Objectives
Define measurable communication goals, e.g., response SLAs, satisfaction targets, and required disclosures for regulatory or contractual reasons.
A documented plan reduces misunderstandings, speeds approvals, and ensures consistent, auditable communication. It clarifies who communicates what, through which channel, and when, which lowers dispute risk and supports regulatory compliance for records and signatures.
Use this plan when multiple internal teams touch client messaging, approvals, or legal acknowledgements; it helps align responsibilities and handoffs.
Apply the plan at project start and update after major scope or staffing changes to keep contact and approval lists current.
Define measurable communication goals, e.g., response SLAs, satisfaction targets, and required disclosures for regulatory or contractual reasons.
List internal and client contacts with roles, backup contacts, and decision authority; include escalation contacts for disputes.
Specify approved channels (email, phone, portal, SMS, eSignature) and platforms used for secure delivery and logging.
Provide standardized templates for proposals, status updates, contract transmittals, and incident notifications to ensure compliance and tone consistency.
Document required approvals, signatory authority levels, and the step-by-step escalation path for unresolved client issues.
Define reporting cadence, KPIs (response time, completion rate), and periodic review intervals to update the plan.
| Field | Configuration |
|---|---|
| Notification Sequence | Order of recipients, escalation timing, retries |
| Signer Authentication | Guest link, SMS code, or KBA per risk level |
| Template Variables | Merge fields for client name, dates, and amounts |
| Archive Location | Designated cloud folder and retention tag |
Decide which platforms will host templates, capture signatures, and integrate with CRM or document stores before implementation.
Ensure chosen vendors meet your security, retention, and compliance needs; confirm BAA or SOC reports where required.
Send within 48 hours of project kickoff.
Standard 7–14 calendar days unless contract states otherwise.
Escalate after 3 missed responses or missed milestones.
Retention begins on signed effective date.
Review and update annually or after major changes.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
The airSlate SignNow team has been exceptional, responsive, the API has been great, and we're extremely happy that we chose airSlate SignNow as a company.
| 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 | 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 |
| HIPAA Compliant | Yes | Yes | Yes | No | No |