Identification
Full legal name, DBA, company type, and government ID or EIN—used for contracts and tax reporting.
A consistent Contractors Application Form reduces onboarding time, clarifies responsibilities, documents insurance and tax status, and creates an auditable record for procurement, compliance, and payment processing.
Multiple parties interact with contractors' applications during procurement, hiring, and compliance checks.
Full legal name, DBA, company type, and government ID or EIN—used for contracts and tax reporting.
State license numbers and issuing authority with expiration dates; attach scans of current licenses or verification links.
Carrier name, policy numbers, limits, and certificate of insurance showing additional insured status if required by contract.
Project-specific scope, hourly or unit rates, payment terms, and any allowances or reimbursable expenses.
W-9 request or nonprofit exemption, taxpayer identification, and bank details for ACH payments where permitted.
Client or project references, contact information, and brief description of prior similar work for verification.
| Field | Recommended Setting | Value | Configuration |
|---|---|
| Notifications | Email alerts to reviewer and finance |
| Authentication | Email + SMS two-factor where needed |
| Conditional Fields | Show insurance fields when contract value exceeds threshold |
| Storage | Save signed PDF to secure cloud archive |
Ensure the chosen platform supports required authentication, file formats, and integrations.
Submit application before the bid or award deadline specified in the solicitation.
Certificate of insurance must be effective before mobilization or the first onsite day.
Provide W-9 upon payer request to avoid backup withholding (provide tax ID immediately).
Confirm availability and effective date in MM/DD/YYYY format before starting work.
Initiate criminal or credential checks early; results may take several business days.
Contractor completes form and uploads documents for initial review.
Insurance, license, and tax details are validated by the compliance team.
Authorized signer signs the agreement and records the signed file.
Insurance effective, site access granted, and work begins.
Martin Properties moved contractor onboarding online to collect credentials efficiently.
BIS standardized applications across teams to centralize insurance and license checks.
| 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 | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |