How to e-sign a sales contract

Sales contracts formalize the commercial terms of a sale. B2B: order form, negotiated terms, SLAs. B2C: typically standard terms.

B2B sales contract components

• Seller and buyer info
• Product/service description
• Price and payment terms
• Delivery terms
• Warranty
• Liability limits
• Governing law

B2C sales contract

Usually a standard terms document + specific order details. Consumer protection laws apply:

• Right to withdraw (varies by jurisdiction)
• Clear total price disclosure
• No hidden fees
• Cooling-off period (some jurisdictions)

Workflow

1. Sales rep closes deal verbally 2. Generates order form in CRM (Salesforce, HubSpot) 3. Order form sent via SignBolt to customer 4. Customer signs on phone (often within minutes of verbal close) 5. Seller countersigns 6. Order auto-provisioned

Fast-close tactics

• Pre-populate all fields from CRM
• Send within minutes of verbal yes
• Mobile-first signing (customer likely on phone)
• Automated reminder at 24 hours
• Reminder escalates to sales rep at 48 hours

Next

• Sales contract templates
• Close rate improvement with e-signing