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Briefly display the legal name and any DBAs alongside the company logo, clarifying the entity that will enter contracts and receive invoices.
A clear Business Intro Card reduces back-and-forth, standardizes incoming requests, and ensures administrative and compliance information is captured consistently across teams and third parties.
Organizations use Business Intro Cards across departments to streamline introductions and collect consistent contact and business data.
The card balances enough information for administrative processing with a concise format that recipients can review quickly.
Briefly display the legal name and any DBAs alongside the company logo, clarifying the entity that will enter contracts and receive invoices.
Include a two-sentence description of core services, target customers, and any regulatory domain (for example: healthcare or financial services) that affects compliance.
List EIN, state of formation, and any applicable license or registration numbers required for vendor or contract verification.
Provide names, titles, phone numbers, and work emails for administrative, billing, and technical contacts to prevent routing delays.
Summarize invoicing address, preferred payment terms, and remittance instructions; avoid including sensitive account numbers in the intro card itself.
Flag special requirements such as HIPAA, data processing agreements, or export control constraints that affect onboarding or contracting.
Choose sharing methods that preserve document integrity and support required authentication or audit trails.
Ensure the chosen channel supports any necessary eSignature, authentication, and record retention requirements for your industry.
| Field | Configuration |
|---|---|
| Authentication method | Email link, SMS code, or KBA |
| Automatic fields | Magic fields detect names and dates |
| Conditional fields | Show or hide fields based on answers |
| Template saving | Save as reusable template |
Email or eSubmission: recipient receives instantly
Expect 24–72 hours for administrative checks
Allow 1–14 days depending on availability
Accounts setup typically 3–10 business days
Request responses within 7 days to avoid delays
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica simplified partner handoffs with a single card that included routing contacts and EIN
A small real estate firm used the card to combine company details and licensing for rental onboarding