Scope & Deliverables
Describe each deliverable clearly (file types, resolution, formats), accept/reject criteria, and any excluded services to reduce later disputes about what the designer will and will not provide.
A clear agreement limits scope creep, defines payment terms and IP rights, and sets delivery and acceptance criteria; it protects both parties and supports enforceability whether signed on paper or electronically under ESIGN and UETA.
Designers, clients, and teams use this agreement to create predictable project terms and reduce dispute risk.
Use the agreement when scope, payment, timeline, or intellectual property allocation needs explicit, documented terms.
Typically the individual or procurement manager authorized to approve work and payments. This person signs on behalf of the client entity and must have authority to bind the organization to payment and IP terms.
The individual designer or firm providing services and deliverables. The signer should confirm scope, acceptance criteria, and reserved rights, and identify any subcontractors who will produce work under the agreement.
Describe each deliverable clearly (file types, resolution, formats), accept/reject criteria, and any excluded services to reduce later disputes about what the designer will and will not provide.
Specify total fee, deposits, milestone payments, late-payment interest, invoicing cadence, and any reimbursements for third-party costs to ensure predictable cash flow for both parties.
Limit number of revision rounds, define how feedback is provided, and set time windows for approval to avoid endless iterations and to tie approvals to milestone payments.
Clarify whether rights are assigned or licensed, include transfer timing (e.g., upon final payment), and address moral rights and third-party materials to prevent future ownership disputes.
Include nondisclosure obligations, permitted disclosures, and required data handling standards if sensitive information or personal data is exchanged during the engagement.
State termination rights, notice requirements, final accounting, and remedies for breach including refund or completion responsibilities to limit exposure if the relationship ends early.
| Field | Configuration |
|---|---|
| Signature Type | Click-to-sign or drawn signature accepted |
| Authentication | Email link default; SMS or KBA as optional |
| Reminder Schedule | Automated reminders at 3 and 7 days |
| Document Retention | Store signed PDF and audit trail |
Choose a platform that supports required file formats, signer authentication, and audit trails for enforceability.
Confirm the platform preserves a tamper-evident signed copy and an audit trail with timestamps, IP addresses, and signer attribution for legal defensibility.
Enter MM/DD/YYYY for when obligations begin
List due dates for each deliverable
Specify days allocated for client review
Tie payment to milestone acceptance
State required notice period for termination
Negotiate scope and sign the agreement before work begins
Deliver initial concepts and collect client feedback
Complete permitted revisions and obtain formal acceptance
Provide final assets and transfer rights as agreed
| 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 | Verify | Verify | 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 |