Propose and Close Software for Life Sciences

Experience seamless document management and electronic signing with airSlate SignNow. Streamline processes and save costs while enhancing productivity.

No credit card required
See how it works!Click here to sign a sample doc

Award-winning eSignature solution

What propose and close software for life sciences does

Propose and close software for life sciences streamlines the contracting lifecycle for clinical trials, vendor agreements, and supply procurement by combining document preparation, electronic signature, and secure storage. It centralizes templates and approval paths, enforces role-based access, and captures auditable eSignature records that meet U.S. legal frameworks. For life sciences teams, the software reduces manual handoffs, accelerates sponsor and vendor sign-off, and supports integrations with CRMs, document repositories, and trial management systems while preserving an evidentiary trail for regulatory review and internal audit.

Why life sciences teams adopt propose and close software

Consolidating proposal, negotiation, and signature in one platform shortens cycle times, reduces transcription errors, and keeps compliance controls consistently applied across study and vendor contracts.

Why life sciences teams adopt propose and close software

Common operational obstacles solved by propose and close tools

  • Fragmented approvals across teams create delays and version conflicts that slow study starts and procurement.
  • Manual signature processes increase risk of lost paperwork and make audit reconstruction time-consuming.
  • Inconsistent templates and redlining practices risk nonstandard clauses and compliance gaps across sites.
  • Difficulty tracking signatory identity and access raises regulatory and sponsor concerns.

Representative users and their responsibilities

Clinical Coordinator

Coordinates study site paperwork, tracks signature status, and ensures documents are complete before submission. Uses templates and reminders to reduce administrative overhead and maintain enrollment timelines, and escalates outstanding approvals to study managers when needed.

Regulatory Counsel

Reviews contract clauses, applies redlines, and confirms compliance with applicable regulations. Maintains an audit-ready repository of executed agreements and documents risk assessments for sponsor and institutional review.

Teams that typically use propose and close software in life sciences

Clinical operations, procurement, legal, and regulatory teams commonly use centralized propose and close tools to coordinate contract lifecycle tasks and approvals.

  • Clinical operations managers responsible for site agreements and study documents.
  • Procurement and vendor managers negotiating supplier contracts and service agreements.
  • Regulatory and legal reviewers ensuring contract language meets internal and external requirements.

Adoption usually improves cross-functional visibility and reduces time-to-execution while maintaining the governance needed for audits and inspections.

Advanced capabilities for enterprise life sciences workflows

Beyond basic signing, enterprise features address scale, automation, and strict compliance requirements encountered across multi-site studies and regulated agreements.

Bulk Send

Distribute identical documents to many recipients simultaneously while tracking individual responses and signatures

Conditional Fields

Show or hide fields based on prior inputs to streamline signer experience and reduce mistakes

API Access

Embed signing flows and automate envelope creation from clinical or procurement systems

Custom Workflows

Support sequential or parallel approvals with escalations and conditional routing

HIPAA Support

Options to configure Business Associate Agreement terms and handle PHI securely

Single Sign-On

Integrate with corporate identity providers for centralized access control

be ready to get more

Choose a better solution

No credit card required

Core features that support life sciences contracting

Essential capabilities focus on secure signing, repeatable templates, auditability, and integrations to reduce manual effort and support inspections.

eSignature

Legally binding electronic signature capture with timestamping and signer authentication methods that align with ESIGN and UETA for valid agreements in the United States.

Templates

Reusable document templates with locked clauses and fillable fields to ensure consistency across site agreements, vendor contracts, and study addenda while reducing redaction errors.

Audit Trail

Comprehensive activity records showing who viewed, signed, or modified documents, with timestamps and IP metadata suitable for regulatory review and internal audits.

Integrations

Prebuilt connectors and APIs for CRM, document repositories, and trial management systems to automate data population and synchronize executed agreements with downstream systems.

How propose and close processes flow across devices

The typical flow connects document preparation, approval, signature, and storage with notifications and status updates across platforms.

  • Prepare: Load template, populate fields, and attach exhibits
  • Authorize: Route for internal legal and regulatory approvals
  • Sign: Collect signatures via web or mobile
  • Archive: Store executed copy with audit evidence
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month

Quick setup steps for propose and close workflows

A concise four-step sequence gets a life sciences team from initial setup to first executed agreement.

  • 01
    Create templates: Import standard contracts and add reusable fields
  • 02
    Define roles: Assign signers, reviewers, and approvers
  • 03
    Set workflows: Configure sequential or parallel approval routes
  • 04
    Send and track: Dispatch envelopes and monitor status in dashboard

Six practical steps to execute your first agreement

Follow these tasks to prepare, approve, sign, and archive an initial contract in a propose and close system.

01

Draft document:

Select template and populate core fields
02

Attach exhibits:

Include budgets, schedules, and protocols
03

Add signers:

Assign roles and authentication methods
04

Route for approvals:

Send to legal and regulatory reviewers
05

Collect signatures:

Track signer progress and reminders
06

Archive executed copy:

Store final signed PDF with audit log
be ready to get more

Why choose airSlate SignNow

  • Free 7-day trial. Choose the plan you need and try it risk-free.
  • Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
  • Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Start free trial
illustrations signature

Typical workflow configuration settings for life sciences

Standard settings help enforce consistency for reminders, approvals, retention, and authentication across study and procurement documents.

