If you’re a franchisor, you already know the Franchise Disclosure Document (FDD) is the cornerstone of your sales process. Regulators require it. Prospects expect it. Compliance depends on it.
But here’s the challenge: disclosing the FDD properly isn’t as easy as hitting “send” on an email.
Versions change annually—with each state approval - or even mid-year when updates are required.
Each state has its own rules and renewal dates.
You have to track who received what version and when.
That’s a lot of moving parts—especially when you’re juggling dozens of prospects across different states.
👉 Enter Zors.
With our franchise intelligence platform, disclosing the FDD becomes simple, fast, and fully trackable. Instead of worrying about version control or digging for signed receipts, you can focus on what matters most—building relationships and closing deals.
Every franchisor must:
Deliver the FDD at least 14 days before signing or taking payment
Use the correct, state-approved version
Track and prove when the disclosure was made
That might sound straightforward, but in practice it’s messy:
📂 Version Control Confusion
⏰ Timing Slip-Ups
🌎 State-by-State Differences
📧 Lost in Email Chains
That’s why franchisors need a centralized system that automates tracking, version control, and signatures.
Here are a few tips to keep your disclosure process compliant and stress-free:
✨ Keep a master FDD library – Store clearly labeled versions (“2025 National v03 5-14-25”) so there’s no confusion.
✨ Create standard templates – Add signature and date fields once so disclosures are uniform and fast.
✨ Track every disclosure – Maintain a log that records date, version, prospect, and acknowledgment.
✨ Use automation – Integrated e-sign tools reduce errors and ensure every disclosure is tied to the right contact.
Now, let’s look at how Zors makes this process effortless.
In Zors, disclosing the FDD is as simple as:
Upload your FDD once (in .docx or .pdf)
Create a template with required signature/date fields
Send to a prospect in seconds—either from the map or from the CRM dashboard
Both methods are built for different use cases. Let’s break them down.
Think of this as your one-click disclosure option.
Here’s how it works:
Click on the state where your prospect is located
Open the “Disclosures” tab
Select the FDD template
Select the contact
Hit Send for Signature
⚡ Done. In just a few clicks, your prospect receives the correct FDD.
👉 When to use this method:
You’re disclosing to a new lead who isn’t deep into the process yet.
You want to move quickly and don’t need a personalized email.
You just want to get the right document in their hands and keep things moving.
This option is for when you want to add a personal touch.
Here’s how it works:
Open the E-Sign dashboard
Click New Submission
Select the FDD template
Assign any associations
Assign the signer (your prospect)
Add or customize the email text before sending
Save your template for next time
💬 This allows you to tweak your message:
“Hi Sarah, here’s the California-approved FDD we discussed on our call yesterday..."
👉 When to use this method:
You’ve already had a conversation with the prospect.
You want to explain that signing the receipt page does not create a contract.
You’re building rapport and want the disclosure email to reflect that.
⚡ Both methods (map or dashboard) feed back into the same system: the signed FDD and audit trail log are automatically linked to the right contact —so you’re always organized and audit-ready.
Even experienced franchisors can trip up on disclosure. Here are some pitfalls to avoid:
❌ Sending the wrong version – Accidentally emailing a national FDD when the state requires a registered version.
❌ Forgetting to log the disclosure date – Regulators often ask for proof of when disclosure was made. If you can’t prove it, you’re at risk.
❌ Disclosing too early or too late – If the timing doesn’t meet the 14-day minimum, the disclosure may be invalid.
❌ Not tracking state approvals – Offering franchises in a state where your registration lapsed is a compliance nightmare.
❌ Relying on manual processes – Email attachments and spreadsheets may seem fine—until one file gets lost.
✅ With Zors, these mistakes are less likely to occur because:
Registration status is visible on map
The date for each e-signed document is logged automatically
Everything is saved to the prospect’s profile
Here’s the real power of disclosing the FDD in Zors: every disclosure is automatically attached to the right contact, company, or territory.
That means:
📂 No more hunting for PDFs in your inbox
⏱ Real-time status updates (pending, signed, completed)
🛡 Built-in audit trail for regulators
🤝 Clear visibility for sales teams—everyone knows where each prospect stands
It’s compliance and efficiency rolled into one.
FDDs aren’t the only contracts you need to manage. With Zors’ integrated e-sign, you can also handle:
Franchise Agreements
Confidentiality & Non-Disclosure Agreements
Amendments & Addendums
Vendor and Customer Contracts
All in one place. All tied to the right people and territories through one franchise territory mapping software.
The FDD disclosure process doesn’t have to slow down your franchise sales. With Zors, you can:
Upload once and reuse templates
Choose between quick map-based disclosures or personalized dashboard emails
Track compliance automatically
Link every document to the right contact and territory
Franchise growth is about momentum. Don’t let paperwork hold you back.
👉 Discover how Zors simplifies FDD disclosure here. Schedule a free personalized video demo today!
🛑 Disclaimer:
The information provided in this blog post is for general informational purposes only and is not legal advice or a substitute for consulting with a qualified attorney. Franchise law is complex and highly nuanced, governed by both federal regulations and varying state-specific laws. Proper legal guidance requires a detailed understanding of these rules as applied to your specific circumstances. You should not act—or refrain from acting—based on anything in this post. You should consult your franchise attorney for legal advice.
Share:
