Identity
Full legal names, entity type, and tax identifiers to support billing, tax reporting, and KYC checks for risk-sensitive workflows.
A clear, complete Pathpoint reduces onboarding errors, standardizes approvals, and creates an auditable record that supports compliance with ESIGN (15 U.S.C. ch. 96) and applicable state electronic transaction laws such as UETA. It helps teams confirm signer authority, capture essential attachments, and set processing expectations so services start with fewer delays and fewer reworks.
Typical users prepare or review a Business Services Pathpoint to authorize work, validate client data, and trigger downstream operations.
Organizations often involve multiple roles in a single Pathpoint workflow to reduce handoffs and centralize approvals before work commences.
| Field | Configuration |
|---|---|
| Approval sequence | Sequential routing by role |
| Conditional fields | Show fields when specific options selected |
| Signer authentication | Email or SMS code; optional KBA |
| Retention setting | Auto-archive after signature |
Choose platform settings that match your security, audit, and integration needs before enabling e-submission.
Ensure chosen integrations and authentication match industry requirements and regulatory expectations prior to widespread use.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | No | No |
Full legal names, entity type, and tax identifiers to support billing, tax reporting, and KYC checks for risk-sensitive workflows.
Concise scope of work with deliverables, acceptance criteria, and excluded items to reduce disputes and scope creep during execution.
Clear payment terms, pricing method, and invoicing schedule so finance teams can create accurate invoices and revenue recognition entries.
Space for Exhibits, insurance certificates, SOWs, and regulatory documents that must accompany the authorization before services begin.
Structured approval sequence with role-based sign-off and conditional routing for exceptions and non-standard terms.
Immutable audit trail that records each action, signer attribution, and timestamps for compliance and dispute resolution.