Header
Identifies the document name, unique reference number, and version or revision date to avoid duplicate or stale documents in circulation.
Completing TD1AB correctly preserves enforceability, simplifies downstream processing, and reduces dispute risk. A complete, well-formatted TD1AB speeds approvals, supports audit readiness, and makes electronic retention and retrieval practical under federal and state recordkeeping rules.
Assign preparation to the person with authority over the subject matter and ensure signatories match corporate authorization records.
Identifies the document name, unique reference number, and version or revision date to avoid duplicate or stale documents in circulation.
Full legal names, entity types, and contact information for each party; must match formation documents to prevent identification disputes.
Concise description of the goods, services, or obligations covered, including clear deliverables and measurable acceptance criteria where applicable.
Explicit statement of money, credits, or other consideration exchanged, with currency and payment terms to avoid later interpretation issues.
Effective date in MM/DD/YYYY format and duration or termination triggers that determine rights and post-termination obligations.
Designated signature lines for each party including printed name, title, date, and witness or notary area when required by law.
| Field | Configuration |
|---|---|
| Signer Order | Set sequential or parallel routing depending on approval needs. |
| Authentication | Choose email link, SMS code, or KBA for higher assurance. |
| Conditional Fields | Show or hide fields based on prior selections to reduce signer confusion. |
| Retention | Enable automatic archival and export to secure storage. |
Confirm the platform provides tamper-evident storage, export options, and the ability to produce a reproducible certificate of completion for legal records.
Allow 3–7 business days for legal and finance approvals.
Provide signers 10–30 days depending on urgency.
Allow 48–72 hours when immediate execution is required.
Archive executed TD1AB within 7 days of completion.
Expect 5–10 business days for negotiated changes.
| 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 | Yes | Yes | No | No |
The team standardized TD1AB templates to reduce reviewer time and errors.
TD1AB was integrated into the ERP for automated population.