Setting Name Configuration Value Example
Reminder Frequency for Pending Signatures 48 hours default; adjustable per envelope
Approval Escalation Rules for Overdue Tasks Escalate to manager after 72 hours
Default Document Retention Policy Retain six years post-study completion
Signer Authentication Default Method Email verification with optional MFA
Audit Log Retention and Export Settings Exportable CSV; retain 10 years

Device and platform compatibility for signing and administration

Modern propose and close solutions work across web browsers and mobile devices, enabling signers and administrators to complete tasks from desktop or handheld devices.

  • Desktop support: Recent Chrome, Edge, Safari supported
  • Mobile support: iOS and Android apps available
  • Browser limitations: Enable JavaScript and cookies

For institutional deployments, validate SSO compatibility, mobile security policies, and browser baselines; confirm that mobile signing meets the same authentication controls and audit capture as desktop usage to preserve evidentiary consistency.

Security controls commonly found in life sciences eSignature workflows

Data encryption: At-rest and in-transit encryption
Access controls: Role-based permissioning
Multi-factor authentication: Optional MFA for signers
Audit logs: Detailed activity records
Document tamper protection: Hashing and integrity checks
Secure storage: Redundant, access-restricted storage

Practical life sciences use cases

Two representative scenarios show how propose and close tools reduce delays and maintain compliance during trials and procurement.

Site Master Agreement Execution

A study team preloads a standardized site master agreement and uses role-based approval routing to collect signatures from sponsor, site PI, and institution representative quickly.

  • Template enforcement prevents unapproved clause changes during negotiation.
  • Faster execution reduces study start delays and ensures consistent terms across sites.

Resulting in measurable reduction in time-to-first-subject-enrolled and clearer audit records.

Vendor Purchase and Service Contracts

Procurement sets up reusable templates for reagent supply and lab services and uses conditional fields for pricing and delivery terms.

  • Automated reminders and Bulk Send for multiple vendor sites reduce manual follow-up.
  • Centralized storage provides an auditable executed contract archive accessible to finance and quality.

Leading to shorter procurement cycles and fewer invoice disputes during study operations.

Best practices for secure and accurate proposal-to-signature processes

Adopting consistent controls and clear responsibilities reduces risk and improves execution speed while preserving compliance records.

Use standardized, approved templates only
Maintain a library of institution-approved templates and lock fallback clauses to prevent unauthorized edits; institute version control and review cycles for any template changes.
Apply role-based approvals and segregation
Separate drafting, approval, and signature responsibilities so legal and regulatory reviewers sign off before execution to preserve compliance and reduce post-signature corrections.
Enable signer identity measures
Require email verification, two-factor authentication, or knowledge-based checks for high-risk agreements and record the chosen authentication method in the audit trail.
Enforce retention and archive rules
Set document retention policies consistent with institutional and sponsor requirements, and keep immutable executed copies with metadata for inspection readiness.
Connect airSlate SignNow to your apps
Check out airSlate SignNow integrations
Data accuracy, security, and compliance
airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific
Learn more about security

FAQs About propose and close software for life sciences

This FAQ addresses frequent questions about setup, compliance, device support, and common errors that life sciences teams encounter.

Feature availability across popular eSignature vendors

A concise comparison of common life sciences requirements across leading vendors and signNow, which is shown first to reflect implementation preference.

eSignature Vendor Feature Matrix Header signNow (Recommended) DocuSign Adobe Sign
Compliance with ESIGN and UETA
HIPAA-specific support options Available Available Available
API for embedded signing
Bulk Send capability for mass distributions
be ready to get more

Get legally-binding signatures now!

Start your free trial

Retention and document timing recommendations

Define storage periods and review cadences to meet regulatory requirements and institutional policies for study records and contracts.

Study agreement retention period:

Maintain signed agreements for at least 6 years after study completion

Regulatory document review cadence:

Annual review of consent and regulatory templates

Signature deadline enforcement:

Set signer reminders at 48 and 24 hours before expiry

Record access review schedule:

Quarterly access audits for privileged documents

Backup and archiving frequency:

Daily backups with quarterly integrity checks

Regulatory and operational risks to manage

Noncompliant records: Regulatory citations
Poor audit trail: Inspection delays
Unauthorized access: Data breaches
Lost documentation: Operational disruption
Contract disputes: Financial exposure
Retention failures: Legal penalties

Representative pricing and limits across vendors

Pricing varies by plan, user count, and feature set; the table lists common entry points and notable limits for budgeting comparisons with signNow first.

Pricing and Limits Comparison Header signNow (Featured) DocuSign Adobe Sign PandaDoc HelloSign
Entry-level monthly price per user Per-user monthly starting at $8 billed annually Personal plan $10 monthly Individual plan approximately $22.99 monthly Essentials from $19 monthly Starter plans around $15 monthly
API access availability Included on business plans; scalable API calls API on developer plans Enterprise API available API on business plans API available on paid plans
Bulk send or mass distribution limits Bulk Send available with per-envelope tracking Bulk Send available with limits Batch sending supported via plans Bulk sending available Bulk send supported on paid tiers
HIPAA compliance option BAA available on qualifying plans BAA available for enterprise BAA available for enterprise customers BAA available on enterprise BAA available on request
Storage and retention included Unlimited document storage on business tiers Storage quotas vary by plan Storage included with Adobe Document Cloud Storage tiers with paid plans Limited storage with paid plans
walmart logo
exonMobil logo
apple logo
comcast logo
facebook logo
FedEx logo

Explore Advanced Features

Discover More eSignature Tools

be ready to get more

Get legally-binding signatures now!

Start free trial
Company
Forms
Pricing
Resources
Knowledge base
Products
© 2026 airSlate Inc. All rights reserved.
English