Parties
Identify each party with full legal name, role, and contact information; specify whether signer acts individually or on behalf of an entity, and include EIN or tax ID when applicable.
A Client Application for Signature clarifies consent, records signer identity, and defines the scope of authorization. It reduces disputes by documenting intent and authentication requirements, and supports admissibility under ESIGN and UETA when retained with an audit trail.
Typical users who complete the Client Application for Signature include administrative staff, account managers, compliance officers, and clients granting signing authority.
Organizations of all sizes use the form to standardize capture of consent and reduce processing time across departments.
Identify each party with full legal name, role, and contact information; specify whether signer acts individually or on behalf of an entity, and include EIN or tax ID when applicable.
Describe documents or transaction types the signer may approve, list any limits or exclusions, and state whether authorization is one-time, ongoing, or limited to specific transactions.
Specify required signer authentication method (email, SMS code, ID check, KBA, or in-person verification); include reauthentication frequency and escalation steps for failed verification.
List each document title and version, include page counts and attachments, indicate if ancillary documents require separate signers or notarization, and provide file names or reference numbers.
State how long the executed application and related signed records will be retained, storage format (PDF/A), who is responsible for custody, and requirements for export or backup frequency.
Provide clear signature fields with printed name, title, date fields, and initial lines for each material clause; note whether electronic signature methods are permitted.
| Field | Configuration |
|---|---|
| Signer Authentication | Email-based link; optional SMS two-factor |
| Signature Type | Drawn, typed name, or uploaded image allowed |
| Required Fields | Full name, effective date, signature block required |
| Retention Format | PDF/A with audit trail exported |
Ensure the eSignature platform supports required integrations, file formats, and authentication methods for the Client Application for Signature.
W-9 should be provided to payer upon request; verify TIN.
Expect signer to return within 1–3 business days for electronic workflows.
Allow 3–7 business days to schedule mobile or RON sessions.
Internal review and routing usually complete within 5–10 business days.
Deliver 1099 recipient copies by Jan 31; file with IRS per schedules.
| Document Type | Client Application | Power of Attorney | Consent Form | Authorization Letter |
|---|---|---|---|---|
| Execution Formalities | electronic ok | statutory + notary | electronic ok | electronic ok |
| Notarization Required | sometimes | often | rarely | rarely |
| Revocation Process | written or online | statutory steps | written notice | written notice |
| 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 (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |