Scope
A precise description of services, deliverables, and exclusions so both parties understand what is and is not included.
A well-formed Business Services DXL clarifies responsibilities, aligns payment milestones with deliverables, and creates an auditable record for compliance and accounting purposes while enabling electronic execution under federal and state e-signature laws.
The Business Services DXL is commonly prepared by internal operations, legal, or finance teams and signed by authorized representatives on both sides.
Document routing typically follows an internal approval chain before it is presented to external signers for execution and retention.
A precise description of services, deliverables, and exclusions so both parties understand what is and is not included.
Quantifiable outputs, formats, acceptance criteria, and delivery method to determine when work is complete.
Pricing model, payment milestones, late-payment terms, and any reimbursable expenses tied to invoicing.
Start date, key milestones, completion date, and procedures for schedule changes or delays.
Testing, approval process, and remedy steps for defective or incomplete deliverables.
Termination rights, notice periods, post-termination obligations, and how outstanding fees are calculated.
| Field | Configuration |
|---|---|
| Authentication Level | Email with optional SMS code or KBA depending on risk |
| Signer Order | Sequential or parallel routing to control approval sequence |
| Reminders | Automated reminders at configurable intervals until signed |
| Expiration | Set an expiration date to void stale signature links |
Choose a platform that supports required formats and integrations for your operational environment.
Ensure the chosen platform can produce an audit trail, export signed PDFs, and integrate with your document management or ERP systems.
Number of days after invoice is issued (e.g., Net 30)
Date listed in Effective Date field
How far ahead you must notify to renew or cancel
Keep financial records at least 3 years per IRS rules
Contract-specified days required for notice of 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 | No | No | 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 |
Optica standardized their service DXL to eliminate version drift and speed approvals.
Martin Properties moved lease-related DXLs online to close faster with remote signers.