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Have Agreed To Settle Both Cases For A Total Sum Of $ Form

Use a Have Agreed To Settle Both Cases For A Total Sum Of $ template to make your document workflow more streamlined.

What this settlement form records

This form records that the parties have agreed to settle both identified cases for one total sum. It should state the case references, parties, settlement amount, payment terms, releases, signatures, and effective date. Because the supplied form name does not identify an issuing agency, statutory filing deadline, or required amount, the parties should confirm those terms with counsel and applicable state law. signNow lets a sender upload the agreement, detect or add fields, route it for signature, and retain the completed record with an Audit Trail.

Legal standing of the settlement agreement

A signed settlement agreement can provide evidence of intent, consent, signer attribution, and agreed terms when the record is retained and reproducible. ESIGN and applicable UETA or New York ESRA rules support electronic transactions, but wills, certain court orders, and specified family-law documents remain excluded.

Why teams look for DocuSign alternatives

Business types using settlement agreements

The form is suited to parties and representatives resolving two identified cases through one documented settlement and signature workflow.

  • Solo attorneys can prepare one settlement agreement, place both parties’ fields, and retain a signed PDF with its Audit Trail for the related matters.
  • Law firms can route the agreement to multiple parties, preserve release terms and payment details, and control access through shared templates and delegated sending.
  • Enterprise legal and claims teams can standardize settlement workflows, connect signNow with NetSuite or Salesforce, and maintain searchable evidence across resolved cases.

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

How signNow handles this agreement

The workflow turns the two-case settlement document into a controlled signing record without changing its negotiated terms.

  • Upload document: Upload the settlement agreement PDF.
  • Prepare fields: Add fields for both cases and each signer.
  • Send for signing: Send the agreement through signNow.
  • Retain evidence: Store the signed PDF and Audit Trail.
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How to complete this settlement form

Prepare the agreement, identify every required signer, and preserve the completed document with its signing evidence.

  • Upload document:

    Upload the settlement agreement PDF.
  • Check fields:

    Review detected fields and add missing amount, release, date, and signature fields.
  • Assign signers:

    Assign each field to the correct party in both cases.
  • Send agreement:

    Send the agreement and monitor completion in signNow.
  • Store evidence:

    Download the signed agreement and Audit Trail.

What the settlement audit trail records

The Audit Trail separates the agreement’s legal terms from technical evidence showing how each party received, reviewed, and signed it.

01

Authenticate signer:

Records signer email, authentication, and signing identity.
02

Capture timestamp:

Captures the date and time of each action.
03

Track document history:

Links the signed record to its document history.
04

Seal evidence:

Preserves evidence of completed signature actions.
05

Export audit trail:

Allows retrieval of the completed Audit Trail.
06

Retain record:

Supports storage of the final signed agreement.

Recommended settlement workflow setup

Configure the settlement agreement around signer identity, signature evidence, controlled access, and retention requirements for both cases.

SettingRecommendation
Authentication methodEmail link with SMS OTP
Signature typeTyped or drawn e-signature
Audit trailExport with completed agreement
Document retentionApply matter-specific legal schedule
EncryptionTLS 1.2/1.3 and AES-256

Signer authentication for settlement agreements

Confirms signer access through email:

Email link authentication

Adds a one-time phone code:

SMS OTP

Requires two independent verification steps:

Two-factor authentication

Checks signer identity before signing:

ID verification

Supports certificate-based signing workflows:

PKI signatures

Uses certificate credentials for identity:

X.509 certificates

Record-keeping practices for this settlement

Preserve the settlement agreement and its signing evidence according to the dispute, contract, and state-law requirements that apply to both cases.

Set a documented retention period

Keep the final settlement agreement, signed copies, and related correspondence together. Because this document has no identified federal retention rule, apply the applicable contract, litigation, and state-law schedule for the underlying dispute, and document the selected period.

Export the audit trail

Export the completed signNow Audit Trail with the agreement. Preserve signer identity evidence, timestamps, delivery records, and action history so the parties can connect each signature to the exact settlement document.

Limit settlement access

Restrict access to the settlement amount, releases, and case references using role-based permissions. Share the completed agreement only with parties, counsel, insurers, or administrators who need it for the settlement.

Archive the final agreement

Store the signed PDF and audit evidence in a controlled archive with integrity checks and recovery copies. Do not overwrite the original settlement version after both cases are resolved.

State rules and document exclusions

State law controls

Notarization requirement

Not valid for wills

Wills exclusion

Court rules may apply

Family law documents

Notary acknowledgment required

Real-estate deed

Pricing options for settlement workflows

For a two-case settlement agreement, compare verified signNow pricing with unavailable vendor details rather than assuming feature or cost equivalence.

FeaturessignNowDocuSignAdobe SignPandaDocDropbox Sign
Starting price$8/user/month annuallyNot verifiedNot verifiedNot verifiedNot verified
Free trial7 days, no cardNot verifiedNot verifiedNot verifiedNot verified
Bulk sendBusiness Premium includedNot verifiedNot verifiedNot verifiedNot verified
Audit trailIncluded with BusinessNot verifiedNot verifiedNot verifiedNot verified

Settlement agreement troubleshooting

Resolve signing, identity, retention, and plan questions before relying on this agreement to close both cases.

Upload the settlement PDF again or use a supported document format. signNow’s Business plan includes templates and audit trails, while automatic field detection may require manual review when the agreement uses scanned pages.

Confirm the signer’s email address, resend the invitation, and check spam filtering. A signNow signing link can provide another delivery route when email delivery does not reach the intended party.

For a stronger identity check, configure SMS OTP, two-factor authentication, or advanced signer authentication where available. The selected method should match the parties’ evidentiary and organizational requirements.

The agreement can generally be e-signed when the parties demonstrate intent, consent, attribution, and reliable record retention under ESIGN and applicable UETA or New York ESRA rules.

The Business plan is $8 per user per month with annual billing and includes 100 signature invites per user annually. Business Premium adds bulk send at $15 per user per month annually.

Export the completed document and Audit Trail after signing, then preserve both in the approved matter repository. The audit evidence records actions such as timestamps, signer activity, and document history.

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