Parties
Full legal names and business entity types for each party, including DBA names and registered agent details where applicable to ensure enforceability.
A concise Business Services SGIP reduces ambiguity about deliverables, timelines, and payment terms, and creates a single source of truth for audits and dispute resolution. Properly executed, it supports operational handoffs, billing, and regulatory compliance while simplifying signature capture and recordkeeping.
The SGIP is completed and relied on by procurement, legal, finance, and service delivery teams; external vendors also provide required details. Use this section to identify who should fill, review, and keep copies.
Assign a single owner for the SGIP (contract manager or procurement lead) to reduce revision cycles and to centralize retention and audit responsibilities.
Full legal names and business entity types for each party, including DBA names and registered agent details where applicable to ensure enforceability.
Detailed scope, deliverables, milestones, and acceptance criteria. Attach exhibits or SOWs with measurable metrics and delivery dates to avoid scope disputes.
Fees, invoicing cadence, late-payment terms, expense reimbursement rules, and any holdbacks or milestone payments with clear payment triggers.
Effective date, contract length, renewal mechanics, termination for convenience or cause, and post-termination obligations such as transition assistance.
Data protection, confidentiality clauses, applicable regulatory references (HIPAA, data privacy), and responsibilities for breach notification and remediation.
Designated signers, signature blocks, execution date, witness or notary requirements if applicable, and acceptable electronic signing methods.
| Field Mapping | Configuration | Create required fields, conditional logic, and automatic population rules. |
|---|---|
| Template Settings | Reusable template | Save the SGIP as a template with prefilled sections for recurring vendors. |
| Authentication Method | Email, SMS, KBA | Select signer verification strength (email link, SMS code, or KBA). |
| Notifications | Reminders | Set automatic reminder and overdue notifications for signers. |
| Storage | Document retention | Define where executed copies are stored and who has access. |
Choose delivery and integration methods that match your operational systems and compliance needs.
Ensure recipients can open chosen formats and that your eSignature provider supports required integrations and authentication methods for auditability.
Provide upon payer request; no fixed deadline
Recipient and IRS deadline: Jan 31
Individual tax return due: April 15
Retain 3 years after hire or 1 year after termination, whichever later
Follow notice periods specified in SGIP for cure and termination
| 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 | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The interface simplified contract handling for internal teams and clients.
Processed leases and vendor agreements fully online with consistent security controls.