Party identification
Full legal names, entity types, and contact details for every contracting party so identity issues do not undermine attribution or tax reporting.
A complete and accurate Thiana establishes who is obligated, what is exchanged, and when responsibilities begin; it reduces ambiguity in disputes, supports regulatory audits, and speeds operational handoffs. Proper execution preserves enforceability and helps meet tax, employment, and industry retention rules.
Typical users range from internal finance and legal teams to external contractors and customers; each party has different responsibilities during preparation and execution.
Assign clear ownership for drafting, review, and final signature to avoid delays and to make post-execution recordkeeping straightforward.
| Field | Configuration |
|---|---|
| Signer order | Sequential or parallel routing per role |
| Required fields | Mark name, date, signature, EIN as mandatory |
| Authentication | Email plus SMS code or KBA as needed |
| Notifications | Email reminders and completion receipts enabled |
Choose delivery channels and file formats that match recipient capabilities and regulatory requirements.
Configure storage and retention in your document system to ensure auditable access and compliance with applicable recordkeeping rules.
Full legal names, entity types, and contact details for every contracting party so identity issues do not undermine attribution or tax reporting.
Clear description of goods or services, acceptance criteria, and deliverable milestones to prevent scope disputes and support performance measurement.
Specify amounts, currency, invoicing cadence, payment methods, and any late fees to ensure predictable cash flow and correct accounting treatment.
Define effective date, contract duration, renewal mechanics, and termination rights to control obligations and exit conditions cleanly.
Designate the governing state and venue for disputes to provide legal predictability and guide enforceability analysis.
Include signature blocks with printed name, title, date, and a statement of authority to ensure the signer has binding power to commit the entity.
Must be set before performance begins to determine obligations.
Complete signing within negotiated acceptance window to preserve price or terms.
Submit invoices per payment terms; failure can delay payment cycles.
Retain completed forms to support year-end reporting and 1099 obligations.
Provide required notice per contract to avoid automatic renewal.
Template filled and core facts verified by originator.
Legal and finance sign off on terms and risk items.
All parties sign and date the document.
Store executed copy in records system with retention tags.
A mid‑market vendor submits company and tax details online
A consulting firm issues Thiana for a fixed-fee engagement
Chief Executive Officer: often signs on behalf of small private companies; confirm corporate bylaws or resolution for signature limits and note any delegation of authority in the file.
Authorized Officer or VP: may sign under delegated authority; include title, evidence of delegation, and date of resolution to validate authority during audits.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| 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 |