Establishing secure connection…Loading editor…Preparing document…

Business Services SASA

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

BUSINESS SERVICES SASA AGREEMENT

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

WHEREAS

WHEREAS, Service Provider is engaged in the business of providing business advisory, operational support, and related services and possesses the skills, personnel and resources necessary to perform such services; and

WHEREAS, Client desires to retain Service Provider to perform the services described herein under the terms and conditions set forth in this Agreement; and

WHEREAS, the parties intend that this Agreement govern the relationship between them and set forth the scope, compensation, confidentiality obligations and other material terms of their engagement.

SCOPE OF WORK

Service Provider shall perform the services described above (the "Services") in a professional and workmanlike manner in accordance with industry standards. Deliverables, milestones, and acceptance criteria will be as set forth in the Scope of Work unless otherwise agreed in writing by the parties.

PAYMENT TERMS

Unless otherwise stated in the Payment Schedule, Service Provider will invoice Client according to the schedule above. Client shall pay all undisputed invoices within days of receipt. All payments shall be made in lawful currency of the parties' agreed jurisdiction.

If any undisputed amount is not paid when due, Client shall be liable for interest on the overdue amount at the rate set forth above and for all reasonable costs of collection, including attorneys' fees.

TERM AND TERMINATION

This Agreement commences on Start Date: and continues until End Date: unless earlier terminated in accordance with this Section.

Either party may terminate this Agreement for convenience upon written notice to the other party at least days prior to the effective termination date. Either party may terminate immediately for material breach by the other party if the breach is not cured within thirty (30) days after written notice specifying the breach.

Upon termination, Client shall pay Service Provider for Services performed and expenses incurred through the effective date of termination. Provisions that by their nature survive termination shall survive.

CONFIDENTIALITY

"Confidential Information" means non-public information disclosed by a party ("Disclosing Party") to the other party ("Receiving Party") in connection with this Agreement, whether disclosed orally or in writing, that is designated confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure.

The Receiving Party shall: (a) protect Confidential Information with at least the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care; (b) use Confidential Information solely to perform its obligations under this Agreement; and (c) not disclose Confidential Information to third parties except to employees, contractors or advisors who have a need to know and who are bound by confidentiality obligations no less restrictive than those herein.

Confidentiality obligations shall survive termination for a period of years, except that trade secrets shall remain protected for as long as they qualify under applicable law.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of laws principles. The parties submit to the exclusive jurisdiction of the courts located in that State for disputes arising out of or relating to this Agreement.

ENTIRE AGREEMENT

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

MISCELLANEOUS

Neither party may assign this Agreement without the prior written consent of the other party, except that either party may assign to an affiliate or in connection with a merger or sale of substantially all of its assets. If any provision is held invalid or unenforceable, the remaining provisions will remain in full force and effect.

The parties acknowledge that monetary damages may not be an adequate remedy for breach of confidentiality or other material obligations and agree that injunctive relief is an appropriate remedy in addition to any other remedies available at law or in equity.

Service Provider - Printed Name:

Client - Printed Name:

By:

By:

Date:

Date:

Enter text✕

What the Business Services SASA Is and why it matters

The Business Services SASA is a standardized service agreement and authorization template commonly used by organizations to document the scope of services, fees, responsibilities, and authorizations between a business and a service provider. It captures party identities, effective and termination dates, payment terms, confidentiality provisions, and signature blocks for authorised signatories. For many organizations this document serves both as a contractual record and as the operational instruction set for invoicing, access provisioning, and compliance checks. Accurate completion supports enforceability and reliable recordkeeping across states and industries.

Why a clear Business Services SASA reduces operational friction

A well-prepared SASA clarifies responsibilities, reduces disputes over scope or payment, and creates a single reference for audits and compliance reviews. Clear terms make onboarding and invoicing faster and provide a defensible paper trail if questions arise about permissions or service levels.

Why a clear Business Services SASA reduces operational friction

Typical users and stakeholders for a Business Services SASA

Teams that commonly prepare or sign a SASA include procurement, legal, finance, operations, and external service providers.

  • Procurement and procurement managers who evaluate vendor terms and ensure contractual readiness.
  • Finance and accounts payable teams that need clear billing schedules and payment authorizations.
  • Legal and compliance reviewers who confirm liability, data handling, and governing law provisions.

Ensure the appropriate role reviews each section—legal for clauses, finance for payment terms, and operations for deliverables—before final signature.

Step-by-step completion checklist for the Business Services SASA

Follow these steps in order to prepare, review, and finalize the SASA with minimal errors and consistent auditability.

  • 01
    Prepare draft: Populate party and service fields.
  • 02
    Internal review: Legal and finance verify critical clauses.
  • 03
    External review: Share with counterparty for comments.
  • 04
    Execute: Sign using agreed-upon method and retain records.

Typical routing and submission workflow

A common routing pattern moves the draft from originator to internal reviewers, then to the external counterparty, concluding with execution and record retention. Map roles and timeframes in advance.

  • Upload document: Originator uploads the finalized draft for routing.
  • Assign reviewers: Legal and finance complete redline or approval.
  • Send to signer: Counterparty receives signing link or document.
  • Store executed copy: Save signed PDF and audit trail to records system.

Key configuration settings for online completion and routing

When configuring an online workflow, align field behavior and authentication with your policy and the document's sensitivity.

Field Configuration
Signature fields Require signer, date, and printed name fields.
Conditional clauses Show or hide sections based on role selection.
Authentication Email link, SMS code, or stronger KBA as required.
Audit trail Capture IP, timestamp, and action log automatically.

Digital signing and integration considerations

Confirm platform capabilities and integrations before eSubmission to match your security and process needs.

  • Integrations: Salesforce, NetSuite, Google Workspace, Microsoft 365
  • Document formats: PDF, DOCX, HTML supported
  • Authentication options: Email, SMS, KBA, SSO

Choose a platform that supports your required authentication level, retention, and audit capabilities to ensure enforceability and easy record retrieval.

Typical eSignature vendor comparison for Business Services SASA workflows

Compare common pricing and feature dimensions when selecting an eSignature provider for SASA execution; signNow is listed first per vendor comparison norms.

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 Varies Varies

Security and compliance considerations for electronic SASA handling

Encryption In Transit: TLS 1.2/1.3
Encryption At Rest: AES-256
Certifications: SOC 2 Type II
Regulatory Compliance: ESIGN, UETA
Healthcare Support: HIPAA (BAA required)
Additional Standards: ISO 27001, PCI DSS, WCAG

Core components to include in a professional Business Services SASA

Ensure the SASA contains these elements to be operationally useful and legally robust; each component reduces ambiguity in expectations and enforcement.

Parties and Contact

Clearly identify each party by legal name, address, and an authorised contact for notices; errors here cause service and invoicing failures.

Scope of Services

Describe deliverables, performance standards, timelines, and acceptance criteria so both parties share measurable expectations for work completion.

Payment and Fees

Specify billing schedule, accepted payment methods, late fees, and any retainers to reduce disputes and ensure predictable cash flow.

Confidentiality

Include NDA provisions or reference to a separate confidentiality addendum covering data handling, access controls, and permitted disclosures.

Liability Limits

State indemnification, limitation of liability, and insurance requirements to allocate risk and align with corporate policy.

Termination and Remedies

Define termination rights, notice periods, cure windows, and post-termination obligations such as data return or transition assistance.

Practical tips to complete the SASA accurately and efficiently

These best practices reduce errors and speed approval cycles while preserving legal certainty and auditability.

Use a standard template with approved clauses
Maintain a single source template reviewed by legal and finance. This lowers review time and ensures consistent risk allocation across engagements.
Pre-fill common fields where possible
Auto-populate recurring party details, addresses, and payment terms to reduce manual entry mistakes and speed execution.
Require role-based approvals
Configure routing so legal, procurement, and finance approve their sections before sending to the external signer, preventing late-stage edits.
Capture a full audit trail
Ensure the signing platform stores timestamps, IP addresses, and version history to support compliance and dispute resolution.

Key risks and potential penalties if the SASA is incorrect

Tax-reporting penalties: IRC §6721: $60–$330 per form
I-9 violations: Fines $281–$2,789 per violation
Contract disputes: Damages, enforcement costs
HIPAA breaches: Civil penalties and corrective action
Authentication failures: Document rejection in court
Intentional misreporting: Higher penalties, no cap

Real-world examples of SASA use across organizations

These examples illustrate typical deployments where a standardized SASA reduced friction and supported compliance across platforms.

Optica Ventures LLC

Optica modernized vendor onboarding to reduce signature turnaround times.

  • The team used a standard SASA and secure eSign workflow.
  • The result was fewer billing disputes and faster project starts; operations and customers reported improved clarity on deliverables and payment timing.

Xerox — NetSuite Integration

Xerox automated SASA routing through NetSuite to centralize approvals.

  • Integration eliminated manual uploads and version confusion.
  • This produced consistent records for audits, allowed finance to invoice on schedule, and simplified reconciliation between contracts and invoices.

Who typically has authority to sign a Business Services SASA

CEO — Signer

For high-value or strategic vendor agreements, the chief executive or an authorised officer commonly holds signatory authority. Companies usually document signing limits in a delegations policy to avoid unsigned commitments.

Authorized Agent

Procurement directors or named agents can sign under an internal power delegation. Ensure the agent has written authorization or a board resolution if the contract exceeds delegated monetary thresholds.

Common preparation errors to avoid

  • Mismatched party names between the SASA and incorporation records causing verification and tax issues.
  • Missing effective or termination dates that create ambiguity over performance windows and payment starts.
  • Vague scope or deliverables that invite disputes over whether work was completed as promised.
  • Incorrect signatory authority or missing signature dates that render the agreement unenforceable.

Frequently asked questions about completing and eSigning the SASA

Answers address completion, eSignature validity, notarization, revocation, and recordkeeping commonly raised by users.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users