Is an electronic signature legally valid?

Yes. Under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes, electronic signatures are legally equivalent to handwritten signatures when intent, consent, attribution, and retention requirements are satisfied; certain exceptions such as wills and court orders apply.

When is a notary required?

A notary is required when a transaction or recording (for example real estate deeds or certain affidavits) mandates notarization under state law. Use RON only in states that permit permanent RON and where the receiving party accepts electronic notarization.

How do witness requirements work?

Witness counts differ by document type and state law. For testamentary documents, many states require two witnesses; for some deeds or POAs certain states require two witnesses. Always confirm the specific witness rules for the governing jurisdiction.

How do I correct a signed document?

Corrections generally require mutual consent and an amendment or re-execution. Create a written amendment signed by the same parties, or reissue the corrected document and obtain fresh signatures rather than altering an executed copy.

Can I use Remote Online Notarization (RON)?

Over 45 states permit permanent RON with identity proofing, audio-video recording, and retained session logs. Verify state-specific requirements such as credential analysis, retention duration, and notary journal obligations before using RON.

How long must I keep executed records?

Retention depends on document type: follow IRS minimums of three years (IRC §6501(a)), HIPAA six-year retention (45 CFR §164.530(j)), and industry or state-specific rules that may require longer periods.

Electronic Signature
Templates
Miscellaneous
Business Strive Package

Business Strive Package

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS STRIVE PACKAGE

Parties and Effective Date

Client Name Client Address

Client Contact (Email)

Client Phone

Service Provider Name Service Provider Address

Provider Contact (Email)

Provider Phone

This Business Strive Package Agreement (the Agreement) is entered into as of: between Client Name: and Service Provider Name: .

WHEREAS

WHEREAS, Client desires to engage Provider to deliver a suite of business development, strategy and implementation services collectively referred to as the Business Strive Package; and

WHEREAS, Provider represents that it has the experience, personnel and resources necessary to perform the services described in this Agreement and agrees to provide such services under the terms and conditions set forth herein.

WHEREAS, the parties desire to set forth in this Agreement the scope, payment terms, confidentiality obligations, and other terms governing their relationship.

Scope of Work

Provider shall perform the services described below (the Services). The Services include consultative strategy sessions, deliverable preparation, implementation support, and progress reporting as required to achieve the objectives set by Client. Specific deliverables, milestones and acceptance criteria shall be described in the Workspace below.

Detailed Scope of Work

Payment Terms

As consideration for the Services, Client shall pay Provider the fees set forth below. Fees are non-refundable except as expressly provided in this Agreement. Provider shall invoice Client in accordance with the schedule below. All payments shall be made in U.S. dollars unless otherwise agreed in writing.

Total Fee Payment Schedule / Milestones

Late Fee

Monthly interest on overdue balances

Payment Methods (select all that apply)

Wire Transfer Check Credit Card

Term and Termination

The term of this Agreement begins on Start Date: and, unless earlier terminated in accordance with this Agreement, continues until End Date: .

Either party may terminate this Agreement for convenience upon providing written notice to the other party at least days prior to the effective termination date. Termination for cause may be effected immediately upon written notice if the other party materially breaches any obligation and fails to cure such breach within 15 days of receipt of written notice describing the breach.

Confidentiality

"Confidential Information" means non-public business, technical, financial or strategic information disclosed by one party to the other in any form that is marked or reasonably understood to be confidential. The receiving party shall (i) use Confidential Information solely to perform its obligations under this Agreement; (ii) restrict disclosure to its employees, agents or subcontractors who have a need to know and who are bound by confidentiality obligations no less protective than those herein; and (iii) not disclose Confidential Information to any third party without prior written consent of the disclosing party. Confidential obligations shall survive termination of this Agreement for a period of years, except as required by law or valid court order, provided the receiving party gives prompt written notice and cooperates to seek protective measures.

Intellectual Property; Deliverables

Unless otherwise agreed in writing, Provider grants Client a non-exclusive, perpetual license to use deliverables created exclusively for Client under this Agreement, subject to Client's timely payment of all fees. Provider retains ownership of its pre-existing methodologies, templates and know-how. Each party shall ensure that it has the necessary rights to materials provided to the other for incorporation into deliverables.

Representations; Liability

Each party represents that it has full power and authority to enter into this Agreement. Provider warrants that services will be performed in a professional manner consistent with industry standards. Except for willful misconduct or gross negligence, neither party shall be liable for indirect, incidental or consequential damages. The aggregate liability of either party for direct damages arising out of this Agreement shall not exceed the total fees paid by Client to Provider under this Agreement in the preceding six months.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of law principles. The parties submit to the exclusive jurisdiction of the state and federal courts located within that state for any dispute arising under or in connection with this Agreement.

Entire Agreement

This Agreement, together with any exhibits or schedules attached hereto, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, statements or understandings, whether written or oral. No amendment or waiver will be effective unless in writing and signed by authorized representatives of both parties.

Miscellaneous

Neither party may assign this Agreement without the prior written consent of the other, except to a successor in interest by merger or sale of substantially all assets. Notices required under this Agreement shall be in writing and delivered to the addresses set forth above or such other address as a party may designate in writing.

Provider Printed Name:

By:

Date:

Client Printed Name:

By:

Date:

What the Business Strive Package Is

The Business Strive Package is a consolidated set of business templates, forms, and execution instructions intended to standardize common commercial workflows such as client proposals, vendor agreements, onboarding checklists, and compliance attachments. It bundles signature-ready documents with clear field placement, conditional logic where appropriate, and guidance for electronic or paper execution. The package is designed to be workflow-agnostic so it can be completed manually, scanned, or executed electronically while preserving an audit trail consistent with federal e-signature frameworks. Organizations use it to reduce drafting variance and centralize recordkeeping.

Why a Standardized Package Matters

A single, repeatable Business Strive Package reduces drafting errors, shortens approval cycles, and improves legal clarity while aligning documents with U.S. e-signature and recordkeeping requirements such as ESIGN and UETA.

Who Typically Uses the Business Strive Package

Teams across finance, legal, HR, and sales use the Business Strive Package to streamline repeatable transactions and approvals.

Small and midsize businesses standardizing onboarding, vendor contracts, and client proposals.
Enterprise teams managing high-volume approvals, required audit trails, and regulatory compliance workflows.
Professional services and legal firms generating repeatable agreements and preserving executed records.

Users range from startup operations and procurement teams to regulated organizations that must maintain signed records and audit histories.

Stepwise Process to Prepare and Execute the Package

A consistent sequence helps ensure accurate completion, lawful execution, and complete records for the Business Strive Package.

01

Gather Documents: Collect templates, exhibits, and supporting attachments required for the transaction.
02

Complete Fields: Fill required fields, verify legal names, and confirm dates before circulation.
03

Select Signers: Assign signer roles and choose suitable authentication methods based on transaction risk.
04

Execute & Store: Obtain all signatures, capture the audit trail, and archive the signed PDF for retention.

What the Business Strive Package Contains

The package includes core assets and controls to make documents reusable, auditable, and suitable for electronic execution across teams and systems.

Templates

Standardized contracts and forms preformatted for consistent field placement, conditional logic, and signature blocks to reduce drafting time and improve enforceability across recurring transactions.

Signing Options

Support for in-person signing, signed email links, and remote online notarization workflows where permitted, combined with signer authentication options to meet ESIGN and UETA standards.

Workflow Rules

Prebuilt routing, role-based approvals, and conditional steps so documents follow the correct approval order and prevent missed signers or premature execution.

Compliance

Included clause templates, required consumer disclosures, and retention guidance aligned with U.S. frameworks such as ESIGN, UETA, and HIPAA when applicable.

Storage

Recommendations for secure archival formats, encryption, access controls, and metadata to support audits and legal discovery.

Revision Control

Versioning metadata, change logs, and signature sequencing rules so amendments are tracked and prior versions remain auditable.

Export and Archive Options for Final Packages

Deliver and preserve executed packages in standard formats to ensure interoperability with legal, accounting, and records systems.

PDF/A

Provide the signed package as PDF/A to preserve visual layout and embedded metadata; PDF/A is preferred for long-term archival and supports reproducible presentation in litigation or audits.

DOCX

Retain editable DOCX source copies for internal review and redlining pre-execution, while keeping the executed PDF as the archival legal record.

CSV Exports

Extract field-level data and signer metadata as CSV for bulk reporting, accounting reconciliation, and automated ingestion into ERP and CRM systems.

Audit Reports

Generate a certificate of completion or audit report showing timestamps, IP addresses, signer authentication method, and full action history to support compliance or dispute resolution.

Security and Compliance Controls to Include

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest.

HIPAA: BAA required; supports HIPAA-compliant workflows.

ESIGN / UETA: Compliant with ESIGN Act and state UETA statutes.

Certifications: SOC 2 Type II and ISO 27001 certified.

21 CFR: Supports 21 CFR Part 11 controls and audit logs.

Accessibility: WCAG 2.0 Level AA compliant.

Principal Risks and Penalties from Errors

Incorrect Tax Info: 1099 penalties range from $60 to $660+ per form.

Missing W-9: May trigger 24% backup withholding from payments.

I-9 Errors: Paperwork violations carry $281–$2,789 per violation.

Unauthorized Disclosure: HIPAA violations can lead to fines and corrective actions.

Invalid Signature: An improperly executed signature can render agreements unenforceable.

Late Filing: Delays in reporting can increase statutory penalty amounts.

Practical Tips to Reduce Errors and Delays

Adopt these practices to improve accuracy, accelerate approvals, and reduce legal exposure when using the Business Strive Package.

Use verified legal names

Enter legal entity and personal names exactly as listed on government ID or official registration documents. Mismatched names often cause tax reporting problems, payment delays, or signature disputes that require re-execution.

Confirm signer authority

Verify the individual has authority to bind the organization. Request a corporate resolution or power of attorney when necessary to avoid post-signature challenges to enforceability.

Apply appropriate authentication

Match authentication strength to transaction risk: simple email or SMS for low-value agreements and stronger methods such as KBA or credential analysis plus 2FA for high-value, healthcare, or real-estate matters.

Consistent retention and indexing

Store executed packages with searchable metadata, version control, and encrypted backups so records are retrievable for audits, discovery, or compliance reviews without manual reconstruction.

Common Submission and Routing Options

Choose a delivery and submission path based on recipient preference, filing requirements, and whether notarization or witnesses are required.

Email Link: Send a secure signing link to the recipient's email for remote execution and automatic audit capture.
In-Person: Collect handwritten or onsite digital signatures with any required witnesses present and record their names.
Remote Notary: Use Remote Online Notarization (RON) where permitted to notarize signatures with audio-video recording and retained session logs.
Portal Upload: Submit the completed package to a document repository, vendor portal, or regulatory filing site as required.

Key Deadlines and Timing Considerations

Certain tax and reporting deadlines, plus internal approval windows, determine when the package must be completed and distributed.

Internal Approval Deadline:

Set internal sign-off at least several business days before the external deadline to allow review.

Client Signature Due:

Specify a clear due date for client or vendor signature to avoid execution delays.

W-9 Requests:

Provide a W-9 immediately upon payer request; IRS has no fixed submission date for W-9s.

1099-NEC Reporting:

Recipient and IRS copies are due by January 31 each year for nonemployee compensation.

Tax Return Filing:

Individual returns are generally due April 15; extensions may extend filing but not payment deadlines.

eSignature Pricing Snapshot for Executing Packages

Compare basic vendor pricing and select capabilities relevant to executing the Business Strive Package; signNow is listed first per vendor comparison conventions.

	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, no credit card required	No	No	Yes, limited	Yes, limited
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No envelope cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Frequently Asked Questions and Troubleshooting

Answers to common questions about signature validity, notarization, authentication, corrections, and record retrieval for the Business Strive Package.

Need help? Contact support

Is an electronic signature legally valid?
Yes. Under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes, electronic signatures are legally equivalent to handwritten signatures when intent, consent, attribution, and retention requirements are satisfied; certain exceptions such as wills and court orders apply.
When is a notary required?
A notary is required when a transaction or recording (for example real estate deeds or certain affidavits) mandates notarization under state law. Use RON only in states that permit permanent RON and where the receiving party accepts electronic notarization.
How do witness requirements work?
Witness counts differ by document type and state law. For testamentary documents, many states require two witnesses; for some deeds or POAs certain states require two witnesses. Always confirm the specific witness rules for the governing jurisdiction.
How do I correct a signed document?
Corrections generally require mutual consent and an amendment or re-execution. Create a written amendment signed by the same parties, or reissue the corrected document and obtain fresh signatures rather than altering an executed copy.
Can I use Remote Online Notarization (RON)?
Over 45 states permit permanent RON with identity proofing, audio-video recording, and retained session logs. Verify state-specific requirements such as credential analysis, retention duration, and notary journal obligations before using RON.
How long must I keep executed records?
Retention depends on document type: follow IRS minimums of three years (IRC §6501(a)), HIPAA six-year retention (45 CFR §164.530(j)), and industry or state-specific rules that may require longer periods.

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