Scope of Work
Describe tasks, deliverables, acceptance criteria, deliverable formats, and any excluded services. Be specific about what constitutes completed work and how approvals occur to avoid scope creep.
A well-prepared SPC clarifies scope, protects both parties, allocates risk, and documents payment and delivery terms so performance expectations and remedies are explicit and defensible under contract law and electronic-signature statutes.
Final signature authority and operational owners should be named in the document so routing and signatory responsibility are unambiguous.
Describe tasks, deliverables, acceptance criteria, deliverable formats, and any excluded services. Be specific about what constitutes completed work and how approvals occur to avoid scope creep.
State the effective date, start and end dates, renewal mechanics, milestone schedule, and any phased delivery dates with acceptance windows and late-delivery remedies.
Detail pricing model (hourly, fixed, retainer), invoicing cadence, payment terms, taxes, and late-payment interest so cashflow expectations are clear and auditable.
Specify confidentiality obligations, permitted disclosures, duration of confidentiality, and data handling requirements, including any CUI or PHI protections if applicable.
Allocate liability caps, exclusions, and indemnity responsibilities. Call out insurance requirements and any carve-outs for gross negligence or willful misconduct.
Include applicable law, governing jurisdiction, audit rights, data protection clauses (HIPAA/GDPR where relevant), and retention requirements for records related to service performance.
| Setting | Recommended value |
|---|---|
| Authentication level | Email link plus optional SMS code |
| Signing order | Sequential or parallel as required by approval flow |
| Reminders | Automated reminders at 3 and 7 days |
| Document locking | Lock fields after signature to prevent edits |
Confirm platform encryption, audit trails, and any needed BAA or 21 CFR Part 11 controls before storing signed SPCs.
Effective Date (MM/DD/YYYY) starts rights, obligations, and warranty periods.
Follow stated net terms to avoid late fees and disputes.
Payment dates affect information returns and year-of-reporting for IRS purposes.
Track renewal notice periods to manage auto-renew or termination.
Retention clocks often start at termination or final invoice date.
Parties agree high-level terms and produce a draft SPC for internal review.
Legal, finance, and delivery teams sign off or request edits before execution.
Authorized signers sign; platform records audit trail and final PDF.
Provider delivers services; client accepts per acceptance criteria outlined.
| 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 | Varies |
| 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 |