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This Agreement, Made This Day Of , 2 , Between Form

Use a THIS AGREEMENT, Made This Day Of , 2 , Between 0 template to make your document workflow more streamlined.

What this agreement form does

This Agreement, Made This Day Of , 2 , Between Form is a business agreement template used to record the parties, execution date, and terms they accept. In signNow, upload the document, review or add fillable fields, assign each signature and date field, and send it to the named parties. Signers review the agreement, demonstrate intent, and complete their assigned fields. signNow then stores the executed document with an Audit Trail. For U.S. transactions, ESIGN and applicable state law can recognize electronic records when consent, attribution, intent, and reliable retention requirements are met.

Who uses this agreement form

Small businesses

Consultants and small businesses use this agreement for service terms, payment conditions, effective dates, and signatures exchanged with clients or vendors.

Legal teams

Legal and procurement teams use this agreement for controlled review, sequential approval, signature attribution, and retention of the executed record.

Who benefits from this agreement workflow

This agreement is useful wherever two or more parties must record business terms and preserve reliable evidence of execution.

  • Solo consultants use this agreement to document client terms, signature intent, payment obligations, and effective dates without exchanging several scanned drafts.
  • Small business operations teams use it for vendor, service, and partnership agreements that require sequential review, multiple signatures, and a retrievable Audit Trail.
  • Enterprise legal and procurement teams use reusable agreement workflows with role-based routing, controlled templates, and centralized evidence for internal and external transactions.

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

How to prepare this agreement

Use this sequence to turn the agreement into a controlled, reviewable signing transaction.

  • Upload document:

    Upload the completed agreement PDF to signNow.
  • Check fields:

    Review detected fields and add missing signature, date, and initials fields.
  • Add signers:

    Enter each signer’s email and set the required signing order.
  • Complete signing:

    Send the agreement, monitor completion, and download the signed record.

Recommended setup for this agreement

Use a controlled signing configuration that links each party to the agreement and preserves evidence of execution.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailExport with every completed agreement
Document retentionApply the transaction’s governing rule
EncryptionTLS 1.2/1.3 and AES-256
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What the Audit Trail records

The Audit Trail preserves technical evidence around this agreement’s execution rather than replacing the agreement’s substantive terms.

01

Authenticate signer:

Verify the signer’s email or configured authentication method.
02

Capture timestamp:

Record the signing event’s date and time.
03

Hash document:

Associate the completed document with integrity evidence.
04

Seal record:

Preserve completed content against undocumented changes.
05

Record activity:

Log delivery, access, and signer actions.
06

Retrieve evidence:

Export the Audit Trail with the agreement.

Security for signed agreements

Data encryption:

TLS 1.2/1.3 and AES-256

SOC 2 Type II:

Certified independent control report

ISO 27001:

Certified information security framework

Electronic signature law:

ESIGN and UETA compliant

HIPAA protection:

HIPAA workflows require a BAA

21 CFR Part 11:

Audit-ready electronic record controls

Integrations for agreement workflows

Connect agreement routing with Salesforce, NetSuite, Microsoft 365, Google Drive, Box, or Procore to reduce duplicate entry and organize executed records.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Features for this agreement

This agreement workflow combines field preparation, controlled signing, audit evidence, and organized storage for U.S. business transactions.

Field placement

Upload the agreement and place signature, date, initials, and text fields without rebuilding the document. The completed version preserves the original agreement structure for review.

Signing order

Route the agreement to each party in a defined signing order, reducing missed approvals and showing which signer must act next before execution is complete.

Audit Trail

Capture timestamps, signer actions, and delivery events in an Audit Trail that supports review when a party later questions when or how the agreement was executed.

Reusable template

Use reusable templates for recurring agreements while keeping party-specific terms editable. This reduces repeated setup and helps teams apply the same required fields consistently.

