Scope of Work
Define exact deliverables, milestones, acceptance criteria, and any excluded services to avoid scope disputes and enable performance measurement.
A well-drafted agreement reduces ambiguity, sets measurable expectations, and limits exposure to disputes and unexpected liabilities. It also documents pricing, invoicing, and termination rights so both parties can manage risk and compliance.
Procurement, legal, and sales teams are the primary creators and approvers of B2B agreements; external counsel often reviews higher-value deals.
Counterparties include vendors, service providers, distributors, and corporate buyers who require clear deliverables and payment terms.
Define exact deliverables, milestones, acceptance criteria, and any excluded services to avoid scope disputes and enable performance measurement.
Specify pricing, invoicing cadence, payment due dates, late fees, and currency to prevent chargebacks and cash-flow disputes.
State the contract start date, duration, renewal mechanics, and termination rights including cure periods and termination for convenience.
List protected information, permitted disclosures, return or destruction obligations, and survival periods to protect trade secrets and data.
Cap damages where appropriate, carve out gross negligence and willful misconduct, and define indemnity scope for third-party claims.
Choose the controlling state law and dispute resolution method—litigation venue, arbitration, or mediation—to reduce jurisdictional uncertainty.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing depending on negotiation and approval needs |
| Authentication | Email link, SMS code, or stronger ID verification as required by risk profile |
| Signature Fields | Add signature, initial, and date fields mapped to each signer |
| Notifications | Enable reminders, expiration, and completed-document distribution |
Confirm your platform supports required authentication, audit trails, and file formats to preserve enforceability.
Ensure the chosen workflow records timestamps, IP addresses, and signer attribution to meet ESIGN/UETA validity requirements.
Finalize redlines and agree on exhibits before execution.
The effective date when obligations and warranties begin.
Assess deliverables and SLA compliance at milestone dates.
Send required renewal or termination notice within the contract-specified window.
Effective date governs start; term spells duration and automatic renewal timing.
Net terms (Net 30, Net 60) set when invoices must be paid.
Time allowed to remedy a breach before termination rights arise.
Period for giving notice to avoid auto-renewal, often 30–90 days.
Record retention dictates how long draft and final copies must be stored.
| Criteria | B2B Agreement | NDA |
|---|---|---|
| Primary Purpose | commercial terms | protect confidential information |
| Typical Length | multiple pages | 1–3 pages |
| Price and Payment | included | not included |
| Exhibits | common | rare |
| 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 |
Tech Data centralized signature workflows to reduce approval latency.
Martin Properties digitized vendor and tenant agreements for remote execution.