Parties
Identify full legal names and entity types for all contracting parties, including DBA names and any parent company if applicable; include contact and remit-to addresses.
Signed electronic contracts reduce turnaround time, create a verifiable audit trail, and help meet regulatory documentation requirements under federal and state e-signature laws such as the ESIGN Act (15 U.S.C. §7001) and state UETA statutes.
Identify full legal names and entity types for all contracting parties, including DBA names and any parent company if applicable; include contact and remit-to addresses.
Specify exact amounts, schedules, acceptable payment methods, late fees, currency, and tax responsibilities; tie payment triggers to deliverables or milestones.
Describe the goods, services, or financial instruments covered, acceptance criteria, invoicing rules, and any performance metrics that affect payment.
State each party’s assurances about authority, accuracy of financial information, and compliance with applicable laws to limit later disputes.
Set termination events, cure periods, remedies for default, and how outstanding balances are calculated and collected after termination.
Name the governing state law and venue for disputes; include alternative dispute resolution if preferred and specify notice procedures.
| Field | Configuration |
|---|---|
| Authentication | Email link with optional SMS code |
| Signature Type | Electronic signature (typed or drawn) with audit trail |
| Routing Order | Sequential or parallel signer order |
| Storage Location | Encrypted cloud storage with export options |
Maintain an export and backup plan; use platforms that provide an audit trail, TLS/AES encryption, and access controls for regulatory compliance.
Marks when obligations begin and statutory deadlines start
Specify net due date (Net 30, Net 45) and late fee start
Provide W-9 upon request; 1099-NEC due Jan 31 when applicable
Notice and cure periods per contract; follow exact timing
Retention measured from execution or final accounting 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 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 (BAA available) | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Depends on plan | Depends on plan | Depends on plan |
Align responsibilities across these teams early to ensure clean execution and prompt downstream processing.
The CFO or an appointed officer commonly executes corporate financial contracts on behalf of the entity; document evidence of delegated signing authority to avoid later challenge.
Finance managers may sign day-to-day agreements within delegated limits; the contract should reference any internal approval matrix and authority caps.