Requester Info
Name, department, contact, and project/campaign code for traceability and owner accountability.
A completed authorization form centralizes approvals, prevents unauthorized spending, and creates a clear record for finance and audits. It reduces invoice disputes and speeds vendor onboarding by capturing key purchase and contract terms before expense is incurred.
Final signatures are retained with invoices; routing stops purchases without required signoffs or missing documentation.
Name, department, contact, and project/campaign code for traceability and owner accountability.
Vendor legal name, address, taxpayer identification (TIN), and procurement classification.
Scope of work, deliverables, quantities, unit pricing, and total not-to-exceed amount.
Budget line, general ledger code, and confirmation of available funds.
Designated approvers, signature lines, approval dates, and conditional approvals if applicable.
Quotes, SOW, vendor W-9, contract draft, and procurement checklist for audit purposes.
| Field | Configuration |
|---|---|
| Routing Order | Sequential approvers with conditional steps |
| Authentication | Email link or SMS code |
| Conditional Approval | Higher thresholds require additional signer |
| Retention Policy | Auto-archive signed files to secure storage |
Ensure the vendor provides audit logs and retention controls that meet finance and compliance policies before enabling e-sign workflows.
2–5 business days for standard requests
Up to 7 business days for vendor checks
7–30 days depending on deliverable type
Typical Net 30 unless negotiated otherwise
File final approval with invoice for retention
| 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 | Yes, 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |