Name Proposal
Record the full legal name, preferred trade name or DBA, and alternate spellings. Include punctuation and diacritical marks exactly as they should appear on state records and public filings.
A consistent naming template reduces filing errors, documents due diligence (state and trademark searches), and centralizes approvals so registrations proceed without avoidable rework or inaccurate filings.
Founders, corporate formation teams, in-house counsel, and small-business owners use this template to document name choices, checks, and approvals.
Use the completed template as a filing checklist and internal record to support state registrations and trademark filings.
Record the full legal name, preferred trade name or DBA, and alternate spellings. Include punctuation and diacritical marks exactly as they should appear on state records and public filings.
Specify entity form (LLC, Corporation, Partnership, Sole Proprietorship) and state of formation. Entity choice affects naming rules, reserved words, and filing requirements.
Document results of state Secretary of State name search, federal USPTO trademark clearance, and domain name availability. Include dates and search queries used.
Note state-specific restrictions such as required designators (LLC, Inc.), prohibited words, and whether a DBA or fictitious name registration is needed.
List required approvers, positions, dates, and signatures. Include board resolution or member consent references when applicable to document internal authorization.
Specify where to file (state SOS office), filing method (online/paper), estimated fees, filing timeline, and assigned responsible party for submission.
| Field | Configuration |
|---|---|
| Name Field | Single-line; preserve exact case and punctuation |
| Entity Dropdown | Options: LLC, Corp, Partnership, Sole Proprietor |
| Search Attach | Upload SOS and USPTO search PDFs or screenshots. |
| Signature Field | Signers must enter full legal name; include date. |
| Routing Logic | Conditional approval based on entity type and fee payer. |
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| 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 |
Required integrations and file formats for digital completion, signature capture, and secure storage across business systems.
Ensure the chosen eSignature provider supports state electronic filing methods and RON if required. For HIPAA-regulated scenarios, confirm a BAA is available and review audit-trail, encryption, and signer authentication options.
Varies by state; commonly 30–120 days
Some states/counties require publication; timelines vary by county
Priority established on federal filing date with USPTO
Processing times vary from same-day to several weeks
Post-filing compliance may include annual or biennial reports
Create name list; run SOS and USPTO searches.
Obtain board/member consents and sign-offs.
Submit articles or DBA paperwork to proper office.
Store confirmations; schedule annual report reminders.
A three-member startup used the template to consolidate name options, capture availability searches, and log member approvals before filing LLC articles.
A franchisor documented master brand and local DBAs across jurisdictions to ensure consistent naming and trademark hygiene during expansion.