Scope
Describe services, deliverables, and exclusions with measurable criteria so performance obligations are objective and verifiable by both parties.
A well-crafted exhibit reduces ambiguity about scope, timelines, and payment triggers, making performance disputes less likely and simplifying audits and renewals.
Final signature authority usually rests with an authorized corporate officer or delegated signatory identified in the master agreement.
Describe services, deliverables, and exclusions with measurable criteria so performance obligations are objective and verifiable by both parties.
List milestones, delivery dates, approval periods, and handling of delays including cure windows and change request procedures for timeline management.
State fees, invoicing frequency, payment milestones, expense reimbursement rules, and any variable pricing formulas or caps.
Define acceptance tests, inspection windows, rejection remedies, and criteria for final signoff to reduce disputes over deliverable quality.
If applicable, specify SLAs, uptime targets, measurement methods, service credits, and reporting obligations tied to operational performance.
Prescribe how scope or schedule changes are requested, priced, approved, and incorporated into the exhibit to avoid informal amendments.
| Document source | Upload the exhibit as a PDF or DOCX from cloud storage. |
|---|---|
| Field placement | Add signature, date, and initial fields where required. |
| Signer order | Set role-based routing and sequential or parallel signing. |
| Authentication | Choose email, SMS, or stronger signer ID verification. |
| Retention | Enable secure storage and automatic archiving after signing. |
Confirm the provider’s compliance certifications (for example SOC 2 Type II, ESIGN/UETA adherence, and a HIPAA BAA when health data is involved) before e-submitting sensitive exhibits.
Set in MM/DD/YYYY — determines when obligations begin.
Align payment milestones with the exhibit schedule to avoid disputes.
Form 1099-NEC due to recipient and IRS by Jan 31 each year.
Retention periods typically start at agreement termination or last effective date.
If notarized, confirm notary availability and any required witness timing.
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|---|---|---|---|---|---|
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| Free Trial | 7-day free trial | Yes, trial available | Yes, trial available | Yes, trial available | Yes, trial available |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |