Establishing secure connection…Loading editor…Preparing document…

Business Services List

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS SERVICES LIST

This General Business Agreement (the Agreement) is entered into as of Effective Date:

Parties

WHEREAS

WHEREAS, Service Provider is engaged in the business of providing professional services and possesses the requisite skill, experience and personnel to perform the services described in this Agreement; and

WHEREAS, Client desires to engage Service Provider to perform certain services described below and Service Provider is willing to perform such services under the terms and conditions set forth herein.

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties agree as follows:

Scope of Work

Service Provider shall provide the services (the Services) set forth in the Business Services List below and as further described in the Scope of Work. Services shall be performed in a professional and workmanlike manner consistent with industry standards.

Business Services List (Itemized)

The following itemized schedule identifies the services to be provided, corresponding service codes, unit rates, estimated hours and line totals. Parties may attach additional pages if necessary; this list constitutes the primary schedule of services for which Client will be invoiced.

Payment Terms

Client shall pay Service Provider for Services performed in accordance with this Agreement as follows:

Term and Termination

This Agreement shall commence on Start Date and, unless earlier terminated in accordance with this Section, shall continue until End Date.

Either party may terminate this Agreement for material breach that remains uncured for the notice period specified above. Upon termination, Service Provider shall be paid for all Services performed through the termination date and for any non-cancellable commitments made in good faith.

Confidentiality

Each party shall maintain in confidence all non-public information disclosed by the other party that is designated or reasonably understood to be confidential ("Confidential Information"). Confidential Information shall not include information that: (a) is or becomes publicly known through no breach of this Agreement; (b) is rightfully received from a third party without restriction; or (c) is independently developed without use of the disclosing party's Confidential Information. Receiving party shall use at least the same degree of care to protect Confidential Information as it uses to protect its own confidential information, but in no event less than reasonable care.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the state identified below, without regard to conflict of law principles. The parties submit to the exclusive jurisdiction of courts located within that state for any disputes arising under this Agreement.

Indemnification

Each party shall indemnify, defend and hold harmless the other party and its officers, directors, employees and agents from and against any third-party claims, liabilities, damages and expenses (including reasonable attorneys' fees) arising out of the indemnifying party's negligence, willful misconduct, or material breach of this Agreement.

Entire Agreement

This Agreement, including any schedules or attachments expressly incorporated herein, constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, proposals, negotiations and communications, whether oral or written. No amendment or waiver shall be effective unless in writing and signed by both parties.

Execution

The parties have executed this Agreement by their duly authorized representatives. Signatures delivered electronically or by facsimile shall be deemed originals for all purposes.

Service Provider:

By:

Date:

Client:

By:

Date:

Enter text✕
Prepare your document for signing right on this page
  • 01 Edit the text and complete the fields
  • 02 Click Sign Now and on the next screen add recipients and signature fields in SignNow
  • 03 Start your free trial to sign and send your doc
Sign Now

What the Business Services List Is and When It’s Used

A Business Services List is a structured inventory of services, providers, and related terms used by an organization for procurement, vendor management, or client proposals. It typically names each service offering, describes scope, pricing or rate basis, contact and billing details, and any required credentials or certifications. Organizations use it to standardize vendor selection, streamline contracting, and document service delivery expectations. The list can be circulated internally for approvals, attached to contracts as an exhibit, or provided to customers as a formal statement of available services and terms.

Why a Business Services List Matters for Operations

A clear Business Services List reduces ambiguity, supports consistent billing, and makes procurement and compliance reviews faster by documenting scope, rates, and responsibilities in one place.

Why a Business Services List Matters for Operations

Who Typically Creates and Relies on a Business Services List

Teams across procurement, operations, sales, and legal prepare or reference the Business Services List when sourcing, contracting, or quoting services.

  • Procurement teams and sourcing managers who compare vendors, standardize service descriptions, and streamline approvals across departments.
  • Sales and account teams that use the list to assemble customer proposals, generate quotes, and ensure consistent scope communications.
  • Legal, compliance, and finance personnel who verify contract terms, billing rules, and required certifications to reduce regulatory risk.

Keeping the list current helps onboarding, audits, and contract performance reviews without re-creating scope documents for each engagement.

Typical Roles That Approve or Sign the List

Founder / CEO

A founder or chief executive often reviews and signs a high-level services list when strategic vendor commitments or customer-facing catalogs require executive sign-off. Their approval confirms alignment with business objectives and financial thresholds and may be required for master agreement exhibits or client-facing service schedules.

Procurement Manager

Procurement or sourcing managers maintain the list, verify vendor credentials, and authorize updates. They ensure pricing, SLAs, and liability allocations match enterprise procurement policies and are responsible for version control and supplier onboarding records.

Essential Elements of a Professional Business Services List

A professional Business Services List is concise, versioned, and structured to support contracting, billing, and compliance checks without ambiguity.

Service Name

Clear, standardized name for each service to avoid overlap or double-counting across departments.

Description

A brief scope statement that defines deliverables, exclusions, and expected outputs for consistent interpretation.

Pricing Basis

Unit rates, hourly fees, retainer amounts, or project pricing, plus conditions for adjustments and discounts.

Service Owner

Internal contact and vendor representative for coordination, escalation, and performance tracking.

Required Credentials

Licenses, certifications, insurance minimums, or background checks needed to supply the service.

Version & Effective Date

Document version number and effective date to control amendments and audit history.

Step-by-Step: Prepare and Publish Your Business Services List

Follow these sequential steps to assemble, approve, and distribute an authoritative list that can be attached to contracts.

  • 01
    Gather Inputs: Collect service specs, pricing, and vendor contacts.
  • 02
    Draft List: Standardize names, descriptions, and billing terms.
  • 03
    Review & Approve: Obtain procurement, legal, and finance sign-off.
  • 04
    Publish & Version: Issue with version number and effective date.

How a Business Services List Flows Through Your Organization

A Business Services List typically moves from drafting to approval, publication, and periodic review in a controlled workflow.

  • Draft: Create initial entries and assign owners.
  • Internal Review: Procurement and finance validate terms.
  • Legal Approval: Legal reviews liability and contract fit.
  • Distribution: Publish to teams and attach to agreements.

Key Settings for Managing the List Online

Configure workflow settings to control editing rights, approvals, and how updates are communicated to stakeholders.

Field Configuration
Editor Roles Limit editing to procurement and vendor managers
Approval Routing Route changes to finance then legal for approval
Change Notifications Email alerts to owners and subscribers
Version Control Require version notes and effective date on publish

Technical Considerations for Digital Lists and eSubmission

Choose a platform that supports common formats, secure storage, and team collaboration for updates and approvals.

  • File Formats: PDF, DOCX, and Excel supported
  • Integrations: Salesforce, NetSuite, Google Workspace
  • Authentication: Email, SMS code, or SSO available

eSignature Vendor Comparison for Signing a Business Services List

Compare basic vendor pricing and feature availability relevant to signing Business Services Lists; signNow appears first per comparative format requirements.

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 (Premium) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Common Deadlines and Timing Considerations

Certain related documents and tax reporting tied to service lists have statutory deadlines; track these to avoid penalties and ensure timely vendor payments.

W-9 Provision Timing:

Provide W-9 when requested by a payer

1099-NEC Filing:

Recipient and IRS due Jan 31 each year

W-2 Delivery:

Employee copies due Jan 31

Individual Tax Return:

Form 1040 due April 15 unless extended

FBAR Filing:

FinCEN 114 due April 15 with automatic extension

Key Processing Milestones for a Business Services List

Track milestones from draft to archival to maintain control over approvals and auditability.

01

Draft Completion

Compile services, pricing, and vendor contacts for initial review

02

Internal Approval

Procurement and finance sign off on rates and terms

03

Legal Review

Legal confirms liability language and attachment to master contracts

04

Publication

Publish the approved list, record version, and notify stakeholders

Security and Compliance Items to Record with the List

Encryption In Transit: TLS 1.2 / 1.3
Encryption At Rest: AES-256
Audit & Controls: SOC 2 Type II available
Regulatory Compliance: ESIGN, UETA compliant
Healthcare Controls: HIPAA compliant; BAA required
Accessibility: WCAG 2.0 Level AA

Key Risks and Potential Financial Consequences

1099 Filing Late: $60 per form
1099 Late (after Aug 1): $330 per form
Intentional Disregard: $660+ per form
I-9 Paperwork Violation: $281–$2,789 per violation
Backup Withholding: 24% on certain payments
Incorrect Signatures: Contract unenforceability risk

Common Mistakes to Avoid When Preparing the List

  • Using inconsistent service names across departments, which causes duplicate records and billing errors during vendor consolidation or reporting.
  • Omitting billing terms or escalation clauses, leading to disputes over rates, billing cycles, or scope changes during service delivery.
  • Failing to track versions and effective dates, which can result in use of expired pricing or incompatible contract exhibits in negotiations.
  • Neglecting required vendor credentials or insurance minimums, exposing the organization to regulatory or performance risks.

Practical Tips for Accurate and Efficient Lists

Follow these practices to keep the list useful, auditable, and suitable for attachment to contracts and proposals.

Standardize Names and Codes
Assign consistent service codes and naming conventions to simplify reporting, integration with billing systems, and cross-department reconciliation.
Include Clear Billing Rules
Specify units, rounding rules, and expense reimbursement policies to prevent disputes and speed invoice approval cycles.
Establish Version Controls
Require a change log and effective date for each revision so stakeholders can confirm which version applies to a given contract.
Validate Vendor Credentials
Record licenses, insurance limits, and background checks where required; tie these fields to vendor onboarding workflows.

Real-World Examples of Business Services Lists in Use

Organizations use service lists as contract exhibits, procurement catalogs, and sales rate cards to reduce friction and clarify responsibilities.

Martin Properties

A small portfolio manager compiled a single services list for leasing and maintenance services to reduce tenant onboarding confusion.

  • 3 office staff used the list daily to issue work orders.
  • The centrally maintained list reduced processing time and ensured invoices matched contract exhibits during audits and landlord reconciliations.

Tech Data

A distribution firm standardized service descriptions across regions to simplify reseller agreements and vendor invoicing.

  • Integration with ERP automated pricing updates.
  • The standardized list improved internal approvals and reduced disputes by aligning service scope, billing rules, and contacts across hundreds of resellers.

Electronic Signature versus Digital (Cryptographic) Signature

Understand the technical and legal distinction so you can choose the appropriate method for signing service lists and attachments.

Criteria Electronic Signature Digital Signature
Definition any electronic mark pki-based cryptographic seal
Legal Status accepted (esign/ueta) accepted; stronger proof
Typical Use contracts & approvals high-value or regulated records
Non-repudiation audit trail evidence certificate-based non-repudiation

Frequently Asked Questions about the Business Services List

Answers to common questions about completion, legal effect, electronic signing, and version control for Business Services Lists.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users
Sign Now
Company
Forms
Pricing
Resources
Knowledge base
Other Products
© 2026 airSlate Inc. All rights reserved.