Service Description
Detail the hosted PBX features (call routing, IVR, voicemail, extensions, DID numbers), concurrent call limits, and any optional modules included or available for separate fee.
A written agreement reduces ambiguity about uptime, support response times, billing, and liability. It protects both parties and sets measurable expectations for service delivery and data handling under applicable U.S. laws.
Multiple stakeholders should review the agreement before signature to ensure operational, financial, and legal requirements are met.
Detail the hosted PBX features (call routing, IVR, voicemail, extensions, DID numbers), concurrent call limits, and any optional modules included or available for separate fee.
Specify uptime SLA percentage, measurement methods, monthly credits for downtime, maintenance windows, and escalation procedures for outages.
List one-time setup fees, per-user or per-number recurring charges, usage fees (minutes, PSTN termination), taxes, and invoicing cadence.
Clarify ownership, provisioning, configuration responsibilities, shipping costs, and replacement procedures for provider-supplied or customer-supplied devices.
Define support hours, response/resolution targets, contact methods, on-site service (if applicable), and software update policies.
Address call recording, retention, encryption, access controls, breach notification obligations, and compliance requirements such as HIPAA if applicable.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link or SMS code |
| Template Locking | Lock core clauses from edits |
| Notifications | Two reminders, escalation email |
| Integrations | CRM and accounting sync |
Platforms with API and SSO options simplify bulk deployments and central recordkeeping while preserving an audit trail for compliance.
Date when live calling and billing begin
Monthly or annual invoice generation date
Monthly accounting period used for uptime tracking
Commonly 30–90 days prior to renewal
Typically 30–60 days written notice
| 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 |