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Business Services Pro Web

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Business Services Pro Web - Services Agreement

This Business Services Pro Web Services Agreement ("Agreement") is entered into as of by and between Service Provider Name: (the "Service Provider") and Client Name: (the "Client").

WHEREAS

WHEREAS, Service Provider is engaged in the business of providing professional web design, development, hosting and maintenance services and possesses the expertise and resources necessary to perform the services described herein; and

WHEREAS, Client desires to retain Service Provider to perform such services on the terms and subject to the conditions set forth in this Agreement; and

WHEREAS, the parties intend that all work performed under this Agreement be governed by the terms set forth below.

SCOPE OF WORK

Service Provider shall perform the services described below (the "Services") in a professional and workmanlike manner in accordance with industry standards. Specific deliverables, milestones, and acceptance criteria are set forth in the description below.

PAYMENT TERMS

Client shall pay Service Provider the fees set forth below in consideration for the performance of the Services. Unless otherwise specified, all amounts are stated in the currency indicated and exclude applicable taxes which shall be paid by Client.

All invoices are due and payable within the payment period specified above. Overdue invoices shall accrue the Late Fee specified and Service Provider may suspend performance if Client fails to pay undisputed amounts after ten (10) days' written notice. Client shall reimburse Service Provider for reasonable out-of-pocket expenses pre-approved by Client.

TERM AND TERMINATION

This Agreement commences on Start Date: and continues until End Date: unless earlier terminated as provided herein.

Either party may terminate this Agreement for cause if the other party materially breaches any obligation and fails to cure within thirty (30) days after written notice. Client may also terminate for convenience upon providing the notice period above and paying Service Provider for all Services performed and non-cancellable commitments incurred through the effective date of termination. Upon termination, Service Provider will deliver all work in progress and Client will pay any outstanding amounts due. Provisions that by their nature survive termination shall remain in effect.

CONFIDENTIALITY

"Confidential Information" means all non-public information disclosed by one party to the other in connection with this Agreement, whether oral or written. The recipient shall (a) hold Confidential Information in strict confidence, (b) use it solely to perform under this Agreement, and (c) not disclose it to third parties except to employees, contractors or advisors who have a need to know and who are bound by confidentiality obligations at least as restrictive as this clause. Confidential Information does not include information that is or becomes publicly known through no fault of the recipient or that is independently developed by the recipient without use of the discloser's Confidential Information. The obligations of confidentiality shall survive termination of this Agreement for a period of three (3) years, or longer if required to protect trade secrets under applicable law.

INTELLECTUAL PROPERTY; LICENSES

Unless otherwise agreed in writing, Service Provider retains ownership of its pre-existing tools, software, templates, libraries and methodologies ("Provider Materials"). Upon full payment of all fees due, Service Provider assigns to Client all right, title and interest in and to final deliverables specifically created for Client under this Agreement (the "Deliverables"), subject to any third-party licenses and Provider Materials. Service Provider grants Client a perpetual, worldwide, non-exclusive license to any Provider Materials incorporated into Deliverables solely to the extent necessary to use the Deliverables as intended. Client grants Service Provider a limited license to use Client-provided materials solely to perform the Services.

WARRANTIES; LIMITATION OF LIABILITY; INDEMNIFICATION

Service Provider warrants that it will perform Services in a professional manner consistent with industry standards. EXCEPT FOR THE EXPRESS LIMITED WARRANTY SET FORTH ABOVE, THE SERVICES AND DELIVERABLES ARE PROVIDED "AS IS" AND SERVICE PROVIDER DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED. IN NO EVENT SHALL SERVICE PROVIDER'S AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT EXCEED THE TOTAL FEES PAID BY CLIENT TO SERVICE PROVIDER UNDER THIS AGREEMENT. Client shall indemnify and hold Service Provider harmless from third-party claims arising from Client's content, specifications, or misuse of the Deliverables; Service Provider shall indemnify Client against claims that the Deliverables, as provided, infringe any valid third-party intellectual property right.

GOVERNING LAW; DISPUTE RESOLUTION

This Agreement shall be governed by and interpreted in accordance with the laws of the jurisdiction specified above, without regard to its conflict of law principles. The parties shall attempt in good faith to resolve disputes promptly by negotiation. If negotiation fails, disputes will be resolved by the courts located in the designated jurisdiction unless the parties agree in writing to arbitration.

ENTIRE AGREEMENT; AMENDMENT

This Agreement, including any attachments and exhibits signed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals and communications, whether oral or written. No modification or waiver of any provision of this Agreement shall be effective unless made in writing and signed by authorized representatives of both parties.

NOTICES

MISCELLANEOUS

The parties are independent contractors and nothing in this Agreement shall be construed to create a partnership, joint venture or employment relationship. If any provision is held invalid, the remainder of the Agreement shall continue in full force and effect. Titles and headings are for convenience only and do not affect interpretation.

Service Provider:

By:

Date:

Client:

By:

Date:

Enter text✕

What the Business Services Pro Web Is

The Business Services Pro Web is a standardized, web-based engagement and transaction package used to document scope, fees, timelines, and responsibilities for professional business services. Intended for use by service providers and their clients, it combines a cover agreement, signature blocks, key exhibits (scope, deliverables, payment schedule) and optional authorization forms so transactions can be initiated and completed online. The format supports both paper-equivalent execution and electronic signing, preserves an audit trail, and is suitable for integration with document management and eSignature platforms when state and industry rules permit.

Why organizations use the Business Services Pro Web

Used to standardize scope and approvals, this web-based package reduces ambiguity about deliverables, centralizes signatory authority, and helps enforce billing terms while preserving an evidentiary record suitable for electronic execution under U.S. e-signature law.

Why organizations use the Business Services Pro Web

Typical users and signer groups

The Business Services Pro Web is used by firms that require repeatable, auditable service engagements and by clients who need a concise record of responsibilities.

  • Real Estate teams managing property management contracts and lease-related maintenance agreements.
  • Healthcare administrators collecting provider or vendor agreements with HIPAA-related addenda when required.
  • Finance and banking operations executing vendor onboarding, KYC acknowledgements, and fee schedules.

Different roles see different fields: operations teams manage delivery, finance teams confirm payment terms, and legal or procurement validates contract language before signature.

Who can sign and why their role matters

COO

A chief operating officer typically signs projects that commit the organization to operational deliverables and budgets. Their signature indicates approval of scope, resource allocation, and performance metrics and is often required for multi-department engagements.

Legal Counsel

In-house or outside counsel often reviews and signs off on terms that create legal obligations, especially indemnity, limitation of liability, and data protection clauses; counsel approval reduces downstream contract disputes.

How to complete a Business Services Pro Web step by step

Follow a consistent sequence to populate the form, confirm parties, and obtain valid signatures so the document is enforceable and complete.

  • 01
    Upload: Add the base agreement and any exhibits in PDF or DOCX format.
  • 02
    Populate: Fill party names, addresses, effective date, and payment terms.
  • 03
    Authorize: Assign signatory roles and required witnesses or notary steps.
  • 04
    Execute: Send for signature and capture the audit trail.

Typical routing and submission flow

A predictable routing flow ensures signers see the right sections in order and that the final signed package includes an immutable audit trail.

  • Prepare: Author uploads and positions required fields for each party.
  • Invite: System sends signer links or email invites with authentication.
  • Authenticate: Signer verifies identity according to chosen method (email, SMS, KBA).
  • Complete: Signed document and completion certificate are delivered to all parties.

Configuring an online completion workflow

Set up field rules, authentication, and routing before sending to avoid rework and rejected signatures.

Field Configuration
Authentication Email link or SMS two-factor code
Bulk Send Enable for repeating, identical recipient groups
Conditional Fields Show or hide fields based on prior answers
Integrations Map signed documents to CRM or cloud storage

Digital signing and platform considerations

Choose a platform that supports required authentication, audit trails, and the file formats you use.

  • File formats: PDF, DOCX, and fillable Excel supported
  • Integrations: Connects with Salesforce, NetSuite, Microsoft 365
  • Authentication: Email, SMS, KBA, or advanced methods available

eSignature vendor pricing overview with common features

Compare base pricing and common capabilities. Pricing models vary by billing cadence and plan; confirm vendor terms before purchase.

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 No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA available) Yes Yes No No

Key security and compliance attributes

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
SOC 2: SOC 2 Type II certification available
HIPAA: Supports HIPAA compliance with BAA
21 CFR Part 11: Supports FDA-regulated workflows
PCI DSS: PCI DSS certified for payments
ISO: ISO 27001 certified

Primary penalties and legal risks to avoid

1099 Late: $60 per form (IRC §6721)
1099 Major Delay: $130–$330 per form depending on lateness
Intentional Disregard: $660+ per form (no cap)
I-9 Violations: $281–$2,789 per violation (8 CFR §274a.2)
Backup Withholding: 24% withholding for missing/incorrect TINs
Notary Errors: Improper notarization can void acknowledgements

Common mistakes when preparing this package

  • Mismatched party names between the agreement and taxpayer or formation records often cause payment delays and identity verification requests.
  • Missing or ambiguous effective dates can create disputes about when obligations begin and trigger unintended billing or performance windows.
  • Failing to attach exhibits or scope documents leads to interpretation gaps and increases the risk of scope creep or change-order disputes.
  • Choosing an authentication level too weak for regulated data (HIPAA, financial) can render the electronic signature noncompliant for that record.

Practical tips for accurate and efficient completion

Adopt consistent document preparation and routing standards to reduce errors, speed approvals, and ensure compliance with legal and regulatory obligations.

Standardize core clauses
Maintain a single-source template for common clauses such as payment terms, limitation of liability, data handling, and termination so reviewers focus on exceptions rather than retyping baseline language.
Verify signatory authority
Confirm in advance who has authority to bind each party; require a title and, where appropriate, a corporate resolution or delegation to reduce post-execution disputes over authority.
Match identity proofs
For regulated transactions, require identity proofing and retain authentication logs; mismatches between ID and entered name can invalidate consumer-facing consents under ESIGN.
Preserve the audit trail
Keep signed PDFs with embedded audit reports, timestamps, and signer IPs to support enforceability and regulatory inquiries; ensure backups are retained according to retention policies.

Real-world examples showing how organizations use the package

Below are examples drawn from organizations that standardized online signing for recurring professional engagements and integrated with enterprise systems.

Optica Ventures (COO)

Optica Ventures used the web-based engagement package to consolidate vendor agreements and approvals across portfolios into a single workflow with consistent fields.

  • The change reduced time-consuming manual routing by centralizing signatures and templates.
  • As a result, operations achieved faster turnarounds and fewer routing errors, improving internal visibility and reducing administrative follow-up across multiple property managers.

Tech Data (CEO)

Tech Data implemented a standardized online agreement flow to align sales, finance, and legal approvals on partner engagements.

  • The integration focused on reducing duplicate entry and attaching audit trails to each signed package.
  • That approach improved internal and external customer service by reducing paperwork friction and improving the speed of revenue recognition without sacrificing compliance oversight.

Frequently asked questions about the Business Services Pro Web

Answers to common questions about execution, enforceability, and platform requirements when completing the Business Services Pro Web online.


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