Vendor & Plan
Identify vendor name, plan level, and any seat or usage pricing details; note special terms or discounts.
A concise options record clarifies responsibilities, prevents hidden costs, and documents compliance choices for audits or vendor reviews.
After submission, records are routed to approvers and retained per corporate and regulatory policy.
Identify vendor name, plan level, and any seat or usage pricing details; note special terms or discounts.
List analytics modules, integrations, and optional add-ons; specify what is included versus optional.
Describe data sources, retention, export rights, and permitted third-party sharing.
Note standards required (HIPAA, PCI, SOC 2) and whether a BAA or other agreements are needed.
Provide target milestones, key deliverables, and resource owners for rollout.
Capture final price, billing cadence, approver names, and contract term length.
| Field | Configuration |
|---|---|
| Authentication | Email link, SMS code, or stronger MFA per policy |
| Role order | Sequential or parallel signing based on approver hierarchy |
| Conditional fields | Show or hide fields based on selected plan or checkbox values |
| Audit Trail | Enable timestamps, IP addresses, and action logs for each signer |
Ensure the chosen platform meets regulatory encryption and audit trail requirements before storing sensitive records.
Provide upon payer request to avoid backup withholding
File to recipient and IRS by Jan 31 for nonemployee compensation
Paper filings to IRS by Feb 28; electronic by Mar 31
Standard return due April 15 unless extended
Allow time for POs, tax forms, and insurance checks before go-live
Finalize vendor and plan, secure budget and signatures.
Negotiate terms, execute agreements, and obtain BAAs if required.
Configure systems, connect data sources, and validate ETL.
Launch service, monitor initial data quality, and adjust SLAs.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
Tech Data uses airSlate SignNow to improve our internal and external customer service while increasing our speed to revenue.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |
The procurement manager signs to commit budget and vendor selection. Ensure the individual has documented delegation and aligns with procurement policy limits for contract values.
A designated executive may be required for agreements above a threshold; the signature confirms legal and financial acceptance of terms and obligations.