Terms of Business

E-signature for recruitment Terms of Business (UK, legally binding under eIDAS)

Signature, IP address, timestamp, document version — captured as evidence on every signed ToB.


Every Terms of Business you send gets a unique URL the client can open in their browser. No account, no app install. They review the document, draw or type their signature, click Sign, and the executed PDF is on its way back to you within seconds.

Step 1 · You send the ToB from the agency dashboard

Dashboard → Terms of Business shows your working pipeline — drafts on the left, sent in the middle, signed on the right. Each row carries the client name, the document title, when it was last touched and the current status badge.

1Step
Dashboard Terms of Business page showing a list of ToB documents with status badges (Draft, Sent, Viewed, Signed) and timestamps
The working pipeline view. Click the share link icon on any sent row to copy the client URL, or jump to the rate-review tool to clone the rates.

Step 2 · The client opens the link and signs

The client clicks the link in their email. They see the full document with your branding, scroll through the clauses, and at the bottom find the signature pad. They draw or type their signature, click Sign, and we capture the evidence:

  • The signature image they drew or typed
  • The IP address they signed from
  • The exact timestamp (UTC) of the signature
  • The full document version they were shown, snapshotted at send time
2Step
Client-facing Terms of Business page showing the document body with clauses, the signature pad at the bottom, and a Sign button
The client signing surface. No login required - the unique URL is the capability. Branded with your agency colours and logo.

Step 3 · The signed record lands in your audit feed

As soon as the client signs, the document moves to Dashboard → Signed & Agreed — the audit/compliance surface that lists every accepted rate proposal and every signed ToB in one chronological feed. Re-download the signed PDF any time from the record.

3Step
Signed & Agreed feed showing executed Terms of Business and accepted rate proposals with timestamps, client names and document titles
Every executed agreement lives here. Separate from the working pipelines on /dashboard/terms and /dashboard/proposals.

Is this legally binding?

In the UK, e-signatures are recognised under the Electronic Communications Act 2000 and the eIDAS Regulation. The evidence stack we capture is what an enforcement court would look at if a signed ToB was ever disputed. We are not your solicitor - if you need formal confirmation for a specific clause type, ask one.


Related articles


Last updated: 2026-06-29. Did this not answer your question? Click the chat bubble bottom-right or email hello@ratecalc.io.

← Back to all articles