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Non Binding Form

Use a Non Binding Form template to make your document workflow more streamlined.

What Non Binding Form means

Non Binding Form is a signed record of proposed terms that does not, by itself, create the final transaction. It identifies the parties, records the subject under discussion, and can show which provisions remain subject to negotiation or a later definitive agreement. In signNow, the sender uploads the form, reviews detected fields, assigns recipients, and sends it for electronic signature. The completed PDF and audit trail preserve the version, signer actions, and timestamps, while the document’s wording determines its legal effect.

Legal standing of Non Binding Form

A Non Binding Form can serve as evidence of the parties’ stated intentions when it identifies the record, shows intent and consent, and remains reproducible. ESIGN and UETA generally recognize electronic records, but wills, court orders, family-law decrees, and other statutory exclusions require separate treatment.

Why teams look for DocuSign alternatives

Business types that use Non Binding Form

Non Binding Form helps parties record preliminary terms clearly when discussions continue before a definitive agreement is signed.

  • Independent consultants use Non Binding Form to document preliminary project terms, confirm client expectations, and preserve a signed record before either party commits to a final agreement.
  • Real estate brokerages use it for early deal summaries, showing proposed price, timing, and contingencies while making clear that the document does not replace the definitive purchase contract.
  • Enterprise procurement teams use it to circulate provisional commercial terms, collect internal approvals, and maintain an auditable negotiation record before legal review and execution of binding agreements.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Who uses Non Binding Form

Legal and procurement

Legal and procurement teams use Non Binding Form for preliminary contracts, NDAs, statements of intent, and negotiated commercial terms. They identify each party, describe the proposed transaction, mark nonbinding provisions clearly, and route the document for review before preparing a definitive agreement. A completed copy helps separate discussion history from final obligations.

Industry teams

Real estate, healthcare, construction, and financial-services teams use Non Binding Form for proposed terms, consent records, project discussions, and preliminary approvals. The document should identify its limited purpose, avoid language promising a completed transaction, and preserve signer intent, timestamps, and the final audit record for later review.

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How to complete Non Binding Form

Use signNow to prepare the exact preliminary terms, route them to the correct parties, and preserve evidence of what each signer reviewed.

  • Upload:

    Upload the finalized template.
  • Check fields:

    Review detected fields and wording.
  • Assign signers:

    Add parties and signature fields.
  • Send:

    Send the form for review.
  • Archive:

    Store the signed copy and audit trail.

Audit trail for Non Binding Form

signNow’s audit trail records the evidence surrounding Non Binding Form, helping reviewers distinguish the signed proposal from later contractual documents.

01

Authenticate signer:

Records the signer’s email or configured authentication event.
02

Capture timestamp:

Captures the signing event’s date and time.
03

Record actions:

Logs document actions and recipient activity.
04

Seal record:

Preserves the completed document version for review.
05

Connect evidence:

Links the completion record with signer events.
06

Export trail:

Supports audit-trail retrieval and export.

Security for Non Binding Form

Encryption:

AES-256 at rest

Transport security:

TLS 1.2/1.3 in transit

Independent controls:

SOC 2 Type II certified

Security management:

ISO 27001 certified

U.S. eSignatures:

ESIGN and UETA compliant

Privacy controls:

GDPR compliant

Recommended Non Binding Form setup

Configure the workflow to identify parties, preserve the exact proposed terms, and keep the signed record available for later review.

SettingRecommendation
Authentication methodEmail verification for identified parties
Signature typeTyped or drawn electronic signature
Audit trail and encryptionEnable audit trail with AES-256 protection
Document retentionApply the underlying transaction rule
User provisioningAssign controlled roles and permissions

Privacy pitfalls in Non Binding Form

  • Including Social Security numbers, bank details, or protected health information can expose personal data beyond the limited purpose of preliminary terms.
  • Failing to obtain electronic consent can weaken the record when a consumer signer later disputes the electronic process.
  • Sending a shareable link without recipient controls can allow an unintended person to review or sign the proposed terms.
  • Calling a document nonbinding while promising a specific transaction can create contradictory evidence during later negotiations.

Platform requirements for Non Binding Form

Complete Non Binding Form in Chrome, Firefox, Safari, or Edge on Windows or macOS; signNow also provides mobile apps for iOS and Android. Use a current browser with TLS support for secure access.

  • Browsers Chrome, Firefox, Safari, Edge
  • Desktop systems Windows and macOS
  • Mobile systems iOS and Android apps

Organizations should manage signNow access through approved devices and permissions. Business plans include mobile apps and audit trails; Enterprise adds advanced integrations, while Site License options can add SSO and full API access for controlled deployments.

Integrations for Non Binding Form

Connect Non Binding Form workflows with CRM, ERP, document storage, and project systems to route proposed terms and preserve completed records where teams already work.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Non Binding Form troubleshooting

Resolve signing, compliance, and recordkeeping questions by matching the workflow to the form’s nonbinding language and the governing U.S. rules.

Upload the correct Non Binding Form template and use signNow’s field detection before reviewing every proposed-term, party-information, and signature field manually. The Business plan includes templates and audit trails, helping preserve which version each party reviewed.

A Non Binding Form may be signed electronically when the parties demonstrate intent, consent to electronic records, and can retain and reproduce the record. ESIGN and applicable state law, including UETA or New York ESRA, govern the transaction.

No. A completed Non Binding Form records stated intentions but does not itself create final obligations when its language reserves negotiation or requires a later definitive agreement. Review the wording with counsel before relying on it.

Business includes legally binding eSignatures, templates, mobile apps, and audit trails at $8 per user per month when billed annually. Business Premium costs $15 and adds bulk send and kiosk mode.

For consumer-facing Non Binding Form workflows, provide the ESIGN consumer disclosure, demonstrate electronic access, and explain withdrawal procedures under 15 U.S.C. §7001(c). signNow can preserve the signed record, but the sender remains responsible for disclosure compliance.

If a signer cannot access the email, verify the recipient address, resend the invite, or use a controlled signing link. Business Premium includes quick invite links; stronger authentication may require an Enterprise configuration.

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