Parties
Identify each party with full legal name, entity type, registration jurisdiction, and contact information so the agreement is enforceable and unambiguous.
A clear agreement reduces legal and tax uncertainty, documents the parties’ intent, and specifies who bears custody, transfer fees, and tax reporting responsibilities. It also supports enforceability under electronic signature laws such as ESIGN (15 U.S.C. ch. 96) and state UETA statutes where applicable.
Common users include counterparties in peer-to-peer trades, broker-dealers, payment processors, and service providers that accept or transfer crypto as consideration.
The document is also used by escrow agents, exchanges, and advisors to memorialize obligations and support regulatory or audit requests.
| Document Field Header | Configuration Column | Field name | Intended configuration (example formats and authentication) |
|---|---|
| Signature Method | Email link with optional SMS code for two-factor authentication |
| Authentication Level | Use SMS code or knowledge-based verification for higher-risk transfers |
| Conditional Fields | Show wallet or escrow fields only when payment method equals crypto |
| Retention Setting | Enable PDF/A export and secure storage for auditability |
Identify each party with full legal name, entity type, registration jurisdiction, and contact information so the agreement is enforceable and unambiguous.
Detail token type, blockchain network, exact wallet address or custodian, and any token identifiers required to prevent mistaken transfers.
Specify price, currency, conversion benchmarks, who pays network fees, and adjustments for partial fills or failed transfers.
Describe the transfer mechanism, timeframes, confirmation requirements, and conditions for reversing or refunding in the event of failed settlement.
Include statements about ownership, authority to transfer, absence of liens, compliance with sanctions and AML obligations, and tax status.
Set governing law, jurisdiction or arbitration procedures, and remedies for breach, including allocation of legal fees and limitation of liability.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |