Field Inventory
Detailed list of every fillable field, field type, validation rules, placeholder text, and whether the field is required or conditional.
A formal Business PDF Specs file reduces errors, ensures legal and accessibility compliance, and speeds integration with eSignature and document management systems. Clear standards minimize ambiguous fields, improve signer experience, and lower downstream processing costs while supporting auditability and retention requirements under federal and state rules.
Keeping a named owner and a change log in the Specs helps with approvals, audits, and handoffs between departments.
Detailed list of every fillable field, field type, validation rules, placeholder text, and whether the field is required or conditional.
Page dimensions, margins, fonts to embed, image resolution, and layer order so rendering is consistent across viewers and print.
Tagged structure, alternative text for images, reading order, and form labeling to meet WCAG and PDF/UA recommendations.
Encryption requirements, access control levels, allowed export formats, and tamper-evidence settings for signed PDFs.
Designated signature and date fields, signer order, authentication level, and audit-trail metadata required for legal evidence.
Field-to-API mapping, variable names, CSV/JSON export formats, and instructions for inbound/outbound systems.
| Field | Configuration |
|---|---|
| Signature Field | Required | date auto-fill enabled |
| Signer Order | Sequential or parallel routing |
| Authentication | Email link | SMS code | KBA optional |
| Notifications | Reminders and completion emails configured |
Confirm platform capabilities, authentication, and integration requirements before enabling eSubmission.
1–5 business days depending on complexity
24 hours to 7 days typical, adjust by stakeholder needs
Follow specific filing deadlines for tax or agency submissions
Complete metadata tagging within 2 business days
Retention typically begins on effective date or filing date
The team standardized templates for investor and funding paperwork to reduce reviewer questions.
A property manager consolidated lease and disclosure forms into a single PDF spec.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |