Entity Details
Legal entity name, DBA, EIN, formation state, and business type. Providing exact legal names avoids mismatched identity between documents and government records.
A well-constructed Business AX Page reduces processing errors, clarifies who may act on behalf of a company, and creates a reproducible record for audits and regulatory review. Proper form design supports enforceability under ESIGN (15 U.S.C. ch. 96) and applicable state UETA frameworks.
The Business AX Page is completed by corporate representatives, legal teams, vendor managers, and HR or finance staff when authorizations or formal company details are required.
Multiple departments often share responsibility: one group supplies entity data, another confirms authority, and a final approver signs or notarizes as required.
Legal entity name, DBA, EIN, formation state, and business type. Providing exact legal names avoids mismatched identity between documents and government records.
Names, titles, contact information, and evidence of authority (board resolution, bylaws excerpt). Clear signer roles prevent later disputes about authorization.
Effective date and term, payment or consideration, and any conditional clauses. Precise dates determine when obligations and deadlines start.
Supporting exhibits (certificate of formation, resolution, photo ID, tax forms). Attachments supply verifiable authority and reduce downstream requests for documents.
Notary acknowledgements, witness blocks, or electronic authentication method used. Capture method details for audit and legal admissibility.
Creation timestamps, IP addresses, and signer audit trail entries. This data supports record retention and dispute resolution.
| Field | Configuration | Required | Conditional | Validation |
|---|---|
| Signer Order | Sequential routing with mandatory approver |
| Required Fields | Entity name, EIN, effective date |
| Authentication Method | Email + SMS code or KBA if needed |
| Retention Setting | Auto-archive with exportable audit trail |
Use e-signature platforms that accept PDF, DOCX, and preserve an audit trail for admissibility.
Allow 1–3 business days for initial completeness checks
Verification and document review typically 3–5 business days
Allow 1–7 days for in-person or RON sessions
Follow agency deadlines; consult agency guidance
Archive signed copy within 7 days of completion
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |
| Envelope Cap | No envelope cap | Limits to 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |