Proponent Identity
Full legal name, business or individual status, registered address, and any DBA; include state of formation for entities and exact spelling matching government ID.
A dedicated annex reduces disputes about signatory authority, creates a concise compliance record, and simplifies verification during audits or regulatory review. It centralizes identification details and reduces ambiguous references in the main contract.
The annex is most useful for parties who must document authority, identity, or delegation clearly before performance or regulatory submission.
Use the annex whenever identity or authority could affect contract performance, payment, regulatory compliance, or dispute resolution.
Full legal name, business or individual status, registered address, and any DBA; include state of formation for entities and exact spelling matching government ID.
Clear language describing the signer's role (for example: 'Chief Financial Officer' or 'Authorized Agent') and the authority scope they possess under corporate bylaws or delegation.
Cite the document or mechanism granting authority (board resolution, power of attorney, operating agreement) and attach or reference the governing document page.
Specify government ID type and number (driver's license, passport) or business EIN, plus issuance jurisdiction to assist identity verification and background checks.
State when the authority begins and, if applicable, when it ends or requires renewal; use precise dates to avoid ambiguity.
Designate signature method (wet, remote online notarization, e-signature method) and note any notarization or witness requirements tied to enforceability.
| Field | Configuration |
|---|---|
| Document Template | Use a locked template with required fields enforced |
| Signer Roles | Define primary signer, secondary approver, and witness roles |
| Authentication | Choose email, SMS, or KBA per risk profile |
| Notification & Storage | Auto-email completed PDF and save to secure repository |
Confirm platform support for required file types, integrations, and authentication used to verify signatory identity.
Ensure the chosen platform can produce an immutable audit trail, export ISO‑compatible signed PDFs, and support any required BAA or 21 CFR Part 11 attestation for regulated records.
Provide annex with contract or upon request; aim to return within 7–14 business days
Allow 3–5 business days for document review and proof validation
If required, complete notarization before closing or filing; RON sessions may be scheduled quickly
File or store final executed annex immediately following signature
Re-verify authority if annexed powers expire or material changes occur
| 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 | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |