Template Library
Centralized repository of approved templates allows administrators to manage versions, apply standard metadata, and control who can instantiate specific proposal types across departments.
A template reduces variability, accelerates review cycles, and helps enforce required fields and signature steps while supporting an auditable approval trail under U.S. e-signature law such as ESIGN and UETA.
The principal investigator drafts the proposal content, completes required metadata and attachments, and submits the document for institutional review. They typically start the template, assign co-investigators, and approve final edits before routing for signatures and funding approvals.
A grants or department administrator configures institutional fields, verifies compliance items such as budget approvals or IRB references, manages distribution lists, and monitors status through the template workflow to ensure timely submission.
Institutions and project teams adopt templates to standardize submissions and centralize approvals across departments and reviewers.
Templates support coordination among these roles by clarifying responsibilities, required fields, and signature order to reduce administrative friction.
Centralized repository of approved templates allows administrators to manage versions, apply standard metadata, and control who can instantiate specific proposal types across departments.
Fields and sections that appear based on prior answers reduce complexity for contributors and ensure only relevant information is requested for each project type.
Ability to distribute the same template to multiple signers or sites for consistent data collection when managing multi-site studies or coordinated submissions.
Comprehensive event history that records views, edits, signature events, and timestamps to support compliance and post award audits.
Multiple signer authentication methods such as email, SMS, or knowledge-based verification to match institutional risk policies.
Prebuilt connectors to grants systems, cloud storage, and institutional SSO to streamline data flow and reduce manual entry.
Standard metadata fields such as project title, PI name, institution code, and sponsor information reduce manual entry and help indexing and search across grant and compliance systems.
Visible signature placeholders for investigators, department heads, and compliance officers clarify who must sign and support electronic signing methods that comply with ESIGN and UETA in the United States.
Sections that appear only when relevant—for example, human subjects questions or international components—keep proposals focused and prevent unnecessary reviewer workload.
Automatic versioning and change history preserve prior drafts, record edits by collaborators, and provide an auditable trail for formal approvals.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signer Order Policy | Sequential |
| Authentication Requirement | Email + optional MFA |
| Template Access Level | Department only |
| Retention Period | 7 years |
The mark research proposal template is designed for use on standard desktop and mobile platforms with modern browsers and secure network connectivity.
For best results, keep browsers and the template platform up to date, use institutional single sign-on where available, and confirm attachments and integrations function correctly before routing for signatures.
The department adopted a standardized proposal template that included required ethics fields and checklists
Resulting in faster approvals and clearer audit trails for regulated research.
A lead investigator used a shared template to collect consistent budgets and biosketches from partner sites
Leading to a coordinated submission with documented approvals across all institutions.
| Feature and Compliance Criteria List | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Supports ESIGN and UETA Acceptance | |||
| Audit trail and event history | Comprehensive | Comprehensive | Comprehensive |
| Bulk Send capability | Available | Available | Limited |
| Native integrations with cloud storage | Google Drive, Dropbox | Google Drive, Box | Adobe Document Cloud |
Two weeks before submission
One week before submission
Variable by board schedule
As specified by sponsor
Retention per policy
| Plan and Vendor Names | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Starting monthly price per user | From $8 per user per month | From $10 per user per month | From $12 per user per month | From $13 per user per month | From $19 per user per month |
| Includes template library | Yes, built-in library | Yes, templates available | Yes, Adobe library | Yes, basic templates | Yes, document templates |
| Bulk Send support | Available on mid plans | Available on business plans | Limited or add-on | Available on business plans | Available on business plans |
| Institutional SSO and provisioning | SAML SSO available | SAML SSO available | SSO via Adobe Admin | SAML available | SSO on enterprise plans |
| Compliance and audit features | Full audit trail and compliance controls | Enterprise-grade compliance | Enterprise controls and integrations | Compliance features available | Audit logs and controls |
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