Can the OE_RE be signed electronically?

Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA in most states, subject to stated exceptions such as wills or certain court filings.

What makes an e-signature legally valid?

A valid e-signature requires intent to sign, consent to conduct the transaction electronically, attribution to the signer, and a retrievable record (ESIGN 15 U.S.C. §7001). Retain audit trails.

When is notarization or witnesses required?

Requirements vary by document type and state. Many deeds and POAs need notarization; some states require witnesses. Verify state law or include a remote notary step where permitted.

How do I correct an error after signing?

Do not alter a signed record. Execute an amendment or corrective addendum signed by all parties, or mutually agree in writing to rescind and replace the OE_RE.

How should I store signed OE_REs?

Store signed PDFs with audit trails in a secure system with access controls and regular backups. Follow retention rules for tax, HIPAA, or industry records.

Why was my signer unable to complete signing?

Common causes include wrong email, account restrictions, required authentication failing, or expired signing link. Verify signer contact and resend with updated authentication.

Electronic Signature
Templates
Miscellaneous
Business Services OE_RE

Business Services OE_RE

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

BUSINESS SERVICES AGREEMENT (OE_RE)

This Business Services Agreement ("Agreement") is made effective as of by and between:

Client Name: Client Address: Service Provider Name: Service Provider Address:

Recitals

WHEREAS, Client desires to retain Service Provider to perform certain professional business services described herein; and

WHEREAS, Service Provider has represented that it has the expertise, personnel, and resources necessary to perform such services and is willing to perform the services under the terms and conditions of this Agreement; and

WHEREAS, the parties desire to set forth herein the scope, compensation, term, and other terms governing the parties' relationship.

Scope of Work

Service Provider shall perform the services described below in a professional and workmanlike manner consistent with industry standards. Specific deliverables, milestones, and performance criteria are as follows:

Description of Services and Deliverables:

Payment Terms

In consideration for the services rendered by Service Provider, Client shall pay the fees and expenses described below. Fees are exclusive of applicable taxes unless otherwise stated.

Total Fee: Payment Schedule (dates/milestones): Payment Due (Net Days): Late Payment Fee:

Unpaid amounts shall accrue interest at on the outstanding balance, or the maximum rate permitted by applicable law, whichever is less. In addition, Client shall be responsible for reasonable collection costs and attorney fees incurred by Service Provider in enforcing payment.

Term and Termination

This Agreement shall commence on and shall continue until unless earlier terminated as provided herein.

Notice Period for Termination Without Cause (days):

Either party may terminate this Agreement for material breach by the other party if the breaching party fails to cure such breach within the notice period specified above. Termination for cause is effective immediately upon written notice if the breach is not curable or involves willful misconduct, fraud, or misappropriation of confidential information.

Obligations on Termination:

Confidentiality

Each party (the "Receiving Party") shall keep confidential and shall not use or disclose to any third party any Confidential Information of the other party (the "Disclosing Party") except as required to perform this Agreement. "Confidential Information" includes non-public business information, technical data, trade secrets, client lists, pricing, proposals, and other information marked or reasonably understood to be confidential.

The foregoing confidentiality obligation shall not apply to information that: (a) is or becomes publicly available through no fault of the Receiving Party; (b) was known to the Receiving Party prior to disclosure as evidenced by written records; (c) is lawfully obtained from a third party without restriction; or (d) is independently developed by the Receiving Party without use of Confidential Information.

Confidentiality Term (years):

Upon termination or expiration of this Agreement, Receiving Party shall promptly return or destroy all Confidential Information of the Disclosing Party and certify such return or destruction upon request.

Intellectual Property and Work Product

Unless otherwise agreed in writing, all deliverables and work product specifically created by Service Provider under this Agreement and paid in full by Client shall be considered "Work Product" and assigned to Client upon full payment. Service Provider retains ownership of its pre-existing materials, methodologies, templates, and general know-how. To the extent any rights do not automatically transfer, Service Provider hereby assigns all right, title, and interest in the Work Product to Client.

Independent Contractor; Insurance

Service Provider is an independent contractor and shall be solely responsible for its employees, subcontractors, taxes, and insurance. Nothing in this Agreement creates an employment, partnership, joint venture, or agency relationship between the parties.

Independent Contractor Acknowledgement:

Indemnification and Limitation of Liability

Each party shall indemnify and hold harmless the other from third-party claims arising out of gross negligence, willful misconduct, or material breach of this Agreement. EXCEPT FOR LIABILITY ARISING FROM FRAUD, WILLFUL MISCONDUCT, OR BREACH OF CONFIDENTIALITY, NEITHER PARTY SHALL BE LIABLE FOR INDIRECT, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES. THE AGGREGATE LIABILITY OF EACH PARTY SHALL NOT EXCEED THE TOTAL AMOUNTS PAID OR PAYABLE UNDER THIS AGREEMENT DURING THE SIX (6) MONTHS PRECEDING THE CLAIM.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the state or province indicated below, without regard to conflict of law principles.

Governing Law (State/Province):

Entire Agreement; Amendments

This Agreement, together with any exhibits or attachments expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements, understandings, and representations. No amendment shall be effective unless in writing and signed by both parties.

Dispute Resolution

The parties shall attempt in good faith to resolve any dispute arising out of this Agreement promptly by negotiation. If the dispute cannot be resolved by negotiation within thirty (30) days, the parties may submit the dispute to mediation. If unresolved after mediation, either party may pursue any available legal or equitable remedies in the courts of the selected governing law jurisdiction.

Miscellaneous

Notices under this Agreement shall be in writing and delivered to the addresses set out above. If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall continue in full force and effect.

Additional Provisions or Notes:

Client Name:

By:

Date:

Service Provider Name:

By:

Date:

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

The Business Services OE_RE is a standardized order and engagement document used to define services, deliverables, pricing, timelines, and responsibilities between a service provider and a business client. It typically captures the scope of work, payment terms, indemnities, insurance requirements, and signature blocks for all parties. In many organizations it functions as the primary commercial agreement for project-based or recurring services and may be used alongside purchase orders, statements of work, or change orders. The form is commonly executed electronically under U.S. e-signature laws where permitted.

Why a Clear Business Services OE_RE Matters

A complete OE_RE reduces disputes, clarifies obligations, and documents acceptance for accounting and tax purposes. Properly executed records support enforceability under federal and state e-signature laws and make post‑execution audits, invoicing, and retention straightforward.

Who Typically Prepares and Signs This Form

The OE_RE is used by teams that buy or deliver services and by their legal, finance, or operations contacts.

Service providers and contractors who need a written scope and payment terms for invoicing and collections.
Property managers and real estate firms handling vendor scopes, maintenance, and contracted professional services.
In-house legal and finance teams responsible for contract compliance, tax documentation, and record retention.

Multiple parties often sign: the service provider, an authorized client representative, and sometimes witnesses or a notary depending on state requirements.

Stepwise Instructions to Complete the OE_RE

Follow this sequence to prepare, review, and finalize the OE_RE for reliable execution and records management.

01

Prepare the draft: Populate scope, dates, pricing, and contact details.
02

Validate parties: Confirm legal names and signer authority before sending.
03

Add signature fields: Place signature, date, and initial fields for each party.
04

Execute and archive: Complete signing, retain the audit trail, and store copies.

Typical Digital Execution Flow

A modern e-submission workflow reduces friction and creates an auditable record of each step from sender to signer.

Upload document: Import PDF or DOCX to the signing platform.
Place fields: Tag signature, date, and required data fields.
Authenticate signer: Use email link, SMS code, or stronger methods.
Complete and store: Signed copy and certificate saved with audit trail.

Recommended Online Workflow Settings

Configure these settings before sending to ensure correct routing, authentication, and recordkeeping.

Field	Configuration
Signer order	Specify sequential or parallel routing as needed.
Authentication method	Choose email, SMS code, or KBA for higher assurance.
Reminder schedule	Set automatic reminders (e.g., 3 and 7 days).
Template saving	Save as reusable template for recurring engagements.

Technical Requirements and File Formats

Ensure your platform supports required integrations, authentication, and export formats before electronic execution.

File formats: PDF, DOCX, and fillable Excel accepted.
Integrations: Salesforce, NetSuite, Google Workspace, Microsoft 365.
Security: TLS and AES encryption for data protection.

Select settings that preserve audit trails and support downstream systems for invoicing, CRM updates, and legal archives without manual rekeying.

Core Components Every Professional OE_RE Should Include

A complete OE_RE contains discrete sections that reduce ambiguity and support enforcement and accounting.

Scope of Work

Define deliverables, milestones, performance standards, and measurable acceptance criteria so expectations and invoicing align with actual work performed.

Term and Schedule

Specify service start and end dates, renewal terms, notice periods, and any milestone deadlines tied to payments or approvals.

Payment and Taxes

Include pricing, invoice dates, net payment terms, tax responsibilities, and late fee mechanics to avoid billing disputes.

Liability and Insurance

Allocate risk through indemnities, limits of liability, and required insurance coverage with minimum policy amounts and certificate requirements.

Confidentiality

Spell out confidentiality obligations, permitted disclosures, data handling, and data security expectations for sensitive information.

Signatures and Authority

Provide clear signature blocks with printed names and titles and state whether witnesses or notarization are required under applicable law.

Common Timeframes and Deadlines to Watch

Track these time-sensitive items to avoid contract or tax compliance issues when using the OE_RE.

Response and Acceptance:

Set acceptance window (e.g., 7–14 days) for offers or proposals.

Service Start:

Commence work on the Effective Date specified in the document.

Invoicing Cycle:

Invoice frequencies tied to milestones or monthly cadence.

Dispute Notice:

Contractual notice periods often 30–60 days for cure.

Record Retention:

Follow applicable retention timelines for audits and tax records.

Key Milestones Through the Contract Lifecycle

A sequential view helps coordinate approvals, execution, performance, and closeout across teams.

01

Proposal Issued

Client reviews scope and negotiates terms before acceptance.

02

Contract Execution

Parties sign and the Effective Date becomes operative.

03

Work Commences

Deliverables begin per schedule and performance metrics.

04

Closeout and Archive

Confirm final acceptance, issue final invoice, and archive records.

Frequent Preparation Errors to Avoid

Omitted or vague scope language that leaves deliverables undefined and triggers disputes.
Using informal or trade names instead of the legal entity name, causing payment or enforcement delays.
Missing or inconsistent dates — effective date, delivery milestones, and invoice terms misaligned.
Incomplete signer authority checks that lead to signatures being rejected or contracts voided.

Consequences of Incorrect or Incomplete OE_REs

Unenforceable Terms: Court may refuse enforcement

Tax Exposure: Backup withholding 24% for incorrect TIN

I-9 Violations: Civil fines per DHS rule

Delayed Payments: Invoices disputed or withheld

Contract Disputes: Litigation or arbitration costs

Recordkeeping Fines: Regulator penalties for missing records

Security and Compliance Considerations

Encryption: TLS 1.2/1.3 in transit, AES-256 at rest

Audit Trail: Timestamp, IP, and action log preserved

ESIGN / UETA: Meets federal and state e-signature standards

HIPAA: BAA required for PHI workflows

Compliance Reports: SOC 2 Type II and ISO 27001 available

Accessibility: WCAG 2.0 Level AA conformance

Vendor Pricing and Feature Snapshot for eSignature

Compare entry price, trial availability, bulk-send capability, audit trails, HIPAA support, and envelope limits when selecting an e-sign platform.

	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 plan	Varies by plan	Varies by plan	Varies by plan
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

Real-World Examples of OE_RE Use

These customer snapshots illustrate how organizations apply standardized OE_REs to speed execution and maintain compliance.

Optica Ventures LLC

Optica used a standard OE_RE to streamline customer signoffs and reduce back-and-forth approvals.

The interface was simple for customers.
The result was faster acceptance cycles, clearer deliverable tracking, and fewer invoice disputes while maintaining an auditable record for finance and legal teams.

Martin Properties

A property management firm consolidated vendor agreements into a template OE_RE for maintenance and services.

They processed documents online with full compliance.
That approach reduced on-site meetings, improved turnaround for emergency repairs, and ensured consistent insurance and indemnity language across providers.

Frequently Asked Questions and Troubleshooting

Answers to common execution, validity, and technical questions when preparing or signing a Business Services OE_RE.

Need help? Contact support

Can the OE_RE be signed electronically?
Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA in most states, subject to stated exceptions such as wills or certain court filings.
What makes an e-signature legally valid?
A valid e-signature requires intent to sign, consent to conduct the transaction electronically, attribution to the signer, and a retrievable record (ESIGN 15 U.S.C. §7001). Retain audit trails.
When is notarization or witnesses required?
Requirements vary by document type and state. Many deeds and POAs need notarization; some states require witnesses. Verify state law or include a remote notary step where permitted.
How do I correct an error after signing?
Do not alter a signed record. Execute an amendment or corrective addendum signed by all parties, or mutually agree in writing to rescind and replace the OE_RE.
How should I store signed OE_REs?
Store signed PDFs with audit trails in a secure system with access controls and regular backups. Follow retention rules for tax, HIPAA, or industry records.
Why was my signer unable to complete signing?
Common causes include wrong email, account restrictions, required authentication failing, or expired signing link. Verify signer contact and resend with updated authentication.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now