Scope of Services
Defines lead types, acceptance criteria, delivery cadence, testing periods, and how rejected leads are handled to avoid ambiguity in performance measurement.
A formal Employment Lead Guide Contract reduces ambiguity about deliverables, protects personal data, and clarifies payment and termination mechanics. It supports compliance where electronic signatures and data transfer rules apply.
Use this agreement when you need documented consent, performance metrics, and clear allocation of liability between parties.
Defines lead types, acceptance criteria, delivery cadence, testing periods, and how rejected leads are handled to avoid ambiguity in performance measurement.
Specifies per-lead fees, minimum guarantees, invoicing intervals, accepted payment methods, late fees, and adjustments for defective or duplicate leads.
Describes data collection, permitted uses, retention, security measures, and breach notification obligations when personal information is transferred or stored.
Requires adherence to ESIGN/UETA for signatures and to applicable privacy laws; includes required consumer disclosures for electronic records where applicable.
Sets the initial term, renewal mechanics, termination for convenience or breach, and obligations on termination including return or deletion of data.
Allocates risk for data breaches, misrepresentations, and third-party claims; includes caps, exclusions, and insurance requirements if applicable.
| Field | Configuration |
|---|---|
| Signer Order | Set sequential or parallel signing as required |
| Authentication | Email link or SMS code for signer verification |
| Conditional Fields | Show payment fields only when applicable |
| Retention Tagging | Apply contract type and retention metadata |
Ensure the provider supports ESIGN/UETA compliance, optional HIPAA BAAs for health data, and produces an audit trail capturing timestamps, IPs, and signer attribution.
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Optica adopted a standard lead-supply agreement to reduce back-and-forth approvals and speed onboarding.
Martin Properties shifted to a digital contract to manage applicant referrals across offices.
Specify days or dates for lead batches, e.g., within 7 calendar days
Buyer has 5–10 business days to accept or reject leads
Invoices issued within 30 days of accepted delivery
Net 30 or other agreed term from invoice date
Claims to be submitted within 30 days of discovery