Client Details
Legal name, business name (if any), contact phone, and business email to establish correct identity and future communications.
A consistent bundle reduces onboarding errors, speeds approvals, and documents client consent and authorization in a single package. Using a complete bundle helps satisfy electronic signature legal tests (intent, consent, attribution, retention) under ESIGN (15 U.S.C. ch. 96) and UETA, and supports auditability for regulated industries.
Tailor the bundle to role and industry to avoid unnecessary fields and preserve client experience.
Legal name, business name (if any), contact phone, and business email to establish correct identity and future communications.
Payment method, billing address, and authorization language specifying charge frequency and refund or cancellation terms for processing.
Scope of services, start date, fees, termination provisions, and any performance milestones or deliverables tied to payment.
Required disclosures (data use, marketing consent, HIPAA authorizations when applicable) and a record of the client's affirmative consent.
Fields for TIN/SSN or W-9 attachment, backup withholding notices, and statements about tax reporting responsibilities.
Signature, printed name, title (if signing for an entity), and signature date plus any witness or notarization fields if required.
| Field | Configuration |
|---|---|
| Authentication | Email link, SMS code, or KBA where required |
| Bulk send | Use for sending identical bundles to many recipients |
| Notifications | Enable email reminders and completion alerts |
| Integrations | Connect to CRM or cloud storage for auto-archival |
Confirm device compatibility and authentication strength for regulated workflows before sending.
Same day for electronic delivery; allow 1–3 days for client response
Identity proofing or KBA may add 24–48 hours
ACH or card tokenization completes in 1–3 business days
Services typically begin upon effective date or payment confirmation
Archive immediately after completion for auditability
| 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 (Business Premium) | 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 |
Optica used the bundle to streamline investor onboarding and reduce back-and-forth.
The organization applied digital onboarding across locations to centralize forms.