Can this be signed electronically?

Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and record retention requirements are met.

Do consumer-facing records need a disclosure?

Yes. Consumer financial or benefits records require an ESIGN consumer disclosure and ability-to-access confirmation per 15 U.S.C. §7001(c) before electronic consent is valid.

When is notarization required?

Notarization depends on document type and state law; deeds and some POAs commonly require acknowledgements. Verify state rules and RON availability with the state notary commission.

How long must I keep executed copies?

Follow federal minima—IRS three years (IRC §6501(a))—and industry rules such as HIPAA six years (45 CFR §164.530(j)). Some states require longer retention.

What if the signer lacks authority?

If a signer lacks actual authority, the contract may be voidable. Confirm corporate authorization, include signer representations, and obtain board or officer approvals as needed.

How do I fix a completed error?

Errors post-execution typically require an amendment or re-execution. Create a written amendment signed by all parties or reissue the corrected agreement for signatures.

Electronic Signature
Templates
Miscellaneous
Business Services Platinum Package

Business Services Platinum Package

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

BUSINESS SERVICES PLATINUM PACKAGE

This Business Services Platinum Package Agreement ("Agreement") is made effective as of Effective Date: by and between Client Name: ("Client") and Service Provider Name: ("Provider").

WHEREAS

1. WHEREAS, Provider is engaged in the business of delivering comprehensive business services, including strategic planning, marketing support, operational process optimization, and technology integration specifically described in the Scope of Work; and

2. WHEREAS, Client desires to retain Provider to perform the services described in this Agreement on the terms and conditions set forth herein, and Provider is willing to perform such services for Client.

3. WHEREAS, the parties intend for this Agreement to set forth their entire understanding with respect to the Business Services Platinum Package.

SCOPE OF WORK

Services to be performed Primary deliverables Client responsibilities

PAYMENT TERMS

Total Fee for the Platinum Package: payable in accordance with the schedule below.

Payment schedule and milestones

Deposit (due upon execution): . Remaining balance to be invoiced per schedule above.

Late payment: unpaid amounts shall accrue interest at a rate of per month (or the maximum allowed by law), plus reasonable collection costs and attorneys' fees.

Payment method

TERM AND TERMINATION

Term Commencement Date: and Term End Date: unless earlier terminated as provided below.

Either party may terminate this Agreement for convenience upon written notice of days to the other party. Termination for cause (material breach) may be effected immediately if the breaching party fails to cure within 15 days after receipt of written notice of breach.

Upon termination, Client shall pay Provider for all services performed and expenses reasonably incurred up to the effective date of termination. Provider shall deliver work in progress and provide reasonable assistance to transition services to Client or its designee, subject to payment of fees for transition services.

CONFIDENTIALITY

Each party shall hold in confidence and not disclose to any third party any Confidential Information of the other party disclosed in connection with this Agreement. "Confidential Information" means non-public, proprietary information disclosed in any form, including business plans, financial data, customer lists, technical information, and trade secrets. Confidential Information does not include information that is or becomes publicly known through no fault of the receiving party, or is independently developed without use of the disclosing party's Confidential Information.

The receiving party shall use Confidential Information solely to perform obligations under this Agreement and shall take reasonable measures to protect such information from unauthorized disclosure, at least as protective as those used to protect its own confidential materials.

INTELLECTUAL PROPERTY

Unless otherwise agreed in writing, Provider retains ownership of pre-existing intellectual property, methodologies, templates, and tools used to perform the Services. Client is granted a non-exclusive, non-transferable license to use deliverables solely for Client's internal business purposes upon full payment of all amounts due. Any bespoke deliverables identified in the Scope of Work as work-for-hire shall vest in Client upon full payment.

LIMITATION OF LIABILITY

EXCEPT FOR CLAIMS ARISING FROM A PARTY'S GROSS NEGLIGENCE, WILLFUL MISCONDUCT, OR BREACH OF CONFIDENTIALITY, NEITHER PARTY SHALL BE LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES. THE AGGREGATE LIABILITY OF PROVIDER FOR ANY CLAIM RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL AMOUNTS PAID BY CLIENT TO PROVIDER UNDER THIS AGREEMENT DURING THE SIX (6) MONTHS PRECEDING THE EVENT GIVING RISE TO LIABILITY.

GOVERNING LAW

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

ENTIRE AGREEMENT

This Agreement, together with any attachments, schedules, or exhibits expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, negotiations, and communications, whether written or oral. Any amendment must be in writing and signed by both parties.

MISCELLANEOUS PROVISIONS

Notices shall be in writing and delivered to the addresses below. Each party represents and warrants that it has the authority to enter into this Agreement and that performance will not violate any other agreement or law. If any provision of this Agreement is held invalid, the remaining provisions shall remain in full force and effect.

Client contact and address for notices Provider contact and address for notices

ADDITIONAL SERVICES (OPTIONAL)

Select optional add-ons to be included in the Platinum Package (additional fees may apply):

Digital marketing campaigns (strategy, creative, analytics)

Automation and systems integration (API, CRM setup)

Compliance and risk assessment audit

Client:

By:

Date:

Provider:

By:

Date:

What the Business Services Platinum Package Is

The Business Services Platinum Package is a comprehensive service agreement template used to document recurring professional services, project deliverables, performance expectations, fees, payment terms, confidentiality provisions, and termination mechanics. It is designed for use by vendors and business clients to create a single, consistent contract that can be executed electronically, preserve an audit trail, and be adapted for industry-specific addenda such as HIPAA business associate agreements or state-specific disclosures. The template supports modern eSignature workflows while preserving fields for signatory authority and notarization when required.

Why this Package Matters for Business Contracts

A standardized Platinum Package reduces ambiguity by outlining scope, milestones, pricing, and remedies in a single document, helping parties manage expectations and limit disputes. It centralizes contractual terms so internal reviewers and external signers can complete, sign, and retain executed copies with consistent metadata and audit trails.

Who Typically Uses the Platinum Package

Typical users include professional service firms, procurement teams, and contract managers who need a reusable, enforceable agreement form for recurring engagements.

Consulting firms and agencies that standardize client engagements and billing terms.
Procurement and vendor management teams that require consistent SLAs and invoicing schedules.
Legal and compliance teams reviewing governing law, confidentiality, and signature authority.

Internal reviewers and legal teams use the template to ensure compliance with corporate policies, regulatory requirements, and signature authority prior to execution.

Quick: How to Complete the Platinum Package

Follow a simple order: identify parties, confirm scope and pricing, set timelines, add required attachments, authorize signers, and capture signatures and retention details.

01

Identify Parties: Enter full legal names and entity types.
02

Define Scope: Describe deliverables, milestones, and acceptance criteria.
03

Set Payments: Specify amounts, billing cadence, and invoicing rules.
04

Authorize Signing: Confirm signatory authority and include dates.

Core Components Included in the Package

The package bundles essential contract elements so teams can deploy a ready-to-sign agreement with minimal customization while retaining modular clauses for risk allocation and compliance.

Scope of Services

Precise deliverables, milestones, and acceptance criteria that define what the vendor must deliver and how success is measured.

Fees and Billing

Detailed pricing, invoicing schedule, accepted payment methods, late payment remedies, and expense reimbursement rules.

Confidentiality

Mutual or one-way nondisclosure provisions outlining covered information, permitted disclosures, and duration of confidentiality obligations.

Data and Privacy

Clauses addressing data handling, security standards, and any required addenda such as HIPAA business associate agreements.

Termination and Remedies

Events of default, cure periods, termination rights, and post-termination obligations for return or destruction of materials.

Signatory Authority

Representations regarding signers’ authority, required approvals, and any notarization or witness requirements.

Security and Compliance Snapshot for Executed Documents

Encryption: TLS 1.2/1.3 in transit

Data at Rest: AES-256 encryption

Certifications: SOC 2 Type II, ISO 27001

Regulatory Compliance: ESIGN, UETA

Health Data: HIPAA compliant with BAA

Audit Trail: Detailed timestamped events

Key Penalties and Risks to Watch For

Incorrect 1099 Filing: $60–$330 per form

I-9 Paperwork Violations: $281–$2,789 per violation

HIPAA Violations: Civil and criminal penalties

Unauthorized Signatory: Contract unenforceable risk

Missing Notices: Consumer disclosure violations

Improper Retention: Regulatory fines or litigation exposure

eSignature Vendor Pricing Comparison

Basic vendor pricing and capability indicators for common eSignature providers. Refer to vendor pages for plan details and enterprise terms.

	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	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Technical Requirements and Supported Integrations

The package is compatible with common document formats and integrates with major business systems to support routing, storage, and automation.

File Formats: PDF, DOCX, HTML, Excel
Integrations: Salesforce, NetSuite, Microsoft 365
Authentication: Email, SMS, KBA, SSO

Frequently Asked Questions and Troubleshooting

Answers to common execution and compliance questions for the Business Services Platinum Package, including eSignature and retention concerns.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and record retention requirements are met.
Do consumer-facing records need a disclosure?
Yes. Consumer financial or benefits records require an ESIGN consumer disclosure and ability-to-access confirmation per 15 U.S.C. §7001(c) before electronic consent is valid.
When is notarization required?
Notarization depends on document type and state law; deeds and some POAs commonly require acknowledgements. Verify state rules and RON availability with the state notary commission.
How long must I keep executed copies?
Follow federal minima—IRS three years (IRC §6501(a))—and industry rules such as HIPAA six years (45 CFR §164.530(j)). Some states require longer retention.
What if the signer lacks authority?
If a signer lacks actual authority, the contract may be voidable. Confirm corporate authorization, include signer representations, and obtain board or officer approvals as needed.
How do I fix a completed error?
Errors post-execution typically require an amendment or re-execution. Create a written amendment signed by all parties or reissue the corrected agreement for signatures.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now