Entity Details
Full legal name, DBA(s), entity type, formation state, and Employer Identification Number listed exactly as on government records for matchability.
A complete Business Booklet reduces friction during vendor onboarding, account opening, audits, and compliance checks by providing one authoritative source of entity facts and signed authorizations. It speeds approvals, lowers repeated information requests, and creates a durable record for due diligence and regulatory review.
The Business Booklet is commonly used by internal teams and external partners who need verified company information and signing authority to complete transactions.
Use the booklet as a shared reference to reduce duplicate documentation requests and to clarify who may legally act on behalf of the business.
Full legal name, DBA(s), entity type, formation state, and Employer Identification Number listed exactly as on government records for matchability.
Articles of incorporation, certificate of formation, bylaws or operating agreement, and any amendments that establish authority and ownership percentages.
Resolution or signed authorization naming officers or agents with signing limits, specimen signatures, and effective dates to demonstrate authority.
Bank account instructions, ACH setup details, and any required banking resolution to permit account control or payment initiation.
Insurance declarations, business licenses, tax-exempt certificates, and other permits referenced to demonstrate compliance for specific transactions.
Clear signature blocks with printed names, titles, dates, witness or notary acknowledgements if required, and document version identifiers.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel signing as required |
| Authentication Level | Email, SMS code, or KBA depending on risk |
| Required Fields | Make signatures and dates mandatory |
| Retention Settings | Enable audit trail and export options |
Choose an eSignature platform that supports required formats, audit trails, and integrations before distributing the Business Booklet.
Verify the platform provides secure storage, exportable audit reports, and role-based access to protect sensitive booklet contents.
1–5 business days depending on complexity and approver availability
Under 24 hours with eSignature; up to several days if notarization required
3–10 business days for account setup and positive pay enrollment
2–7 business days after receipt of completed booklet
Allow extra lead time for agency reviews and processing
| 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 | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |