Can this form be signed electronically?

Yes. Electronic signatures meet ESIGN and UETA requirements for most commercial transactions if intent, consent, attribution, and record retention are present.

What if the approver is unavailable?

Use pre-defined escalation rules in your workflow: designate alternate approvers or route to a manager after a set number of days to avoid processing delays.

Is notarization ever required?

Not typically for internal service requests, but notarization is required in some states for certain contract amendments; verify state notary rules when in doubt.

What supporting documents should be attached?

Include quotes, change-order estimates, diagrams, or vendor invoices to substantiate cost and scope; absence of attachments can delay approval.

How should confidential data be handled?

Mark PHI or sensitive financial data explicitly, restrict access with role-based permissions, and ensure any platform used supports HIPAA protections if applicable.

How long should I keep completed forms?

Retain according to regulatory and tax rules: typically at least 3 years, 6 years for HIPAA-related records, and longer for real estate-related documents.

Electronic Signature
Templates
Miscellaneous
Additional Services Request Form

Additional Services Request Form

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

ADDITIONAL SERVICES REQUEST FORM

WHEREAS

WHEREAS, Client Name: (the "Client") has a current services agreement with Service Provider Name: (the "Provider");

WHEREAS, the Client requires additional or changed services beyond the scope of the existing agreement and the Provider is willing to perform such Additional Services under the terms set forth below.

REQUEST SUMMARY

Request Title Request Number (internal)

Request Date: Priority: Standard Expedited

SCOPE OF WORK

Describe the Additional Services to be provided. Include deliverables, milestones, acceptance criteria, and any changes to existing obligations.

Detailed Tasks / Deliverables (itemize)

PAYMENT TERMS

Total Estimated Amount:

Payment Schedule / Milestones

Late Payment Fee: Invoices to be sent to:

TERM AND TERMINATION

Commencement Date: Expected Completion Date:

Either party may terminate the Additional Services upon written notice to the other party if the other party materially breaches this Additional Services Request and fails to cure such breach within days after receipt of such notice.

CONFIDENTIALITY

All Confidential Information (as defined in the existing services agreement) exchanged in connection with these Additional Services shall remain subject to the confidentiality provisions of the underlying agreement. Each party shall take reasonable measures to protect the other's Confidential Information from unauthorized disclosure and use.

Acknowledgment: The parties acknowledge and agree that Confidential Information will be handled in accordance with the existing agreement and applicable law.

GOVERNING LAW

This Additional Services Request shall be governed by and construed in accordance with the laws of the State of without regard to conflicts of law principles.

ENTIRE AGREEMENT

This Additional Services Request, together with the existing services agreement between the parties, constitutes the entire agreement with respect to the Additional Services and supersedes all prior agreements, proposals, representations or communications, whether written or oral, relating to such Additional Services.

MODIFICATIONS AND AUTHORITY

Any modifications to this Additional Services Request must be made in writing and signed by authorized representatives of both parties. Each individual signing below represents and warrants that they have the authority to bind the party on whose behalf they sign.

ADDITIONAL INFORMATION

Attachments / Supporting Documents Requested By (print name) Requester Contact Information

Requesting Party

Party Label:

By:

Date:

Service Provider

Party Label:

By:

Date:

What the Additional Services Request Form Is and When It Applies

An Additional Services Request Form documents a customer's or client's request for services beyond a base scope, creating a clear record of requested items, pricing adjustments, schedule changes, and approval signals. Typical uses include change orders, extra labor or materials, out-of-scope consulting, expedited delivery, or optional support services. The form links the request to an existing contract or purchase order, identifies the requesting party, and captures authorization from an approver. Proper completion reduces disputes, supports invoicing, and creates an auditable trail for accounting and regulatory purposes.

Why a Standardized Request Form Matters

A consistent Additional Services Request Form reduces ambiguity, speeds approvals, and provides a defensible record for billing and contract changes. It clarifies scope, cost, timing, and signatory authority to limit downstream disputes and ensure consistent processing across teams.

Primary Users and Parties Involved

Clear role separation on the form—requestor, approver, billing contact—helps route the request and maintain responsibility for each step.

Project Managers: Submit scope changes, attach cost estimates, and request approvals from stakeholders.
Accounts and Billing: Review cost impact, update invoices, and ensure proper revenue recognition.
Clients or Requestors: Provide details of requested services, preferred timelines, and contact information.

Step-by-Step: How to Complete the Form

Follow these steps to submit a complete, approvable Additional Services Request Form.

01

Identify Request: Enter requester, date, and related contract details.
02

Describe Services: Provide clear, itemized descriptions and estimates.
03

Attach Support: Include quotes, scope of work, or diagrams as needed.
04

Obtain Approval: Secure signature(s) and confirm billing instructions.

