Scope of Services
Describe services in specific terms: deliverables, technical specifications, hours of coverage, service-level targets, and permitted subcontracting.
A concise, well-drafted Host Service Contract reduces ambiguity about performance, timing, payment, and risk allocation and enables consistent delivery. For electronic execution, the contract can be validated under federal ESIGN rules (15 U.S.C. §7001) and state UETA laws where adopted.
Parties include procurement or operations staff drafting terms, legal teams reviewing liability clauses, and authorized signatories who execute the agreement.
Describe services in specific terms: deliverables, technical specifications, hours of coverage, service-level targets, and permitted subcontracting.
Define amounts, invoicing schedule, accepted payment methods, late fees, taxes, and any refundable deposits or retainer requirements.
Set contract start and end dates, renewal process, notice periods for termination, and post-termination transition responsibilities.
Limit liability caps, exclusions for consequential damages, and mutual indemnities for third-party claims arising from breach or misconduct.
Specify data ownership, permitted use, security controls, breach reporting timelines, and any HIPAA or other regulatory obligations.
Select governing law, venue, and whether disputes go to mediation, arbitration, or court; include attorney-fee provisions if applicable.
| Field | Configuration |
|---|---|
| Platform | Choose PDF-compatible system with audit trail |
| Authentication | Email link or SMS code; use stronger KBA for high-risk deals |
| Routing | Define signer order and automatic reminders |
| Templates | Save reusable clauses and populate variables automatically |
Confirm the platform captures an audit trail (timestamps, IPs) and that records are exportable for compliance or audits.
Date services begin, set as MM/DD/YYYY
Net terms (e.g., Net 30) with invoice cycle
How many days before auto-renewal to provide notice
Days allowed to remedy a breach
How long signed records are retained
Save signed copies as PDF/A for archival, and keep editable DOCX or original source files for future amendments or templating.
Attach statements of work, invoices, proof of insurance, service-level reports, and vendor certificates to the contract file.
Preserve the platform-generated audit record (timestamps, IP addresses, authentication method) alongside the signed PDF.
Record amendment history and store executed amendments as separate signed exhibits to avoid confusion.
A CEO, CFO, or other officer listed in corporate records commonly executes contracts above delegated authority limits; verify board or corporate approval when required.
Project or contract managers may sign under delegated authority for lower-value agreements; confirm delegation in a signed internal policy.
Determine if notarization or witnesses are required by law or contract
Select in-person or RON depending on state allowance
Perform ID checks per notary or RON procedures
Arrange required number of witnesses if applicable
Have parties sign in the presence of notary/witness
Notary completes certificate and journal entry
Retain audio-video record for required period
Provide signed and notarized copies to all parties
| 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 |