Service Exhibit
Attach measurable service descriptions, SLAs, maintenance windows, and escalation paths to reduce ambiguity in delivery obligations.
This agreement protects both parties by making permitted uses clear, reducing legal ambiguity, and setting parameters for data handling, intellectual property, and termination consequences in a reproducible record.
Use this agreement when you need a clear, enforceable statement of permitted customer activity and related responsibilities.
A corporate officer or delegated representative with authority to bind the company should sign. Verify signature authority in procurement records and document the signer’s title and capacity to avoid later disputes.
The customer signer should be an individual with contract authority for the purchasing entity; if signing for an individual account, include identity verification details to support attribution.
A SaaS property manager restricts API access to read-only for tenants.
A clinical data provider limits use to treatment and care coordination only.
Describe allowed actions (use, copy, modify, distribute) precisely, limit sublicensing and define whether the license is exclusive or non-exclusive.
State data processing rules, retention limits, security controls, and whether a BAA or data processing addendum is required for protected health information.
Affirm ownership, specify any IP assignment or license-back obligations, and limit reverse-engineering or derivative works where appropriate.
Spell out termination triggers, post-termination data return or deletion obligations, and remedies for breach including injunctive relief or liquidated damages if agreed.
Legal and product finalize terms and attachments.
Stakeholder sign-off from legal, finance, and security.
Send for signatures and confirm authentication.
Store executed copy and implement access controls.
Enter as MM/DD/YYYY. Determines when obligations start.
Set a signing window to limit stale approvals and version drift.
Specify notice period for automatic renewals or termination.
Record when retention obligations begin post-termination.
Include required lead time for contractual amendments.
Attach measurable service descriptions, SLAs, maintenance windows, and escalation paths to reduce ambiguity in delivery obligations.
List required controls, encryption standards, incident reporting timelines, and third-party assessment obligations for continuity and audits.
Provide clear pricing, billing cycles, and surcharge rules to avoid billing disputes and ensure accurate financial records.
Include compliance obligations for restricted data and technologies subject to export regulations.
Define scope, frequency, notice, and cost allocation for provider or customer audits of usage or data handling.
Specify forum, governing law, and whether arbitration or mediation is required before litigation.
Choose a platform that preserves a complete audit trail, supports required authentication strength, and provides long-term export options for archiving.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication | Email, SMS code, or KBA |
| Reminders | Automated resend schedule |
| Retention Export | PDF/A export with audit log |
| Criteria | Customer Use Rights | License Agreement |
|---|---|---|
| Primary Focus | use restrictions | license grant scope |
| Typical Duration | operational term | perpetual or term-based |
| Complexity | medium | high |
| Attachments | operational exhibits | full sow and pricing |
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |