Reference
Cite the master contract by title and date so the add-on is clearly connected to the underlying agreement and its terms.
A concise add-ons agreement reduces scope disputes, clarifies payment terms, and creates a single, enforceable record of changed obligations. It protects both parties by specifying effective dates, acceptance criteria, and liability limits tied to the additional goods or services.
Ensure the document is routed to the correct signatories and retained with the master contract to preserve auditability and enforceability.
Cite the master contract by title and date so the add-on is clearly connected to the underlying agreement and its terms.
Describe added features, services, or products with measurable acceptance criteria, deliverables, and delivery method to avoid later disputes.
State the exact fee, payment milestones, currency, and whether charges are one-time or recurring; include tax treatment where relevant.
Specify the effective date, delivery schedule, milestones, and any termination or suspension rights tied to performance.
If any additional warranties or service levels apply to the add-on, state them and reference remedies or service credits.
Include a signature block naming the authorized signatory, their title, and the date of execution to ensure enforceability.
| Field | Configuration |
|---|---|
| Routing | Sequential approvals: sales → legal → finance |
| Authentication | Email + optional SMS code for external signers |
| Conditional Approvals | Require legal review for >$50,000 or custom IP terms |
| Storage | Save executed PDF to contract repository and trigger retention policy |
Ensure the platform integrates with your systems and supports necessary compliance (e.g., HIPAA BAA when required).
| 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 | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Use MM/DD/YYYY; determines start of add-on obligations
Specify delivery or implementation dates and acceptance testing windows
State when invoices will be issued and payment terms (e.g., Net 30)
Define time to report defects or nonconformance after delivery
Note who stores executed copies and retention period
Customer or account manager submits add-on request with scope details
Sales, legal, and finance review and approve terms
Draft add-on, attach exhibits, and prepare signing package
Authorized signatories sign and system issues final PDF
Optica added an analytics module to its SaaS contract
A property manager added maintenance services to an existing management agreement
Responsible for initiating add-on requests, confirming pricing approvals, and ensuring commercial alignment with the master agreement before routing for legal review.
Reviews legal language, confirms indemnity and warranty implications, and validates that the add-on does not inadvertently alter core master agreement obligations.