Mobile signing

Support signing from desktop or mobile devices, allowing parties to complete this agreement without coordinating a shared in-person meeting or printing multiple drafts.

Secure storage

Keep the executed document and completion evidence together in signNow, making retrieval easier when finance, legal, or operations teams need the agreement later.

Retention periods for agreement records

Retention depends on the transaction and governing record rule; use the longest applicable period and preserve the agreement with its execution evidence.

01

Three years for tax records

Federal tax records generally follow IRC §6501(a): retain three years from filing.
02

Six years for substantial understatement

A 25% or greater income understatement extends the IRC §6501(a) period to six years.
03

Indefinite period for fraud

Fraud or no filed return can require retention indefinitely under IRC §6501(a).
04

Longer period under state law

State law may require longer retention than the federal baseline for this agreement’s transaction.
05

Full period for evidence

Preserve the executed agreement and Audit Trail for the full governing period.

Recordkeeping practices for this agreement

Keep the executed agreement, signer evidence, and audit history together so the record can be reproduced and reviewed later.

Export the completed agreement and Audit Trail

Keep the completed agreement, signer identity details, timestamps, IP information, and certificate of completion together. Export the signNow Audit Trail immediately after completion, then confirm the saved copy can be opened and reproduced without relying on the live workspace.

Match retention to the governing record rule

Apply the retention rule that governs the transaction rather than choosing a universal period. For federal tax records, retain records at least three years from filing under IRC §6501(a), six years when the 25% understatement rule applies, or longer when required.

Archive signed records with controlled access

Store the signed agreement and its audit evidence in access-controlled archival storage. Use a consistent file name containing the parties, execution date, and agreement identifier, and restrict deletion rights to authorized administrators responsible for record governance.

Separate executed copies from drafts

Review the agreement before sending by checking party names, effective date, payment terms, signature order, and required initials. Preserve the final executed version separately from drafts so later changes cannot be confused with the signed record.

Risks of incomplete execution

Weak signing intent

Missing intent evidence

Attribution dispute

Unclear signer attribution

Integrity challenge

Altered final document

Proof gap

Lost audit evidence

Challenges when completing this agreement

  • Parties may sign different drafts when the effective date, payment terms, or attachment list changes after one version has already been sent.
  • A blank signature, date, or initials field can leave the agreement incomplete even when every assigned signer has opened the document.
  • Unassigned fields and incorrect signing order can delay execution because the next signer cannot act until required prior fields are completed.
  • Saving only the signed PDF without its Audit Trail can weaken evidence about signer attribution, timestamps, delivery, and document history.

Troubleshooting this agreement workflow

These answers address field setup, signer evidence, plan limits, consent, and regulated information when completing this agreement through signNow.

Upload the source PDF again and inspect each page before sending. signNow supports templates and field placement, but a scanned or flattened agreement may require manually adding signature, date, and initials fields before routing.

Confirm every required field has a signer assigned and that the signing order matches the agreement. On the Business plan, signNow provides templates and audit trails; incomplete assignments can prevent final completion even when some parties have signed.

Use signNow’s Audit Trail to review delivery, access, signer actions, timestamps, and completion evidence. The audit record supports attribution and document history, while ESIGN and UETA establish electronic-signature validity when intent and consent requirements are satisfied.

For consumer-facing transactions, provide the ESIGN Act electronic-record disclosure, explain the right to receive paper records, confirm electronic access, and explain withdrawal procedures under 15 U.S.C. §7001(c). signNow can capture the transaction, but the sender remains responsible for lawful disclosure.

Business plans include 100 signature invites per user per year, with overage fees. Business Premium is $15 per user monthly when billed annually and adds bulk send; confirm the selected plan before distributing recurring agreement workflows.

If the agreement contains protected health information, use a signNow HIPAA-compliant configuration with a required BAA and apply the organization’s healthcare retention policy. HIPAA records generally require six years from creation or the last effective date under 45 CFR §164.530(j).

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