Are eSignatures valid for ATIs?

Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted. Ensure intent to sign, consent to electronic records, attribution, and reliable retention to meet the four-part ESIGN test.

Do ATIs require notarization?

Most routine service authorizations do not require notarization. Notarization is only necessary when state law or a contract requires it; real estate-related ATIs often need notarized acknowledgements.

How do I revoke or cancel an ATI?

Revocation requires a written cancellation signed by an authorized party. Document the revocation date and notify affected vendors; follow existing contract terms to determine any cancellation fees.

Can I use guest signing for approvers?

Guest signing (no account required) is acceptable for many workflows. For high-risk approvals, require stronger authentication such as SSO, SMS code, or identity verification checks.

What if the ATI has the wrong tax ID?

Incorrect TINs can trigger backup withholding and reporting errors. Correct the ATI promptly, obtain a correct W-9, and coordinate with finance to update 1099 reporting to avoid IRC §6721 penalties.

How long must I keep completed ATIs?

Retain according to the longest applicable rule: IRS generally three years (IRC §6501(a)), HIPAA six years (45 CFR §164.530(j)), and longer where state law or contract requires extended retention.

Electronic Signature
Templates
Miscellaneous
Business Services ATIs

Business Services ATIs

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS SERVICES ATIs

Parties

Service Provider Name Service Provider Address Client Name Client Address

Effective Date:

Recitals

WHEREAS, Service Provider is engaged in the business of providing business services, including advisory, technical, operational and administrative support as further described in this Agreement; and

WHEREAS, Client desires to retain Service Provider to perform certain services on the terms and conditions set forth in this Agreement, and Service Provider agrees to perform such services for the fees and upon the terms provided herein; and

WHEREAS, the parties intend that this Agreement incorporate and be governed by the Additional Terms and Instructions (ATIs) set forth below to ensure consistent delivery and administration of Services.

Scope of Work

Service Provider shall perform the services and deliverables described below. Deliverables, milestones, acceptance criteria and any specific instructions are set forth and may be amended by written ATI addenda signed by authorized representatives of both parties.

Payment Terms

Client shall pay Service Provider the compensation set forth below in consideration for the Services rendered under this Agreement. All fees are exclusive of taxes unless otherwise stated.

Total Compensation Payment Schedule (milestones, due dates, or invoice cadence) Payment Method

Late payments shall accrue interest and fees as set forth below.

Late Fee Percentage (per month) Late Fee Grace Period

Term and Termination

This Agreement shall commence on the Term Start Date and shall continue until the Term End Date unless earlier terminated in accordance with this Section.

Term Start Date:

Term End Date:

Termination Notice Period

Either party may terminate this Agreement for material breach by the other party if such breach is not cured within the notice period specified above following written notice. Termination does not relieve Client of payment obligations for Services performed prior to termination.

Confidentiality

For purposes of this Agreement, "Confidential Information" means information disclosed by one party to the other that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Confidential Information includes, without limitation, business plans, technical data, trade secrets, financial information, customer lists, and commercial terms.

Each party shall: (a) hold the other party's Confidential Information in strict confidence; (b) use the Confidential Information only to perform rights and obligations under this Agreement; and (c) restrict disclosure to its employees, contractors, or agents with a need to know and who are bound by confidentiality obligations no less protective than those herein.

Exceptions: Confidential Information does not include information (i) already known to the receiving party without restriction at the time of disclosure, (ii) which becomes publicly available through no fault of the receiving party, (iii) received from a third party without breach of any obligation of confidentiality, or (iv) independently developed by the receiving party without use of the disclosing party's Confidential Information.

Confidentiality Duration

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the state identified below, without regard to conflict of law principles. The parties submit to the exclusive jurisdiction of the state and federal courts located in that state for any disputes arising under this Agreement.

Governing State

Entire Agreement and Miscellaneous

This Agreement, including any ATIs and written attachments signed by authorized representatives of the parties, constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior and contemporaneous agreements and understandings, whether written or oral. Any amendment or modification must be in writing and signed by both parties.

If any provision of this Agreement is held invalid or unenforceable, the remaining provisions will remain in full force and effect. Neither party may assign its rights or obligations under this Agreement without the prior written consent of the other party, except to a successor in interest in connection with a merger or sale of substantially all assets.

Notices

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth above or to such other address as either party may designate in writing. Notice is effective upon personal delivery, three days after deposit with a nationally recognized overnight courier, or five days after deposit in the United States mail, postage prepaid.

Service Provider:

By:

Date:

Client:

By:

Date:

What Business Services ATIs Are and when they’re used

Business Services ATIs are standardized authorization and instruction forms used to request, approve, and document third-party or internal business services. Typical uses include vendor onboarding, scope approvals, purchasing of professional services, and initiation of chargeable work. The form centralizes requester details, scope description, cost estimates, approval signatories, and retention instructions so teams have a single auditable record for service authorizations and downstream invoicing.

Why organizations rely on Business Services ATIs

A clear ATI reduces approval delays, creates an auditable trail for procurement and accounting, and helps ensure compliance with internal controls and regulator retention rules. It standardizes requests so reviewers can compare scope, cost, and risk consistently.

Who typically completes and reviews Business Services ATIs

Departments and roles vary by organization; the ATI creates a single request record for intake and approvals.

Requesters: project leads, department managers, or procurement initiators who describe scope and estimated cost.
Approvers: finance, procurement, or department heads who validate budget, vendor selection, and compliance.
Reviewers: legal or security teams for contracts, privacy, or regulatory review where required.

Use role-based routing so each stage (request, review, finance, legal) adds required confirmations before work begins.

Step-by-step: filling, routing, and approving an ATI

Follow a consistent sequence so requests are validated, authorized, and retained with an audit trail before any billable work starts.

01

Prepare request: Complete all fields and attach supporting quotes.
02

Submit for review: Send to finance and procurement for budget check.
03

Legal/security review: Route to legal or security when contracts or PHI are involved.
04

Finalize authorization: Approved signatory signs and date-stamps the ATI.

Typical approval flow and documentation capture

A clear workflow reduces delays and ensures each step adds required documentation and confirmations to the single ATI record.

Intake: Request submitted with attachments and cost estimate.
Validation: Procurement confirms vendor information and budget.
Approval: Authorized approver signs or eSigns the ATI.
Record: Final ATI stored with audit trail and invoices.

Recommended digital workflow settings for Business Services ATIs

Configure workflow options to match your approval policy, required authentication, and retention rules for compliance and auditability.

Field	Configuration
Signer Order	Sequential routing with designated approvers
Authentication	Email link with optional SMS code or KBA
Notifications	Email reminders and escalation rules
Retention	Apply 7-year retention policy by default

Platforms and file formats for ATI eSubmission

Ensure export to PDF/A and retention export options are available to satisfy audit and long-term storage needs.

Supported formats: PDF, DOCX, and fillable forms for reliable rendering
Integrations: Connectors for Salesforce, NetSuite, Microsoft 365, Google Workspace
Authentication: Email, SMS codes, SSO and optional advanced signer verification

eSignature vendor pricing and basic feature comparison

Pricing and feature availability vary by plan; signNow appears first and includes entry-level and usage-based options suitable for high-volume ATI workflows.

	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	Yes, 7-day 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

Security and compliance controls relevant to ATIs

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Certifications: SOC 2 Type II and ISO 27001 available

HIPAA: HIPAA supported with signed BAA

21 CFR Part 11: Compliant options for regulated workflows

ESIGN / UETA: Compliant with U.S. electronic signature law

Access Controls: SSO, role-based permissions, audit logs

Penalties and common legal risks from incorrect ATIs

Incorrect Tax Info: Backup withholding and W-9 consequences

Late Filings: 1099 penalties: $60–$330 per form under IRC §6721

I-9 Violations: I-9 paperwork fines range $281–$2,789

Unauthorized Signature: Contracts signed without authority may be voidable

HIPAA Breach: Exposure if PHI shared without required safeguards

Retention Failures: Regulatory exposure when records are prematurely destroyed

Frequent mistakes that delay ATI processing

Incomplete vendor identification or missing EIN/TIN leads to payment holds, backup withholding risk, and audit follow-up.
Using vague service descriptions forces back-and-forth with legal and procurement, extending approval cycles by days or weeks.
Incorrect effective dates or overlapping authorizations create disputes about which ATI governs invoiced work and payment terms.
Failing to capture required approvals or using unauthorized signers invalidates the ATI and may delay vendor onboarding.

Practical tips for accurate and efficient ATI completion

Adopt standardized fields, required attachments, and role-based routing to reduce review cycles and preserve auditability.

Standardize required attachments

Require vendor W-9, scope of work, and a written quote for amounts above a threshold. This reduces repeated requests and supports timely invoice matching during payment processing. Maintain a checklist to enforce consistency.

Use role-based routing

Route automatically to procurement, finance, and legal based on cost or contract type. Automating routing avoids manual handoffs, ensures required reviewers see the ATI, and speeds final authorization without sacrificing compliance.

Enforce signer authority rules

Define signatory thresholds by dollar amount and role. Keep a delegation matrix accessible so processors can verify an approver's authority quickly to prevent invalidated approvals.

Maintain an audit trail

Capture timestamps, IPs, and signer identity for each action. Retain the complete audit log with the signed ATI to support internal audits and external regulatory requests.

How other organizations use Business Services ATIs

Real-world examples show how ATIs reduce cycle time and preserve evidence of authorization across vendor and internal engagements.

Optica Ventures — streamlined approvals

The team replaced email requests with standardized ATIs to centralize approvals and attachments.

Reduced review time by consolidating documents into a single record.
As a result, internal stakeholders had one source of truth for approvals and vendors were paid faster with fewer disputes over scope.

Martin Properties — remote signing

Property managers used digital ATIs to authorize maintenance and vendor work without in-person signatures.

Mobile signing enabled on-site staff to complete authorizations.
This eliminated paper delays, improved compliance with internal budgets, and shortened vendor response times during urgent repairs.

Who can authorize or sign an ATI

CFO — Chief Financial Officer

Typically authorized to approve expenditures above defined thresholds and to sign master service agreements. Ensure the CFO's signature is captured in the ATI when budget impact exceeds delegated authority limits to avoid payment rejections.

Procurement Manager — Authorized Approver

Approves vendor selection, validates vendor documentation, and confirms PO issuance. Procurement approval in the ATI confirms vendor onboarding checks are complete and triggers finance to process payments.

Frequently asked questions about Business Services ATIs

Answers to common questions covering validity, eSignature, notarization, revocation, and recordkeeping for ATIs.

Need help? Contact support

Are eSignatures valid for ATIs?
Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted. Ensure intent to sign, consent to electronic records, attribution, and reliable retention to meet the four-part ESIGN test.
Do ATIs require notarization?
Most routine service authorizations do not require notarization. Notarization is only necessary when state law or a contract requires it; real estate-related ATIs often need notarized acknowledgements.
How do I revoke or cancel an ATI?
Revocation requires a written cancellation signed by an authorized party. Document the revocation date and notify affected vendors; follow existing contract terms to determine any cancellation fees.
Can I use guest signing for approvers?
Guest signing (no account required) is acceptable for many workflows. For high-risk approvals, require stronger authentication such as SSO, SMS code, or identity verification checks.
What if the ATI has the wrong tax ID?
Incorrect TINs can trigger backup withholding and reporting errors. Correct the ATI promptly, obtain a correct W-9, and coordinate with finance to update 1099 reporting to avoid IRC §6721 penalties.
How long must I keep completed ATIs?
Retain according to the longest applicable rule: IRS generally three years (IRC §6501(a)), HIPAA six years (45 CFR §164.530(j)), and longer where state law or contract requires extended retention.

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