Typical Processing Flow for Additional Services Requests

A standard workflow helps teams route requests reliably and capture all required approvals and documentation.

Submission: Requestor completes form and attaches supporting documents.
Review: Project and finance teams check scope, cost, and availability.
Approval: Authorized approver signs and dates the form.
Execution: Operations schedule work and billing is updated.

Configuring an Online Workflow for Requests

Map fields and routing rules before you launch an electronic request process to avoid bottlenecks.

Field	Configuration
Requestor Email	Required; use validated email address
Approver Role	Set role-based approver with escalation rules
Cost Estimate Field	Numeric; enforce currency format
Attachments	Allow PDF, DOCX, image uploads

Technical Considerations for Digital Submission

Ensure the platform complies with applicable standards (ESIGN/UETA, HIPAA where required) and retains signed records in a tamper-evident format.

File Types: PDF, DOCX, JPG supported
Authentication: Email, SMS, or stronger MFA
Integrations: Connect to ERP or CRM

Core Elements to Include on a Professional Form

A complete Additional Services Request Form contains identifiers, scope details, pricing, approvals, and processing metadata for transparency and accounting.

Request ID

Unique identifier linking the request to contracts, invoices, and project records to simplify tracking and auditability across systems.

Requester Details

Full name, company, email, phone, and department to facilitate clarifying questions and expedite internal routing when additional information is needed.

Service Description

Concise, itemized description of each additional service, including deliverables, quantity, unit of measure, and any exclusions or assumptions.

Cost Breakdown

Itemize labor, materials, taxes, and one-time fees, and note whether the estimate is fixed, capped, or time-and-materials.

Approvals

Designate required signers, their authority limits, and whether electronic signatures meet the organization’s approval policy.

Processing Notes

Internal-use fields for routing status, accounting codes, expected start date, and related ticket or work order numbers for operations.

Security and Compliance Fields to Capture

Authentication: Signer identity verification

Audit Trail: Timestamps, IP address, action log

Data Encryption: TLS in transit; AES-256 at rest

HIPAA Flag: Indicate PHI involved

Retention Tag: Record retention category

Access Control: Role-based permissions

Risks and Consequences of Incomplete or Incorrect Requests

Billing Delays: Late invoicing or payment

Scope Disputes: Unclear deliverables invite conflict

Regulatory Exposure: HIPAA or contracting violations

Contract Breach: Unauthorized work can breach terms

Audit Findings: Missing approvals may fail audits

Tax Errors: Incorrect classification affects reporting

Common Preparation Mistakes to Avoid

Using vague language for deliverables, which leads to disagreements about what services were actually requested and completed.
Failing to link the request to an existing contract or PO, causing billing and approval confusion across departments.
Omitting approver authority or signature, resulting in unauthorized work that may not be billable.
Uploading unsupported file types or low-quality attachments, delaying technical review and execution planning.

eSignature Pricing and Feature Snapshot for Request Forms

Compare basic eSignature pricing and selected feature availability for processing Additional Services Request Forms. signNow appears first for reference.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Processing Deadlines and Typical Turnaround Expectations

Set internal SLA targets and external expectations for request review, approval, and billing to reduce delays.

Initial Acknowledgment:

1–2 business days from submission

Review Period:

3–5 business days depending on complexity

Approval Time:

Varies by approver authority; escalate after 7 days

Scheduling Work:

Confirm start dates within 5–10 business days of approval

Billing Update:

Invoice in next billing cycle after approval

Frequently Asked Questions About Additional Services Requests

Answers to common questions about completing, approving, and storing Additional Services Request Forms.

Need help? Contact support

Can this form be signed electronically?
Yes. Electronic signatures meet ESIGN and UETA requirements for most commercial transactions if intent, consent, attribution, and record retention are present.
What if the approver is unavailable?
Use pre-defined escalation rules in your workflow: designate alternate approvers or route to a manager after a set number of days to avoid processing delays.
Is notarization ever required?
Not typically for internal service requests, but notarization is required in some states for certain contract amendments; verify state notary rules when in doubt.
What supporting documents should be attached?
Include quotes, change-order estimates, diagrams, or vendor invoices to substantiate cost and scope; absence of attachments can delay approval.
How should confidential data be handled?
Mark PHI or sensitive financial data explicitly, restrict access with role-based permissions, and ensure any platform used supports HIPAA protections if applicable.
How long should I keep completed forms?
Retain according to regulatory and tax rules: typically at least 3 years, 6 years for HIPAA-related records, and longer for real estate-related documents.

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