Parties
Full legal names and business entities for all parties, including DBA names and state of formation if a company acts as a party.
Using a complete Business Document Ray White aligns expectations between parties, reduces disputes, and creates an auditable record suitable for electronic execution under ESIGN and applicable state UETA/ESRA laws.
Different signatory roles require attention to authority to bind the organization and to any notarization or witness steps mandated by law or internal policy.
Full legal names and business entities for all parties, including DBA names and state of formation if a company acts as a party.
Clear description of services, deliverables, or transaction subject matter with measurable milestones or acceptance criteria where appropriate.
Payment amounts, schedule, method, and any retainers or reimbursements. Specify currency and tax treatment when relevant.
Exact start date of the agreement and any retroactive or conditional effective provisions that affect rights and obligations.
Designated signature blocks with printed name, title, date, and checkboxes for witness or notary steps if required.
Exhibits, scopes of work, pricing schedules, and privacy addenda that the document incorporates by reference.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code; choose stronger KBA for sensitive deals |
| Signing Order | Sequential or parallel ordering based on role hierarchy |
| Attachments | Require supporting files before allowing final signature |
| Retention | Archive signed copy in read-only format with audit trail |
Confirm that signer authentication, audit trail capture, and retention export meet legal and internal recordkeeping needs.
Provide completed document upon payer or counterparty request
Allow 2–5 business days for legal and compliance review
Expect electronic signatures within 24–72 hours for executed workflows
Comply with any statutory submission dates tied to the transaction
Align payment schedule with contract terms and invoice cycles
Finalize language, exhibits, and required fields before circulation.
Complete internal reviews and incorporate edits prior to signing.
Obtain all required signatures, notarizations, or witness attestations.
Store signed record and distribute certified copies to stakeholders.
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |