Scope of Services
Describe specific tasks, deliverables, exclusion items, milestones, and acceptance criteria so both parties share the same expectations.
A precise contract allocates responsibilities, limits exposure to data breaches and regulatory penalties, and defines performance metrics and remedies. It establishes governance for protected personnel information and clarifies billing, termination, and subcontracting rules.
Ensure the contract includes designated approvers and clearly identified signatories to avoid delays and reduce the risk of unenforceable or incomplete agreements.
Describe specific tasks, deliverables, exclusion items, milestones, and acceptance criteria so both parties share the same expectations.
Specify data categories, permitted processing, encryption requirements, breach notification timelines, and whether a BAA is required for PHI.
Define measurable SLAs, reporting cadence, remedies or credits for missed targets, and escalation paths for repeated failures.
Detail pricing model, invoicing intervals, dispute resolution for charges, and any pass-through costs like background check fees.
Set contract term, renewal mechanics, notice periods, termination for convenience or cause, and post-termination data return or destruction.
Require vendor disclosure of subcontractors, permit audits or assessments, and reserve rights to review security controls and compliance documentation.
| Field | Configuration |
|---|---|
| Signer Order | Sequential routing: vendor → procurement → legal → HR |
| Authentication | Email link or SMS code; use stronger auth for PHI |
| Reminders | Auto-remind after 3 and 7 days |
| Retention | Auto-save signed PDF to contract repository |
Ensure the chosen provider supports necessary compliance controls (encryption, audit trail, BAA if handling PHI) and integrates with your contract repository.
Vendor must supply COI and W-9 within 7–14 days.
90 days' notice commonly used for contract renewal.
Request updated COI 30 days before expiry.
Monthly reports and quarterly reviews typical.
30–60 days to remedy material breaches is common.
Optica simplified vendor execution by standardizing contract templates and signature workflows.
Xerox integrated signing into its ERP for streamlined approvals.
| 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 | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes (Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes (BAA) | Yes (BAA) | Varies by plan | Varies by plan |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |