Business Details
Legal entity name, DBA, EIN, formation state, and primary contact for notices; this identifies the contracting party for tax and regulatory purposes.
A clear, consistent LGPT form reduces ambiguity about parties, payment terms, and authority, improves auditability, and helps satisfy compliance and retention obligations across finance, legal, and operations teams.
The form is used by internal teams and external partners who need an auditable record of business terms and signer authority.
Use the appropriate signer and reviewer roles to ensure legal and financial accuracy before final execution.
Legal entity name, DBA, EIN, formation state, and primary contact for notices; this identifies the contracting party for tax and regulatory purposes.
Signer name, title, capacity, and any corporate resolution or authorization reference that documents authority to bind the entity.
Clear payment amount, invoicing cadence, accepted payment methods, late fees, and whether payments include taxes or withholding responsibilities.
Representations such as tax status, export controls, HIPAA applicability, and any required consumer disclosures for electronic consent.
Typed or hand-drawn signature, printed name, title, and signature date for each party; include witness or notary blocks if required by law.
Exhibits like W-9, insurance certificates, board resolutions, or contract exhibits should be referenced and attached as enforceable parts of the form.
| Field | Configuration |
|---|---|
| Authentication method | Email link | SMS code | KBA where required |
| Field types | Signature, date, text, checkbox, conditional fields |
| Routing order | Sequential or parallel signer order |
| Notifications | Email reminders and completion alerts |
Choose a setup that preserves audit trails, supports your retention policy, and integrates with systems of record to avoid duplicate data entry and manual reconciliation.
Tax documents like W-9 should be returned when requested by the payer.
Allow 3–5 business days for legal and finance review.
Aim for sign-off within 7 business days to avoid delays.
File required reports or attachments per agency deadlines.
Retention begins on the effective or signature date.
| 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 | Varies | Varies | Varies |
| 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 |