Scope
Define which documents and transaction types the agreement covers and whether amendments require separate consent.
A clear agreement reduces ambiguity about intent, consent, and record retention so electronic signatures meet ESIGN (15 U.S.C. §7001) and UETA standards. It helps avoid disputes about signature attribution and ensures the parties understand authentication and delivery responsibilities.
Organizations and individuals who regularly exchange contracts, authorizations, or consumer disclosures use a Client Esignature Agreement to govern electronic signing and recordkeeping.
The agreement clarifies roles and expectations for internal teams, external clients, and third-party service providers involved in digital signing processes.
Define which documents and transaction types the agreement covers and whether amendments require separate consent.
Obtain explicit consent to conduct business electronically and confirm the signer can access records in the chosen format.
Specify permitted authentication methods: email link, SMS code, knowledge-based auth, or higher-assurance options.
Describe how signature events are attributed (signed name, typed name, signature image) and what constitutes valid execution.
State how signed copies and certificates of completion will be delivered and retained by each party.
Set retention obligations, secure storage standards, and procedures for producing records on request.
| Field | Configuration |
|---|---|
| Signature type | Typed name, drawn signature, or uploaded image |
| Authentication | Email link, SMS code, or KBA |
| Notification | Email reminders set to 3 and 7 days |
| Completion copy | Automatic PDF with audit trail |
Confirm the eSignature platform supports required file types, authentication, and secure storage before sending the agreement.
Ensure the platform integrates with your systems (CRM, document repository) and meets regulatory needs such as HIPAA or 21 CFR Part 11 when applicable.
Signer date establishes obligations and triggers performance timelines.
Provide signed record promptly; delays can affect enforceability.
1099-NEC recipient deadline: Jan 31; failure incurs penalties.
ESIGN requires consent procedures before electronic delivery (15 U.S.C. §7001(c)).
Retention runs from creation or last effective date.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |