Parties & Recitals
Identify grantor and grantee with legal names, addresses, and background context describing program purpose and statutory or program authority for funding.
A well-drafted agreement protects parties by documenting eligible expenses, reporting cadence, privacy obligations (including HIPAA considerations), and remedies. It reduces audit risk, clarifies deliverables, and preserves funding continuity when compliance and documentation are maintained.
Typical users include both funders and recipients who need formal terms for grant awards.
Use the checklist below to identify where your role fits and which sections you should review closely.
An executive or grants officer authorized to bind the funder; approves award terms, releases funds, and enforces reporting and audit rights in accordance with organizational policy.
An executive (CEO/ED) or delegated official who accepts terms, certifies compliance with applicable laws, and commits the institution to reporting, recordkeeping, and the stated use of funds.
Identify grantor and grantee with legal names, addresses, and background context describing program purpose and statutory or program authority for funding.
Describe funded activities, measurable deliverables, timelines, and any milestones that trigger payments or reporting obligations.
Detail approved line items, payment schedule, allowable/unallowable costs, invoicing requirements, and conditions for withholding or recoupment.
Specify financial and program reporting cadence, formats, supporting documentation, site visits, and audit rights.
Require adherence to applicable laws (HIPAA for PHI, state privacy rules), include data-use restrictions, and address required addenda or BAAs.
State early termination triggers, fund recovery processes, remedies for breach, and dispute resolution mechanisms.
| Field | Configuration |
|---|---|
| Authentication | Email plus optional SMS code for higher assurance |
| Signature order | Set funder first, then grantee signer after review |
| Required attachments | Attach budget, invoices, and BAA where applicable |
| Audit logging | Enable timestamped audit trail and downloadable certificate |
Choose a platform that supports secure authentication, audit trails, and required integrations.
Ensure the platform can produce tamper-evident signed PDFs, retain audit logs, and support any required BAAs for HIPAA compliance.
Date by which the grant application or award acceptance is due
Date performance and allowable-cost calculation begin
Quarterly or annual submission dates for program and financial reports
Date for final reports, reconciliation, and fixed asset disposition
Period during which records must be accessible for examination
John Butler used digital signing to centralize agreement execution across clinics
Kodi-Marie Evans integrated signing into ERP workflows for contract approvals
| 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 | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |