Entity Formation
Articles of organization or incorporation, filed with the state, plus sample member/shareholder resolutions and initial appointment records for officers and managers used to create the legal entity.
A consolidated Business Full Package reduces administrative gaps by grouping formation, governance, and transaction documents into a single, consistent set. This approach clarifies signing authority, retention obligations, and filing destinations, lowering the chance of missing items that can delay compliance or trigger fees.
The Business Full Package is used by business owners, corporate administrators, and external advisors during formation and transactional workflows.
Different users focus on specific components—founders on governance, legal teams on clauses, and finance on recordkeeping and filing accuracy.
Articles of organization or incorporation, filed with the state, plus sample member/shareholder resolutions and initial appointment records for officers and managers used to create the legal entity.
Operating agreement or bylaws that set management structure, voting rules, capital contributions, and transfer restrictions to govern internal rights and responsibilities.
Standardized customer and vendor agreements, NDAs, and service statements with fillable commercial terms and variable exhibits for pricing or deliverables.
Signature blocks, witness lines, and notary acknowledgement pages configured per state requirements and ready for in-person or remote notarization.
Supporting forms such as EIN application checklist, W-9 guidance, and privacy addenda (HIPAA or data processing) tailored to regulatory needs.
A documented inventory listing retention periods, filing destinations, and custody responsibilities for each document included in the package.
| Field | Configuration |
|---|---|
| Signer Authentication | Email with optional SMS code or KBA depending on risk level |
| Signing Order | Specify sequential or parallel routing for parties and witnesses |
| Notary & Witness Fields | Include acknowledgement and witness signature placeholders when required |
| Retention and Export | Set PDF/A export, audit trail capture, and secure storage settings |
Choose a platform that supports required file formats, signer authentication, and secure storage to maintain legal validity.
Ensure the chosen service can produce an audit trail and export signed documents in standard PDF formats while meeting any industry compliance such as HIPAA or 21 CFR Part 11 where applicable.
Provide W-9 upon request — no fixed federal filing deadline
Report payments to recipients and IRS by January 31
Individual tax return due April 15; extensions possible to Oct 15
Registered agent and annual report dates vary by state
Retain RON session recordings per state retention rules where required
Collect data and populate all templates before review
Legal and finance validate terms and tax identifiers
Signers complete electronic or notarized signatures
Submit formation documents and archive executed copies
| 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 | Varies by plan | Varies by plan | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Available (BAA) | Available (BAA) | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |