Signature fields
Dedicated signature, initial, and date fields for each party, placed near scope and payment terms to create clear acceptance points and an unambiguous execution page.
The template standardizes proposals, reduces revisions, and captures consent in a format recognized under U.S. electronic signature law. Paired with signNow it supports API population and audit trails to simplify execution and recordkeeping.
Responsible for assembling the proposal, defining milestones, and ensuring acceptance criteria are clear. The project manager populates technical scope, attaches specifications, and sequences approvers so sign-offs occur in the intended order to minimize rework and ambiguity.
Reviews deliverables, confirms pricing and timelines, and signs the proposal. The client representative uses the template to validate expectations and provide legally binding consent, creating an auditable record that the vendor and client can reference through project delivery.
Teams across product, development, sales, and legal use the template to align expectations and finalize agreements efficiently.
The template supports collaboration between stakeholders and produces a single signed record for project kickoff and later reference.
Dedicated signature, initial, and date fields for each party, placed near scope and payment terms to create clear acceptance points and an unambiguous execution page.
Sequential or parallel routing for approvers and signers so legal, finance, and client representatives sign in the required order without manual coordination.
Automated pricing and subtotal fields that recalculate totals when line items or optional services change, minimizing arithmetic errors and reducing negotiation friction.
Show or hide clauses and attachment references based on selected options, ensuring the executed document contains only applicable terms and reduces unnecessary content.
Automated recording of signer IP, timestamp, and authentication method to support legal admissibility and internal compliance reviews for the executed proposal.
Controlled version history so teams can track template updates, revert to prior drafts, and ensure proposals use the most recently approved contract language.
Allow authors to convert a Google Docs proposal into an eSign-ready document, preserving formatting and enabling one-click transfer into the signature workflow while keeping collaborative editing separate from the executed copy.
Sync contact and opportunity data from CRM systems to pre-fill proposal fields, attach records, and log signed agreements back to the client profile for centralized contract management and reduced manual entry.
Automatically store executed proposals in a specified Dropbox folder with metadata for retrieval, retention, and versioning that aligns with corporate file policies and audit needs.
Add rate tables, scope checklists, and conditional fields to the template so variable terms populate correctly and calculations reflect the negotiated pricing without manual edits at signing time.
| Setting Name | Configuration |
|---|---|
| Signer Authentication Method | Email, SMS, SSO |
| Reminder Frequency | 48 hours |
| Retention Period | 7 years |
| Approval Routing | Sequential by role |
| Document Watermarking | Enabled |
The template and signature workflow are usable across web browsers and mobile devices, with specific considerations for iOS app integration and SDK usage.
For embedded signing inside a custom iOS app, use the provider SDK and test signature capture, authentication, and offline behaviors before production to ensure a smooth signer experience and consistent audit logging.
A regional development firm used the template to outline a phased iOS build with wireframes attached
Leading to faster onboarding and a single auditable agreement that supported quicker resource allocation and clearer client expectations.
An enterprise IT procurement team used the template to standardize vendor terms and attach security questionnaires
Resulting in simplified vendor onboarding, consistent contract terms, and defensible documentation during internal audits and vendor reviews.
| Criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Legally binding in US | |||
| iOS SDK available | |||
| HIPAA BAA available | |||
| Bulk Send capability |
| Plan | signNow (Featured) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Starting price (monthly) | $8 per user/month | $10 per user/month | $12.99 per user/month | $15 per user/month | $19 per user/month |
| Free tier option | Limited free trial | Limited free trial | Trial available | Limited free tier | Trial available |
| API access | Included with most plans | Available via paid plans | Included in paid plans | Available in paid plans | Included in paid plans |
| HIPAA BAA option | Available with BAA | Available with BAA | Available with BAA | Enterprise option | Available with BAA |
| Enterprise support | Dedicated support options | Enterprise SLA available | Enterprise SLA available | Enterprise plans | Dedicated support available |
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