Header
Identifies the parties, effective date, and reference number used to match the SBCC to purchase orders and invoices.
A complete SBCC reduces administrative errors, standardizes approvals, and documents responsibilities in one legal record, lowering downstream disputes and improving audit readiness.
Role-based completion reduces rework; designate one owner per section to keep the SBCC consistent and auditable.
Identifies the parties, effective date, and reference number used to match the SBCC to purchase orders and invoices.
Detailed deliverables, milestones, acceptance criteria, and any exclusions to avoid later disputes about what work is required.
Itemized fees, payment schedule, taxes, and any conditional billing triggers tied to milestones or deliverable acceptance.
Data handling, confidentiality, insurance, and regulatory statements tailored to industry requirements such as HIPAA or financial recordkeeping.
Designated signer lines for authorized representatives, with roles and dates to confirm who can bind each party.
Exhibits or schedules such as SOWs, pricing tables, vendor certifications, or proof of insurance referenced by the SBCC.
| Field | Configuration |
|---|---|
| Authoring | Editable by creator until submission |
| Finance Review | Required approver; must sign before legal step |
| Legal Approval | Conditional approval for nonstandard clauses |
| Final Signature | Executed in role-based order with timestamp |
Confirm platform compliance needs (e.g., HIPAA BAA) and retention policies before routing production SBCCs.
Provide a W-9 upon request to avoid backup withholding
Year-end information returns due to recipients by Jan 31
Federal Form 1040 normally due April 15
Due April 15 with automatic extension to Oct 15
Keep I-9 for 3 years after hire or 1 year after termination
Draft SBCC and attach supporting exhibits
Finance and legal clear pricing and terms
Collect signatures and any notarizations
Store executed copy with retention metadata
| Document | SBCC | Contract | SOW |
|---|---|---|---|
| Primary Purpose | administrative record | legal agreement | technical deliverables |
| Signatures Required | sometimes | ||
| Typical Length | 1–4 pages | multiple pages | 2–10 pages |
| Binding Elements | yes with signatures | yes with signatures | dependent on contract |
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |