Service Description
Concise explanation of what the service includes and specific deliverables; tie each item to measurable outputs or acceptance criteria to avoid scope drift.
A concise Business Service Options document reduces ambiguity in scope, makes vendor or internal comparisons easier, and provides a written baseline for pricing, responsibilities, and acceptance criteria. It supports auditability and helps align procurement, legal, and operations teams on the services being requested or offered.
Common authors include procurement managers, account executives, program managers, and product owners who need to present service choices or packaged offerings to decision-makers.
Final reviewers usually include finance for budget alignment, legal for contract language, and an authorized signatory to approve scope and pricing.
Concise explanation of what the service includes and specific deliverables; tie each item to measurable outputs or acceptance criteria to avoid scope drift.
List unit prices, one-time fees, subscription terms, and any conditional discounts. Specify billing cadence and whether taxes or pass-through costs apply.
Call out dependencies such as third-party access, customer-provided data, or client responsibilities that affect timelines or cost estimates.
Provide start date, key milestones, and delivery windows. Note whether dates are estimates or binding commitments and any acceleration costs.
If applicable, define response and resolution times, uptime commitments, and measurement/reporting mechanisms for SLA verification.
Include signatory name, title, signature, and effective date so the selected option is legally documented and actionable.
| Field | Configuration |
|---|---|
| Service Selection | Dropdown with conditional fields for option-specific inputs |
| Approval Sequence | Specify order: preparer → finance → legal → authorized signer |
| Notifications | Email or SMS alerts for pending approvals and expirations |
| Retention Tag | Apply metadata for record retention policy automation |
Select an eSignature platform and delivery channels that meet your authentication, compliance, and storage needs before initiating the workflow.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | Varies | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Provide upon payer request to avoid backup withholding
Distribute employee copies by Jan 31 each year
File with recipient and IRS by Jan 31
Paper: Feb 28; Electronic: Mar 31
Tax return due April 15 (Form 4868 extends filing date)