Can an updated terms agreement be e-signed?

Yes. The ESIGN Act (15 U.S.C. §7001) and UETA permit electronic signatures for most contracts. Ensure the signer demonstrates intent, consents to electronic records, and the platform preserves a reproducible record.

Do signers need accounts on the platform?

Not necessarily. Many eSignature workflows allow guest signing via secure links with authentication options (email, SMS). Use higher-assurance methods (KBA, MFA) when required by policy or regulation.

Is notarization required for these updates?

Most commercial contract amendments do not require notarization. Check state-specific formalities if the update affects deeds, wills, powers of attorney, or other documents that traditionally require notarization.

What if the signer name doesn’t match records?

Mismatched names can raise enforceability questions. Verify identity, capture signer capacity (title), and attach evidence of authority or corrected party records to the execution package.

How do I revoke or rescind an update?

Revocations must follow terms in the agreement or mutual written consent. Document the revocation with a signed amendment that expressly returns the parties to prior terms or sets new terms.

How long are executed updates retained?

Retain executed amendments for the contract term plus at least three years; for healthcare retain six years (45 CFR §164.530(j)) and follow IRS or industry-specific retention rules as applicable.

Electronic Signature
Templates
Miscellaneous
Client Updated Terms Agreement

Client Updated Terms Agreement

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

Client Updated Terms Agreement

This Client Updated Terms Agreement ("Agreement") is made effective as of Effective Date: by and between Company Name: ("Company") and Client Name: ("Client").

WHEREAS

WHEREAS, the parties previously entered into a written agreement dated Prior Agreement Date: (the "Prior Agreement");

WHEREAS, the parties wish to amend and restate certain terms of the Prior Agreement and set forth updated terms governing the services described herein effective as of the Effective Date.

WHEREAS, the parties acknowledge that, except as expressly modified by this Agreement, all other provisions of the Prior Agreement remain in full force and effect.

SCOPE OF WORK

Description of Services

PAYMENT TERMS

Total Amount Payable Payment Schedule (installments, milestones, due dates) Late Payment Fee

All amounts are payable in U.S. dollars unless otherwise agreed in writing. Invoices are due in accordance with the Payment Schedule. Late payments shall accrue the Late Payment Fee set forth above and interest at the maximum lawful rate if a greater amount is permitted by law. Client shall also be responsible for reasonable collection costs, including attorneys' fees, incurred by Company to collect overdue amounts.

TERM AND TERMINATION

Term Commencement Date Term End Date Termination Notice Period

Either party may terminate this Agreement for convenience upon providing the other party with written notice equal to the Termination Notice Period. Either party may terminate immediately for material breach by the other party if such breach is not cured within thirty (30) days after written notice specifying the breach. Termination shall not relieve Client of its obligation to pay fees incurred prior to the effective date of termination.

CONFIDENTIALITY

"Confidential Information" means non-public information disclosed by one party to the other, whether in writing, orally or by inspection, that is designated as confidential or that reasonably should be understood to be confidential. Each recipient shall: (a) use Confidential Information solely for performance or receipt of the services under this Agreement; (b) limit disclosure to its employees, agents, or contractors who have a need to know and are bound by confidentiality obligations at least as protective as those herein; and (c) exercise at least reasonable care to protect Confidential Information. Confidentiality obligations survive termination for a period of unless a longer period applies by law.

Confidential Information does not include information that: (i) is or becomes publicly known through no breach by recipient; (ii) is rightfully received from a third party without restriction; (iii) is independently developed without use of Confidential Information; or (iv) is required to be disclosed by law or court order, provided the disclosing party is given prompt notice to seek protective relief.

GOVERNING LAW

This Agreement 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 jurisdiction for disputes arising out of this Agreement.

ENTIRE AGREEMENT

This Agreement, together with any documents expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous negotiations, understandings, and agreements, whether written or oral. Any amendment or modification to this Agreement must be in writing and signed by both parties.

If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall continue in full force and effect and the parties shall endeavor in good faith to replace the invalid provision with a valid provision that achieves the original intent.

