Can this be signed electronically?

Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. ch. 96) and UETA in adopted states, provided intent, consent, attribution, and reliable record retention are present.

When is notarization required?

Notarization is rarely required for a service list alone, but state law or the contracting party may require notarized attachments for deeds, acknowledgements, or certain affidavits; check the applicable state notary rules.

How do I correct an executed list?

Issue an amended version with a clear revision history and obtain re-signatures from authorized signers; keep the original and the amendment together for auditability.

What if a payer requests tax forms?

Provide a current W-9 upon request to avoid backup withholding; retain W-9s and reconcile names and TINs to prevent IRS penalties.

Who must sign the list?

An authorized officer or designee should sign; when multiple parties rely on the list as a contract attachment, each affected party should sign the exhibit or the related agreement.

How long should I keep the list?

Follow federal baselines (IRS three years, IRC §6501(a)) and industry rules such as HIPAA six years (45 CFR §164.530(j)); state requirements may extend retention periods.

Business Service List

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Business Service List

Parties and Recitals

This Business Service List (the "List") is entered into by and between:

Service Provider Name:

Service Provider Address

Client Name:

Client Address

WHEREAS, Service Provider is in the business of providing the professional services set forth in this List; and

WHEREAS, Client desires to retain Service Provider to perform such services under the terms and conditions set forth herein; and

NOW, THEREFORE, in consideration of the mutual covenants contained herein, the parties agree as follows.

Scope of Work

Service Provider shall perform the services described in Attachment A: Business Service List and any additional tasks mutually agreed in writing. The general scope is:

Overall Scope Summary

The parties agree that the following specific services, frequencies, and rates shall apply. For each listed service, Service Provider shall provide the deliverables described and meet the acceptance criteria set forth below.

Attachment A — Itemized Services

Service 1 — Title / Short Description Service 1 — Detailed Description

Frequency: Rate: $ Unit:

Service 2 — Title / Short Description Service 2 — Detailed Description

Frequency: Rate: $ Unit:

Service 3 — Title / Short Description Service 3 — Detailed Description

Frequency: Rate: $ Unit:

Payment Terms

Compensation for the services listed in Attachment A shall be as set forth in the itemized rates above and as summarized below.

Estimated Monthly Payment Payment Schedule and Invoicing

Late payments shall bear interest at the lesser of one and one-half percent (1.5%) per month or the maximum rate permitted by law. In addition, Client shall reimburse Service Provider for reasonable collection costs, including attorneys' fees, if collections are necessary.

Late Fee Percentage (per month)

Term and Termination

This List commences on the Effective Date set forth below and continues until the End Date, unless earlier terminated in accordance with this section.

Effective Date: End Date:

Either party may terminate for convenience upon written notice to the other party given no fewer than days prior to the intended termination date. Either party may terminate immediately for material breach that remains uncured for a period of thirty (30) days after written notice of such breach.

Confidentiality

Each party shall hold in confidence and not disclose to any third party any Confidential Information of the other party. "Confidential Information" means non-public business, technical or financial information disclosed by one party to the other in connection with this List. Confidential Information shall remain subject to protection for a period of years after disclosure, except with respect to trade secrets which shall be protected for as long as they remain trade secrets.

The obligations in this section do not apply to information that: (a) is or becomes generally known to the public other than by breach of this List; (b) is rightfully received from a third party without restriction; (c) was known to the receiving party prior to receipt from the disclosing party; or (d) is independently developed by the receiving party without use of the disclosing party's Confidential Information.

Governing Law; Remedies

This List shall be governed by and construed in accordance with the laws of the State of , without regard to its principles of conflicts of law. The remedies available to the parties shall include specific performance and injunctive relief in addition to any other remedies at law or in equity.

Entire Agreement and Amendments

This List, including Attachment A and any written amendments executed by both parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals and communications, whether oral or written. No amendment to this List shall be effective unless in writing and signed by authorized representatives of both parties.

Additional Provisions

Independent Contractor. Service Provider is an independent contractor and nothing in this List shall be construed to create a partnership, joint venture, employer-employee, or agency relationship.

Assignment. Neither party may assign this List without the prior written consent of the other party, except that Service Provider may assign to a successor in connection with a sale of substantially all of its assets.

Additional Terms or Notes

Service Provider Printed Name:

By:

Date:

Client Printed Name:

By:

Date:

What a Business Service List Is and when it’s used

A Business Service List is a structured record that itemizes the services, rates, delivery terms, and contact details a company offers to clients, partners, or procurement teams. It functions as a reference for bid responses, vendor on-boarding, contracting, and internal approvals. In U.S. commercial contexts it supports consistent pricing, scope control, and faster procurement reviews; when executed electronically it may be validated under ESIGN and state e‑signature laws such as UETA where applicable.

Why a clear Business Service List matters

A concise Business Service List reduces ambiguity in quotes and contracts, speeds procurement decisions, and supports consistent billing and compliance reviews across teams and external buyers.

Typical users and process owners

The Business Service List is commonly prepared by people who control offerings, pricing, and client intake.

Small business owners and founders who standardize services and pricing for clients.
Procurement and purchasing managers who compare vendors during sourcing or RFPs.
Freelancers, consultants, and service teams who publish a repeatable menu of deliverables.

Keeping a single authoritative list simplifies reviews and ensures consistent external communication.

