Scope of Services
Define bundled product lists, permitted substitutions, packaging standards, labeling, and any value-added services such as kitting or white-labeling; include SKUs and change control procedures.
A clear Bundling and Distribution Services Agreement aligns expectations between manufacturer, bundler, and distributor, reduces disputes about responsibilities, and preserves rights over product presentation and IP. Well-drafted terms protect revenue, define quality and recall procedures, and support regulatory compliance when bundled products cross state or industry-specific rules.
The agreement is used by organizations that manufacture, aggregate, or distribute bundled goods or services and their downstream resellers.
Legal, procurement, and commercial teams commonly collaborate to finalize terms; outside counsel is often retained for unusual liability or IP provisions.
An individual with corporate authority (CEO, CFO, authorized VP) who can bind the company. Their signature must match company records and may require board or delegated authority documentation.
Operational contact responsible for fulfillment, inventory reporting, and dispute resolution. This person handles day-to-day performance metrics and coordinates recalls or corrective actions.
Define bundled product lists, permitted substitutions, packaging standards, labeling, and any value-added services such as kitting or white-labeling; include SKUs and change control procedures.
Specify geographic limits, permitted sales channels (online, brick-and-mortar, marketplaces), and channel exclusivity or carve-outs to prevent territorial disputes.
Detail list prices, discounts, rebates, invoicing cadence, payment terms, and remedies for late payment, including interest or suspension rights.
Set service-level expectations, inventory reconciliation cadence, forecast sharing, and key performance indicators with remedies for failure to meet targets.
Allocate rights to use trademarks, product images, and marketing materials; include quality control approval process and termination consequences for misuse.
Allocate indemnities, insurance minimums, recall responsibilities, and dispute resolution mechanisms including limitation of liability and discovery procedures.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel signing depending on approval flow. |
| Authentication | Email OTP or stronger methods for high-risk agreements. |
| Conditional Fields | Show or hide pricing and territory fields by role. |
| Reminders | Automatic reminders at set intervals until completion. |
Confirm platform capabilities needed for secure signing, audit trails, and integration with ERP or CRM systems before sending the agreement.
Ensure the chosen platform supports retention, export, and audit requirements that meet internal policy and any applicable regulations.
| 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 (Business Premium) | Yes | Yes | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Date the agreement takes effect and obligations begin
Defined shipping lead times and cutoffs per SKU
Net 30, Net 60, or negotiated schedule
Commonly 30–90 days depending on breach severity
Allow a specific cure window before termination
Tech Data standardized electronic agreements to streamline B2B distribution
A small operator used electronic templates to onboard resellers quickly