Title Page
List exhibit titles, numbers, and parties. Include document version, effective date, and a brief index for quick navigation and audit purposes.
Well-organized exhibits reduce ambiguity in contract performance, support regulatory or audit reviews, and protect parties in disputes by providing an auditable record tied to the governing agreement.
These exhibits are prepared by teams that manage contracts, compliance, and external submissions.
Multiple stakeholders should review exhibits before signing to confirm accuracy and authority.
An officer (CEO, CFO, COO) with delegated authority may execute exhibits on behalf of the entity. Confirm internal signing policy and corporate resolutions when authority is not explicit in the operating agreement or bylaws.
A named agent or signatory with written authorization (power of attorney or board resolution) can bind the company. Keep authorization documents with the exhibit package to verify authority during audits.
List exhibit titles, numbers, and parties. Include document version, effective date, and a brief index for quick navigation and audit purposes.
The substantive document(s) — specifications, schedules, diagrams, or certifications — organized with consistent headers, pagination, and reference labels tied to the main agreement.
A clearly marked signature area showing signer name, title, date, and corporate affiliation. Include space for witness or notary details if required by law.
A table mapping exhibit items to clauses in the primary agreement so reviewers can confirm which exhibit supports each contractual representation or obligation.
Insurance certificates, compliance attestations, test reports, or licenses that substantiate claims in the primary agreement and should be current as of the effective date.
Document identifiers, version history, signer IP and timestamp, and retention flags to support later retrieval and legal defensibility.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication | Email, SMS code, or stronger options |
| File Format | PDF preferred for fixed layout |
| Storage Location | Cloud archive or on-prem repository |
Choose file formats and integrations that preserve layout, metadata, and audit trails during signing.
Verify compatibility with your records system and retention policies before final distribution.
Meet any date specified in the governing agreement.
Ensure permits or certificates are current on the effective date.
Submit supporting tax documents by IRS deadlines if required.
Account for notary or RON session availability in advance.
Retention clock typically starts on the effective date.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
I can process and execute all of these documents online with 100% compliance and built-in security.
All exhibits prepared and internally reviewed
Legal and finance sign-off obtained
Signatures collected and notarization completed where required
Final copies stored with metadata and retention flags
| 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 | Check vendor | Check vendor | Check vendor | Check vendor |
| Bulk Send | Yes (Business Premium) | Check vendor | Check vendor | Check vendor | Check vendor |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Check vendor | Check vendor | Check vendor | Check vendor |
| Envelope Cap | No cap | 100 envelopes/user/year | Check vendor | Check vendor | Check vendor |