Scope of Services
Describe hosted PBX features, call routing, DID provisioning, conferencing, and any optional add‑ons or integrations included in the subscription.
A well‑drafted CPBX agreement reduces operational ambiguity, allocates responsibility for uptime and support, limits financial exposure, and documents data protection and regulatory obligations relevant to voice services and customer data.
Signatories usually include an authorized officer from the vendor and an authorized representative of the customer; signature authority requirements are covered below.
Describe hosted PBX features, call routing, DID provisioning, conferencing, and any optional add‑ons or integrations included in the subscription.
Specify uptime targets, response and resolution timeframes, credits for downtime, escalation procedures, and maintenance windows.
State recurring charges, one‑time installation fees, usage charges, invoicing cadence, late payment interest and any minimum terms.
Detail data processing, encryption, access controls, logging, incident notification, and whether a Business Associate Agreement applies for PHI.
Assign responsibilities for number porting, expected timelines, costs, and steps to preserve service during transition.
Define termination for cause and convenience, notice periods, data return or deletion, final invoicing and post‑termination obligations.
| Field | Configuration |
|---|---|
| Signer order | Sequential or parallel signing |
| Required fields | Signatures, dates, initials |
| Authentication | Email, SMS code, or ID verification |
| Notifications | Reminder cadence and alerts |
Integrations with common systems (CRM, cloud storage, ERP) streamline recordkeeping and reduce manual steps in agreement distribution.
Typically 3–10 business days after order confirmation
Often 5–30 calendar days depending on carriers
Monthly in arrears unless otherwise specified
Initial response within contracted SLA window
Commonly 30–90 days' written notice
| 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 | Yes, 7‑day trial | Varies | Varies | Yes, limited | Yes, limited |
| 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 |