Trade Agreement Guide

Require buyers to accept or sign your wholesale trade agreement as a condition of approval. You publish your own counsel-supplied terms; B2B Onboard helps you present, record, and retain the buyer’s acceptance. The terms are yours — the app records the event.

Available on Growth and Pro.

What it is — and what it isn’t

The trade agreement is a dedicated acceptance step, separate from your registration form. The buyer opens a secure link, reviews your published terms, ticks a click-to-accept box, types their name, and (optionally) draws a signature. The app captures the moment of acceptance and stores a combined signed PDF — your terms plus an acceptance-certificate page.

  • You supply the terms. Upload your agreement as a PDF with a version label in Settings › Agreement.
  • The app records the event. It captures the signer name, the version accepted, the date/time, the buyer’s IP address, and their browser user-agent string, alongside the drawn signature when provided.
  • It retains the artifact. A signed PDF is generated and kept against the company; you can preview or download it any time from the company’s Agreement card.

Decision support only. B2B Onboard does not write, infer, or summarise legal or contract wording, and it does not assess whether your agreement is enforceable. This is click-to-accept plus a drawn signature with an audit trail — it is not a qualified e-signature (eIDAS/ESIGN) flow and uses no third-party signature provider. Whether your terms are binding is a matter for you and your own counsel.

Publishing your terms

  1. Go to Settings › Agreement.
  2. Enter a version label (for example v1 or 2026-01). The label lets you track which buyers signed which version.
  3. Upload your agreement terms as a PDF.
  4. Optionally turn on “Require a signed agreement before approval”.
  5. Click Publish new version. The published version becomes the in-force terms; the read-only system form appears under Forms › System forms.

Publishing a new version does not invalidate earlier signatures — it simply sets the current version. Companies that signed an older version are flagged so you can send them a re-sign link.

The approval gate

When “require for approval” is on, an application cannot be approved until the buyer has accepted the current version. On the application’s detail page you will see a banner prompting you to issue an acceptance link. The buyer can accept before you approve; once they do, their acceptance is promoted onto the company automatically when the application is approved.

The company Agreement card

Each company’s detail page has an Agreement card showing the current status:

  • Signed v<version> — the company accepted the current published version.
  • Out of date — the company signed an earlier version; send a re-sign link.
  • Not signed — no acceptance on file yet; send an acceptance link.

From the card you can preview or download the stored signed PDF and send a fresh acceptance or re-sign link to the company’s contact. Companies on an out-of-date version also surface on your Action required worklist as a re-sign item.

Privacy & retention

The acceptance record stores the signer name, version, timestamp, IP address, browser user-agent string, the drawn signature image (when provided), and the generated signed PDF. Retention of signed agreements is driven by your own policy and counsel — the app does not auto-delete them.