Parties
Identify legal names, entity types, and contact details for organizer, vendor (if any), sponsor/exhibitor, and attendee representatives to ensure enforceability and notice routing.
A written agreement reduces disputes by defining responsibilities, timelines, and data-sharing consent, and clarifies financial and confidentiality expectations between event organizers, sponsors, and attendees.
Typical signers include event organizers, exhibitors or sponsors, individual attendees, and third-party matchmaking vendors who coordinate meetings.
Each signer should confirm authority to bind their organization and consent to the specified use of personal data and scheduling rules.
Identify legal names, entity types, and contact details for organizer, vendor (if any), sponsor/exhibitor, and attendee representatives to ensure enforceability and notice routing.
Describe matchmaking services, number and length of meetings, scheduling windows, confirmed versus tentative matches, and responsibilities for confirmations or rescheduling.
Specify what personal data will be collected, permitted uses, sharing recipients, retention period, and privacy safeguards required by HIPAA or other applicable laws.
State fees, invoicing terms, refunds for no-shows or cancellations, credits for rescheduled meetings, and consequences for late payment or chargebacks.
Set cancellation windows, notice requirements, whether substitutions are permitted, and any credits or penalties tied to late cancellations or no-shows.
Allocate liability limits, indemnities, confidentiality obligations, and intellectual property ownership for matchmaking data and attendee lists.
| Field | Configuration |
|---|---|
| Invite Template | Create email copy with clear meeting times and consent checkbox. |
| Scheduling Rules | Define slot duration, buffer times, and maximum daily meetings. |
| Authentication | Require email verification or SMS code for attendee access. |
| Calendar Sync | Enable ICS or calendar link insertion for automated calendar adds. |
Confirm the signing platform supports secure e-signatures, audit trails, and the integrations you need for calendar and CRM updates.
Sign at least 7–14 days before matchmaking begins.
Participants must submit availability no later than 5 business days before matching.
Organizers should notify parties 48–72 hours before meetings.
Allow reschedules up to 24 hours before the meeting.
Sponsors typically pay within 30 days of invoice.
All parties execute the agreement and confirm point contacts.
Organizer gathers attendee profiles and availability.
Matches are proposed and edited if needed.
Confirmed meetings occur and follow-up data is captured.
| 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 (tiered) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |