Scope
Describe deliverables, services, milestones, acceptance criteria, and responsibilities. Be specific to reduce ambiguity; attach exhibits or SOWs for technical specifications and timelines.
Use the Business Get Started Agreement to document mutual expectations, reduce onboarding delays, and create a clear legal record that supports enforceability. It streamlines negotiations, clarifies payment and deliverable milestones, and lowers dispute risk during early project stages.
The agreement is typically completed by the party initiating work and countersigned by the client or partner to confirm mutual terms.
Use this form when formalizing engagements, assigning responsibilities, and starting billable work to ensure documentation is complete.
Describe deliverables, services, milestones, acceptance criteria, and responsibilities. Be specific to reduce ambiguity; attach exhibits or SOWs for technical specifications and timelines.
Specify fees, billing schedule, payment method, late fees, and invoicing contact. Include currency, taxes, and conditions for withholding or escrow if applicable and dispute resolution for invoices.
List start date, milestones, delivery windows, and dependencies. Use MM/DD/YYYY format for dates and identify critical-path tasks that could delay acceptance and include notice periods for schedule changes.
Define confidential information scope, permitted disclosures, duration of obligations, and exceptions. Include data protection measures and specify breach notification timelines and remedies.
Allocate ownership of preexisting IP and deliverables. Specify licenses granted, assignment terms, and rights to use, modify, or sublicense deliverables, including open-source obligations if applicable.
State termination rights for convenience and for cause, notice periods, cure opportunities, and post-termination obligations such as final invoices, return of materials, and survival clauses.
| Field | Configuration |
|---|---|
| Signing Order | Sequential signing to ensure approvals in order. |
| Authentication | Email link plus optional SMS code. |
| Conditional Fields | Show payment clause if service selected. |
| Audit Trail | Capture IP, timestamp, and action log. |
Digital signing and e-submission require compatible file formats, signer authentication, and retention of an audit trail for each executed agreement.
| 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, no credit card required | Check vendor website for current trial terms | Check vendor website for current trial terms | Check vendor website for current trial terms | Check vendor website for current trial terms |
| Bulk Send | Yes — available on Business Premium plan | Yes — available on select plans | Yes — enterprise and some plans | Yes — available on paid plans | No — bulk send not available |
| Audit Trail | Yes — full audit trail included | Yes — comprehensive audit logs | Yes — audit and history included | Yes — basic audit records | Yes — signing certificate included |
| HIPAA Compliant | Yes — BAA available | Yes — BAA offered | Yes — BAA available | No — no BAA offered | No — no BAA offered |
| Envelope Cap | No envelope cap; usage-based site license available | Limited to 100 envelopes per user per year | Varies by plan and vendor agreements | Varies by plan and vendor agreements | Varies by plan and vendor agreements |
Signers should complete within 15 business days.
Net 30 from effective date unless specified.
Begin services within agreed project week one.
Submit invoices within 5 business days of milestone.
Provide written notice within 30 days of issue.
Optica Ventures used a standardized get-started agreement to streamline investor onboarding and document initial management fees and deliverables.
A regional real estate firm adopted the agreement to capture key lease terms, disclosures, and authorization to proceed with inspections and repairs.