Scope
Define training modules, session lengths, delivery method, participant limits, and materials included so both parties have shared expectations and measurable outcomes.
A written agreement reduces ambiguity about deliverables, timelines, payment, IP, and liability. It supports internal approvals, aligns expectations, and provides a clear reference for dispute resolution and compliance with contract, tax, and data-protection obligations.
Ensure authorized signatories from finance or legal execute the final agreement to bind their organizations.
Define training modules, session lengths, delivery method, participant limits, and materials included so both parties have shared expectations and measurable outcomes.
List exact dates, session times, and time zones; include rescheduling rules and deadlines for attendee lists and prework delivery.
Specify total fees, deposit requirements, payment milestones, invoicing instructions, and consequences for late payment or nonpayment.
State how completion is confirmed, evaluation methods, and remediation or make-good options if performance standards are not met.
Protect proprietary materials and client data with clear confidentiality obligations, permitted disclosures, and duration of obligations.
Allocate ownership of course materials, derivative works, and any client-specific customizations; include license terms where appropriate.
| Field | Configuration |
|---|---|
| Routing Order | Sequential or parallel signer order selection |
| Authentication | Email + SMS code or ID proofing |
| Conditional Fields | Show fields when specific answers selected |
| Reminder Schedule | Auto-reminders at configurable intervals |
Ensure the chosen platform supports audit trails, secure storage, and any required compliance addenda such as a HIPAA BAA for health-related training records.
Date by which the quoted price remains valid.
Start of contract obligations and term commencement.
Scheduled session dates and any make-up period.
Timeframe for client sign-off after delivery.
Payment deadline per contract terms.
Finalize draft and internal approvals before client review.
Client reviews, requests edits, and confirms scope.
All authorized parties sign and date the agreement.
Provide sessions and collect acceptance or feedback.
| 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 | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |