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Request To Submit For Decision Form

Use a Request To Submit For Decision template to make your document workflow more streamlined.

What this decision request form does

The Request To Submit For Decision Form records a proposal, supporting information, assigned reviewers, and the decision needed before submission. In signNow, a sender uploads the document, adds or confirms fillable fields, assigns recipients, and sends the workflow for review and signature. Each signer can inspect the request, complete assigned fields, and sign electronically. The completed document and audit trail preserve the transaction history. For U.S. transactions, ESIGN and applicable state electronic-transactions law address enforceability when intent, consent, attribution, and record retention requirements are satisfied.

Who uses this decision form

Operations teams

Operations teams use the Request To Submit For Decision Form to collect proposals, approvals, dates, and signatures before a business submission proceeds.

Regulated teams

Legal, healthcare, construction, and financial-services teams can adapt the workflow to their records, provided applicable state, contractual, privacy, and industry requirements are reviewed.

How the decision workflow works

The workflow moves from document preparation to assigned review, electronic signing, and retention of the completed decision record.

  • Upload: Upload the form into signNow.
  • Configure: Confirm fields and assign recipients.
  • Route: Route the request for review and signature.
  • Complete: Store the completed form with its audit trail.

How to complete the form

Follow the form from upload through field assignment, signature, and audit-trail storage so the final decision record remains identifiable and reviewable.

  • Upload form:

    Upload the Request To Submit For Decision Form.
  • Add fields:

    Let signNow detect fillable areas, then add missing fields.
  • Assign roles:

    Assign each field to the correct reviewer or signer.
  • Send request:

    Send the request through the required signing order.
  • Store record:

    Review completion details and store the signed record.
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Recommended workflow setup

Configure the form around verified signer identity, clear intent, an exportable audit trail, and retention rules that match the underlying business record.

SettingRecommendation
Authentication methodEmail verification with SMS OTP for sensitive decisions
Signature typeTyped or drawn electronic signature with documented intent
Audit trailEnable completion certificate and action history
Document retentionRetain under the applicable organizational policy
EncryptionUse TLS 1.2 or TLS 1.3 and AES-256

Features that support decision requests

A signNow workflow can turn the Request To Submit For Decision Form into a traceable electronic record while preserving the fields, approvals, and signatures required by your process.

Form preparation

Upload the Request To Submit For Decision Form and use signNow’s field tools to place names, dates, decision fields, and signature areas where required.

Signer routing

Send the prepared form to designated reviewers in sequence, helping each person see the decision information and fields assigned to them.

Electronic signing

Capture typed or drawn signatures with associated intent and signer activity, creating a reproducible electronic record for the completed request.

Audit evidence

Use the audit trail to review signer actions, timestamps, access events, and completion information when a decision record requires verification.

Reusable template

Reuse an approved form template so teams preserve field placement, routing order, instructions, and retention practices across repeated requests.

Mobile access

Open the workflow from desktop or mobile signNow applications when authorized staff need to prepare, review, or sign outside the office.

Platform requirements for this form

Request To Submit For Decision Form can be prepared in signNow through Chrome, Firefox, Safari, or Edge on Windows and macOS. Mobile access is available through signNow apps for iOS and Android, while connections use TLS 1.2 or TLS 1.3.

  • Desktop browsers Use Chrome, Firefox, Safari, or Edge on Windows or macOS.
  • Mobile access Open the form on iOS or Android mobile devices.
  • Connection security Use TLS 1.2 or TLS 1.3 connections for signNow access.

Organizations using this form should manage access through approved devices and signNow permissions. Enterprise deployments can connect API workflows, SSO provisioning, and managed storage. Where regulated records are involved, configure retention, authentication, and certificate or LTV requirements according to the applicable policy and law.

Security controls for this form

Data in transit:

TLS 1.2 and TLS 1.3

Data at rest:

AES-256 encryption

Security reporting:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Health information:

HIPAA compliant with BAA

Electronic records:

ESIGN and UETA compliant

Legal standing of electronic completion

A completed Request To Submit For Decision Form may be admissible when the record shows intent, consent, attribution, and reliable retention under ESIGN, 15 U.S.C. ch. 96, and applicable state law such as UETA or New York ESRA. Wills, certain court orders, and family-law decrees remain excluded from ESIGN coverage.

Why teams look for DocuSign alternatives

Best practices for reliable submissions

A reliable request depends on accurate fields, controlled access, preserved evidence, and a retention rule tied to the underlying transaction.

Verify the approved form

Before uploading, compare the Request To Submit For Decision Form with the organization’s approved version. Confirm that decision criteria, supporting attachments, recipient identities, and signature locations are present, readable, and assigned to the correct people before transmission.

Preserve the audit trail

Use signNow’s audit trail and completion certificate to preserve signer actions, timestamps, and document history. Export these materials with the completed form so reviewers can reproduce the record and understand how the decision was finalized.

Limit access and disclosure

Restrict access to the people who prepare, review, or approve the request. Remove unnecessary personal information, apply role-based permissions, and verify recipient addresses before sending the form to prevent disclosure to an unintended party.

Apply the correct retention rule

Set retention according to the underlying record rather than the form name. For example, federal tax records generally use three years under IRC §6501(a), while state or industry rules may require longer storage.

Documents needing extra review

Notarization

May require notarization

Wills

Excluded from ESIGN coverage

Family law

State filing rules may control

Real-estate deeds

Acknowledgment requirements vary by state

Troubleshooting this decision request

Use these answers to resolve field, signer, legal-validity, plan, healthcare, and record-retention questions before relying on a completed request.

Upload the original Request To Submit For Decision Form again, then verify that every decision, date, and signature field is present before sending. signNow’s field tools can add missing fields, but the sender remains responsible for confirming that the electronic version matches the approved document.

Confirm that the recipient email address is correct and that the signer can access the message. If stronger identity evidence is required, configure SMS authentication or another available signer-authentication control before resending the Request To Submit For Decision Form.

A typed or drawn signature can support an electronic signature when the signer demonstrates intent and consents to the electronic record. For U.S. transactions, ESIGN and applicable state law govern; consumer records may require the disclosure in 15 U.S.C. §7001(c).

Business includes audit trails and templates, while Business Premium adds bulk send. Select the plan according to the number of requests and routing controls required; confirm current plan limits before sending a large batch.

HIPAA compliance is available when the workflow involves protected health information and a business associate agreement is required. Do not place protected health information in this form unless the organization has approved the applicable safeguards and agreement.

Export the completed document and audit trail from signNow, then apply the organization’s retention schedule. ESIGN requires records to remain accessible and reproducible; the underlying transaction, industry, and state law may impose additional retention obligations.

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