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Document title, Bellie number, issue date, and parties' legal names so records match tax and vendor files.
A precise Bellie clarifies payment terms, scopes, and deliverable acceptance, reducing billing disputes and audit exposure. It creates a reproducible record suitable for electronic storage and, when signed electronically, can meet U.S. e-signature laws for enforceability.
Parties who sign the Bellie should have authority to bind their organization and keep a copy for accounting, audit, and retention compliance.
Document title, Bellie number, issue date, and parties' legal names so records match tax and vendor files.
Concise description of services, deliverables, milestones, and performance standards to reduce ambiguity in billing and acceptance.
Itemized fees, unit rates, taxes, discounts, and total amount due with currency and billing period clearly stated.
Due date, accepted payment methods, late fee policy, and remittance instructions so AR teams can reconcile quickly.
Criteria and procedure for client acceptance of deliverables, including timeframes to accept or reject and remedies for deficiencies.
Clear signature block with printed name, title, date, and authority statement to confirm who can bind each organization.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS one-time code |
| Signing Order | Sequential signing with approver steps |
| Reminders | Automatic reminders at 3 and 7 days |
| Audit Trail | Enable IP, timestamp, and action logs |
Ensure the chosen method provides an auditable trail, supports required authentication, and retains a copy for records.
No statutory deadline — provide upon payer request
Provide employee and contractor copies by January 31
Individual returns due April 15 unless extended
Retain for 3 years after hire or 1 year after termination, whichever later (8 CFR §274a.2)
If notarized remotely, retain audio-video per state RON rules
| 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 cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |