Management Agreement Form

Use a Management Agreement template to make your document workflow more streamlined.

What a management agreement form does

A Management Agreement Form records the authority, responsibilities, compensation, and approval terms between a business owner and a manager or management company. Complete the parties, scope of authority, services, payment terms, duration, termination provisions, and signatures before relying on it. With signNow, upload the agreement, review auto-detected fields, assign each signer, send it for electronic signature, and retain the completed document with its audit trail. ESIGN and UETA generally support electronic execution when intent, consent, attribution, and reproducibility are established, subject to state law and transaction-specific exceptions.

Real estate management

Real estate managers use management agreements to define property oversight, leasing authority, maintenance responsibilities, reporting, and compensation. SignNow supports reusable templates and mobile signing for owner and manager approvals, while the final document and audit trail preserve the agreed operating scope.

Business operations

Healthcare, construction, legal, and financial-services organizations use management agreements to document delegated operational authority. Teams should limit access to the appropriate parties, identify regulated information, and apply the retention rule tied to the agreement’s actual record purpose.

Field detection

Upload the Management Agreement Form and review auto-detected fields before assigning names, dates, initials, and signature locations.

Signer routing

Route the agreement to owners, managers, or witnesses in a defined signing order with clear signer assignments.

Reusable templates

Use reusable templates when the same management terms recur across properties, departments, or operating entities.

Audit trail

Keep timestamps, actions, and completion evidence with the signed agreement for later internal or legal review.

Mobile signing

Use mobile apps when owners or managers need to review and sign away from an office.

System integrations

Connect completed agreements to systems such as Salesforce, NetSuite, Google Drive, Box, or Procore when supported by the workflow.

How the management agreement workflow works

A management agreement moves from document preparation through signer review, electronic execution, and auditable storage in four focused stages.

Upload document: Upload the management agreement PDF
Review fields: Auto-detect and review fillable fields
Set signers: Add parties and signature routing
Complete workflow: Send, sign, and store the completed record

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Authenticate signer:

Records the signer authentication event

Capture timestamp:

Captures signing date and time

Hash document:

Links document content to signing evidence

Seal record:

Preserves completed agreement against alteration

Record actions:

Logs invitations, views, and signatures

Retrieve trail:

Makes audit evidence available for export

Security controls for management agreements

Transport encryption:

TLS 1.2/1.3 protects data in transit

Stored encryption:

AES-256 protects stored agreement records

Security certification:

SOC 2 Type II report available on request

Security management:

ISO 27001 certification supports information security

Healthcare safeguards:

HIPAA compliance requires a signed BAA

Signer authentication:

Two-factor authentication strengthens signer access

Connect management agreements to business systems

Connect signed management agreements with CRM, ERP, cloud storage, and project systems to reduce rekeying and preserve the completed record where teams already work.

Features	signNow	DocuSign	Adobe Sign	PandaDoc	Dropbox Sign
Starting annual price	$8/user/month Business plan	Not verified	Not verified	Not verified	Not verified
Free trial availability	7-day trial, no card required	Not verified	Not verified	Not verified	Not verified
Bulk send availability	Business Premium includes bulk send	Not verified	Not verified	Not verified	Not verified
Audit trail availability	Included with Business plan	Not verified	Not verified	Not verified	Not verified
HIPAA compliance	Available with required BAA	Not verified	Not verified	Not verified	Not verified
Subscription envelope cap	100 signature invites per user annually	Not verified	Not verified	Not verified	Not verified

Risks when agreements are incomplete

Scope ambiguity

Written scope dispute

Delegation challenge

Missing authority evidence

Execution dispute

Incomplete signature record

ESIGN exception

Excluded transaction type

Management agreement retention schedule

Retention depends on the record’s purpose and industry. Apply the longest applicable federal, state, contractual, or litigation-hold requirement.

Six years for HIPAA records

Retain signed management agreements and audit evidence for six years when HIPAA applies, under 45 CFR 164.530(j).

Three years from tax filing

Retain management agreements supporting tax records for three years from filing under IRC §6501(a).

Six years for major understatement

Retain tax-supporting agreements six years when income understatement exceeds 25 percent under IRC §6501(a).

Three years for payroll records

Retain payroll-related management agreements three years under 29 CFR §516.5 when they support FLSA records.

Six years for broker records

Retain securities-related agreements six years under 17 CFR §240.17a-4 when broker-dealer records apply.

Best practices for signed management agreements

Use consistent field review, signer routing, evidence preservation, and retention decisions for every Management Agreement Form.

Store the signed agreement with evidence

Export the completed agreement and its audit trail after signing, then store both together in a controlled repository. Record the agreement’s parties, effective date, and superseded version so reviewers can identify the operative document.

Apply the correct retention rule

Set retention from the agreement’s business purpose and applicable authority. Tax-supporting records generally use three years from filing under IRC §6501(a), while HIPAA records require six years under 45 CFR 164.530(j).

Verify authority and agreement terms

Review management authority before sending. Confirm the owner, manager, property or business scope, payment terms, effective date, termination rights, and required approvals match the underlying transaction.

Limit access to sensitive records

Restrict access to the people handling the management relationship. For agreements containing protected health information, confirm a HIPAA BAA and use controls appropriate to the information disclosed.

Management agreement troubleshooting questions

Resolve field, routing, compliance, and archival issues before relying on a completed Management Agreement Form.

Upload the original PDF again and confirm its fields are not password-protected. signNow Business supports templates and audit trails, while auto-detection cannot reliably map locked or damaged form fields.

Confirm every signer’s email address and signing order before sending. signNow routes the management agreement through the assigned workflow, and the audit trail records each invitation, access event, and completed signature.

Business includes legally binding eSignatures and audit trails. If the agreement requires bulk distribution, Business Premium adds bulk send; choose the plan based on the number and routing pattern of agreements.

For healthcare management arrangements containing protected health information, use a signNow configuration with a required BAA. HIPAA’s six-year retention rule appears in 45 CFR 164.530(j), but state requirements may be longer.

ESIGN and UETA generally recognize electronic signatures when intent, consent, attribution, and record reproducibility are established. Preserve the completed agreement and audit trail; state law and transaction-specific exceptions still apply.

Review the final PDF, signer identities, dates, and routing before completion. After signing, export or retain the agreement with its signNow audit trail so the record can be reproduced for review.

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