Establishing secure connection…Loading editor…Preparing document…

Integration Services Agreement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Integration Services Agreement

This Integration Services Agreement ("Agreement") is entered into as of Effective Date: by and between Service Provider Name: with principal place of business at ("Provider"), and Client Name: with principal place of business at ("Client"). Provider and Client are sometimes referred to individually as a "Party" and collectively as the "Parties."

Recitals

WHEREAS, Provider is engaged in the business of developing, configuring and integrating software, systems and related components and has technical expertise to perform the integration services described in this Agreement; and

WHEREAS, Client desires to retain Provider to perform integration, configuration, customization and related services to enable Client systems to interoperate with third-party applications and services in accordance with the terms and conditions set forth herein; and

WHEREAS, Provider is willing to perform such services for Client on the terms and subject to the conditions contained in this Agreement.

NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows:

1. Definitions

1.1 "Acceptance Criteria" means the objective tests and conditions specified in Section 6 for determining whether a Deliverable conforms to the Specifications. Specific Acceptance Criteria, if any, shall be set forth in the Scope of Work.

1.2 "Background IP" means software, tools, libraries, methodologies, know-how, algorithms and other intellectual property owned or controlled by a Party before the Effective Date or developed outside the performance of this Agreement.

1.3 "Deliverables" means the tangible and intangible work product described in the Scope of Work to be delivered by Provider to Client as a result of Services.

2. Scope of Services

2.1 Services. Provider shall perform the integration services described in the Scope of Work attached hereto and incorporated by reference. Provider shall use commercially reasonable efforts, in a professional and workmanlike manner, to perform the Services in accordance with industry standards.

3. Deliverables and Acceptance

3.1 Delivery. Provider shall deliver the Deliverables to Client according to the schedule and milestones set forth in the Scope of Work. Delivery of any Deliverable shall be accompanied by documentation reasonably necessary for Client to test and accept such Deliverable.

3.2 Acceptance Testing. Client shall have a period of days following delivery to perform acceptance tests in accordance with the Acceptance Criteria. If Client does not provide a written notice of rejection describing non-conformance within such period, the Deliverable shall be deemed accepted.

4. Fees and Payment

4.1 Fees. In consideration for the Services, Client shall pay Provider the fees set forth in the applicable Statement of Work or fee schedule. Unless otherwise stated, all fees are stated in United States dollars and are exclusive of taxes.

4.2 Invoicing; Late Payment. Provider shall invoice Client in accordance with the payment schedule. Invoices unpaid after the due date shall accrue interest at the lesser of 1.5% per month or the maximum rate permitted by law. Client shall reimburse Provider for reasonable collection costs.

5. Change Orders

5.1 Change Order Procedure. Either Party may request changes to the Scope of Work. No change shall be effective unless set forth in a written change order executed by authorized representatives of both Parties, which shall include any adjustments to fees, schedule and acceptance criteria.

6. Term and Termination

6.1 Term. This Agreement commences on the Effective Date and shall continue until completion of the Services or until earlier terminated in accordance with this Section.

6.2 Termination for Cause. Either Party may terminate this Agreement for material breach by the other Party if the breaching Party fails to cure such breach within thirty (30) days after receipt of written notice specifying the breach.

6.3 Effect of Termination. Upon termination, Client shall pay Provider for all Services performed and non-cancellable commitments made through the date of termination. Sections concerning Confidentiality, Intellectual Property, Indemnification, Limitation of Liability, and governing law shall survive termination.

7. Confidentiality

7.1 Definition. "Confidential Information" means non-public information disclosed by a Party to the other Party, whether oral, written or electronic, that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information.

7.2 Obligations. The receiving Party shall (a) protect Confidential Information with the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care; (b) use Confidential Information solely to perform this Agreement; and (c) not disclose Confidential Information to any third party except to employees, contractors or advisors who have a need to know and are bound by confidentiality obligations no less protective than those herein.

8. Intellectual Property

8.1 Background IP. Each Party retains all right, title and interest in and to its Background IP. Nothing in this Agreement transfers ownership of a Party's Background IP.

8.2 Ownership of Deliverables. Subject to Client's timely payment of all amounts due, Provider hereby assigns and shall cause to be assigned to Client all right, title and interest in and to the Deliverables, excluding Background IP. To the extent any Deliverable does not qualify for assignment, Provider grants Client an exclusive, worldwide, perpetual, royalty-free license to use and exploit such Deliverable for its business purposes.

8.3 Provider Retained Rights. Provider shall retain the right to use general know-how and non-client-specific tools and methodologies in the performance of services for other clients, provided no Client Confidential Information is disclosed.

9. Warranties and Disclaimers

9.1 Mutual Warranties. Each Party warrants that it has the legal right and authority to enter into this Agreement and to perform its obligations hereunder.

9.2 Provider Warranty. Provider warrants that the Services will be performed in a professional and workmanlike manner consistent with industry standards. For any breach of this warranty, Provider's sole and exclusive obligation, and Client's sole and exclusive remedy, shall be re-performance of the deficient Services or, if Provider cannot substantially correct the deficiency within a commercially reasonable period, a refund of fees paid for the deficient Services.

9.3 Disclaimer. EXCEPT FOR THE WARRANTIES EXPRESSLY SET FORTH IN THIS SECTION, NEITHER PARTY MAKES ANY OTHER WARRANTY, EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE OR NON-INFRINGEMENT.

10. Limitation of Liability

10.1 EXCEPT FOR A PARTY'S BREACH OF CONFIDENTIALITY, WILLFUL MISCONDUCT, OR A PARTY'S INDEMNIFICATION OBLIGATIONS FOR THIRD-PARTY CLAIMS, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER FOR SPECIAL, INCIDENTAL, CONSEQUENTIAL, PUNITIVE OR EXEMPLARY DAMAGES, INCLUDING LOST PROFITS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

10.2 CAP ON LIABILITY. EACH PARTY'S AGGREGATE LIABILITY UNDER THIS AGREEMENT SHALL NOT EXCEED THE AMOUNTS PAID OR PAYABLE BY CLIENT TO PROVIDER UNDER THIS AGREEMENT DURING THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

11. Indemnification

11.1 Provider Indemnity. Provider shall indemnify, defend and hold harmless Client and its officers, directors and employees from and against any third-party claim to the extent arising out of (a) Provider's gross negligence or willful misconduct, or (b) an allegation that the Deliverables, as delivered by Provider, infringe any third-party patent, copyright or trademark. Provider's obligations are conditioned on Client (i) providing prompt written notice of the claim, (ii) allowing Provider to control the defense and settlement, and (iii) providing reasonable cooperation.

11.2 Client Indemnity. Client shall indemnify, defend and hold harmless Provider from and against third-party claims arising from Client's misuse of the Deliverables, Client Data, or Client's breach of this Agreement.

12. Data Security and Privacy

12.1 Data Protection. Provider shall implement and maintain administrative, technical and physical safeguards designed to protect Client Data against unauthorized access, use, alteration or disclosure consistent with industry standards.

12.2 Breach Notification. Provider shall notify Client without undue delay, and in no event later than seventy-two (72) hours after discovery, of any unauthorized access to or disclosure of Client Data resulting from Provider's systems or personnel, and shall reasonably cooperate with Client in investigating and remediating any such incident.

13. Subcontracting

Provider may engage subcontractors or affiliates to perform portions of the Services, provided Provider remains responsible for the acts and omissions of such subcontractors. Provider shall ensure that all subcontractors are bound by confidentiality and data protection obligations at least as protective as those set forth in this Agreement.

14. Notices

All notices, requests, consents, claims, demands, waivers and other communications hereunder shall be in writing and addressed to the Parties at the addresses set forth below (or to such other address that a Party may specify in writing). Notices shall be delivered by personal delivery, certified mail (return receipt requested) or nationally recognized overnight courier and shall be deemed given upon receipt.

15. Governing Law; Dispute Resolution

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of law principles. The Parties shall attempt in good faith to resolve any dispute arising out of or relating to this Agreement through negotiation. If the Parties cannot resolve a dispute within thirty (30) days, either Party may pursue any remedies available at law or in equity in the courts located in the county and state identified above.

16. Entire Agreement; Severability; Amendments; Waiver; Counterparts

16.1 Entire Agreement. This Agreement, including any Statements of Work and Change Orders executed hereunder, constitutes the entire agreement between the Parties and supersedes all prior and contemporaneous agreements and understandings, whether written or oral, relating to the subject matter hereof.

16.2 Severability. If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect and the Parties shall negotiate in good faith to replace the invalid or unenforceable provision with a valid provision that effectuates the original intent as closely as possible.

16.3 Amendments; Waiver. No amendment of this Agreement shall be effective unless in writing and signed by authorized representatives of both Parties. No failure or delay by a Party in exercising any right shall constitute a waiver of that right.

16.4 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one and the same instrument.

