Establishing secure connection…Loading editor…Preparing document…

Business Automation Agreement

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

BUSINESS AUTOMATION AGREEMENT

This Business Automation Agreement (the Agreement) is made as of by and between:

RECITALS

WHEREAS, Client seeks to automate certain business processes, workflows, or data integrations to improve efficiency and reliability; and

WHEREAS, Provider represents that it has the technical expertise, personnel, and tools necessary to design, implement, and maintain automation systems and related deliverables in accordance with the terms set forth herein; and

WHEREAS, the parties desire to set forth the scope, deliverables, compensation, confidentiality, and legal terms governing the automation engagement.

SCOPE OF WORK

Provider shall perform the services and deliver the automation deliverables described below. The parties acknowledge that specific deliverables, acceptance criteria, and performance obligations are set forth in this Scope of Work and any attached exhibits.

PAYMENT TERMS

Client agrees to pay Provider for services and deliverables as follows. All amounts are in the currency mutually agreed and exclusive of applicable taxes unless otherwise stated.

TERM AND TERMINATION

This Agreement commences on the Start Date and continues until the End Date or until earlier terminated pursuant to this Section.

Start Date:

End Date (if any):

Either party may terminate this Agreement for material breach if the breaching party fails to cure the breach within the notice period specified above. Provider may suspend work if Client fails to pay when due; suspension does not waive Provider’s rights to fees or termination.

CONFIDENTIALITY

For the purposes of this Agreement, Confidential Information means all non-public business, technical, product, customer, and financial information disclosed by one party (Disclosing Party) to the other (Receiving Party), whether disclosed orally, in writing, or by inspection. Receiving Party shall (a) hold Confidential Information in strict confidence using at least the same degree of care it uses to protect its own confidential information, (b) use Confidential Information only to perform its obligations under this Agreement, and (c) not disclose Confidential Information to any third party except to its employees, subcontractors, or advisors who have a strict need to know and who are bound by confidentiality obligations no less protective than those in this Agreement.

Confidential Information does not include information that (i) is or becomes generally available to the public through no fault of the Receiving Party, (ii) is rightfully received from a third party without restriction, (iii) is independently developed by Receiving Party without use of the Disclosing Party’s Confidential Information, or (iv) is required to be disclosed by law, provided the Receiving Party gives prompt written notice and cooperates with the Disclosing Party to seek protective measures.

INTELLECTUAL PROPERTY; DELIVERY

Unless otherwise agreed in writing, Provider retains ownership of pre-existing tools, software, libraries, and methodologies employed in performing the services (Provider Tools). Subject to full payment of amounts due, Provider assigns to Client all right, title, and interest in and to the final deliverables specifically created for Client under this Agreement (Deliverables). Provider hereby grants Client a non-exclusive, royalty-free license to any Provider Tools embedded in Deliverables solely to the extent necessary to use the Deliverables as intended. Each party warrants that it has the right to grant the rights set forth in this Section.

LIMITATION OF LIABILITY; WARRANTIES

Provider warrants that the services will be performed in a professional manner consistent with industry standards. EXCEPT FOR THE EXPRESS WARRANTIES SET FORTH IN THIS AGREEMENT, PROVIDER DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED. EXCEPT FOR LIABILITY ARISING FROM WILLFUL MISCONDUCT OR GROSS NEGLIGENCE, EACH PARTY’S AGGREGATE LIABILITY FOR CLAIMS ARISING OUT OF OR RELATING TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL AMOUNTS PAID BY CLIENT TO PROVIDER UNDER THIS AGREEMENT DURING THE SIX (6) MONTHS PRECEDING THE CLAIM.

GOVERNING LAW; DISPUTE RESOLUTION

This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction set forth below, without regard to its conflicts of law principles. The parties shall attempt in good faith to resolve disputes through negotiation; if unresolved, disputes shall be resolved in the state or federal courts located in the chosen jurisdiction.

ENTIRE AGREEMENT; AMENDMENT

This Agreement, together with any statements of work and attachments expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements, proposals, and communications. No amendment or modification shall be effective unless in writing and signed by authorized representatives of both parties.

NOTICES

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses specified in this Agreement or such other address as a party may specify in writing, and shall be deemed given upon personal delivery, two business days after deposit with a nationally recognized courier, or three business days after mailing by certified mail.

MISCELLANEOUS

If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall remain in full force and effect. The parties are independent contractors and nothing herein creates a partnership, joint venture, or employment relationship. Neither party may assign its rights or delegate its duties under this Agreement without the prior written consent of the other, except to an affiliate or in connection with a sale of substantially all assets.

Client

Printed Name:

By:

Date:

Service Provider

Printed Name:

By:

Date:

Enter text✕

What a Business Automation Agreement Covers

The Business Automation Agreement is a contract that sets terms for implementing software-driven processes and integrations that replace manual workflows. It defines scope, technical deliverables, acceptance testing, performance metrics, data ownership, security obligations, change management, and termination mechanics. Parties use it to allocate responsibilities for configuration, monitoring, and remediation, and to specify how automated outcomes, logs, and exceptions will be validated and remediated. Clear provisions reduce ambiguity when automation alters existing operational responsibilities or system behaviors.

Why a Formal Agreement Matters for Automation Projects

A written agreement aligns technical teams and commercial stakeholders, reduces implementation disputes, and documents security and compliance responsibilities. It creates objective acceptance criteria and remedies to manage risk when software-driven actions replace manual decision points.

Why a Formal Agreement Matters for Automation Projects

Who Typically Prepares and Signs This Agreement

Organizations that design, purchase, or operate automated business processes use this agreement to set expectations between vendors, integrators, and customers.

  • Enterprise IT teams coordinating cross-system integrations, RPA deployments, and vendor SLAs across distributed teams.
  • Software vendors and systems integrators delivering automation projects and needing clear scope, acceptance, and support obligations.
  • Legal, procurement, and compliance professionals reviewing operational risk, data handling, and contract remedies for automation.

The document is also useful for managed service providers and internal centers of excellence to standardize deployments and limit scope creep across repeated automation projects.

Essential Sections to Include in a Business Automation Agreement

A robust agreement structures obligations clearly by separating scope, technical requirements, security, acceptance, change management, and liability provisions so teams can execute and measure automated work reliably.

Scope of Automation

Define included processes, inputs, outputs, triggers, exceptions, and excluded systems. Specify supported environments, integrations, API contracts, transaction volumes, and performance targets to limit scope creep and align expectations.

Technical Specifications

List interface contracts, data schemas, error-handling rules, retry logic, rate limits, and supported file formats. Include API versions, authentication methods, and data validation rules to ensure interoperability.

Security and Privacy

Describe encryption, access controls, logging, breach response procedures, and privacy obligations. Require compliance with applicable laws such as HIPAA when handling protected health information and include BAA terms where needed.

Acceptance Criteria

Specify test plans, success metrics, defect thresholds, user acceptance testing timelines, and rollback conditions. Tie acceptance to payment milestones or operational cutover windows where applicable.

Change Management

Define change request process, impact assessment, version control, approval workflows, testing requirements, and deployment windows. Address responsibilities for patching, upgrades, and emergency fixes.

Liability and Remedies

Allocate risk via limitations of liability, indemnities, service credits, and insurance requirements. Clarify liability caps and exclusions for indirect damages and force majeure events.

Step-by-Step: Prepare and Execute the Agreement

Follow these sequential steps to prepare, approve, and execute a Business Automation Agreement with clear responsibilities and verified signatures.

  • 01
    Draft Document: Assemble scope, specifications, and SLAs.
  • 02
    Internal Review: Legal and IT review technical and commercial terms.
  • 03
    Signatures and Authentication: Obtain signatures using appropriate eID, SMS code, or notarization when required.
  • 04
    Archive and Monitor: Store the executed agreement and begin SLA monitoring and reporting.

How to Configure an Online Signing Workflow

Configure digital workflow settings to reflect signer order, conditional fields, authentication strength, and automated notifications before sending for signature.

Field Configuration
Signer Order Sequential or parallel signing
Conditional Fields Display fields only when relevant
Authentication Method Email, SMS code, or KBA
Template Library Save and reuse configurations

Technical and Integration Requirements for eSubmission

Confirm technical and integration requirements before digital execution to avoid delays and ensure compliance with authentication policies.

  • File Formats: PDF, DOCX, or HTML supported
  • Integrations: Salesforce, NetSuite, Microsoft 365 available
  • Auth Methods: Email, SMS, SSO, KBA options

Typical Routing: From Draft to Final Storage

Typical routing for a Business Automation Agreement moves from drafting to approvals, signature collection, and final storage with audit trail and distribution to stakeholders.

  • Drafting: Author in a contract management system
  • Approval: Legal and technical approvers sign off
  • Signing: Collect eSignatures and capture audit trail
  • Delivery: Send executed copies to all parties

Key Dates to Track in the Agreement

Know key dates: effective date, testing windows, SLA measurement periods, renewal notices, and termination notice periods to avoid operational gaps.

Effective Date Entry:

Use MM/DD/YYYY; determines when obligations and SLAs begin

Acceptance Testing Window:

Specify duration and completion criteria before go-live

SLA Measurement Period:

Define monthly or quarterly measurement windows and reporting

Renewal Notice Period:

Specify notice window, typically 30–90 days

Termination for Convenience:

State required notice, often 30–90 days

Milestones from Negotiation to Ongoing Operations

Milestones map the agreement lifecycle from negotiation through handover and operational monitoring to closure and retention.

01

Negotiation and Drafting

Agree scope, integrations, pricing, and timelines

02

Contract Execution

Signatures collected and countersigned; contract becomes binding

03

Implementation and Testing

Deploy automation, complete UAT, and confirm acceptance

04

Ongoing Operations

Monitor SLAs, manage changes, and log incidents

Common Preparation and Execution Mistakes

  • Vague scope and ambiguous success metrics allow disputes over what automation must deliver, causing delays and additional costs during implementation and testing.
  • Failing to document integrations, data schemas, and error handling leads to interoperability failures and increased remediation time across teams.
  • Insufficient authentication or missing consumer consent can invalidate electronic signatures for certain transactions under ESIGN or state rules.
  • Neglecting change management and rollback plans increases operational risk and prolongs downtime when automated processes behave unexpectedly.

Potential Legal and Operational Consequences

Signature invalidity: Voidable agreement; dispute risk
Data breach fines: Regulatory penalties and remediation costs
Operational downtime: Lost revenue and reputational harm
SLA penalties: Service credits or damages
Contract rescission: Termination and restitution risk
Notarization errors: Delayed enforcement or reexecution

Security and Compliance Facts to Include

Encryption in transit: TLS 1.2 and 1.3
Encryption at rest: AES-256 encryption at rest
Certifications: ISO 27001, SOC 2 Type II
HIPAA Support: BAA available on request
FDA Compliance: 21 CFR Part 11 support
Accessibility: WCAG 2.0 Level AA

eSignature Pricing and Feature Snapshot

Compare starting prices and core feature availability across common eSignature providers; signNow is listed first for direct comparison.

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 Yes, 7-day trial Yes Yes Yes Yes
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No envelope cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently Asked Questions and Troubleshooting

Answers to common questions about enforceability, signatures, notarization, and post-execution changes for Business Automation Agreements.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users