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Business Booklet

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BUSINESS BOOKLET

This Business Booklet Agreement (the "Agreement") is entered into as of by and between:

Client Name:    Client Address:

Provider Name:    Provider Address:

WHEREAS

WHEREAS, Client operates a business and requires a structured booklet of services, deliverables and administrative materials to be prepared, organized and delivered to Client in accordance with the specifications set forth herein; and

WHEREAS, Provider represents that it has the experience, personnel and resources to develop, compile and deliver the Business Booklet and related materials described in this Agreement; and

WHEREAS, the parties desire to set forth the terms and conditions under which Provider will perform the work and Client will compensate Provider.

SCOPE OF WORK

Provider shall prepare and deliver to Client a comprehensive Business Booklet consisting of organizational materials, policies, procedures, templates, and supporting documentation (collectively, the "Booklet"). The Booklet shall conform to the specifications and schedule set forth below.

PAYMENT TERMS

Client shall pay Provider the sums set forth below in consideration for the services and deliverables provided under this Agreement.

All fees are due in U.S. dollars. Payments not received within the time specified shall accrue the agreed late fee and Provider may suspend performance after providing written notice and a reasonable cure period of not less than .

TERM AND TERMINATION

This Agreement shall commence on and shall continue until unless earlier terminated as provided below.

Either party may terminate this Agreement for material breach by the other party if the breaching party fails to cure such breach within the notice period specified above. Provider may also terminate immediately if Client fails to pay undisputed amounts or if continuing performance would violate applicable law.

CONFIDENTIALITY

Each party acknowledges that in connection with this Agreement it may receive Confidential Information of the other party. "Confidential Information" means non-public business, technical and financial information disclosed in connection with this Agreement, whether disclosed orally, in writing or by inspection.

The receiving party shall (a) maintain the confidentiality of such Confidential Information using at least the same degree of care it uses to protect its own confidential information but no less than reasonable care; (b) not use such Confidential Information except to perform its obligations under this Agreement; and (c) not disclose such Confidential Information to any third party except as permitted herein. Confidentiality obligations shall remain in effect for years following termination or expiration of this Agreement.

INTELLECTUAL PROPERTY

Unless otherwise agreed in writing, Provider will retain ownership of Provider's pre-existing materials and methodologies. Upon full payment, Provider grants Client a non-exclusive, non-transferable license to use the Booklet deliverables for Client's internal business purposes. Any custom materials prepared specifically for Client shall be assigned to Client upon payment, subject to Provider's moral rights and any third-party licenses.

WARRANTIES AND DISCLAIMERS

Provider warrants that the services will be performed in a professional and workmanlike manner consistent with industry standards. EXCEPT FOR THE FOREGOING, PROVIDER MAKES NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

INDEMNIFICATION

Each party shall defend, indemnify and hold harmless the other party from and against any third-party claims arising out of the indemnifying party's gross negligence, willful misconduct or material breach of this Agreement. Indemnification shall be conditioned on prompt notice and reasonable cooperation from the indemnified party.

INSURANCE

Provider shall maintain general commercial liability insurance and professional liability insurance in amounts sufficient to cover its obligations hereunder. Minimum coverage amounts:

GOVERNING LAW; DISPUTE RESOLUTION

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to its conflicts of law principles. The parties shall attempt in good faith to resolve disputes through negotiation; if unresolved, disputes shall be submitted to binding arbitration in accordance with applicable rules selected by the parties.

ENTIRE AGREEMENT

This Agreement, together with any exhibits or schedules attached hereto, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals or understandings, whether written or oral. Any amendment must be in writing and signed by both parties.

MISCELLANEOUS

If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall continue in full force and effect. Neither party may assign its rights or obligations without the prior written consent of the other party, except that Provider may assign to a successor in connection with a merger or sale of substantially all of its assets.

Client:

By:

Date:

Provider:

By:

Date:

Enter text✕

What the Business Booklet Is and How It’s Used

A Business Booklet is a consolidated packet that documents a company's core information, governance details, authorizations, and signature pages used for onboarding, banking, vendor setup, financing, and regulatory requests. It commonly contains the legal entity name, entity type, EIN or tax ID, principal address, authorized signer list, proof of formation (articles or certificate), and key attachments such as operating agreements, insurance certificates, and banking resolutions. Compiling this material into one booklet reduces repetitive requests, supports consistent external submissions, and provides a single executed record for routine commercial transactions and internal approvals.

Why Maintaining a Business Booklet Matters

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.

Why Maintaining a Business Booklet Matters

Teams and Roles That Rely on a Business Booklet

The Business Booklet is commonly used by internal teams and external partners who need verified company information and signing authority to complete transactions.

