Engagement Agreement
A concise contract stating services, deliverables, fees, payment terms, termination rights, and governing law.
A complete Client Service Package reduces ambiguity, sets measurable expectations, and creates an auditable record of client consent and terms. Clear packages lower dispute risk, accelerate billing and kickoff, and simplify regulatory compliance and retention requirements where applicable.
In larger organizations these roles may be split; ensure the signer has delegated authority to bind the client under the chosen governing law.
The individual with delegated authority to bind the client — often a director, VP, or procurement manager. Confirm title, company affiliation, and that their authority covers the contract value and terms to avoid later disputes.
A company officer or authorized representative who can commit the provider to the scope and pricing. Their signature confirms operational acceptance and triggers internal provisioning and billing workflows.
A concise contract stating services, deliverables, fees, payment terms, termination rights, and governing law.
Detailed deliverables, acceptance criteria, milestones, and any exclusions or assumptions tied to pricing.
Line-item fees, billing milestones, invoicing cadence, and any expense reimbursement terms.
Primary and billing contacts, addresses, phone numbers, and email addresses for notices.
Required client authorizations, regulatory consents, or specific data-processing acknowledgements.
Supporting exhibits such as statements of work, SLAs, NDAs, or industry addenda referenced by the agreement.
| Field | Configuration |
|---|---|
| Authentication Level | Email link or SMS code for signer verification |
| Signing Order | Sequential or parallel routing per parties |
| Required Fields | Make signature, name, date mandatory |
| Audit Trail | Enable IP, timestamp, and action logging |
Ensure the platform supports your required authentication level, retention policy, and any industry-specific compliance needs before distributing the package.
14 calendar days from delivery
Signature or written approval triggers kickoff
Billing begins on effective date or milestone
Defined term and renewal notice periods
Prompt notice terms vary by agreement
Client acceptance of scope and pricing.
Package sent to authorized signers.
Executed documents received and verified.
Operations begin per agreed schedule.
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |