Scope of Work
Define deliverables, milestones, acceptance criteria, and change-order procedures so both parties share expectations and dispute points are minimized.
A clear, written agreement helps allocate risk, document payment and IP terms, and support tax reporting such as 1099-NEC filings. It reduces the likelihood of misclassification claims and creates objective evidence of the parties’ expectations.
Companies and freelancers use this agreement to document project work, define payment and IP terms, and clarify tax responsibilities.
Use this template when you need a concise, enforceable record of work terms and compensation that supports tax filing and dispute resolution.
Define deliverables, milestones, acceptance criteria, and change-order procedures so both parties share expectations and dispute points are minimized.
Specify fee structure, invoicing cadence, payment method, expense reimbursement rules, and any milestone-based release conditions for funds.
State whether work is assigned to the hiring party or licensed, include work-for-hire language where appropriate, and clarify rights to deliverables and pre-existing IP.
Include nondisclosure terms covering trade secrets and proprietary information, with duration and permitted disclosures for legal compliance.
Define notice requirements, termination for convenience, breach remedies, and obligations on unwind including final payments and return of materials.
Limit liability, allocate indemnification for third-party claims, and clarify insurance expectations if applicable to the engagement.
| Field | Configuration |
|---|---|
| Signing Order | Sequential or parallel, depending on approval needs. |
| Authentication | Email link standard; use SMS code for added assurance. |
| Notifications | Enable reminders and delivery receipts for tracking. |
| Document Storage | Enable encrypted archive and download of certificate. |
Confirm the eSignature platform supports legal validity, authentication, and secure storage before sending the agreement.
Choose a platform that meets ESIGN/UETA requirements and your organization’s compliance needs, such as HIPAA if handling PHI.
Deliver W-9 upon payer request to avoid backup withholding issues.
Provide 1099-NEC to recipients by January 31 each year.
File 1099-NEC with the IRS by January 31 (recipient and IRS same day).
Retain I-9 forms for 3 years after hire or 1 year after termination.
Ensure effective date is accurate as it governs performance and statute of limitations.
Agreement effective date and kickoff meeting occur.
Freelancer submits deliverables as defined in the SOW.
Hiring party reviews deliverables and confirms acceptance.
Final invoice submitted and paid; retain documents per retention rules.
| 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 | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A SaaS startup hired a freelance developer for a three-month module
A marketing agency engaged freelance designers for campaign assets