Bilateral Agreement Form
Use a Bilateral Agreement template to make your document workflow more streamlined.
What is a bilateral agreement form?
A Bilateral Agreement Form records promises exchanged by two parties and identifies what each party must do, when performance is due, and how acceptance is documented. In signNow, upload the form, review or add its fillable fields, assign fields to each party, and send it for electronic signing. The completed document and audit trail preserve the parties’ intent, signer attribution, and transaction history. For U.S. transactions, ESIGN and applicable state law, including UETA or New York ESRA, govern electronic-record validity, subject to statutory exclusions.
Who uses bilateral agreement forms
Real estate
Real estate teams can complete lease agreements, rental applications, and property contracts with owners, tenants, brokers, and vendors.
Business operations
Legal, healthcare, construction, and finance teams can route agreements, consent forms, invoices, and approvals to identified counterparties.
How to complete the form
Use signNow to prepare the Bilateral Agreement Form, route it to both parties, and preserve the completed document with its signing history.
Upload form:
Upload the Bilateral Agreement Form to signNow. Check fields:
Review detected fields and add missing signature, date, and initials fields. Assign signers:
Assign each field to the correct bilateral party. Send agreement:
Send the agreement for sequential or parallel signing. Store record:
Store the completed form with its audit trail.
Recommended agreement workflow setup
Configure the Bilateral Agreement Form so signer identity, document integrity, and record access remain traceable throughout execution.
| Setting | Recommendation |
|---|---|
| Authentication method | Email verification with SMS OTP |
| Signature type | Typed or drawn electronic signature |
| Audit trail | Capture timestamps, IP addresses, and actions |
| Document retention | Retain agreement and audit trail together |
| Encryption | TLS 1.2/1.3 and AES-256 |
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Signer authentication and certificates
Digital certificates:
X.509 certificates:
Two-factor authentication:
SMS OTP:
ID verification:
Audit evidence:
Best practices for bilateral agreements
Accurate party details, deliberate field assignment, consent evidence, and linked record retention support a reliable signed agreement.
Review both parties’ obligations
Assign every field precisely
Document electronic consent
Preserve the signed record
Privacy controls for bilateral agreements
Signed documents may expose names, addresses, payment details, or other personal information to recipients who do not need access. A missing electronic-record disclosure can weaken evidence that a consumer consented to receive or sign the bilateral agreement electronically. Shared links, broad folder permissions, or forwarded emails can give unauthorized people access to the completed agreement. Retaining an agreement without its audit trail can make signer identity, timing, and document history harder to establish.
Risks of incomplete bilateral agreements
Contract conflict
Signature gap
Unclear obligations
Record failure
Bilateral agreement workflow examples
Real signNow customer stories show how signed business documents move between counterparties and internal teams.
Real estate
Martin Properties needed to execute property documents without requiring every participant to attend an office appointment.
- Mobile signing supported field-based property work.
- Offline access helped maintain document continuity.
Tim Martin, founder of Martin Properties, describes processing and executing documents online while maintaining compliance and security. The customer story specifically mentions mobile and offline work, which aligns with bilateral agreements requiring signatures from parties who may be working away from an office.
Technology distribution
Tech Data needed faster internal and external document handling across its customer-service and revenue workflows.
- Digital signing reduced paper-based handoffs.
- Teams handled agreements through online workflows.
Bob Dutkowsky, CEO of Tech Data, reports using airSlate SignNow to improve internal and external customer service while increasing speed to revenue. The documented outcome illustrates how a bilateral agreement workflow can move between business teams and outside counterparties.
Key performance indicators that demonstrate SignNow's proven track record.
Bilateral agreement troubleshooting
These answers address field assignment, signer access, electronic consent, legal coverage, plan limits, and completed-record preservation.
Upload the final PDF again and confirm that every Bilateral Agreement Form field has a signer assigned. If automatic field detection misses a signature or date location, add that field manually before sending. The Business plan includes templates and audit trails for this workflow.
A signer can use the email invitation or a configured SMS code instead of creating an account, depending on the workflow settings. Verify the recipient’s email address, resend the invitation, and confirm that the phone number can receive SMS messages.
For a consumer-facing Bilateral Agreement Form, provide the ESIGN disclosure, explain paper-record access and withdrawal rights, and retain consent evidence. The requirement comes from 15 U.S.C. §7001(c), not from a signNow plan feature.
ESIGN covers interstate and foreign commerce, while UETA generally governs intrastate transactions in adopting jurisdictions. New York uses ESRA instead of UETA. Confirm that the agreement is not a statutory exclusion, such as a will or court order.
Business plans include 100 signature invites per user per year, with overage fees described in the product pricing information. The Site License uses a signature-invite model. Check the selected plan before sending a large bilateral agreement batch.
Open the completed Bilateral Agreement Form and export its audit trail or certificate of completion with the signed file. Preserve both records together so timestamps, signer actions, and document history remain available for later review.
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