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Sales · walkthrough

Sales quotes and MSAs with approvals

Send quotes and master service agreements that go through Finance and Legal automatically when the deal is large, and get signed by the customer while the decision is fresh.

The problem

A growing sales team sends quotes, order forms and master service agreements every week. Small deals should move fast. Large deals need Finance to check the pricing and sometimes Legal to review changes, but asking for that by email means quotes sit in someone's inbox while the customer waits. Reps sometimes send an old version of the MSA, or a quote with a discount nobody approved.

How they set it up

  1. 01
    Use shared templates with versioning

    Keep the current MSA, order form and quote as shared templates. When Legal updates the MSA, they publish a new version and every rep sends the latest one. Documents already out keep the version they were sent with.

  2. 02
    Add variables for deal terms

    Create variables for customer name, products, quantities, price, discount, term and start date. Prefill fixed terms and mark them read-only so the customer cannot change them.

  3. 03
    Set approval rules

    Create a rule so contracts over $10,000 need Finance to approve first, and any document with a discount above a set level also needs the sales lead. Approvals happen inside eSora Sign before the customer receives the document.

  4. 04
    Route the signing order

    Order the roles: approvers first, then the customer's signer, then your authorised signer to countersign. Add the customer's procurement contact with the Gets a copy role.

  5. 05
    Let the customer redirect

    If the person you sent to is not the right signer, they can pass the document to someone else at their company. The change is recorded on the certificate.

  6. 06
    Connect your CRM

    Use the REST API to send from your CRM, and webhooks signed with HMAC-SHA256 to mark the deal closed when the document completes. Developers can also use embedded signing in a customer portal.

What changes

Small deals go straight to the customer, and large ones reach Finance automatically without a separate email chain. Reps always send the current MSA, so Legal spends less time fixing old versions. Customers sign while the conversation is fresh, and the CRM updates when they do. Every signed agreement has a full record of who approved it internally and who signed for the customer.