Who signs and approves the list

Procurement Manager

A procurement manager owns version control, approves vendor-side pricing accuracy, and signs when the list forms part of a vendor qualification packet; this role ensures compliance with purchasing policies and coordinates updates across departments.

Business Owner

The business owner or authorized officer provides final approval for published services and pricing, accepts legal terms, and is responsible for attestations required by clients or regulators when the list is used as an official offering.

Security and compliance features to include

Encryption: TLS 1.2/1.3 in transit; AES‑256 at rest

Audit Trail: Timestamps, IP, signer actions

Access Controls: Role-based permissions

HIPAA BAA: Available when handling PHI

Two‑factor Auth: SMS, email, or SSO options

Certifications: SOC 2 Type II, ISO 27001

Common preparation pitfalls to avoid

Leaving fields incomplete or vague (e.g., 'as needed' rates) which causes disputes during contracting or invoicing.
Mismatched or inconsistent naming for the legal entity across documents, leading to signature and payment errors.
Outdated pricing or missing effective dates that create conflicts between versions and delay approvals.
Neglecting required disclosures for consumer-facing services or regulated markets, which can trigger compliance reviews.

How to prepare and finalize a Business Service List

Follow these steps to create a precise, auditable list that integrates with contracts and billing.

01

Gather details: Collect legal name, service codes, and pricing from finance.
02

Draft descriptions: Write clear deliverables, exclusions, and unit definitions.
03

Review compliance: Confirm required disclosures and any industry-specific language.
04

Approve and sign: Obtain authorized signature and record the signed version.

Where the completed list goes and how it moves

Routing and storage should align with procurement workflows and recordkeeping rules.

Internal Archive: Store master copy in a secure document repository with versioning.
Client Delivery: Share signed lists with clients via secure links or attachments.
Contract Attachment: Attach list as an exhibit to service agreements when referenced.
Accounting Intake: Send pricing rows to billing systems for rate table updates.

Configure a digital workflow for Publishing and Updates

Set up a reproducible workflow to publish, notify, and archive each released version.

Field	Configuration
Versioning	Auto-number versions and require approver sign-off
Approval Order	Sequential approvals: owner → finance → legal
Notifications	Email alerts to stakeholders on publish
Archive Location	Write-protected folder with retention rules

Technical requirements for eSubmission and sharing

Ensure the chosen platform can export signed PDFs and maintain an auditable trail for compliance and dispute resolution.

File formats: PDF, DOCX, and XLSX supported
Integrations: Salesforce, NetSuite, Google Workspace
Auth options: Email, SMS, SSO

Typical timelines and update cycles for a Business Service List

Set clear due dates for issuance, annual review, and emergency updates to avoid stale pricing or compliance gaps.

Initial Issuance Deadline:

Publish new or revised lists before contract negotiations begin.

Annual Review:

Schedule a full review at least once every 12 months.

Client Update Window:

Notify existing clients 30 days before material rate changes.

Tax Reporting Trigger:

Provide W-9 upon payer request to avoid backup withholding.

Emergency Change:

Deploy immediate updates when regulatory or supply changes occur.

Risks and penalties from incorrect or incomplete lists

Tax penalties: IRS fines for misreporting

Contract disputes: Pricing ambiguity triggers litigation

Regulatory fines: Industry breaches can incur sanctions

Missed deadlines: Late updates cause procurement rejection

Invalid signatures: Unenforceable agreements

Data breach: Exposure of client information

eSignature vendor comparison for signing and managing Business Service Lists

Neutral comparison of common capability and pricing dimensions; signNow is listed first per platform data and plan structure.

	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	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Real-world examples of Business Service Lists in use

Practical examples show how businesses publish, sign, and integrate service lists into operations.

Optica Ventures (COO)

Optica centralized its service menu to reduce onboarding time and errors.

The team used a single signed list to map pricing to invoices.
As a result, client setup became repeatable, disputes over scope decreased, and the operations team streamlined billing reconciliation across multiple projects.

Martin Properties (Founder)

A real estate services firm published a notarized service list for tenant services.

That list was attached to lease addenda.
The notarized exhibit clarified responsibilities, reduced back-and-forth during renewals, and provided a stable reference for maintenance charges and vendor billing.

Frequently asked questions about the Business Service List

Answers to common questions about legality, signatures, corrections, and retention for Business Service Lists.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. ch. 96) and UETA in adopted states, provided intent, consent, attribution, and reliable record retention are present.
When is notarization required?
Notarization is rarely required for a service list alone, but state law or the contracting party may require notarized attachments for deeds, acknowledgements, or certain affidavits; check the applicable state notary rules.
How do I correct an executed list?
Issue an amended version with a clear revision history and obtain re-signatures from authorized signers; keep the original and the amendment together for auditability.
What if a payer requests tax forms?
Provide a current W-9 upon request to avoid backup withholding; retain W-9s and reconcile names and TINs to prevent IRS penalties.
Who must sign the list?
An authorized officer or designee should sign; when multiple parties rely on the list as a contract attachment, each affected party should sign the exhibit or the related agreement.
How long should I keep the list?
Follow federal baselines (IRS three years, IRC §6501(a)) and industry rules such as HIPAA six years (45 CFR §164.530(j)); state requirements may extend retention periods.

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