Parties
Full legal names and entity types for all contracting parties, including DBA where applicable.
Standardized online forms reduce processing time, improve data consistency, and create auditable records that support compliance with ESIGN (15 U.S.C. ch. 96) and state electronic transaction laws such as UETA.
Common users include administrative staff, procurement teams, account managers, and external clients or vendors who must provide information or consent.
Understanding the primary users helps set field permissions, routing order, and authentication levels for each signing step.
A corporate officer or manager who has binding authority to commit the company. This signer must use the exact legal entity name and title on the form to avoid execution defects.
A named client contact who approves scope and billing. Their signature attributes consent and triggers downstream actions such as invoicing or service commencement.
Full legal names and entity types for all contracting parties, including DBA where applicable.
Concise description of deliverables, milestones, and exclusions so expectations are clear.
Specify amounts, due dates, invoicing cadence, and accepted payment methods.
Date the agreement takes effect; used to calculate obligations and retention timelines.
Designated fields for names, titles, dates, and witness or notary lines when required.
Governing law, indemnity, confidentiality, and termination provisions that clarify legal responsibilities.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication | Email link, SMS code, or KBA |
| Reminders | Automatic reminder cadence |
| Retention Policy | Automatic archival after signature |
Choose delivery and signing options that balance signer convenience with authentication and recordkeeping needs.
Provide W-9 info promptly to avoid backup withholding
Net 30 or agreed due date starts at effective date
Acceptance timeframe may trigger project start
Retention counts from effective date or signature date
Some transactions require notarization before filing
| Criteria | Electronic Signature | Digital Signature |
|---|---|---|
| Definition | broad legal process | pki-based cryptographic method |
| Non-repudiation | audit trail evidence | certificate-backed non-repudiation |
| Regulatory Use | acceptable under esign/ueta | required in some 21 cfr §11 scenarios |
| Implementation Cost | lower | higher |
| 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 | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The team replaced paper approvals with an online form to speed client onboarding
Property managers used online forms for tenant services and vendor work orders