Once you’ve made the sale, you need to ensure that the correct paperwork is put in place. Our template covers the essentials of any sales contract.

1Create the sales contract document and include the following

Importance: Essential

1.1Identities of buyer & seller, and date of agreement

Importance: Essential

1.2Description of goods and/or services

Importance: Essential

1.3Price and payment terms

Importance: Essential

1.4Delivery terms

Importance: Essential

1.5Additional provisions

Importance: Optional

This could include:
- Governing law
- Amendments
- Dispute resolution
- Warranties
- Severability

2Check contract with relevant parties

Importance: Essential

This could be:
- Account manager
- Sales manager
- MD / CEO

3Sign and send to client

Importance: Essential

Request signature and return within the desired time period

4File the signed contract once it's returned

Importance: Essential

5Start the customer onboarding process

Importance: Essential

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