Scope of Services
Describe roles covered, candidate search methods, outreach limits, and any required deliverables such as candidate shortlists or interview coordination. Be precise about retained vs contingency arrangements.
A clear template reduces disputes, speeds onboarding, and documents fee and guarantee terms so both firm and client understand obligations and timelines.
Recruiting agencies, corporate talent teams, and independent consultants use this template to formalize placements and payment terms.
Small and large employers both rely on consistent templates to manage risk, tax reporting, and candidate privacy obligations.
Describe roles covered, candidate search methods, outreach limits, and any required deliverables such as candidate shortlists or interview coordination. Be precise about retained vs contingency arrangements.
State the fee (flat or percentage of first-year compensation), timing of invoicing, whether fee is gross or net of bonuses, and any conditions for prorated or refunded fees.
Specify replacement period, conditions that void the guarantee (e.g., termination for cause), timelines for replacements, and any cap on replacements or credits.
Require candidate consent for background checks, reference checks, and data sharing. Describe what personal data is collected and retention limits for candidate records.
Protect confidential information, prohibit unauthorized use of candidate data and client materials, and define permitted disclosures and residuals for recruiting deliverables.
Include payment terms (Net 30, Net 45), late fees, termination rights, and procedures for disputes and cure periods to minimize billing disagreements.
| Field | Configuration |
|---|---|
| Signer Order | Recruiter then Client approver |
| Required Attachments | Candidate consent and resume required |
| Conditional Fields | Show fee details when retained selected |
| Automatic Mapping | Map completed data to ATS or CRM |
Choose delivery channels that match recipients' systems and authentication needs.
W-9 should be supplied when payer requests it
File 1099-NEC to recipient and IRS by Jan 31
Follow payment terms stated (e.g., Net 30)
Track replacement eligibility by guarantee end date
Retention period begins on execution date
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
We felt most comfortable with airSlate SignNow given their SOC 2 certification and strict focus on ESIGN and UETA act compliance.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |