Scope
Detailed description of services, deliverables, milestones, and acceptance criteria so performance expectations are unambiguous and measurable.
A consistent Business Services Solstice clarifies obligations, reduces negotiation cycles, and creates a single authoritative record for billing and performance.
Teams that prepare or sign this document typically include operations, procurement, finance, and account managers.
Legal and compliance reviews are commonly required for high-value agreements or when the agreement includes sensitive data or regulatory commitments.
A corporate officer or someone with explicit signature authority executes on behalf of the company. Confirm board or delegation limits internally; an unauthorized signature may be voidable.
Senior managers (procurement, finance, operations) may sign for lower-value agreements if delegated authority exists. Record the delegation in an internal approval log to support enforceability.
Detailed description of services, deliverables, milestones, and acceptance criteria so performance expectations are unambiguous and measurable.
Fees, invoicing schedule, expense reimbursement, late payment terms, and any milestone-based payments with clear currency and tax treatment.
Effective date, renewal provisions, termination for convenience or cause, and post-termination obligations such as transition assistance.
Nondisclosure duties, permitted disclosures, duration of confidentiality, and exceptions for compelled disclosure.
Ownership or license terms for work product, rights to use preexisting materials, and assignment language if required.
Data protection, HIPAA/FERPA obligations if applicable, recordkeeping requirements, and choice of governing law and dispute resolution.
| Field | Configuration |
|---|---|
| Draft Template | Standardize clauses and populate reusable fields |
| Approval Routing | Require finance and legal sign-offs before external send |
| Signer Authentication | Email + SMS OTP or stronger KBA where needed |
| Archival | Store PDF/A with retention metadata |
Choose a platform that supports secure eSignatures, audit trails, and the integrations your business uses for CRM, ERP, or cloud storage.
Confirm the provider offers retention, access logs, and any required BAAs for HIPAA workflows, and that exported copies include an audit certificate.
Defines when obligations and timelines begin
Follow the payment terms (Net 30, milestone dates)
Notice period for renewals or nonrenewal
Days required for termination for convenience
Begin counting retention from effective or execution date
Finalize initial draft and internal edits
Obtain finance and legal sign-offs
Collect signatures and any notarizations
Store executed document and audit trail
| Criteria | Electronic Signature | Digital Signature |
|---|---|---|
| Definition | any electronic mark | pki-based cryptographic mark |
| Authentication | email/sms or account | certificate authority |
| Non-repudiation | audit trail evidence | strong cryptographic proof |
| Typical Use | contracts, approvals | high-assurance regulated filings |
| 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 | 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 env/user/yr | Varies by plan | Varies by plan | Varies by plan |
Optica standardized the Solstice to reduce fulfillment delays and simplify client onboarding.
A property services firm migrated to a digital Solstice for recurring vendor work.