Can this be signed electronically?

Yes. Electronic signatures that meet intent, consent, attribution, and retention requirements are legally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided the document is not in a statutory exception.

What if a name is entered incorrectly?

Mismatched legal names can delay payments or create tax reporting problems; correct the name with an amendment or re-execution to ensure invoices and W-9 data match the counterparty.

Are notarization or witnesses required?

Most routine service statements do not require notarization, but some jurisdictions or specific contract types may; check state rules and include witness or notary steps if required by law or company policy.

How long should signed copies be retained?

Retain signed statements for the active term plus a recommended minimum of three years; follow industry-specific rules such as 6 years for HIPAA-regulated records.

Can I use a signing platform for HIPAA documents?

Yes, but ensure the vendor will sign a Business Associate Agreement (BAA) and that the platform supports encryption and detailed audit trails; verify the provider's HIPAA compliance status.

What evidence supports a later dispute?

A complete audit trail—timestamps, IP addresses, signer authentication method, and the final signed PDF—provides strong evidence of intent and execution for enforcement or dispute resolution.

Electronic Signature
Templates
Miscellaneous
Business Services Statement of Services

Business Services Statement of Services

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

BUSINESS SERVICES STATEMENT OF SERVICES

Statement Date:

Parties

Service Provider (Contractor) Address Primary Contact Client Address Primary Contact

WHEREAS

WHEREAS, Service Provider, identified above, is duly experienced and capable of providing business consulting and related services as described below; and

WHEREAS, Client desires to engage Service Provider to perform the services set forth in this Statement of Services (this "Statement") and Service Provider accepts such engagement subject to the terms and conditions herein; and

WHEREAS, the parties intend for this Statement, together with any attachments referenced herein, to govern the Parties' rights and obligations with respect to the services described below.

Scope of Work

Service Provider will perform the services described in detail below. The description identifies deliverables, milestones, and any exclusions. Any material change in scope will require a written change order signed by both parties.

Detailed Description of Services Project Deliverables / Milestones (if applicable)

Payment Terms

Client shall pay Service Provider the fees and expenses set forth below in exchange for the performance of the services. Fees are exclusive of any applicable taxes unless otherwise stated.

Total Fee Billing Schedule

Invoices will be issued according to the billing schedule above and are payable within days of receipt, unless otherwise agreed in writing.

Late Payment

Amounts not paid when due shall accrue interest at a rate of from the due date until paid. In addition, Client will reimburse Service Provider for reasonable collection costs, including attorneys' fees, incurred in collecting overdue amounts.

Term and Termination

This Statement commences on the Start Date and continues until the End Date unless earlier terminated in accordance with this Section.

Start Date: End Date:

Either party may terminate this Statement for convenience upon days' prior written notice. Either party may terminate immediately for material breach if such breach remains uncured for 15 days after written notice; termination will not relieve Client of the obligation to pay for services performed and expenses incurred through the effective date of termination.

Confidentiality

Each party (the "Receiving Party") shall keep confidential all non-public, proprietary, or commercially sensitive information disclosed by the other party (the "Disclosing Party") in connection with this Statement, whether disclosed orally, in writing, or electronically ("Confidential Information"). Confidential Information does not include information that is (a) publicly known through no fault of the Receiving Party, (b) already lawfully known to the Receiving Party prior to disclosure, (c) independently developed without reference to the Disclosing Party's Confidential Information, or (d) required to be disclosed by law, provided the Receiving Party gives prompt written notice to the Disclosing Party to permit a protective order or other remedy.

The Receiving Party shall use Confidential Information solely for the purpose of performing its obligations under this Statement and shall not disclose such Confidential Information to third parties except to employees, agents, or subcontractors who have a need to know and are bound by confidentiality obligations at least as protective as those set forth herein.

Independent Contractor; Insurance; Indemnity

Service Provider is an independent contractor. Nothing in this Statement creates an employer-employee, partnership, or joint venture relationship. Service Provider shall maintain appropriate insurance coverage and shall defend, indemnify and hold harmless Client from third-party claims arising out of Service Provider's negligent acts or omissions in connection with the performance of services, except to the extent caused by Client's gross negligence or willful misconduct.

Governing Law

This Statement shall be governed by and construed in accordance with the laws of the State of without regard to its conflicts of law principles. The parties submit to the exclusive jurisdiction of the state and federal courts located within that state for resolution of disputes hereunder.

Entire Agreement; Amendment

This Statement, together with any attachments or exhibits expressly referenced herein, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, understandings, and communications, whether written or oral. Any amendment or modification must be in writing and signed by authorized representatives of both parties.

Severability; Waiver

If any provision of this Statement is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect. No failure or delay by either party in exercising any right will operate as a waiver of that right.

Notices

Any notice required or permitted under this Statement shall be in writing and delivered to the addresses set forth above or to such other address as a party may designate in writing. Notices are effective upon receipt.

Service Provider

Party Label:

By:

Date:

Client

Party Label:

By:

Date:

What the Business Services Statement of Services Is

A Business Services Statement of Services is a written record that defines the services a provider will deliver to a client, including scope, deliverables, timing, pricing, and acceptance criteria. It creates a clear baseline for expectations and dispute resolution, and can be used as a standalone agreement or an exhibit to a master services agreement. In the United States, these documents are enforceable when signed according to the ESIGN Act and applicable state electronic signature laws (UETA or state ESRA).

Why a Clear Statement of Services Matters

A well-drafted Statement of Services reduces scope disputes, clarifies payment terms, and sets measurable acceptance criteria so both parties know when obligations are complete and payable.

Who Typically Prepares and Signs This Document

Use clear roles and a single signed version to avoid later ambiguity about scope, timing, or fees.

Service providers and consultants who need to define deliverables and pricing prior to engagement.
Procurement and vendor management teams issuing purchase orders tied to service milestones.
Finance or accounts payable teams that require agreed billing schedules to process invoices.

Step-by-Step: Completing a Statement of Services

Follow this sequence when drafting or completing the Statement of Services to ensure completeness and enforceability.

01

Prepare: Gather client and project identifiers before drafting fields.
02

Define Scope: List tasks, deliverables, and excluded items in plain language.
03

Set Terms: Specify fees, payment milestones, and acceptance criteria.
04

Sign: Obtain signatures and record the effective date.

Configuring an Online Completion Workflow

Set up signer order, authentication, and notifications to match internal approval paths and compliance needs.

Field	Configuration
Signer Order	Sequential or parallel signer routing
Authentication	Email, SMS code, or KBA where required
Conditional Fields	Show fields only when certain options are selected
Notifications	Email reminders and completion receipts

Sharing and eSubmission Options

Ensure the chosen platform supports required integrations and formats (PDF, DOCX), and that audit trails and storage meet your compliance obligations.

Email Link: Simple and widely supported
Embedded Signing: Sign within your web portal or CRM
Bulk Send: For issuing identical statements to many recipients

Typical Online Signing Flow

A reliable eSigning flow reduces friction and preserves legal evidence of intent and consent.

Upload Document: Import PDF or DOCX and add fields.
Assign Signers: Enter signer emails and role order.
Authenticate: Use email, SMS, or advanced methods.
Complete & Archive: Signed copy and audit trail saved.

Essential Parts of a Professional Statement of Services

Include consistent sections so the document is usable as a contract exhibit or a standalone agreement.

Scope of Work

A precise list of tasks, deliverables, and exclusions. Use numbered items and acceptance criteria tied to measurable outcomes to prevent disputes and enable objective verification.

Deliverables

Define each deliverable, format, and delivery method. Specify milestones, expected delivery dates, and the form of acceptance testing to establish payment triggers.

Pricing and Billing

State fixed fees, hourly rates, or unit pricing plus payment terms, invoicing frequency, and any applicable taxes or expense reimbursement rules.

Timeline

Include an effective date, duration, milestone schedule, and any dependencies that may shift delivery dates to manage expectations.

Acceptance Criteria

List objective tests, approval timelines, and remedies for rejected deliverables to streamline dispute resolution and maintain project momentum.

Signature Block

Provide space for printed name, title, company, signature, and date for each party. Indicate who has signing authority to avoid later invalidation.

Required Information and Quick Reference

Party Names: Client and provider

Service Period: Start and end dates

Payment Terms: Price and schedule

Deliverables: Listed and dated

Acceptance: Criteria and timeframe

Signatures: Authorized signatories

Practical Tips for Accurate and Efficient Completion

Apply consistent formatting, version control, and a single source of truth to minimize errors and rework.

Use Standardized Templates

Start from a template that your legal or procurement team vets. Standard clauses for payment, liability, and termination reduce drafting time and make reviews faster while ensuring consistent protection across engagements.

Require Authorized Signatories Only

Limit execution to individuals with explicit signing authority. Maintain an internal roster so signers are validated and counterparty acceptance is not later contested.

Record Version History

Keep a single signed final version and archive earlier drafts. Timestamped audit trails and version labels make it straightforward to verify which terms applied at a given time.

Match Billing to Acceptance

Tie invoices to completed milestones with clear acceptance criteria. Prevents payment disputes and accelerates approval cycles when reviewers have objective pass/fail tests to confirm delivery.

Typical Timelines and Processing Expectations

Key dates should be explicit and formatted consistently to reduce misinterpretation and administrative delay.

Effective Date:

Date services and obligations begin

Milestone Dates:

Deliverable due dates tied to payments

Acceptance Window:

Number of days client has to accept deliverables

Invoice Due Date:

Payment due days from invoice receipt

Renewal Notice:

Advance notice period for renewals or term extensions

Common Mistakes and Associated Risks

Undefined Scope: Leads to scope disputes

Missing Signatures: May render agreement unenforceable

Incorrect Billing: Triggers payment delays

Wrong Jurisdiction: Complicates legal remedies

Privacy Oversight: HIPAA exposure for health data

Retention Gaps: Fails audit or regulatory requests

Comparison: eSignature Vendors for Executing Statements of Services

This vendor comparison focuses on core pricing and capabilities relevant to signing and distributing Business Services Statements of Services.

	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 envelopes/user/year	Varies	Varies	Varies

Frequently Asked Questions

Answers to common issues when preparing, signing, or storing a Business Services Statement of Services.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures that meet intent, consent, attribution, and retention requirements are legally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided the document is not in a statutory exception.
What if a name is entered incorrectly?
Mismatched legal names can delay payments or create tax reporting problems; correct the name with an amendment or re-execution to ensure invoices and W-9 data match the counterparty.
Are notarization or witnesses required?
Most routine service statements do not require notarization, but some jurisdictions or specific contract types may; check state rules and include witness or notary steps if required by law or company policy.
How long should signed copies be retained?
Retain signed statements for the active term plus a recommended minimum of three years; follow industry-specific rules such as 6 years for HIPAA-regulated records.
Can I use a signing platform for HIPAA documents?
Yes, but ensure the vendor will sign a Business Associate Agreement (BAA) and that the platform supports encryption and detailed audit trails; verify the provider's HIPAA compliance status.
What evidence supports a later dispute?
A complete audit trail—timestamps, IP addresses, signer authentication method, and the final signed PDF—provides strong evidence of intent and execution for enforcement or dispute resolution.

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