regulated data is involved.

Does signNow support HIPAA and other compliance needs?

signNow supports HIPAA workflows under a Business Associate Agreement and holds SOC 2 Type II, ISO 27001, and other certifications. Obtain a BAA before transmitting protected health information.

How long should we keep executed sheets?

Retain executed sheets for the account lifecycle plus applicable statutory periods. Follow IRS guidance for tax records and HIPAA rules for healthcare documents.

Can I change preferences after signing?

Yes, but changes should be documented with a new executed sheet or an amendment signed by authorized parties to avoid disputes over which preferences apply.

What file formats and integrations are supported?

Common formats include PDF and DOCX. Platforms like signNow integrate with CRM and storage systems to automate saving signed sheets into account records.

Electronic Signature
Templates
Sales
Sales Preference Sheet

Sales Preference Sheet

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

SALES PREFERENCE SHEET

Parties and Billing Information

Seller (Company) Seller Billing Address Buyer (Company) Buyer Billing Address

Buyer Contact Name

Buyer Contact Phone

Buyer Contact Email

Order Preferences and Requirements

Preferred order frequency: Lead time required:

Preferred currency: Preferred payment method(s): Wire Transfer Credit Card Check Net Terms

Requested payment terms (if applicable): Late payment penalty:

Preferred shipping method: Delivery terms (Incoterms or equivalent):

Packaging preference: Standard Custom Bulk Drop-ship allowed:

Product / Service Items

Item	Description	Quantity	Unit Price	Total

Subtotal Taxes Shipping & Handling Order Total

Warranties, Returns and Liability

Warranty preference (duration and scope): Indicate desired warranty period and essential coverage. Seller and Buyer acknowledge that warranty terms included on the final sales agreement control, subject to the following preference:

Return and refund policy preference: State allowable return window, restocking fees, and conditions for credit or refund. Any preference here will be proposed for inclusion in the controlling sales contract.

Limitation of liability preference: Indicate acceptable caps on direct damages, exclusions for consequential damages, and insurance requirements. The final sales contract will incorporate negotiated limits.

Additional Commercial Terms

Price adjustment mechanism (indexing, annual increases, fixed term):

Confidentiality requirement for pricing and terms: Yes If yes, specify minimum duration:

Preferred governing law and venue for disputes:

Order Authorization

Buyer confirms that submissions of this Sales Preference Sheet are for the purpose of negotiating and preparing an enforceable sales agreement. Buyer further certifies that the person signing on behalf of Buyer has authority to provide the preferences herein for consideration in a binding contract.

Buyer authorizes Seller to rely on the preferences listed unless Seller provides written notice of inability to comply with any specific preference; preferences are non-binding until incorporated into a fully executed sales agreement.

Acknowledgements

Seller acknowledges receipt of these preferences and will use commercially reasonable efforts to accommodate Buyer preferences subject to availability, pricing, and compliance with applicable law.

By signing below, each party acknowledges that this Sales Preference Sheet is intended to document commercial preferences and does not by itself create a purchase order or constitute an acceptance of offer except where expressly agreed in writing in a separate sales agreement.

Seller:

Printed Name:

By:

Date:

Buyer:

Printed Name:

By:

Date:

What a Sales Preference Sheet Is and when teams use it

A Sales Preference Sheet is an internal business document that records a customer or prospect's stated preferences for product options, pricing or discount tiers, communication channels, lead routing, territory assignments, and signature or payment preferences. Teams use it to standardize onboarding, reduce follow-up friction, and ensure sales, service, and operations act on the same customer instructions. The form is typically kept with the account record and may be executed electronically under U.S. e-signature law when parties consent to electronic records and signatures.

Why maintaining a clear Sales Preference Sheet helps operations

A concise Sales Preference Sheet reduces repeated outreach, speeds order acceptance, and lowers dispute risk by recording explicit consent about communications, billing, product options, and signature method. It creates a single source of truth that customer-facing teams can reference during renewals, cross-sell, and support interactions.

Who completes and relies on the Sales Preference Sheet

Sales Preference Sheets are completed by sales or account teams and referenced by operations, billing, and support to honor customer choices.

Sales representatives capture customer preferences at qualification or close; they ensure alignment with pricing and territory rules.
Account managers update preferences at renewal or on scope changes to reflect new billing, contact, or product choices.
Billing and collections teams use recorded payment and invoice preferences to reduce disputes and to apply correct tax handling.

Keeping the sheet current across teams reduces processing errors and improves customer experience during subsequent transactions.

Core sections to include in a professional Sales Preference Sheet

A well-structured Sales Preference Sheet groups related choices so reviewers can find contact, pricing, product, and consent details quickly.

Contact & Communication

Primary contact name, role, preferred channels (email, phone, text), and best contact times. Include escalation contact for urgent issues and consent to receive marketing or transactional messages.

Product & Configuration

Selected product SKUs, feature options, service levels, and any approved substitutions or flexible configuration items that affect order fulfilment and billing.

Pricing & Discounts

Negotiated prices, discount approvals, contract rates, and expiration dates for special pricing. Note approval authority and any caps on discounting.

Territory & Routing

Assigned sales territory, preferred account owner, and routing rules for future inbound leads. Include geographic or vertical constraints if applicable.

Payment & Invoice Preferences

Preferred payment method, invoice delivery format, purchase order requirements, and arrears handling. Specify billing contact and remit-to address.

Consent & Signature Options

Agreement to electronic records and signatures, accepted signer roles, whether notarization is required, and any privacy or data-processing restrictions to observe.

Essential data fields to capture consistently

Customer Name: Full legal entity

Primary Contact: Name and title

Email: Business email address

Phone: Direct number

Preferred Channel: Email/Phone/Text

Signature Method: E-sign or wet

Step-by-step: completing and formalizing the Sales Preference Sheet

Follow a consistent sequence to collect, verify, and record preferences so the sheet becomes a reliable reference across teams.

01

Collect: Ask the contact all preference fields during onboarding or renewal.
02

Verify: Confirm spelling, dates, and authority before saving.
03

Record: Save the sheet to the account record and attach supporting approvals.
04

Execute: Obtain signatures or electronic consent according to recorded method.

How to configure a repeatable digital workflow for the sheet

Design a template and routing rule to ensure consistent capture, approval, and storage across accounts.

Field	Configuration
Template	Pre-fill common fields and lock required entries
Routing	Auto-send to approver based on discount threshold
Authentication	Email or SMS code for signer identity
Storage	Attach signed sheet to CRM record

Digital signature and file-format considerations

Choose a platform that supports standard document formats, audit trails, and required signer authentication methods.

File Formats: PDF and DOCX
Authentication: Email, SMS, or stronger
Audit Trail: IP, timestamps, and events

Ensure chosen platform can export signed records for long-term retention and integrate with your CRM or document repository.

Where to send completed Sales Preference Sheets

Establish a single destination for completed sheets so downstream teams can act quickly and maintain compliance.

CRM Attachment: Attach the signed sheet to the customer record
Document Repository: Store in secure cloud folder with access controls
Billing Queue: Send copy to billing for payment setup
Account Team: Notify owner and support staff of changes

Typical timelines and processing checkpoints

Set SLAs for each stage to avoid processing delays and lost revenue opportunities.

Capture Deadline:

Obtain preferences at qualification or within 3 business days of order

Approval SLA:

Approvers should respond within 48–72 hours

Execution Window:

Signatures obtained within 7 business days of final terms

Distribution Timeline:

Share copies with billing and account teams immediately after execution

Periodic Review:

Confirm preferences at each annual renewal

Common mistakes to avoid when preparing the sheet

Leaving approval fields blank or using ambiguous approval phrases that block automated routing and delay fulfillment.
Recording informal or shorthand names that do not match legal records, causing payment or contractual mismatches.
Failing to record consumer-facing consent disclosures when required, which can create regulatory exposure.
Not storing the signed sheet in the canonical CRM record, producing duplicated or outdated preference versions.

Practical risks if the Sales Preference Sheet is incorrect

Lost Revenue: Missed discounts or incorrect billing

Contract Disputes: Terms not enforced

Regulatory Exposure: Missing consumer notices

Privacy Breach: Wrong data handling

Tax Withholding: Incorrect backup withholding

Operational Delay: Order fulfillment blocked

How signNow compares on price and core features

A concise comparison of starting price and common feature availability across major e-signature providers; signNow is listed first per platform data.

	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 trial	Trial available	Trial available	Trial available	Trial available
Bulk Send	Yes	Yes	Yes	Yes	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently asked questions about using and signing Sales Preference Sheets

Answers focus on common execution, storage, and compliance questions for teams capturing preferences electronically.

Need help? Contact support

Can this form be signed electronically?
Yes. Electronic signatures meet U.S. legal standards when parties demonstrate intent and consent. Ensure consumer-facing disclosures are provided when required and that the chosen platform preserves an audit trail.
Which e-signature authentication is sufficient?
Email-based authentication is commonly acceptable for business-to-business sheets. For higher assurance, use multi-factor authentication or identity-proofing when signatory authority or regulated data is involved.
Does signNow support HIPAA and other compliance needs?
signNow supports HIPAA workflows under a Business Associate Agreement and holds SOC 2 Type II, ISO 27001, and other certifications. Obtain a BAA before transmitting protected health information.
How long should we keep executed sheets?
Retain executed sheets for the account lifecycle plus applicable statutory periods. Follow IRS guidance for tax records and HIPAA rules for healthcare documents.
Can I change preferences after signing?
Yes, but changes should be documented with a new executed sheet or an amendment signed by authorized parties to avoid disputes over which preferences apply.
What file formats and integrations are supported?
Common formats include PDF and DOCX. Platforms like signNow integrate with CRM and storage systems to automate saving signed sheets into account records.

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