Provider Printed Name:

By:

Date:

Client Printed Name:

By:

Date:

Enter text✕

What an Integration Services Agreement Covers

An Integration Services Agreement is a contract that defines the scope, deliverables, timeline, responsibilities, and payment terms for integrating software, systems, or services between parties. It allocates risk through warranties, limitations of liability, confidentiality and IP assignment clauses, and typically includes acceptance criteria, change-order procedures, and service levels. The agreement governs project management, testing and validation steps, data handling and security obligations, and dispute resolution. Properly drafted, it establishes who owns resulting code or configurations, how ongoing support or maintenance is provided, and what remedies apply for missed deadlines or defective work.

Why a Clear Agreement Matters for Integrations

A written Integration Services Agreement reduces ambiguity about scope, reduces disputes over deliverables, and preserves legal remedies if work is late or defective. It clarifies data protection obligations and allocation of intellectual property, which is essential when systems exchange personal or regulated data.

Why a Clear Agreement Matters for Integrations

Who Typically Prepares and Signs This Agreement

The document is used by vendors, in-house IT teams, procurement, and legal counsel when engaging third-party integrators or delivering integration work.

  • Vendor Project Manager: Owns technical scope, acceptance criteria, and deliverable handoffs; ensures resources and timelines match contract.
  • Customer IT/Integration Lead: Verifies functional requirements, testing protocols, and change control; approves acceptance testing and sign-off.
  • Procurement / Legal: Negotiates liability, IP assignment, payment milestones, and data protection clauses on behalf of the organization.

Core Sections to Include in a Professional Agreement

A complete Integration Services Agreement organizes obligations and remedies so each party knows responsibilities and next steps if performance fails.

Scope of Work

Define precise integration tasks, interfaces, milestones, acceptance tests, and any excluded services to avoid scope creep and billing disputes.

Deliverables

List artifacts (code, connectors, APIs, documentation), delivery format, versioning, and acceptance criteria tied to objective tests or sample data.

Payment Terms

Specify pricing model (fixed, time-and-materials, milestone payments), invoicing schedule, late-payment interest, and expense reimbursement rules.

IP and Licensing

Address ownership of custom code, licensing of preexisting components, rights to use integrations, and conditions for derivative works.

Security & Data

Set data handling controls, encryption requirements, breach notification timelines, and obligations to comply with HIPAA, FERPA, or other laws where applicable.

Warranties & Liability

Include performance warranties, limited liability caps, indemnities for third-party claims, and dispute resolution procedures like arbitration or courts.

Essential Information and Fields to Include

Parties: Full legal names
Effective Date: MM/DD/YYYY
Scope Reference: Attachment or SOW ID
Payment Terms: Net days and currency
Acceptance Criteria: Pass/fail tests
Signature Blocks: Signer name and title

Step-by-Step: Completing the Agreement

Follow a clear sequence to prepare, review, and execute an Integration Services Agreement to reduce rework and negotiation cycles.

  • 01
    Draft Scope: Describe tasks, deliverables, and exclusions clearly.
  • 02
    Define Milestones: Tie payments to measurable deliverables and acceptance tests.
  • 03
    Assign IP: Decide ownership or licensing of new code and artifacts.
  • 04
    Finalize Signatures: Obtain authorized signers and record execution date.

How to Configure a Digital Signing Workflow

When using an eSignature platform, configure a workflow that matches signatory order, authentication level, and any conditional fields for inspection or testing.

Field Configuration
Signer Order Sequential or parallel as required
Authentication Email, SMS code, or KBA
Conditional Fields Show fields only after prior approval
Audit Trail Enable IP, timestamp, and action logs

Where to Send or File the Executed Agreement

After signatures, route copies to legal, finance, and the integration team, and store a signed PDF with an audit trail for compliance and future reference.

  • Legal Repository: Store final executed PDF for contract management.
  • Finance: Send invoice and payment schedule to accounts payable.
  • Integration Team: Provide signed SOW and technical attachments.
  • Secure Archive: Preserve audit trail and signed copy for retention.

Distribution and Digital Submission Options

Choose delivery channels based on signer preferences, data sensitivity, and required authentication strength.

  • Email Signing: Accessible but relies on link security and basic identity proof.
  • In-person / Kiosk: Higher assurance for local signers; supports witness and notary flows.
  • API Integration: Embed signing into portals; supports automated routing and storage.

Typical Timelines and Deadlines

Integration contracts include milestone dates and operational deadlines; track calendar-based and event-based triggers to avoid acceptance disputes.