  • Finance and banking teams who open accounts or set up ACH and need EIN and authorized signer verification
  • Procurement and vendor management groups onboarding suppliers and confirming contract signatories
  • Legal and compliance teams preparing filings, audits, or inspector requests that require executed corporate documents

Use the booklet as a shared reference to reduce duplicate documentation requests and to clarify who may legally act on behalf of the business.

Essential Sections to Include in a Professional Booklet

Organize the Business Booklet into clear sections so reviewers find required facts and signatures quickly; include identifying documents, authorization pages, contact data, and any industry-specific exhibits.

Entity Details

Full legal name, DBA(s), entity type, formation state, and Employer Identification Number listed exactly as on government records for matchability.

Governance Documents

Articles of incorporation, certificate of formation, bylaws or operating agreement, and any amendments that establish authority and ownership percentages.

Authorized Signers

Resolution or signed authorization naming officers or agents with signing limits, specimen signatures, and effective dates to demonstrate authority.

Financial Credentials

Bank account instructions, ACH setup details, and any required banking resolution to permit account control or payment initiation.

Supporting Certificates

Insurance declarations, business licenses, tax-exempt certificates, and other permits referenced to demonstrate compliance for specific transactions.

Signature Pages

Clear signature blocks with printed names, titles, dates, witness or notary acknowledgements if required, and document version identifiers.

Required Information Snapshot

Business Name: Full legal entity name
Tax ID / EIN: Federal Employer ID number
Principal Address: Street, city, state ZIP
Authorized Signers: Names and titles
Formation Proof: Articles or certificate
Supporting Docs: Licenses and insurance

Stepwise Process to Complete the Business Booklet

Follow this sequence to assemble, approve, and distribute the booklet so every party has a consistent, signed record.

  • 01
    Gather Documents: Collect formation papers and certificates first
  • 02
    Identify Signers: Confirm officer names and signing authority
  • 03
    Apply Signatures: Execute signature pages in correct order
  • 04
    Archive Copy: Store executed booklet with retention metadata

How to Configure an Online Booklet Workflow

Set up fields, routing, and signer authentication to match your internal approval model before sending a booklet for signatures.

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

Where to Send or File the Completed Booklet

Decide recipients and downstream destinations based on the booklet’s purpose—banking, vendor records, legal counsel, or regulatory submission.

  • Banking: Submit to bank compliance or treasury
  • Vendors: Provide to onboarding or procurement teams
  • Internal Legal: File with corporate counsel for records
  • Regulators: Send required portions to agencies

Technical and Platform Considerations

Choose an eSignature platform that supports required formats, audit trails, and integrations before distributing the Business Booklet.

  • Integrations: CRM, ERP, cloud storage supported
  • File Formats: PDF, DOCX, and export to Excel
  • Authentication: Email, SMS, MFA options

Verify the platform provides secure storage, exportable audit reports, and role-based access to protect sensitive booklet contents.

Typical Timelines and Processing Expectations

Estimate internal and external processing times so stakeholders know when the booklet will be ready and when downstream processes can proceed.

Internal Review Cycle:

1–5 business days depending on complexity and approver availability

Signature Completion:

Under 24 hours with eSignature; up to several days if notarization required

Bank Verification:

3–10 business days for account setup and positive pay enrollment

Vendor Onboarding:

2–7 business days after receipt of completed booklet

Regulatory Filing Lead Time:

Allow extra lead time for agency reviews and processing

Common Preparation Mistakes to Avoid

  • Using informal or abbreviated business names that do not match formation documents, causing banks or vendors to reject submissions and request corrected paperwork.
  • Omitting signed authorization or resolution pages, which delays account setups and can prevent vendors from accepting purchase orders or payment instructions.
  • Uploading scanned images without searchable text or consistent filenames, leading to processing delays and difficulties matching attachments across systems.
  • Failing to confirm signer authority or effective dates, producing invalid signatures or disputes about whether signers had authority when the document was executed.

Consequences of Incorrect or Incomplete Booklets

Banking Delays: Account setup refused
Tax Exposure: Backup withholding risk
Contract Invalidity: Agreements unenforceable
Regulatory Action: Fines or compliance notices
Audit Findings: Document discrepancies cited
Operational Disruption: Payment or procurement stops

eSignature Pricing and Feature Comparison

Compare starting prices and common capabilities among leading vendors; signNow is listed first for side-by-side evaluation.

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

Frequently Asked Questions and Troubleshooting

Answers to common questions about legality, signatures, notary requirements, and secure storage for a Business Booklet.


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