Scope of Services
Define covered systems, excluded tasks, hours of support, and any optional projects so billing and responsibilities are unambiguous.
A precise agreement reduces disputes, aligns expectations, and creates measurable SLAs that guide operational performance and invoicing. It establishes responsibility for data protection, incident handling, and third-party dependencies while limiting exposure through liability caps and defined remedies.
Typical users include managed service providers, in-house IT teams, procurement officers, legal counsel, and small-to-medium business owners who need formalized support arrangements.
Use this agreement whenever an organization needs documented SLAs, predictable budgeting, or formal data-protection and escalation procedures between parties.
A managed service provider owner or authorized executive signs to bind the provider to specific service levels, pricing, and liability limits. Their signature confirms capacity to deliver services, to subcontract, and to comply with confidentiality and data protection clauses.
A corporate IT director or procurement officer signs for the client, confirming acceptance of SLA metrics, billing terms, authorized contacts, and any site-access or security requirements. Their signature also signals approval to share necessary access credentials under agreed controls.
Define covered systems, excluded tasks, hours of support, and any optional projects so billing and responsibilities are unambiguous.
Specify response and resolution times, severity definitions, uptime targets, measurement methods, and remedy mechanisms such as service credits.
Describe pricing model (flat fee, hourly, block hours), invoicing cadence, late fees, expense reimbursement, and tax treatment.
State initial term, renewal mechanics, termination for convenience or breach, notice periods, and post-termination transition obligations.
Include data-handling rules, encryption requirements, breach notification timelines, and any required Business Associate Agreement for HIPAA contexts.
Establish a change-order process, approval thresholds, scope-change pricing, and rollback responsibilities to manage upgrades or projects.
| Field | Configuration |
|---|---|
| Authentication Method | Email + SMS code or stronger KBA if required |
| Routing Order | Sequential or parallel signer steps |
| Notification Settings | Reminders, expiration, and escalation |
| Archive Location | Designated secure repository and retention policy |
Use a platform that supports common file formats and provides secure authentication and audit logging for legal enforceability.
Example: Critical incidents responded to within 1 hour
Example: Critical incidents resolved within 8 hours
Monthly invoicing due within 30 days of invoice
Provide 60 days written notice before automatic renewal
Terminate for convenience with 30 days notice unless stated otherwise
Customer submits incident and assigns severity for triage.
Support team validates and assigns technician or escalation path.
Technician resolves issue and customer confirms satisfactory outcome.
Document root cause and preventive actions for future incidents.
Tech Data centralized support contracts to improve service delivery and reduce billing disputes
BIS chose a provider with SOC 2 and ESIGN/UETA alignment to support regulated clients
| 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 | Yes, limited | Yes, limited |
| Bulk Send | Yes (higher tiers) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | No cap indicated | No cap indicated | No cap indicated |