Scope and Deliverables
Clear, measurable tasks and acceptance criteria. Include milestones, deliverable descriptions, and formats to reduce disputes about completion and quality expectations.
A well-prepared Business Services 386AG reduces ambiguity about scope, payment, liability, and timelines, supports compliance with recordkeeping rules, and improves enforceability when signed properly under ESIGN or UETA.
The Business Services 386AG is commonly completed by parties involved in outsourced or vendor-provided services, with role-specific responsibilities noted below.
Use the list to identify who should review, approve, and sign before execution to prevent later authority or scope disputes.
| Field | Configuration |
|---|---|
| Authentication | Email + optional SMS or KBA for higher assurance |
| Routing Order | Sequential signing or parallel routing per party role |
| Reminders | Automated reminders at defined intervals |
| Integrations | Connect to CRM, ERP, or document storage systems |
Choose distribution channels based on signer access, authentication needs, and records management requirements.
Integrate with your document repository and audit-trail system to centralize signed copies and retention metadata.
Clear, measurable tasks and acceptance criteria. Include milestones, deliverable descriptions, and formats to reduce disputes about completion and quality expectations.
Specify amounts, currency, invoice schedule, net payment terms, and late payment remedies. Clarify reimbursable expenses and invoicing documentation required for payments.
Set contract duration, renewal terms, and termination rights for convenience, breach, or insolvency. Describe obligations surviving termination such as confidentiality or indemnities.
Define confidential information, permitted disclosures, handling obligations, and duration. Include exception clauses for compelled disclosure or preexisting knowledge.
Allocate risk with limits on liability, exclusions for indirect damages, and indemnification terms; ensure insurance requirements are stated if applicable.
Identify governing law, venue, and preferred dispute process (mediation or arbitration) to limit forum uncertainty and reduce litigation costs.
Specify dates or acceptance windows for each milestone
Net terms (for example Net 30) measured from invoice date
Claim or dispute within 15 calendar days recommended
Provide written notice 30–60 days before expiry
Provide supporting records per IRS timelines when required
| 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 (premium tier) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |