Scope of Work
Describe topics, session length, number of participants, format (virtual/in-person), and accepted substitutes or speaker changes in detail.
A written agreement clarifies expectations, assigns responsibilities, limits liability, and documents payment and deliverable timing. It protects both parties and preserves evidence of terms for billing, insurance claims, or regulatory review.
Use the agreement whenever costs, content ownership, certification, or participant data handling must be documented in writing between parties.
Describe topics, session length, number of participants, format (virtual/in-person), and accepted substitutes or speaker changes in detail.
State total fees, deposit percentage, payment milestones, accepted payment methods, late payment interest, and refund conditions.
List handouts, slide decks, certificates, and any post-event recordings plus delivery timelines and format requirements.
Include exact event date(s), start/finish times, venue name and address, room setup, A/V requirements, and contingency plans.
Define cancellation windows, rescheduling terms, forfeiture of deposit, replacement speaker options, and force majeure handling.
Specify insurance requirements (certificate of insurance), indemnities, limits on liability, and responsibility for participant injuries or property damage.
| Field | Configuration |
|---|---|
| Signer Order | Specify organizer first, trainer second |
| Authentication | Email link or SMS code for signer verification |
| Required Fields | Make signature, date, and fee fields mandatory |
| Completion Copy | Auto-send signed PDF to all parties |
Ensure recipients can open the chosen file format on desktop and mobile and that signed copies include an audit trail for attribution.
Execute agreement at least 30 days before event
Deposit due within 7–14 days of signing
Training materials due 10 business days prior
Provide COI no later than 14 days before event
Final payment due within 30 days post-event
Agreement fully executed and stored by parties
Organizer remits deposit to secure date and resources
Trainer provides slides, handouts, or links
Training delivered and attendance confirmed
A conference producer uses the agreement to lock dates and deposit terms
An independent trainer uses the agreement to retain IP rights for original slides
| 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, no credit card required | 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 |