Merchant sales
Take agreed pricing through to a signed proposal.
Prepare a branded proposal, get approval for pricing exceptions and send the agreement for signature. Track the accepted version against the original opportunity.
What it handles
Build proposals from analysed pricing, send agreements for signature and track customer acceptance.
Sales capability
What Proposals & e-sign covers
Build proposals from analysed pricing, send agreements for signature and track customer acceptance.
01
Branded proposals with structured pricing
02
Reusable agreement and signer templates
03
Approval controls for commercial exceptions
04
Signature status, reminders and acceptance history
Workflow notes
Proposals & e-sign in practice
A merchant wants to sign but has asked for a pricing exception. The proposal sent for signature needs to reflect the rate that was approved.
What to prepare
Bring a current proposal, an agreement template, signer roles and examples of commercial exceptions that require approval.
Review the workflow
- Check that the rate breakdown matches the commercial discussion.
- Identify who may approve an exception and how the approved version reaches the signer.
- Review signature status and the handover of the accepted agreement to onboarding.
What should be checked before issuing an agreement?
Confirm the merchant entity, authorised signers, proposal version and agreed terms. Your organisation remains responsible for approving its templates and deciding whether the chosen signing process is appropriate for the agreement.
Related tools for your team
- Merchant onboarding — Coordinate applications, documents, checks, acquirer requirements and progress without losing ownership.
- Statement auditing — Extract rates, fees, volumes and anomalies from processing statements for commercial and risk review.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Agree who can approve pricing exceptions and which templates your team can send before issuing customer agreements.
Continue through Sales
Related capabilities
Show us how your team sells.
Bring your sales stages and a typical merchant enquiry. We will show how to handle the lead, follow up, prepare a proposal and pass the agreed deal to onboarding.