Scope of Services
Describe specific maintenance tasks (patching, content updates, backups), accepted response categories, and any excluded work such as new feature development or third-party licensing costs.
A formal agreement reduces ambiguity about responsibilities, timelines, and fees; protects confidential and regulated data; and documents remedies for outages, defects, or missed SLAs. It also clarifies ownership of code and updates and creates an auditable record that supports regulatory compliance under ESIGN/UETA where contracts are exchanged or executed electronically.
Typical signers include vendor account executives, technical leads, and client procurement or IT managers involved in operations and compliance.
Ensure the signer has authority to bind the organization and confirm any delegated signature rules in the company’s bylaws or corporate resolution before finalizing.
Describe specific maintenance tasks (patching, content updates, backups), accepted response categories, and any excluded work such as new feature development or third-party licensing costs.
Define measurable SLAs (uptime %, response and resolution targets by severity) plus remedies such as credits or termination rights when thresholds are missed.
Describe approval workflows for updates, scheduled maintenance windows, staging and rollback procedures, and testing responsibilities to avoid production outages.
Specify data classification, encryption requirements in transit and at rest, breach notification timelines, and any required compliance addenda (HIPAA BAA, PCI controls).
Clarify ownership of custom code, licenses for third-party components, and whether deliverables are assigned or licensed to the client.
State recurring fees, billing cycle, change-order pricing, minimum term, termination notice, and transitional assistance or data return upon contract end.
| Field | Configuration |
|---|---|
| Signer Sequence | Set role order, optional parallel signing where allowed |
| Authentication | Choose email, SMS, or stronger methods for high-risk signers |
| Conditional Fields | Show or hide sections based on selections like add-ons |
| Retention Settings | Enable audit trail and export signed PDF plus metadata |
Choose eSignature and file-storage platforms that meet your authentication and retention requirements and integrate with existing systems.
Ensure the selected vendor supports required compliance controls (audit trail, encryption, BAA if HIPAA applies) and that records can be exported for e-discovery or audits.
Define initial acknowledgment and resolution targets by severity within contract.
State monthly or annual invoicing and payment due dates.
Require written notice 30–90 days before automatic renewal.
Specify 30–90 days’ notice for convenience termination.
Document 24/7 escalation paths for critical outages.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes (tiered) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Brian Fitzgibbons found the interface easy for the team and customers.
Tim Martin processed and executed documents online with compliance and security.