Scope
Describe deliverables, milestones, acceptance criteria, and exclusions. Be specific about deliverable formats, delivery dates, and any client responsibilities to avoid disputes and scope creep effectively.
Using the Business Services COR39 standardizes service terms, clarifies roles, and reduces disputes by documenting deliverables, timelines, and compliance commitments. It streamlines procurement and audit readiness while supporting electronic execution when ESIGN and UETA conditions are met.
Common users include small-business owners, procurement teams, independent contractors, compliance officers, and in-house counsel managing service relationships.
Use COR39 when you need a repeatable template that supports audit trails, clear signatory roles, and electronic signing.
Describe deliverables, milestones, acceptance criteria, and exclusions. Be specific about deliverable formats, delivery dates, and any client responsibilities to avoid disputes and scope creep effectively.
Specify billing frequency, accepted payment methods, late fees, invoicing contacts, and any retainers or milestone payments. Tie payment triggers to acceptance criteria for clarity explicitly.
Include service levels, response and resolution times, remedies for missed targets, reporting requirements, and measurable KPIs tied to contract value with reporting frequency and format.
List regulatory obligations, required certifications or insurance, privacy requirements such as HIPAA addenda if healthcare data is involved, and audit rights and breach notification procedures.
State authority to enter agreement, conflicts of interest, and any background checks or qualifications required from the provider including attestations.
Provide signature blocks for each party with printed name, title, date, and witness or notary lines if the jurisdiction or internal policy requires, and retention instructions.
| Field | Configuration |
|---|---|
| Signing Order | Sequential or parallel routing |
| Authentication | Email, SMS, KBA or SSO |
| Reminders | Auto-reminders and expiration dates |
| Attachments | Require insurance and certificates |
Use platforms that support PDF, DOCX, and secure e-signatures with audit trails and AES-256 encryption.
Specify final signature date to avoid lapsing offers.
State automatic renewal notice period if applicable.
Net payment terms such as Net 30 or Net 45.
Specify time for claims after service delivery.
Document retention period and archival location.
| 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 | Free trial available | Free trial available | Free plan available | Free plan available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |