Parties
Full legal names and entity types for every contracting party, including DBA names where applicable; include business addresses and contact points for notices.
A well-constructed Percy Document reduces ambiguity, documents mutual expectations, and creates an enforceable record for performance and dispute resolution.
The document is intended for business-to-business transactions and internal approvals; consumer-facing financial or healthcare forms may require additional disclosures.
Full legal names and entity types for every contracting party, including DBA names where applicable; include business addresses and contact points for notices.
Clear effective date and, if needed, a separate execution date; this controls when duties, deadlines, and rights begin to run.
Concise description of services, deliverables, or obligations with measurable acceptance criteria where possible to avoid disputes.
Fixed amounts, rates, or non-monetary consideration described explicitly; tie payment schedules to milestones or invoice terms.
Length of agreement, renewal mechanics, and termination conditions including cure periods and wind-down obligations.
Signature blocks for each authorized signer with printed name, title, date, and witness or notarization lines if required.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication | Email, SMS code, or knowledge-based ID |
| Conditional Fields | Show fields only when relevant |
| Storage Location | Secure cloud folder or local repository |
Decide how you will send and store the completed Percy Document before you start the signature workflow to ensure compliance and access control.
Provide upon request; required to avoid backup withholding
Payee and IRS cut-off: January 31 (recipient and IRS)
Individual Form 1040 deadline: April 15 (extensions available)
Retain I-9 three years after hire or one year after termination, whichever is later (8 CFR §274a.2)
Record deliverable due dates and acceptance windows in the document
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
AirSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.
| 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 | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |