# Quote to Signed Contract

> The handoff from a verbal yes to a signed contract, with a clean trigger into billing and onboarding so nothing falls between teams.

**Category:** Sales

**When to use:** When a prospect verbally agrees and you need a clean path to signature.

**Trigger:** Prospect gives a verbal yes

## Steps

1. Send the order form or contract the same day, pre-filled with the agreed scope, term, and price.
2. Name a single internal owner for the signature chase and a check-in date three business days out.
3. Confirm the legal and procurement path on the buyer side and book any required review call.
4. On signature, set the opportunity to closed-won and stamp the start date.
5. Trigger billing setup and the onboarding kickoff in the same hour the deal is marked won.
6. Send the buyer a short welcome with the named onboarding owner and the first milestone date.

## Outputs

- A signed contract or order form
- A closed-won opportunity with a start date
- A billing record and an onboarding kickoff scheduled

## Tools

- Contract / e-signature tool
- CRM
- Billing system

## Notes

The gap between verbal yes and signature is where momentum dies. A named owner and a three-day check-in keep it warm.

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Free SOP from the OrgTP Process Library — https://orgtp.com/process-templates/quote-to-signed-contract
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