Scope of Work
Define the general services covered by the MSA and require each SOW to specify deliverables, acceptance criteria, and responsible parties.
A clear, executed MSA reduces negotiation friction, standardizes commercial terms, and limits downstream legal disputes by documenting expectations, indemnities, and performance metrics in one place.
Corporate stakeholders often collaborate to produce an MSA; roles vary by organization size and transaction complexity.
Signing authority typically rests with delegated officers, authorized signatories, or executives with contract authority documented in corporate resolution.
General counsel assesses legal risk across indemnity, limitation of liability, IP, and confidentiality clauses. They confirm governing law, dispute resolution forum, and any regulatory compliance obligations that affect enforceability.
Vendor operations personnel ensure SOW alignment with delivery capability, confirm payment milestones and invoicing requirements, and coordinate post-execution onboarding and contract performance tracking.
Define the general services covered by the MSA and require each SOW to specify deliverables, acceptance criteria, and responsible parties.
State the agreement term, renewal method, termination for convenience, and termination for cause with notice periods and cure rights.
Specify pricing models, invoicing schedule, late payment remedies, and any retainers or milestone-based payments.
Allocate ownership of pre-existing IP, deliverable ownership, license grants, and confidentiality obligations with return or destruction requirements.
Limit liability caps, exclusions for consequential damages, and specific indemnity obligations for third-party claims.
Address data protection, applicable privacy laws, breach notification timelines, and whether a BAA or additional addenda are required.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code; use stronger MFA for sensitive agreements |
| Signature Type | Electronic signature with audit trail; use PKI/digital signature for higher assurance |
| Routing Order | Set signer order or parallel signing based on internal approval needs |
| Retention | Store final PDF and audit trail for statutory retention period |
Verify integrations, file formats, and authentication options before initiating electronic execution.
Confirm platform compliance and retention capabilities for legal admissibility and link the signed MSA to downstream systems of record.
Enter as MM/DD/YYYY; governs when obligations commence
Specify Net terms (e.g., Net 30) and late interest rates
State advance notice period (commonly 30–90 days) for non-renewal
Provide a defined cure period (e.g., 30 days) for material breach
Document the party responsible for storing the executed agreement
Finalize commercial and legal terms before circulation for signature
Collect all authorized signatures and timestamp the executed copy
Transition to operational teams and start performance against SOWs
Initiate renewal discussions or contract closeout before term end
Optica standardized a single MSA template for repeat engagements
Xerox integrated signatures into NetSuite workflows
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |