Can this template be executed electronically?

Yes. Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA in most states; confirm any industry-specific exceptions before relying solely on e-signatures.

When is notarization required?

Notarization is needed only for documents that state law or the parties require it. Commercial service agreements rarely require notarization, but real estate deeds and certain powers of attorney do.

What happens if names do not match?

Mismatched names can delay execution and payment. Use exact legal entity names; update tax forms and supporting IDs to avoid backup withholding or rejection during vendor onboarding.

Which authentication level should I use?

Use email-only for low-risk signings, SMS code or knowledge-based checks for medium risk, and stronger identity verification for high-value or regulated transactions.

How should signed records be stored?

Store signed PDFs with metadata in a secure repository, retain audit trails, and ensure access controls. Follow retention timelines and legal requirements for your industry.

How to correct an error after signing?

If an executed agreement contains an error, issue an amendment or corrected counterpart and obtain fresh signatures; preserve the original and the correction history for audit purposes.

Electronic Signature
Templates
Miscellaneous
Business Services SEER Template

Business Services SEER Template

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

Business Services SEER Template

Parties and Effective Date

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

Recitals

WHEREAS, Client requires specialized business services and analytics consistent with SEER methodology, including systems evaluation, execution, estimation and reporting of performance metrics (collectively, the "Services"); and

WHEREAS, Service Provider represents that it possesses the necessary expertise, personnel and resources to perform the Services in accordance with industry standards and the terms of this Agreement; and

WHEREAS, the parties desire to set forth the terms and conditions under which such Services will be provided.

Scope of Work

Detailed Scope (SEER approach — evaluation, execution, reporting) Deliverables and Acceptance Criteria

Payment Terms

Total Contract Fee Payment Schedule Invoice Frequency Late Payment Charge

All fees are exclusive of taxes. Client shall be responsible for all sales, use, value added and other taxes arising from the transactions contemplated by this Agreement, except taxes based on the net income of Service Provider.

Expenses and Reimbursement

Service Provider shall be reimbursed for reasonable out-of-pocket expenses pre-approved by Client. Pre-approval may be evidenced in writing or electronic mail. Reimbursable expenses include travel, lodging and materials directly incurred in performance of the Services.

Are expenses reimbursable? Yes Expense Reimbursement Detail

Term and Termination

The term of this Agreement shall commence on and shall expire on unless earlier terminated in accordance with this Agreement.

Automatic Renewal Agreement automatically renews for successive terms unless either party provides notice of non-renewal. Notice Period for Non-Renewal or Termination

Either party may terminate this Agreement for material breach by the other party if the breaching party fails to cure the breach within days after receipt of written notice specifying the breach.

Confidentiality

Each party acknowledges that during the performance of this Agreement it may receive Confidential Information of the other party. "Confidential Information" means non-public information disclosed in tangible or intangible form that is marked confidential or would reasonably be understood to be confidential. Each recipient shall: (a) use Confidential Information solely for the performance or enforcement of this Agreement; (b) restrict disclosure to employees, contractors and agents with a need to know and ensure they are bound by confidentiality obligations no less protective than those herein; and (c) employ reasonable safeguards to protect Confidential Information. Confidentiality obligations shall survive termination of this Agreement for years, except for trade secrets which shall be protected for as long as they remain trade secrets under applicable law.

Intellectual Property

Unless otherwise agreed in writing, Service Provider grants to Client a non-exclusive, non-transferable license to use deliverables provided under this Agreement solely for Client's internal business purposes. Service Provider retains ownership of pre-existing materials, tools, methodologies and any derivative works thereof; Client receives only the rights expressly granted in this Agreement. Specific assignment or ownership of custom work may be agreed in writing in a separate statement of work.

Indemnification and Limitation of Liability

Each party shall indemnify, defend and hold harmless the other party from and against third-party claims arising from the indemnifying party's breach of this Agreement, gross negligence or willful misconduct. Except for liabilities arising from breach of confidentiality, indemnification obligations or gross negligence, each party's aggregate liability for direct damages shall not exceed the total fees paid under this Agreement in the preceding twelve (12) months.

Governing Law

Governing Law State

The Agreement shall be governed by and construed in accordance with the laws of the state specified above, without regard to its conflict of laws rules. Exclusive jurisdiction and venue for disputes arising out of or relating to this Agreement shall lie in the state or federal courts located in the same state unless the parties agree otherwise in writing.

Entire Agreement

This Agreement, including any statements of work or exhibits executed hereunder, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements and understandings, whether written or oral. No amendment shall be effective unless made in writing and signed by authorized representatives of both parties.

Miscellaneous

Notices shall be in writing and delivered to the addresses provided by the parties. If any provision of this Agreement is held unenforceable, the remaining provisions shall remain in full force and effect. The rights and remedies provided herein are cumulative and not exclusive.

Client Name:

By:

Date:

Service Provider Name:

By:

Date:

Overview: What the Business Services SEER Template Is

The Business Services SEER Template is a standardized service engagement and evaluation record used to document parties, scope of work, deliverables, timelines, acceptance criteria, pricing, and approval routing for professional services agreements. It structures essential commercial terms, attaches exhibits and milestones, and preserves a complete execution history. Designed for repeatable use across engagements, the template supports electronic completion, role-based approval routing, and audit trails to capture signer attribution, timestamps, and version history to demonstrate consent and execution in compliance with applicable e-signature laws.

Why organizations use the SEER Template for service engagements

Using the Business Services SEER Template reduces ambiguity by consolidating scope, pricing, and acceptance criteria in a single document. That reduces negotiation friction, improves internal approvals, and creates a consistent record that supports audits, change management, and electronic execution under U.S. e-signature frameworks such as ESIGN and state UETA statutes.

Teams and roles that typically complete this template

Typical users include procurement, account management, project leads, finance, and legal teams who need consistent engagement records.

Procurement managers standardize vendor terms, compare proposals, and record selection rationale.
Service delivery teams capture milestones, acceptance criteria, and deliverable schedules for operational tracking.
Finance and accounts payable link billing terms to purchase orders and streamline invoicing and audits.

The template supports role-based routing and can be adapted for internal approvals, external client review, and electronic signature capture.

Core sections included in a professional SEER Template

A complete Business Services SEER Template organizes contractual elements so reviewers and signers can quickly find obligations, timelines, and pricing while preserving an auditable execution record.

Parties

Full legal names, entity type, and contact details for each contracting party; include tax ID when required for billing and compliance.

Scope

Clear description of services, deliverables, acceptance criteria, and any excluded work to reduce disputes and set measurable expectations.

Deliverables

Milestones, delivery dates, format requirements, and acceptance testing steps so both parties understand completion and payment triggers.

Pricing

Fee schedule, rate basis (fixed, hourly, milestone), expense reimbursement rules, and any caps or retainers that affect invoicing.

Payment Terms

Billing frequency, payment window, late fee calculation, and invoicing instructions to align treasury and AP processes.

Signatures

Designated signers, signature blocks with dates, and witness/notary instructions when required; capture audit trail metadata for each signature.

Security and compliance items to include or verify

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Detailed timestamps and signer metadata

Certifications: SOC 2 Type II and ISO 27001

HIPAA: BAA required for PHI workflows

Access Controls: Role-based access and SSO options

File Formats: PDF and DOCX with tamper evidence

Step-by-step: complete and execute the SEER Template

Follow these sequential steps to populate, validate, and obtain signatures for the template.

01

Prepare Template: Load master template and confirm required exhibits are attached.
02

Populate Parties: Enter legal names, addresses, and contact information.
03

Define Scope: Add deliverables, milestones, and acceptance criteria.
04

Route for Signature: Set signer order, authentication level, and send for electronic signature.

How to configure the online workflow for this template

Recommended workflow settings help standardize routing, authentication, reminders, and retention when using an electronic signing platform.

Field	Configuration
Authentication method	Email link with optional SMS code for added verification
Routing order	Sequential routing for approvals; parallel for concurrent signatures
Reminder frequency	Automated reminders every 3 business days until signed
Attachment types	Allow PDF and DOCX exhibits; compress large files

Where to send or file the completed SEER Template

After execution, route copies to the appropriate teams and repositories to ensure traceability and access control.

Internal Records: Store signed copy in contract repository with metadata
Client / Vendor: Deliver final copy to counterparty for their records
Regulatory Filing: Submit documents to agencies only when legally required
Archive: Retain according to retention policy and legal requirements

Technical considerations for distribution and e-submission

Confirm platform integrations, file formats, and authentication options before sending the SEER Template for signature.

Integrations: Connectors for Salesforce, NetSuite, and Google Workspace
File support: PDF, DOCX, HTML, and Excel input/output supported
Authentication: Email, SMS code, or stronger identity verification

Ensure the chosen platform preserves audit trails, supports required compliance controls, and maps signed documents into your document management system for long-term retention.

Typical timelines and deadlines to track

Define explicit dates for review, signature, billing, and retention to prevent missed obligations or late payments.

Signature due date:

Set a clear due date, commonly within 14–30 days of issuance

Internal review period:

Allow 3–5 business days for legal and finance review

Invoice submission window:

Specify when invoices can be submitted post-acceptance

Acceptance testing:

Define the period for deliverable inspection and formal acceptance

Retention review:

Schedule periodic retention audits per policy

Common errors and risks to avoid

Incorrect TIN: Triggers backup withholding (24%)

Missing signature: May render agreement unenforceable

Late filing: Can incur statutory penalties

Unauthorized signer: Creates risk of invalid execution

Ambiguous scope: Increases dispute and change-order risk

Data exposure: Violates confidentiality controls and policies

eSignature vendor comparison for SEER Template execution

Platform pricing and core capabilities vary; the table below highlights starting price, trial availability, bulk send, audit trail, HIPAA compliance, and envelope caps for common vendors.

	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, no credit card	Varies	Varies	Varies	Varies
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

Real-world implementations and observed outcomes

Representative customer stories illustrate practical uses and outcomes when organizations adopt a standardized template and e-signature workflow.

Optica Ventures

Optica Ventures adopted the template to streamline external signings and reduce manual handoffs.

The interface was easy-to-use for staff and clients.
Brian Fitzgibbons said the interface is simple and easy-to-use for their team and equally straightforward for customers, improving turnaround and reducing friction in deal execution.

Fertility Centers of Illinois

The organization centralized consent and service agreements with an electronic template to ensure compliance and consistent recordkeeping.

Integration simplified routing and storage.
John Butler praised the API and team responsiveness, noting reliable execution and improved document handling across clinical and administrative teams.

FAQs and troubleshooting for the SEER Template

Answers to common questions about legality, notarization, signature mismatches, and secure storage for the completed template.

Need help? Contact support

Can this template be executed electronically?
Yes. Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA in most states; confirm any industry-specific exceptions before relying solely on e-signatures.
When is notarization required?
Notarization is needed only for documents that state law or the parties require it. Commercial service agreements rarely require notarization, but real estate deeds and certain powers of attorney do.
What happens if names do not match?
Mismatched names can delay execution and payment. Use exact legal entity names; update tax forms and supporting IDs to avoid backup withholding or rejection during vendor onboarding.
Which authentication level should I use?
Use email-only for low-risk signings, SMS code or knowledge-based checks for medium risk, and stronger identity verification for high-value or regulated transactions.
How should signed records be stored?
Store signed PDFs with metadata in a secure repository, retain audit trails, and ensure access controls. Follow retention timelines and legal requirements for your industry.
How to correct an error after signing?
If an executed agreement contains an error, issue an amendment or corrected counterpart and obtain fresh signatures; preserve the original and the correction history for audit purposes.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now