Entity Details
Legal name, formation state, entity type, and EIN — the primary identifiers used by banks and regulators.
A complete Business Entity Document clarifies authority, protects stakeholders, and creates a consistent record for banks, regulators, and counterparties. Properly completed documents reduce disputes, speed onboarding, and establish who can sign, access funds, or enter contracts on behalf of the entity.
Common users include founders and managers, in-house counsel, accounting teams, and external service providers who need proof of authority.
Different reviewers have different needs: legal looks for authority language, finance for tax identifiers, and banks for notarized signatures or certified documents.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing per company policy. |
| Authentication | Email, SMS code, or stronger KBA for high-risk signers. |
| Reminders | Automatic reminders at defined intervals until completion. |
| Storage | Save signed PDFs in secure document repository with retention tags. |
Verify integrations and file formats before starting to ensure compatibility with downstream systems.
Legal name, formation state, entity type, and EIN — the primary identifiers used by banks and regulators.
List members, shareholders, or partners with percentage ownership and capital contributions to clarify economic rights.
Names, titles, and signing limits for persons authorized to execute contracts, open accounts, or transact on behalf of the entity.
Designated agent name and physical address for service of process and official state correspondence.
Specify the state law governing interpretation and dispute resolution to reduce uncertainty.
Execution date and any retroactive or termination dates that affect obligations and retention triggers.
| 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 |