Proposal to Contract:

Negotiate and sign within 2–6 weeks

Development Milestone:

Delivery per SOW schedule

Acceptance Testing:

Customer review window often 10–30 days

Go-Live:

Target production date per deployment plan

Warranty Period:

Commonly 30–90 days after acceptance

Common Mistakes to Avoid

  • Vague scope language that creates differing expectations and leads to disputes or extra invoices.
  • Missing acceptance criteria which results in open-ended sign-off and delayed payments.
  • Failing to address data handling and regulatory compliance for protected data like PHI.
  • Not tying payments to objective milestones, creating incentive misalignment and cashflow issues.

Potential Penalties and Contract Risks

Delay Damages: Liquidated damages
Breach Liability: Indemnity obligations
Data Breach: Regulatory fines
IP Disputes: Injunctions or lost rights
Payment Withholding: Retention or set-off
Termination Costs: Early termination fees

How to Amend or Revise an Agreement

Use a controlled amendment process to avoid ambiguity and preserve an audit trail for all contract changes.

01

Identify Change:

Document requested modifications and rationale
02

Scope Impact:

Assess cost, timeline, and resource effects
03

Draft Amendment:

Prepare concise change language and updated SOW
04

Approval:

Secure sign-off from authorized parties
05

Execute:

Obtain dated signatures and attach to original
06

Distribute:

Provide updated copies to stakeholders

Practical Tips for Accurate and Efficient Completion

Apply these practices to reduce negotiation cycles, speed acceptance, and protect both parties.

Use a Clear Scope and SOW
Break work into numbered tasks with acceptance tests tied to objective metrics. Include sample data or test cases and define what constitutes 'pass' to prevent later disputes over fulfillment.
Link Payments to Measurable Deliverables
Avoid ambiguous milestones. Use specific deliverable IDs, dates, and acceptance windows. Holdback or escrow terms can align incentives while protecting the payer from incomplete work.
Specify Data Protections
List encryption, access controls, breach notification timelines, and compliance regimes (HIPAA, FERPA, or PCI) as applicable. Require written notice and defined remediation when incidents occur.
Document Change Control
Require written change orders that adjust scope, schedule, and fees. Use versioned SOW exhibits and retain signed amendments in the contract repository for auditability.

Real-World Examples of Integration Agreements in Use

These examples show how organizations apply integration agreements to manage technical and contractual complexity.

Xerox Integration

Optica Ventures integrated NetSuite with third-party services to automate billing and reconciliation.

  • Integration required API mapping and role-based testing.
  • The agreement tied milestone payments to automated test passes and preserved IP rights for custom connectors, enabling predictable deployment and reduced disputes.

Martin Properties

A property management firm moved leasing integrations to digital workflows to streamline tenant onboarding.

  • They required mobile signing and audit logs for each lease.
  • The contract defined acceptance criteria, security requirements, and a 30-day warranty, simplifying operations and reducing time to occupancy.

Who Has Authority to Sign

VP Finance

Responsible for commercial approvals, the VP Finance signs for payment commitments and budgetary authority. Provide corporate title and ensure signatory is authorized per corporate resolution to bind the company.

Chief Technology Officer

Signs for technical acceptance and support commitments where the organization delegates technical deliverable approvals to the CTO or a designated integration lead.

Notarization and Witness Steps for Executing Exhibits

If exhibits require notarization or witnesses, follow a clear sequence to ensure validity and recordability.

01

Prepare Document

Finalize exhibit language before scheduling notary

02

Verify Signers

Confirm identity and authority of each signer

03

Schedule Notary

Choose in-person or RON depending on jurisdiction

04

Conduct Signing

Sign in presence of notary and witnesses if required

05

Notary Acknowledgement

Notary completes certificate and journal entry

06

Record if Required

Record deed-like exhibits at county office

07

Distribute Copies

Share executed PDFs with audit trail

08

Archive Originals

Store notarized originals per retention policy

eSignature Vendor Pricing and Feature Snapshot

Compare starter pricing and key capabilities relevant to executing Integration Services Agreements; signNow is listed first per platform data.

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 Varies
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Frequently Asked Questions — Integration Services Agreement

Answers to common questions about execution, electronic signing, enforceability, and post-execution handling of integration agreements.


Need help? Contact support

Key Milestones from Negotiation to Live

Track major milestones in a numbered sequence to coordinate technical and commercial handoffs through delivery and warranty phases.

01

Negotiation Complete

Contract terms agreed and SOW finalized

02

Execution

Agreement signed by authorized parties

03

Development

Integration work completed per milestones

04

Acceptance Testing

Customer runs tests and signs acceptance

be ready to get more
Join over 28 million airSlate SignNow users