Scope
Describe services precisely, including milestones, deliverables, acceptance criteria, and any excluded work to limit scope disputes.
A precise CDJR agreement reduces disputes, standardizes billing and deliverables, preserves audit trails, and supports enforceability when signed electronically under ESIGN and UETA frameworks.
Assign clear internal owners — preparer, reviewer, signer — to avoid delays and signature authority errors.
Describe services precisely, including milestones, deliverables, acceptance criteria, and any excluded work to limit scope disputes.
List tangible outputs, delivery format, delivery dates, and who is responsible for acceptance testing or approval procedures.
Set rates, billing cadence, reimbursable expenses, tax treatment, and the process for disputed invoices and adjustments.
State initial term, renewal rules, termination for convenience, termination for cause, and post-termination obligations.
Define confidential categories, permitted disclosures, duration of obligations, and remedies for breach to protect sensitive information.
Allocate liability for third-party claims, define limitations on damages, and include any required insurance minimums.
| Field | Configuration |
|---|---|
| Authentication Level | Email link | SMS code | KBA where needed |
| Conditional Fields | Show only when checkbox or option selected |
| Bulk Send | Use for high-volume identical agreements |
| Auto-Reminders | Schedule at 3 and 7 days overdue |
Choose settings that match your security requirements and downstream systems to preserve audit trails and metadata.
Start date for performance and billing
Net 30, Net 45, or specific calendar date
Provide notice 30–60 days before renewal
Set number of days to notify opposing party
Dates tied to acceptance testing
Author compiles scope, fees, and exhibits for internal review.
Legal and finance complete redlines and sign-off steps.
Authorized signers execute with electronic or wet signatures.
Send copies and retain audit trail in records system.
| 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 | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |