Parties
Legal entity names and contact details for every party, including entity type and authorized signer details, to ensure enforceability and accurate service.
DB135 centralizes key contractual elements so organizations maintain consistent terms, clear execution evidence, and a reliable audit trail. Using a single, well-structured template reduces ambiguity, speeds approvals, and supports regulatory retention obligations across tax, employment, and industry-specific rules.
Legal entity names and contact details for every party, including entity type and authorized signer details, to ensure enforceability and accurate service.
The start date for obligations and rights, entered as MM/DD/YYYY; this date controls performance windows and statute of limitations calculations.
A concise description of goods or services and measurable deliverables so performance can be verified and invoicing matched against contract terms.
Clear monetary amounts, payment terms, and invoicing schedule; avoid vague phrases like 'reasonable sum' to reduce payment disputes.
Named signatories, title blocks, signature dates, and any witness or notary fields required for legal effect in the governing jurisdiction.
Exhibits, SOWs, insurance certificates, and schedules referenced in the agreement so the document is self-contained and audit-ready.
| Field | Configuration |
|---|---|
| Authentication | Email link, SMS code, or 2FA depending on signer risk |
| Signature Type | Allow typed, drawn, or PKI-based signatures where required |
| Routing | Sequential approvals with conditional routing for exceptions |
| Retention | Automatic archival to document store with PDF/A output |
Use secure eDelivery and file formats that preserve content and audit logs when circulating DB135 for signature.
Allow 3–5 business days for legal and finance review
Set a firm date for signer execution, often 7–14 days
If filing required, follow the state's submission deadline
Match invoices to executed DB135 before payment
Retention begins on effective date or signing date
Document finalized and exhibits attached for review
Legal and finance confirm terms and risk mitigation
Signatures obtained, with notarization if required
Executed PDF stored with audit trail and metadata
Optica standardized execution with a shared template to reduce review cycles.
A small real estate firm used DB135 templates for vendor and tenant agreements.
| Criteria | DB135 | Standard Contract |
|---|---|---|
| Notarization | rare | possible |
| Witnesses | typically none | varies by state |
| Typical Use | operational agreements | wide commercial use |
| Tax Reporting | may require tins | depends on transaction |
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |