Scope
Clear, measurable deliverables and exclusions so both parties understand exactly what is included and what is out of scope.
A precise Kargo reduces ambiguity about deliverables, protects billing and audit positions, and supports enforceability. Accurate records also streamline approvals and audits by creating a single source of truth for scope, pricing, and acceptance terms.
The Business Services Kargo is used by teams in procurement, operations, finance, legal, and project management who need a concise, auditable service agreement.
Different stakeholders use the document to trigger approvals, invoices, compliance checks, and retention workflows depending on organizational roles.
| Field | Configuration |
|---|---|
| Signature field | Required; date stamp enabled |
| Approver role | Sequential routing to finance then legal |
| Conditional fields | Show change‑order section only if checked |
| Attachment required | Upload SOW or invoice before finalizing |
Decide how signers will receive and authenticate the Kargo before sending to avoid delays.
Clear, measurable deliverables and exclusions so both parties understand exactly what is included and what is out of scope.
Defined milestones with acceptance criteria and deliverable handoffs to trigger invoicing and approvals.
Line‑item fees, chargeback rules, and expense reimbursement terms to prevent invoice disputes.
Process for modifications, including approval thresholds and adjustment of schedule or price.
Governing law, dispute resolution, and escalation contacts for rapid issue resolution.
Retention requirements, version control, and archive location to support audits and legal holds.
Provide upon payer request; no fixed federal deadline
Recipient and IRS due Jan 31 each year
Recipient due Jan 31; paper to IRS Feb 28; electronic Mar 31
Individual return due Apr 15 (extension to Oct 15)
Retain 3 years after hire or 1 year after termination, whichever is later
Client submits Kargo request and initial SOW or PO
Procurement and finance approve terms and budget
Authorized parties sign and date the Kargo
Services delivered, invoices issued, and documents archived
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |