Entity Details
Full legal name, DBA if any, formation state, and entity type to match tax and vendor records.
Completing these forms correctly reduces processing delays, ensures tax and resale compliance, and establishes clear authority for purchases and account changes. Accurate documents also support timely fulfillment of bulk orders, correct invoicing, and proper application of any tax-exempt or resale status.
Different roles—procurement, finance, operations—should coordinate to ensure accurate tax, billing, and authorization data before submission.
Full legal name, DBA if any, formation state, and entity type to match tax and vendor records.
EIN or SSN entry, taxpayer classification, and backup withholding status where applicable.
State resale certificate details and attachments to support tax-exempt purchases where allowed.
Designated signer names, titles, and signature blocks that document who can bind the business.
Preferred invoicing contact, payment terms, and accounting references for purchase order matching.
Primary shipping address, receiving hours, and any carrier or delivery restrictions.
| Field | Configuration |
|---|---|
| Signature Method | eSignature or drawn signature |
| Authentication | Email, SMS code, or KBA |
| Routing Order | Sequential or parallel approval |
| Attachments | PDF, DOCX, or image uploads |
Use a channel that supports record retention and reproduces the full signed record for future audits.
Varies by state; provide current certificate to avoid tax charging
Activation timelines vary; incomplete forms delay access
1099 reporting deadlines may apply for independent contractors
Fulfillment lead times depend on order size
Follow Costco’s stated return policies
| 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 | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
They streamlined account setup by standardizing business documentation and attachments.
Tech Data centralized vendor documents and signer authority records for business accounts.