Scope of Work
Describe features, integrations, testing, and acceptance criteria. Include precise milestone descriptions and deliverable formats to avoid change‑order disputes.
A precise contract reduces ambiguity about deliverables, timelines, and payment, limits disputes, and documents allocation of IP and data responsibilities between merchant and vendor.
Use the contract to document responsibilities for launch tasks, post‑launch support, and who retains customer and transactional data.
Describe features, integrations, testing, and acceptance criteria. Include precise milestone descriptions and deliverable formats to avoid change‑order disputes.
State total fees, deposit amounts, milestone payments, refunds, and responsibility for third‑party costs like app subscriptions or payment gateway fees.
Allocate ownership of custom code, themes, images, and data. Clarify licensing for third‑party components and post‑termination access to source files.
Specify security controls, PCI compliance responsibilities, data breach notification timelines, and any HIPAA obligations if healthcare data is involved.
Limit warranties to merchant acceptance testing, cap consequential damages, and include indemnities for third‑party infringement and data breaches.
Define termination for convenience and cause, transition assistance, ongoing maintenance terms, and support SLAs to ensure continuity after launch.
| Field | Configuration |
|---|---|
| Authentication | Email link, SMS code, or KBA |
| Signing Order | Sequential or parallel signer flow |
| Conditional Fields | Show fields based on prior answers |
| Notifications | Email reminders and completion alerts |
Align platform capabilities with your retention and audit requirements so signed agreements are reproducible and defensible.
MM/DD/YYYY as entered in the contract
Due on milestone acceptance dates
Specify duration for review and defects
Date when final files and credentials transfer
Number of days to notify after claim
Agreement on scope, price, and timeline documented.
Requirements gathering, credentials, and access established.
Build, integrate apps, perform QA, and fix defects.
Go‑live, final acceptance, and transfer of assets.
| 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 |
When launching a customer portal, the team standardized deliverables and payment milestones to reduce revisions.
A small business used an online contract to centralize vendor responsibilities and post‑launch support timelines.