Sales Agreements
Every day a deal sits unsigned is a day it can fall apart. Digital signatures remove the friction of printing, overnight shipping, and chasing paper, customers sign from their phone in minutes. This page covers the configurations and strategies that make the biggest difference in sales workflows.
→ For the general sending workflow, see Creating Agreements.
Document Types
| Type | Examples |
|---|---|
| Proposals | Service proposals, bids, solution overviews |
| Quotes | Price quotes, estimates, line-item quotes |
| Orders | Purchase orders, sales orders |
| Contracts | Service agreements, MSAs, SOWs, subscription agreements |
| Renewals | Contract renewals, amendments, extensions |
Pricing Tags
For quotes and proposals with line items, Propper's formula tags automatically calculate totals as the customer fills in quantities or selects options, no spreadsheet attachment needed.
Useful tag combinations for pricing:
- Number tags, quantity, unit price, discount percentage (filled in by sender or buyer)
- Formula tags, totals (quantity × unit price), subtotals, tax calculations (calculated automatically)
- Dropdown tags, payment terms, billing frequency, contract duration options
→ See Formula Tags for setup instructions.
Screenshot: quote-template-pricing, a quote template showing number tags for quantity and price with formula tags calculating the line total and grand total
Routing
Direct to customer, No intermediate step. Fastest option for renewals, small deals, and scenarios where internal approval isn't required.
With internal approval:
| Step | Recipient | Role |
|---|---|---|
| 1 | Sales manager | Internal approval |
| 2 | Customer | Signs |
| 3 | Account executive | Countersignature |
Parallel countersignature, Assign the customer and your countersigner the same step number if countersignature doesn't need to wait for the customer.
→ See Signing Order for setup details.
Deadlines and Urgency
7–14 days is typical for most sales agreements. Shorter windows create urgency; set them accordingly for end-of-quarter or time-sensitive deals.
Configure reminders at 2–3 day intervals, enough to prompt without overwhelming. Enable view notifications in notification settings, knowing when a customer opens the agreement is a strong buying signal and a good time to call.
Closing Fast
The fastest close scenario:
- Customize a pre-built template, about 5 minutes
- Send the agreement
- Call the customer immediately after sending, confirm they received it and offer to answer questions
- Customer signs on their phone, typically 2–5 minutes
- You countersign
- Deal closed in under an hour
For in-person meetings, use in-person signing, hand the customer a tablet or phone and they sign right there. The completed document is emailed to both parties as soon as they finish.
Multi-document Agreements
Bundle all related documents into a single agreement so customers sign everything in one session, proposal, MSA, data processing agreement, order form. One signing session means nothing is missed and the experience is clean.
Multi-location Rollouts
When selling the same agreement across multiple locations:
| Step | Recipient | Role |
|---|---|---|
| 1 | Regional manager | Approval |
| 2 | Each location | Signs simultaneously (same step number) |
| 3 | Corporate | Final countersignature |
Use Bulk Send when you need to reach a large number of locations with per-location variable data (address, contact name, pricing tier).
Tracking Deal Status
The Agreements dashboard shows every in-flight deal in real time. What to do at each status:
| Status | What it likely means | What to do |
|---|---|---|
| Sent, not viewed | Customer may not have seen the email | Follow up by phone or email |
| Viewed, not signed | Reviewing, possibly have questions | Reach out proactively to address concerns |
| Completed | Signed | Update CRM, process the order, send a welcome email |
| Expired | Deal went cold or they ran out of time | Check in, extend the deadline or resend |
After Signing
Download the signed agreement and completion certificate from the agreement detail page. Update your CRM, mark the deal closed, and initiate delivery or order fulfillment.
Common Scenarios
Customer wants changes after receiving, Void the agreement, update the document, and resend.
Wrong contact signed, Confirm signing authority with the customer, void, update the recipient, and resend.
Deal has stalled, Call to discuss. Walk through concerns, adjust terms if needed, and extend the expiration deadline if close to expiring.
Related Topics
- Creating Templates: build and manage sales templates
- Formula Tags: automatic pricing calculations
- Custom Branding: logo and colors on proposals
- Bulk Send: multi-location and high-volume deals
- Notifications & Reminders: view alerts and signing reminders
- In-Person Signing: close deals face-to-face