Entity Details
Registered name, formation state, and EIN so recipient can verify legal existence and tax status against public records.
A complete Business CAQ Document standardizes verified company facts, shortens vendor setup times, and supports tax and regulatory compliance. It creates an auditable record that demonstrates authority, reduces payment hold-ups, and documents required legal details for internal controls and third-party audits.
Typical preparers and reviewers include finance, legal, procurement, and authorized company officers.
The same document can be reused across vendors and stored as part of corporate onboarding files for consistency and auditability.
| Field Validation | Require TIN format, address, and date fields to reduce errors. |
|---|---|
| Signer Authentication | Use email + SMS or stronger options for high-risk transactions. |
| Order of Signing | Set sequential signing for internal review before external signature. |
| Attachment Rules | Require upload of formation docs or resolutions where necessary. |
| Audit Capture | Record timestamps, IP, and authentication method automatically. |
Ensure the platform meets any regulatory compliance needs (HIPAA, SOC 2, 21 CFR Part 11) and stores an exportable certificate of completion for audits.
| 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 | Verify with vendor | Verify with vendor | Verify with vendor | Verify with vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The team standardized CAQs to remove manual steps and accelerate vendor setup.
Tech Data centralized CAQ collection across business units to ensure consistent proof of authority.
Registered name, formation state, and EIN so recipient can verify legal existence and tax status against public records.
Title, delegation reference, and resolution or bylaw citation establishing the signer’s power to bind the entity.
Clear description of what the signer is authorized to do, including monetary limits, contract types, or single-transaction authority.
Statements about good standing, insolvency, or restrictions necessary for counterparty due diligence and regulatory checks.
Attachments such as articles of organization, certificates of good standing, or corporate resolutions that corroborate claims.
Signed and dated block with an authentication method and an audit trail showing signer identity and timestamp.
Provide a completed W-9 upon payer request; no fixed federal deadline
Issue to recipient and IRS by Jan 31 each year
Individual return due April 15; extensions may apply
Retain for 3 years after hire or 1 year after termination, whichever is later
Apr 15 with automatic extension to Oct 15 for eligible filers