NOTICES

Company Notice Address Client Notice Address

Company:

By:

Date:

Client:

By:

Date:

What the Client Updated Terms Agreement Is

A Client Updated Terms Agreement records changes to an existing client contract or terms of service and captures mutual acceptance of those changes. It summarizes what is changing, the effective date, and any transitional provisions, and it provides signature blocks (electronic or handwritten) for all parties. The document can be a standalone amendment, an addendum, or a replaced terms schedule and should clearly reference the original agreement it modifies to avoid ambiguity about which provisions remain in force.

Why a Clear Updated Terms Agreement Matters

A precise update minimizes disputes by documenting mutual consent to new terms, preserving evidence of the parties' intent and timing, and providing a clear record for compliance and audits.

Who Typically Prepares and Signs Updated Terms

Choose signers with documented authority and keep internal approval records to support enforceability and auditability.

Account managers and client success teams who negotiate commercial changes and confirm client acceptance.
Legal or contracts teams who review language, ensure compliance, and approve governing law provisions.
Authorized signatories (executives, directors, or delegated officers) who have authority to bind the organization.

Essential Elements to Include in the Agreement

A professional update should be concise but complete, referencing the original contract, specifying the exact changes, and providing clear execution and effective-date mechanics.

Reference

Identify the original agreement by title, date, and parties so it is clear which contract is being modified and which provisions continue in full force.

Amendments

List each clause or section being changed with old text and new text or a clear summary of the replacement language to avoid ambiguity in interpretation.

Effective Date

State the date when the update takes effect and whether changes apply retroactively, prospectively, or on a phased schedule tied to milestones.

Consideration

Describe any consideration (discounts, fees, credits) exchanged for the change; for updates without monetary exchange, note the parties' mutual agreement to the modification.

Signatures

Provide signer name, title, organization, signature block and date for each party; show any delegated authority or POA where applicable.

Survival

Specify which original provisions survive the amendment (confidentiality, indemnity, IP) to prevent unintended expirations.

Step-by-Step: How to Execute an Updated Terms Agreement

Follow a standard sequence to ensure clarity, authorization, and recordkeeping for each updated terms execution.

01

Draft the amendment: Reference the original contract and describe precise changes.
02

Internal review: Legal and finance validate language and consideration.
03

Obtain signatures: Use authorized signers and capture dates.
04

Distribute copies: Send executed copies to all stakeholders and retain records.

How to Configure an Online Update Workflow

Set up routing, authentication, and storage rules before sending to streamline acceptance and compliance tracking.

Document template	Create a reusable amendment template with placeholders for parties and dates.
Signer order	Set sequential or parallel signing depending on approval chain.
Authentication level	Select email, SMS, or KBA depending on risk and regulatory needs.
Notifications	Enable reminders and completion confirmations for signers.
Storage location	Route executed files to secure cloud storage with access controls.

Where to Send or File the Executed Agreement

Decide in advance whether the executed agreement is stored internally, with a third-party custodian, or filed with a regulator when required.

Client copy: Email or provide download link for the executed version to the client.
Internal records: Store in contract repository with searchable metadata.
Accounting: Notify billing to apply new pricing or credits.
Regulatory filing: File only if required by statute or industry rule.

Digital Signing and Platform Considerations

Ensure chosen tools produce an audit trail, secure storage (AES-256), and compliance options (BAA for HIPAA) where applicable.

Integrations: Salesforce, NetSuite, Google Workspace and Microsoft 365 are common integration targets.
Format support: Use PDF or DOCX for compatibility and PDF/A when archival is needed.
Authentication: Enable SMS or multi-factor authentication for higher-assurance signings.

Typical Timing and Processing Expectations

Establish internal deadlines for negotiation, signature, and implementation to prevent lapses in service or billing errors.

Notice to client:

Allow reasonable time for review (commonly 7–30 days depending on complexity).

Internal review time:

Plan 3–7 business days for legal and finance approvals.

Signature window:

Specify a signing deadline, e.g., 14–30 days from issuance.

Processing period:

Allow 1–5 business days after execution to update systems and invoices.

Dispute period:

State any short-stop objection window (commonly 30 days) for prospective changes.

Key Milestones from Proposal to Effectiveness

Track major stages to ensure the update progresses from negotiation to system implementation without gaps.

01

Proposal Issued

Sender provides proposed amendment and supporting materials for review.

02

Internal Approval

Legal and finance complete redlines and authorize signature.

03

Signature Execution

Authorized parties sign and dates are captured in the audit trail.

04

Operational Update

Billing, delivery, and contract record systems are updated to reflect new terms.

Common Preparation Mistakes to Avoid

Failing to reference the original agreement precisely, causing uncertainty about surviving clauses and scope of the update.
Using vague change language like 'modify terms' without listing affected sections or replacement text for clear interpretation.
Allowing unauthorized personnel to sign, which can render the amendment unenforceable or expose the organization to repudiation.
Neglecting to record internal approvals and delegation documents, complicating audits and dispute resolution.

Risks and Potential Consequences of a Faulty Update

Contract Unenforceable: Ambiguous or improperly authorized amendments may be voidable.

Regulatory Exposure: Noncompliant terms can trigger fines under sector rules (e.g., consumer finance or healthcare).

Billing Errors: Incorrect effective dates can cause invoicing disputes or revenue leakage.

Reputational Harm: Poorly handled updates can damage client trust and retention.

Data Breach Risk: Improper storage or transmission of executed files can violate privacy obligations.

Litigation Costs: Disputes over unclear amendments often lead to expensive legal proceedings.

Core Information to Collect and Protect

Client Identifier: Client account or contract number

Contact Details: Street address and primary email

Terms Summary: Concise description of changes

Effective Date: MM/DD/YYYY format

Signer Details: Name, title, and capacity

Attachments: Exhibits, redlines, and prior agreement copy

Representative eSignature Vendor Comparison for Executing Updates

Basic pricing and capability differences can affect cost and compliance when sending high volumes of updated terms; signNow is listed first per vendor comparison requirements.

	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

How Organizations Use Updated Terms in Practice

Real-world examples show practical approaches to updating client terms while maintaining compliance and client trust.

Martin Properties

When we needed to update lease addenda for multiple tenants, we moved to digital amendments for speed and tracking.

Used mobile signing on-site to collect signatures quickly.
I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently.

Fertility Centers of Illinois

The clinic updated patient consent language affecting data sharing with partners and needed secure capture.

Implemented HIPAA-compliant workflows and audit trails.
The airSlate SignNow team has been exceptional, responsive, and the API has been great, ensuring executed consents were stored and retrievable for audits and patient requests.

Frequently Asked Questions About Updated Terms

Answers to common questions about electronic execution, authority, and recordkeeping for Client Updated Terms Agreements.

Need help? Contact support

Can an updated terms agreement be e-signed?
Yes. The ESIGN Act (15 U.S.C. §7001) and UETA permit electronic signatures for most contracts. Ensure the signer demonstrates intent, consents to electronic records, and the platform preserves a reproducible record.
Do signers need accounts on the platform?
Not necessarily. Many eSignature workflows allow guest signing via secure links with authentication options (email, SMS). Use higher-assurance methods (KBA, MFA) when required by policy or regulation.
Is notarization required for these updates?
Most commercial contract amendments do not require notarization. Check state-specific formalities if the update affects deeds, wills, powers of attorney, or other documents that traditionally require notarization.
What if the signer name doesn’t match records?
Mismatched names can raise enforceability questions. Verify identity, capture signer capacity (title), and attach evidence of authority or corrected party records to the execution package.
How do I revoke or rescind an update?
Revocations must follow terms in the agreement or mutual written consent. Document the revocation with a signed amendment that expressly returns the parties to prior terms or sets new terms.
How long are executed updates retained?
Retain executed amendments for the contract term plus at least three years; for healthcare retain six years (45 CFR §164.530(j)) and follow IRS or industry-specific retention rules as applicable.

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