Scope of Work
Describe services in measurable terms, deliverables, acceptance criteria, milestones, and any excluded services. Precise scope reduces disputes and supports objective invoice approval.
Using a Business Services ACTIV Agreement clarifies expectations, reduces disputes, and establishes measurable obligations and remedies. A well-drafted agreement protects both parties, sets payment and delivery terms, and supports enforceability whether signed electronically under ESIGN/UETA or in paper form where permitted.
Typical users include procurement, legal, operations, and external service providers who manage commercial service engagements.
The agreement suits organizations of varying sizes and industries seeking clearer service terms and reduced administrative friction for contract execution.
Describe services in measurable terms, deliverables, acceptance criteria, milestones, and any excluded services. Precise scope reduces disputes and supports objective invoice approval.
State fees, billing schedule, late payment interest, expense reimbursement, and invoicing procedures. Include currency, taxes, and conditions for withholding or retainage to avoid collection disputes.
Specify effective date, contract length, renewal terms, notice periods, termination for cause or convenience, and post-termination obligations such as transition assistance.
Define confidential information, permitted disclosures, duration of obligations, and remedies for breach. Address residuals and return or destruction of materials on termination.
Allocate ownership of work product, grant licenses where appropriate, address pre-existing IP, and include assignment language for contractor-created materials.
Set liability caps, exclusions for consequential damages, indemnification obligations, insurance minimums, and procedures for defense and settlement of third-party claims.
| Field | Configuration |
|---|---|
| Signer authentication and order settings | Email, SMS, KBA, or SSO; set sequence |
| Field validation and conditional rules | Use required, conditional visibility, and format checks |
| Document retention location and export | Store in cloud or on-premise, set retention |
| Notification, reminders, and escalation policy | Automated reminders, escalation after missed signer deadlines |
Choose distribution channels and platform integrations that match your compliance, authentication, and storage requirements before sending the agreement for signature.
Date when obligations and service delivery begin.
Deliverable-specific dates tied to acceptance and payment triggers.
Net terms (e.g., Net 30) and late fee calculation start.
Automatic renewal periods and required notice to opt out.
Days' notice required for convenience or for-cause termination.
| 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 | 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 |
Save final executed copies as PDF/A when possible to preserve signatures, or keep source DOCX for editable archives; retain associated audit trail files.
Include the certificate of completion or audit trail with the document to record timestamps, IP addresses, and signer authentication details for evidentiary value.
Store in enterprise DMS, encrypted cloud storage, or on-premise servers with access controls. Record location in contract metadata for retrieval.
Maintain redundant backups, periodic exports, and offsite copies of executed agreements to meet retention, audit, and disaster recovery policies.
CEO or President: typically authorized to bind the company for standard commercial agreements; for higher-value contracts verify corporate authority in bylaws or a board resolution. Ensure title and authority are listed in the signature block, especially for entity signings.
Authorized representative: may include officers or individuals with specific delegation. Obtain written evidence of signature authority—power of attorney, board minutes, or company resolution—to avoid disputes over enforceability and payment obligations.