Parties
Full legal names and entity identifiers for every contracting party to avoid ambiguity about who is bound.
A combined format centralizes legal terms and operational rules so obligations and procedures are delivered together, reducing ambiguity and simplifying enforcement under state contract law and federal frameworks such as ESIGN and UETA.
Organizations and practitioners use this document when rights, compliance, or operational standards need to be formally incorporated into a contract.
Selecting appropriate signers and retaining the executed package ensures enforceability and helps satisfy regulatory recordkeeping requirements.
A corporate officer or authorized signatory who has delegated authority to bind the organization; include title and capacity (e.g., CFO, VP Contracts). Verify delegated authority via corporate resolution or signature policy.
A natural person signing on their own behalf must use their legal name as on ID. If signing as an agent, the signature block must show the capacity and the principal’s legal name to avoid ambiguity.
Full legal names and entity identifiers for every contracting party to avoid ambiguity about who is bound.
Short background statements setting context for the agreement and why the attached policy applies.
Core obligations, payment terms, deliverables, and performance milestones that create enforceable duties.
A labeled exhibit or appendix containing the policy text and a clear incorporation clause so the policy is legally part of the contract.
Blocks for each signer with printed name, title, capacity, and date; electronic signatures allowed under ESIGN/UETA.
Designated state law and dispute resolution approach, including venue and whether arbitration applies.
| Field | Configuration |
|---|---|
| Signer Order | Set sequential or parallel signing based on approvals. |
| Authentication | Choose email, SMS, or KBA per risk level. |
| Conditional Fields | Show policy acknowledgment only to relevant signers. |
| Retention Rules | Attach retention metadata for archiving and legal holds. |
Ensure platform support for required file types, audit trails, and applicable compliance frameworks before e-signing.
Confirm the chosen platform captures a complete audit trail and can produce a tamper-evident final copy that records signer identity and timestamps.
Set exact MM/DD/YYYY effective and expiration dates in the contract.
Specify cure and termination notice periods to bind parties to clear timelines.
Define auto-renewal triggers and opt-out notice lead times.
Some agreements require filing fees or recordings — check state rules.
Maintain records to satisfy IRS retention and reporting obligations.
Internal approvals and legal review prior to sending for signature.
Set a clear expiration for signing invitations and reminders.
Distribute fully executed copies and capture the audit certificate.
Index and store executed package per retention policy.
| Criteria | Legal Contract with Policy | Plain Contract |
|---|---|---|
| Incorporates Policy | ||
| Operational Details | included | separate |
| Compliance Impact | higher | lower |
| Revision Frequency | policy-driven | contract-only |
| 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 trial | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes (premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
The airSlate SignNow team has been exceptional, responsive, the API has been great.