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Document title, proposal number, issuing company, and customer name. Use unique identifiers for tracking and audit.
A well-structured Sales Proposal Sheet reduces miscommunication, speeds approvals, and creates an evidentiary record that supports later contracting. When executed electronically it meets legal recognition under the ESIGN Act (15 U.S.C. ch. 96) and UETA in most states, provided intent, consent, attribution, and retention requirements are met.
Typical creators and reviewers vary by organization size and industry; responsibilities are often shared across sales, legal, finance, and operations.
Clear role assignment reduces approval delays and ensures pricing, terms, and delivery commitments are validated before sign-off.
Document title, proposal number, issuing company, and customer name. Use unique identifiers for tracking and audit.
Concise description of products or services, deliverables, and any exclusions so there is no ambiguity about what is being offered.
Itemized prices, quantities, discounts, taxes, and total. State currency and whether prices are estimates or fixed for a validity period.
Key milestones and delivery dates, including proposal validity and expected start and completion dates for performance.
Payment terms, warranty summaries, cancellation terms, and governing law selection that will govern any resulting contract.
Designated signatory block with name, title, date, and signature field for customer acceptance and internal approvals.
| Field | Configuration |
|---|---|
| Drafting Template | Use a locked template with editable fields for pricing and scope. |
| Approval Steps | Require finance then legal approvals before sending to customer. |
| Signing Sequence | Set customer as final signer after internal approvals. |
| Notifications | Enable email reminders and escalation for pending approvals. |
Ensure the selected platform can retain a tamper-evident record and meet any industry compliance needs before sending proposals.
Duration the price remains valid, e.g., 30 days from issue date.
Date by which customer must accept to preserve terms.
Expected project or delivery start date upon acceptance.
Key delivery or review dates with acceptance checkpoints.
Final date to sign for the proposal to remain executable.
| 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 | Yes, 7-day trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
Tech Data uses the platform to improve internal and external customer service while increasing our speed to revenue.