Scope
Define services, exclusions, deliverables, and geographic or system boundaries so obligations are unambiguous and measurable.
A formal SDSP clarifies expectations, reduces disputes, and documents controls that support regulatory compliance. It helps manage third-party risk by specifying security measures, data handling rules, and retention requirements tied to applicable law and contractual terms.
Multiple internal stakeholders must review the SDSP before execution to ensure operational, legal, and technical requirements are aligned and documented.
Define services, exclusions, deliverables, and geographic or system boundaries so obligations are unambiguous and measurable.
Identify all contracting entities, business units, authorized contacts, and delegated approvers with full legal names and roles.
List data types handled (PII, PHI, financial) and required protections, encryption, and access controls for each classification.
Specify technical and organizational controls, MFA, encryption at rest/in transit, logging, vulnerability management, and incident response expectations.
Assign ownership for operations, security, escalation, and audit evidence so each obligation has a named accountable party.
State retention and disposal periods for records, backup strategy, and conditions for legal holds and data return or destruction.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link plus optional SMS code |
| Field Types | Signature, date, initials, checkbox fields |
| Routing Order | Sequential for approvals, parallel for notifications |
| Retention Setting | Archive PDF/A copy with audit trail |
Ensure secure storage and integration settings are enabled so final signed SDSPs flow into contract repositories and backup systems.
| 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 (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| 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 |