Scope of Work
Describe tasks, deliverables, acceptance criteria, and any excluded work. Use measurable outputs and reference exhibits when needed to avoid ambiguity.
A well-crafted JSI reduces disputes, clarifies deliverables, and aligns expectations for timelines and payment terms. It supports contract enforcement and auditability, especially when records meet electronic-signature legal standards.
Various stakeholders prepare and approve JSIs depending on the organization and the project’s size.
Tailor the signatory workflow to reflect authority lines and contract value thresholds.
Describe tasks, deliverables, acceptance criteria, and any excluded work. Use measurable outputs and reference exhibits when needed to avoid ambiguity.
List milestone names, due dates, deliverables tied to each milestone, and who is responsible for acceptance or review to trigger payments.
Specify fees, billing frequency, invoice requirements, late payment interest, and whether taxes or reimbursements apply to expenses.
Set a written change-order process, approval authority, and a pricing method (time & materials or fixed price) for scope changes.
Allocate risk through warranty language, limitation of liability, indemnities, and specific remedies for breach or nonperformance.
Provide spaces for dated signatures, printed names, titles, and, where relevant, notarization or witness blocks for added formality.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link or SMS code; use higher assurance for large contracts. |
| Signing Order | Sequential or parallel signer flow configured per document. |
| Notifications | Automatic reminders and completion notices for signers and admins. |
| Document Retention | Auto-archive executed files and Certificates of Completion to the repository. |
Ensure your digital platform supports required authentication and storage controls before e-submitting a JSI.
Start date (Effective Date) and explicit term or renewal cadence.
Dates tied to deliverables that trigger acceptance and payment.
When invoices must be submitted to meet agreed payment terms.
Time allowed to accept or dispute proposed changes.
Advance notice required for contract termination or nonrenewal.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |
Optica centralized service agreements to reduce cycle time and simplify customer acceptance.
Xerox integrated contract templates with its ERP for automated population and tracking.