Please Choose Your Preferred Plan

Use a Please Choose Your Preferred Plan 2018 template to make your document workflow more streamlined.

What Please Choose Your Preferred Plan does

Please Choose Your Preferred Plan is a form for recording which signNow plan an individual or organization selects. The signer reviews the available choice, enters the requested information, and confirms the decision electronically. A sender can upload the form, place or detect fillable fields, add recipients, and send it for signature. After completion, signNow preserves the signed document and audit trail. The form does not identify a government agency, tax filing requirement, or statutory deadline; organizational policy determines approval and retention requirements.

Plan record

Capture the selected signNow plan and related details in one structured record, reducing ambiguity when procurement or operations teams review the decision.

Fillable fields

Upload the form and use detected or placed fields to create a repeatable completion workflow for each signer.

Approval routing

Route the completed choice to designated approvers without requiring paper circulation or manual rekeying.

Mobile signing

Collect signatures through a web browser or signNow mobile app when recipients work away from a desk.

Audit trail

Preserve timestamps, signer actions, and document history alongside the completed plan-selection form.

Integrations

Connect the record with Salesforce, Microsoft 365, Google Drive, or NetSuite workflows where those systems are used.

How Please Choose Your Preferred Plan works

The form records a plan decision through four controlled stages, from reviewing options to preserving the completed, signed record.

Review choices: Review the available plan choices and included capabilities.
Complete fields: Complete the fields shown for your selected plan.
Send for signature: Send the record for required signatures.
Store securely: Store the signed record with its audit trail.

Quick steps for completing the form

Use this sequence to prepare, route, sign, and retain Please Choose Your Preferred Plan in signNow.

Upload form:
Upload the plan-selection PDF.
Add fields:
Auto-detect or place fillable fields.
Set recipients:
Add recipients and approval order.
Send form:
Send the form for signature.
Archive record:
Store the signed PDF and audit trail.

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Setting	Recommendation
Authentication method	Email verification with SMS OTP
Signature type	Click-to-sign with signer intent
Audit trail	Capture timestamps, IP, and actions
Document retention	Follow the organization’s records policy
Encryption	TLS 1.2/1.3 and AES-256

Platform requirements for plan selection

Complete Please Choose Your Preferred Plan in a modern browser using Chrome, Firefox, Safari, or Edge on Windows, macOS, iOS, or Android.

Browser support Chrome, Firefox, Safari, and Edge
Operating systems Windows 10+, macOS 12+, iOS 16+, Android 11+
Supported devices Desktop, tablet, and mobile signing

Keep the completed plan-selection record accessible to authorized users on managed devices. Enterprise teams can connect signNow through API access and SSO provisioning, while certificate or long-term validation settings should follow the organization’s retention and signing policy.

Find and fill out the correct please choose your preferred plan

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

Versions	Form popularity	Fillable & printable
MS Mandatory Change Form 2018	4.8 Satisfied (3272 Votes)

Security for plan-selection records

Transport encryption:

TLS 1.2/1.3 in transit

Stored encryption:

AES-256 at rest

Security certification:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Privacy controls:

GDPR compliant controls

Electronic signatures:

ESIGN and UETA compliant

Authenticate signer:

Records the signer’s email or configured authentication event.

Capture timestamps:

Adds signing and completion timestamps to the record.

Hash document:

Associates the completed document with its audit history.

Seal record:

Preserves evidence of changes and signing actions.

Track actions:

Logs recipient access, field completion, and finalization.

Export audit trail:

Allows authorized users to retrieve or export evidence.

Integrations for plan records

Connect the completed form to named business systems so plan decisions move from signing into the records and approval workflows teams already use.

Best practices for plan records

Accurate plan descriptions, controlled access, complete audit evidence, and an approved retention location make this selection record easier to review later.

Confirm plan choices before sending

Before sending, confirm that the form names each available plan clearly and that the selected option can be identified without relying on surrounding email instructions. Keep plan descriptions and included features current so the signed record reflects the offer presented at signing.

Export the signed record and audit trail

Use signNow’s audit trail to preserve the signer’s email, timestamps, IP information, and recorded actions. Export the completed document and audit evidence together when procurement, finance, or compliance teams need a complete decision record.

Limit access to plan information

Restrict access to the plan-selection form and completed record according to organizational roles. Review shared links, delegated sending permissions, and stored copies so former recipients cannot continue accessing confidential pricing or account information.

Apply a written retention schedule

Apply the organization’s written retention schedule rather than assuming that a plan-selection form has a legally fixed period. Store the final PDF and audit trail in an approved repository with searchable naming and version control.

Troubleshooting plan selection

These answers address field setup, plan limits, signer authentication, electronic-signature validity, and record retention for this form.

Upload the original PDF again and confirm that the file opens correctly before sending. If fields are not detected, place the required text, checkbox, date, and signature fields manually in the signNow editor, then preview the recipient experience.

Business includes legally binding eSignatures, templates, audit trails, and mobile apps at $8/user/month with annual billing. Business Premium adds bulk send at $15/user/month annually, while Enterprise adds advanced capabilities at $30/user/month annually.

Yes. signNow supports electronic signatures under ESIGN and UETA. The record should show signer intent, consent, attribution, and reliable retention or reproduction; consumer-facing transactions may also require the ESIGN disclosure under 15 U.S.C. §7001(c).

Use SMS OTP or another configured authentication method when email-only identification is insufficient. The sender should select the authentication level in signNow before delivery and retain the resulting audit evidence with the signed form.

All paid plans include unlimited users, but subscription plans include 100 signature invites per user per year. Business Premium includes bulk send; the Site License uses $1.50 per signature invite for 1,000 or more documents annually.

Store the completed PDF and exported audit trail according to the organization’s written records policy. No federal retention period is specified for this generic plan-selection form, so legal or contractual requirements should be checked separately.

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