Access Scope
Define precisely which areas, equipment, or records are available for inspection and which are off-limits to limit disputes over permitted activity.
A clear showing agreement reduces risk, sets expectations for conduct, and documents consent for access. It protects proprietary information, limits liability for accidental damage, and clarifies scheduling and cancellation rules.
Parties commonly involved include property owners, business sellers, commercial brokers, prospective buyers/tenants, contractors, and on-site managers.
Each signer should have authority to bind their organization or obtain such authority in writing before access; record the individual signer and their role.
| Field | Configuration |
|---|---|
| Routing order | Sequential or parallel signing as needed |
| Authentication | Email+SMS code or ID check for visitors |
| Attachment | Require COI or ID upload before signing |
| Archiving | Save signed copy to cloud storage automatically |
Use platforms that provide audit trails, secure storage, and configurable authentication to meet legal and operational needs.
Confirm the chosen solution supports required integrations (CRM or cloud storage), preserves a tamper-evident record, and meets any industry compliance needs.
Define precisely which areas, equipment, or records are available for inspection and which are off-limits to limit disputes over permitted activity.
Include non-disclosure obligations for trade secrets and proprietary information, specify permitted use of observed information, and set duration for confidentiality commitments.
Require proof of insurance, set minimum coverage levels, and include indemnity language allocating responsibility for damage or injury during the showing.
State notice periods for scheduling or canceling, any deposit or fee policies, and consequences of no-shows to reduce wasted time and costs.
Address PPE, equipment operation restrictions, escort requirements, and emergency procedures to protect staff and property during visits.
Spell out photography, recording, and data collection rules; include a law-choosing clause and specify authorized data retention and deletion practices.
Confirm scheduling within 24–72 hours of request
Send agreement and attachments at least 48 hours prior to showing
Require 24–48 hours notice for cancellations
Provide certificate at least 24 hours before access
Submit incident or damage reports within 3 business days
Prospective visitor submits a request with purpose and contact details.
Owner or agent verifies insurance and identity before approval.
All parties sign and attachments (COI, ID) are confirmed.
Visit occurs under agreed terms and any incidents are documented.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes (Premium tier) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Martin Properties adopted a standardized showing agreement to streamline remote scheduling and compliance checks.
A medical provider restricted access to operational areas and patient-adjacent spaces through a tailored showing agreement.
The business owner, CEO, or an officer with delegated authority may sign to bind the business. If a manager signs, include a statement confirming they have written authorization or are signing under a designated role.
Licensed brokers or agents may sign where authorized by a principal or under a brokerage agreement. Documentation of agency authority should be retained with the signed agreement.
Confirm identity using government ID prior to signing
Arrange witnesses when state rules or parties require them
Obtain in-person or RON notarization if mandated
Store notarized records and any audio-video RON logs
Document delivery and custody of signed originals
Capture timestamps, signer IPs, and session logs
Provide signed PDF with certificate of completion
Archive in secure cloud storage for retention period