Parties & Identity
Full legal name of the entity and a list of all parties or owners, including any doing‑business‑as entries and formation jurisdiction.
Documenting the entity structure reduces ambiguity about ownership, voting rights, and authority, which simplifies transactions, supports accurate tax filings, and strengthens positions in disputes or regulatory reviews under applicable state law.
Typical users include founders, managers, in‑house and outside counsel, accountants, and investors who need a definitive record of entity structure and authority.
The document is also useful for lenders, title agents, acquirers, and other third parties that require verification of authority during transactions.
Full legal name of the entity and a list of all parties or owners, including any doing‑business‑as entries and formation jurisdiction.
Clear statement of entity type, capitalization table, classes of interest, and how ownership units translate to voting or distribution rights.
Ownership percentages, capital contributions, dilution mechanics, and transfer restrictions to prevent unintended ownership changes.
Designation of managers or directors, quorum and voting thresholds, tie‑breaking mechanisms, and delegated authority for routine actions.
Affirmations about authority, good standing, absence of liens, and any jurisdictional compliance matters that third parties will rely on.
Signature blocks, dates, witness or notary acknowledgements if required, and a statement of governing law for interpretation.
Electronic workflows can accelerate execution and distribution while preserving an audit trail and secure storage.
| Document Type | Purpose |
|---|---|
| Business Structure Undisputed | clarify authority |
| Operating Agreement | internal governance |
| Certificate of Formation | state registration |
| Corporate Bylaws | board procedures |
| 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 (plan dependent) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Save a long‑term archival PDF/A copy that preserves appearance and is suitable for regulatory or litigation retrieval with a tamper‑evident signature record.
Retain an editable DOCX version for internal amendment drafts, but keep the signed PDF as the authoritative executed record.
Export ownership schedules and signature metadata as CSV for accounting, tax reporting, and system reconciliation purposes.
Store the signing audit trail (timestamps, IP, authentication) together with the signed file to demonstrate execution and attribution.
An officer or manager expressly authorized by corporate resolution or operating agreement signs on behalf of the entity; include title and an explicit statement of authority in the signature block.
Where governance documents allow, a majority owner or designated manager may sign for the enterprise; document any delegated powers and voting thresholds in the record.