Scope of Services
Describe covered systems, supported features, exclusions, and any out-of-scope activities to avoid ambiguity and limit unexpected billings.
A well-drafted Business Service Offering Support reduces disputes by setting measurable obligations, clarifying response times, and aligning pricing to effort. It helps operational teams route incidents, allows finance to reconcile billable support, and gives customers predictable expectations.
The document is prepared by commercial operations, account management, legal, or product teams and used by customers, support engineers, and procurement.
Use this support offering to communicate terms internally and externally, reduce onboarding time, and support contract renewals.
Describe covered systems, supported features, exclusions, and any out-of-scope activities to avoid ambiguity and limit unexpected billings.
Define response and resolution targets by severity (e.g., Severity 1 — 1 hour response, 8 hour resolution) and how uptime is measured.
Specify standard hours, after-hours coverage, holiday schedules, and time zone references for response commitments.
List contact points, escalation tiers, response commitments at each tier, and SLT or executive contacts for critical incidents.
Detail included support hours, overage rates, billing cycles, prepaid blocks, and invoicing procedures for chargeable work.
Explain exit assistance, knowledge transfer, final support deliverables, and any associated fees during offboarding.
| Field | Configuration |
|---|---|
| Signature Order | Sequential signing: Provider then Client |
| Required Fields | Client name, effective date, support tier, signature |
| Authentication | Email link by default; consider SMS code or KBA for higher assurance |
| Audit Trail | Enable timestamps, IP capture, and certificate of completion |
Choose a platform that supports the authentication, audit, and storage requirements of the support offering and your compliance obligations.
Confirm platform support for workflow automation, audit logs, and any required compliance (HIPAA BAA or 21 CFR Part 11) before sending.
Enter MM/DD/YYYY and state term length (e.g., 12 months)
Ticket response measured in business hours unless noted
Monthly or quarterly invoicing as specified
30–90 days for termination or scope changes typically
Auto-renew or manual renewal dates and required notices
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/yr | Plan limits vary | Plan limits vary | Plan limits vary |
Optica standardized support tiers to reduce onboarding time.
Xerox documented integration-specific support commitments.