Can this agreement be e-signed?

Yes. Electronic signatures are generally enforceable under the federal ESIGN Act (15 U.S.C. §7001) and state UETA laws. Confirm that any required consumer disclosures are provided and that the method used captures intent, attribution, and retention.

Is notarization required?

Most Sales Services Agreements do not require notarization to be enforceable. Notarization may be used for evidentiary value or for state-specific formalities if the parties want extra authentication.

How do I revoke or amend the agreement?

Follow the amendment or termination provisions in the contract. Mutual amendments should be written, signed by authorized signatories, and dated. For unilateral termination, comply with notice and cure periods stated in the agreement.

What if a signer lacked authority?

If a signer lacked authority, the contract may be voidable. Obtain ratification from the authorized party or execute a new agreement signed by an authorized representative to cure enforceability issues.

How should executed agreements be stored?

Retain signed copies in a secure contract repository with access controls, tamper-evident storage, and reliable backups. Maintain audit trails showing signer identity, timestamps, and document versions.

When should I involve counsel?

Engage legal counsel for unusual compensation structures, high liability exposure, cross-border provisions, or industry-regulated services to ensure terms align with regulatory and tax obligations.

Electronic Signature
Templates
Sales
Sales Services Agreement

Sales Services Agreement

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

SALES SERVICES AGREEMENT

This Sales Services Agreement (the "Agreement") is entered into by and between:

Seller Name: Seller Billing Address: Buyer Name: Buyer Billing Address:

Effective Date:

RECITALS

Seller is engaged in the business of providing services and related deliverables. Buyer desires to purchase such services from Seller upon the terms and conditions set forth in this Agreement, and Seller agrees to provide such services to Buyer.

1. SCOPE OF SERVICES

Seller shall provide the services and deliverables described in the Items and Services table below and any written work orders agreed in writing by both parties. Services shall be performed in a professional and workmanlike manner consistent with industry standards.

2. ITEMS AND SERVICES

Item	Description	Quantity	Unit Price	Line Total
1.
2.
3.
4.

Subtotal: Taxes (specify jurisdiction): Shipping / Expenses: Total Amount Due:

3. PAYMENT TERMS

Payment is due in full as set forth below. All amounts denominated are in the currency agreed between the parties.

Payment Due Date:

Accepted payment methods (check all that apply):

Wire Transfer Check Credit Card Other

Late payments shall incur a late fee of on the outstanding balance, calculated monthly and compounded, plus any costs of collection, including reasonable attorneys' fees.

4. DELIVERY, PERFORMANCE AND RISK OF LOSS

Seller shall use commercially reasonable efforts to meet any delivery or performance dates agreed in writing. Delivery method: . Estimated delivery/performance date: .

For tangible deliverables, risk of loss passes to Buyer upon Seller's delivery to the carrier or upon Buyer’s receipt if delivered directly by Seller. For electronic deliverables, risk of loss passes upon successful electronic transfer.

5. WARRANTY

Seller warrants that services will be performed in a professional manner consistent with industry standards for a period of from completion. Seller's sole obligation and Buyer's exclusive remedy for breach of this warranty shall be: (i) re-performance of nonconforming services, or (ii) refund of fees for the nonconforming portion if re-performance is not commercially practicable. This warranty does not apply to defects resulting from Buyer's misuse, modification, or third-party services.

6. RETURNS, REFUNDS AND CANCELLATION

Cancellation by Buyer must be provided in writing and is subject to payment for work performed to date and reasonable wind-down costs. Refunds, if any, will be processed within thirty (30) days after agreement of the refund amount. Pre-paid fees for services not yet started shall be refunded less any non-recoverable costs.

7. LIMITATION OF LIABILITY

EXCEPT FOR LIABILITY ARISING FROM WILLFUL MISCONDUCT OR GROSS NEGLIGENCE, IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR INDIRECT, CONSEQUENTIAL, INCIDENTAL, SPECIAL, OR PUNITIVE DAMAGES. THE AGGREGATE LIABILITY OF EACH PARTY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THIS AGREEMENT SHALL NOT EXCEED THE AMOUNTS PAID OR PAYABLE BY BUYER FOR THE SERVICES GIVING RISE TO THE CLAIM DURING THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO LIABILITY.

8. INDEMNIFICATION

Each party shall indemnify and hold the other harmless from and against third-party claims arising from the indemnifying party's breach of this Agreement, negligence, or willful misconduct. The indemnified party shall promptly notify the indemnifying party of any claim and provide reasonable cooperation in its defense.

9. CONFIDENTIALITY

Each party shall keep confidential all non-public information disclosed by the other party and shall not use such information except to perform its obligations under this Agreement. Confidential information does not include information that is public through no breach of this Agreement or rightfully received from a third party without restriction.

10. TERM AND TERMINATION

This Agreement commences on the Effective Date and continues until completion of the services unless earlier terminated as provided herein. Either party may terminate for material breach that is not cured within days after written notice. Termination does not relieve Buyer of the obligation to pay for services performed and non-cancellable commitments incurred prior to termination.

11. FORCE MAJEURE

Neither party shall be liable for delays or failures to perform due to causes beyond its reasonable control, including acts of God, labor disputes, governmental acts, or interruptions in transportation or telecommunications. The affected party shall use reasonable efforts to mitigate the effect of such events.

12. GOVERNING LAW AND DISPUTE RESOLUTION

This Agreement shall be governed by the laws of: without regard to its conflicts of law principles. The parties agree to submit any dispute to binding arbitration in a mutually agreed venue, unless otherwise required by law. Judgment upon any arbitration award may be entered in any court of competent jurisdiction.

13. NOTICES

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth below or to such other address as either party may designate in writing.

Notice Address for Seller: Notice Address for Buyer:

14. MISCELLANEOUS

Assignment: Neither party may assign this Agreement without the prior written consent of the other party, except that either party may assign to an affiliate or in connection with a merger or sale of substantially all assets. Severability: If any provision is held unenforceable, the remainder shall remain in full force. This Agreement constitutes the entire agreement between the parties and supersedes all prior agreements relating to the subject matter hereof. Amendments must be in writing and signed by both parties.

Seller Name (Print):

By:

Date:

Buyer Name (Print):

By:

Date:

What a Sales Services Agreement Covers

A Sales Services Agreement is a written contract that defines the relationship between a seller or service provider and a buyer or client for sales-related services. It sets the scope of work, deliverables, payment terms, performance standards, intellectual property allocation, confidentiality obligations, liability limits, and termination conditions. The agreement clarifies responsibilities, timing, and remedies to reduce disputes and align expectations. It is commonly used for commissions, lead generation, account management, product onboarding, and ongoing sales support where parties need a clear record of commercial duties and compensation.

Why use a Sales Services Agreement

A clear Sales Services Agreement reduces ambiguity, documents compensation and milestones, and limits legal exposure. It helps operational teams execute work consistently and provides a contractual basis for billing, dispute resolution, and intellectual property rights.

Who typically prepares and signs this agreement

Companies and independent contractors in sales, marketing, and channel management commonly use Sales Services Agreements to document compensated selling activity and service deliverables.

Small business owners and consultants who provide sales or lead-generation services and need written compensation terms.
Internal sales operations teams documenting commission plans, territory assignments, and performance metrics with external partners.
Agencies and resellers that manage client accounts or sell products on behalf of a vendor under defined service levels.

Legal, finance, and operations stakeholders should review the agreement before execution to confirm commercial and compliance requirements are met.

Who has authority to sign

Authorized Company Signatory

An officer or manager with delegated contracting authority should sign on behalf of a business. Confirm that the signer is authorized by corporate resolution or delegation; absence of authority can render the agreement voidable and create enforceability issues in disputes.

Independent Contractor or Agent

An individual or partner signing for themselves must use their full legal name and, if applicable, include the business entity name. If signing on behalf of an entity, the signer should include title and confirm signing authority in a signature block.

Core clauses every Sales Services Agreement should include

A complete agreement balances commercial clarity with legal protections. The following clauses form the essential structure and reduce common disputes when well drafted.

Scope of Work

Define services in detail, including deliverables, acceptance criteria, exclusions, locations, and reporting requirements so both parties understand expected outputs and how success is measured.

Payment Terms

Specify compensation formula, invoicing cadence, due dates, late fees, expense reimbursement, and tax treatment to avoid payment disputes and comply with tax reporting obligations.

Term and Termination

Set the agreement duration, renewal mechanics, and termination rights for convenience, breach, or insolvency. Include notice periods and post-termination obligations such as final accounting.

Confidentiality

Protect trade secrets and customer information with a mutual or one-way confidentiality clause, including permitted disclosures and duration of obligations after termination.

IP and Work Product

Allocate ownership or license rights for deliverables, pre-existing IP, and derivative works. Specify assignment language when full transfer of rights is required for commercial use.

Liability and Indemnity

Cap liability amounts where appropriate, exclude certain damages, and define indemnification scope for third-party claims, errors, and breaches to manage financial risk exposure.

Essential information fields to collect

Party Names: Full legal names

Addresses: Street, city, state, ZIP

Tax ID: TIN or EIN

Payment Details: Bank or invoicing info

Scope Summary: Short service description

Signature Blocks: Name, title, date

Step-by-step: completing and executing the agreement

Follow these steps to prepare, review, and finalize a Sales Services Agreement with clear records and signatures.

01

Draft: Populate parties, scope, and payment formulas before review.
02

Review: Have legal and finance confirm liability and tax terms.
03

Negotiate: Track changes and finalize agreed edits in a single redline.
04

Execute: Obtain authorized signatures and retain the final signed copy.

How to set up a digital signing workflow

Configure a reproducible workflow that assigns roles, sends reminders, and retains an audit trail for each executed agreement.

Workflow Step \| Configuration	Sender email \| Signer order \| Reminder schedule
Prepare Template	Place signature, initial, and date fields in template
Add Signers	Enter signer emails and set signing order
Authentication	Select email, SMS code, or advanced verification
Retention	Enable automatic storage and audit trail capture

Where to send and how to submit the signed agreement

The executed Sales Services Agreement should be distributed to each party, stored in a central system, and, if applicable, uploaded to accounting or CRM systems.

To the Parties: Send fully signed PDF to each party via email or secure link.
Accounting: Upload to billing system for invoicing and payment workflows.
CRM: Attach to customer or partner record for reference.
Legal Archive: Store in contract repository with version control and access logs.

Common deadlines and notice periods to include

Specify clear dates for performance, payment, renewals, and termination notices so both parties know timing expectations.

Payment Due Date:

Net 30 or agreed term from invoice date

Renewal Notice:

30 to 60 days before contract expiration

Termination Notice:

30 days for convenience; shorter for breach

Performance Milestones:

Set dates tied to deliverable acceptance

Invoice Dispute Window:

Specify 15–30 days to raise billing disputes

Key milestones from negotiation to archive

Track major stages from signing through performance and closeout to ensure contractual obligations are monitored and completed.

01

Negotiation Complete

Agreed commercial and legal terms finalized and ready for signature.

02

Execution

All authorized signatures obtained and dates recorded.

03

Performance Period

Services delivered and acceptance tests or milestones completed.

04

Closeout Archive

Final accounting, deliverable transfer, and record retention steps completed.

Common mistakes to avoid when preparing the agreement

Using vague payment language that omits timing or method, which often leads to late payments and disputes.
Failing to define measurable acceptance criteria for deliverables, resulting in subjective performance disputes and settlement delays.
Allowing an unauthorized signer to execute the agreement, which can jeopardize enforceability and create liability for the signing party.
Neglecting to include data protection or confidentiality clauses where customer information or leads are exchanged, increasing regulatory and reputational risk.

Risks and potential consequences of incorrect agreements

Nonpayment Risk: Lost revenue

Tax Exposure: Incorrect reporting

Enforceability: Voidable contract

Regulatory Risk: HIPAA or privacy fines

IP Loss: Unclear ownership

Reputational Harm: Customer disputes

Real scenarios illustrating common uses

These case examples show how different organizations use Sales Services Agreements to manage commissions, integrations, and compliance obligations.

Optica Ventures LLC

Optica standardized its sales services contracts to accelerate onboarding and reduce disputes.

The team automated signature collection.
The result reduced approval cycle time and improved customer experience by creating a consistent process for commissions and deliverable acceptance.

Xerox (NetSuite Integration)

Xerox used integrated templates to align NetSuite workflows with contract terms.

Integration captured signed agreements automatically.
This ensured accurate billing and faster revenue recognition while maintaining a single source of truth for contract data and audit trails.

How a Sales Services Agreement differs from related contract types

Compare common contract alternatives to confirm that a Sales Services Agreement is the right document for the intended commercial relationship.

Criteria	Sales Services Agreement	Master Services Agreement
Purpose	compensation for sales activity	broad services and project delivery
Term Style	often short, project or campaign-based	multi-project, evergreen arrangements
Payment Structure	commission or success-based	fixed fees, time-and-materials, or milestone
Attachment Use	schedules for commissions and targets	statements of work for each project

eSignature vendor pricing and feature comparison relevant to contracts

Compare starting prices and core features for popular eSignature providers. signNow is listed first per platform comparisons; verify plan details with each vendor before purchasing.

	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
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Frequently asked questions about Sales Services Agreements

Answers to typical legal, execution, and storage questions to help avoid common issues when using a Sales Services Agreement.

Need help? Contact support

Can this agreement be e-signed?
Yes. Electronic signatures are generally enforceable under the federal ESIGN Act (15 U.S.C. §7001) and state UETA laws. Confirm that any required consumer disclosures are provided and that the method used captures intent, attribution, and retention.
Is notarization required?
Most Sales Services Agreements do not require notarization to be enforceable. Notarization may be used for evidentiary value or for state-specific formalities if the parties want extra authentication.
How do I revoke or amend the agreement?
Follow the amendment or termination provisions in the contract. Mutual amendments should be written, signed by authorized signatories, and dated. For unilateral termination, comply with notice and cure periods stated in the agreement.
What if a signer lacked authority?
If a signer lacked authority, the contract may be voidable. Obtain ratification from the authorized party or execute a new agreement signed by an authorized representative to cure enforceability issues.
How should executed agreements be stored?
Retain signed copies in a secure contract repository with access controls, tamper-evident storage, and reliable backups. Maintain audit trails showing signer identity, timestamps, and document versions.
When should I involve counsel?
Engage legal counsel for unusual compensation structures, high liability exposure, cross-border provisions, or industry-regulated services to ensure terms align with regulatory and tax obligations.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now