inbound · to the counterparty
Contract signature packet
Counterparty signature flow: signed contract, W9, insurance.
What this template collects
4 placements · spec-checked in the browserWhere it lives
Signed contract
Signed PDF · all pages
Where it lives
W9 / W8-BEN
Tax form
Where it lives
Insurance certificate
COI if required
Where it lives
600 chars
ACH / wire
Signed contract
pdfSigned PDF · all pages
W9 / W8-BEN
pdfTax form
Insurance certificate
pdfCOI if required
Banking / wire info
textACH / wire
How it works
- Pick this template. Specs, placements, and copy are pre-configured. You can edit any field before sending.
- Send one link per partner. Branded as your workspace. No sign-up on their side.
- Land on-spec. Every file is validated on upload; AI checks bleed, color, quality, missing variants.
- Ship it where it’s going. Approved assets auto-route by destination: printer, AV, distribution, locator site.
Use Contract signature packet in your own workspace.
Free to start. You can send your first link in the next five minutes.
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