Establishing secure connection…Loading editor…Preparing document…

Legal MSA and Purchase Order Template

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

LEGAL MSA AND PURCHASE ORDER TEMPLATE

This Master Services Agreement and Purchase Order (the "Agreement") is entered into as of Effective Date: by and between Client Name: , a with principal place of business at , and Supplier Name: , a with principal place of business at . Client and Supplier may be referred to herein individually as a "Party" and collectively as the "Parties."

RECITALS

WHEREAS, Supplier is engaged in the business of providing services and/or products described in statements of work and purchase orders; and

WHEREAS, Client desires to procure such services and products from Supplier from time to time pursuant to individual purchase orders incorporating the terms of this Agreement; and

WHEREAS, the Parties intend that the terms and conditions set forth in this Agreement shall govern the relationship between the Parties for all purchase orders issued under this Agreement.

NOW, THEREFORE, in consideration of the mutual promises set forth herein, the Parties agree as follows:

1. DEFINITIONS

1.1 "Agreement" means this Master Services Agreement and Purchase Order, including exhibits, statements of work and individual purchase orders issued hereunder. 1.2 "Purchase Order" means a document issued by Client specifying goods or services, quantities, pricing, delivery dates and other particulars, which expressly references this Agreement. 1.3 "Services" means the services to be performed by Supplier as described in a Purchase Order or statement of work. 1.4 Terms defined in a Purchase Order or SOW shall have the meanings set forth therein.

2. SCOPE OF SERVICES AND PURCHASE ORDERS

2.1 Services. Supplier shall provide Services and deliverables in accordance with Purchase Orders issued by Client. Each Purchase Order shall be subject to the terms of this Agreement. Supplier shall perform Services in a professional and workmanlike manner consistent with industry standards.

2.2 Formation of Purchase Orders. A Purchase Order becomes a binding agreement when accepted in writing by Supplier or when Supplier begins performance. Purchase Orders shall include a Purchase Order Number: and PO Date: .

3. PURCHASE ORDER DETAILS

The following purchase order line items are issued under this Agreement. Quantities, unit prices and totals shall control for the specific order.

Item No. Description Quantity Unit Unit Price Line Total
1
2
3

Subtotal:    Taxes:    Shipping & Handling:    Total:

4. FEES, INVOICING AND PAYMENT

4.1 Fees. Client shall pay Supplier the fees set forth in each Purchase Order. Fees are exclusive of taxes unless otherwise stated. 4.2 Invoicing. Supplier shall submit invoices to Client at Invoice Address: with reference to the applicable Purchase Order Number.

4.3 Payment Terms. Unless otherwise stated in a Purchase Order, Client shall pay undisputed invoices within days from the date of invoice. Late payments shall bear interest at a rate of or the maximum allowed by law, whichever is less.

5. CHANGE ORDERS

Any change to the scope, schedule, price or deliverables shall be documented in a written change order signed by authorized representatives of both Parties. Supplier shall not be obliged to perform changed work without an executed change order setting forth adjustments to fees and schedule.

6. TERM AND TERMINATION

6.1 Term. This Agreement commences on Effective Date and continues until terminated as set forth herein. Initial Term (months): . 6.2 Termination for Convenience. Either Party may terminate this Agreement or any Purchase Order for convenience upon days' written notice. 6.3 Termination for Cause. Either Party may terminate for material breach if the breaching Party fails to cure within thirty (30) days after written notice.

7. CONFIDENTIALITY

7.1 Definition. "Confidential Information" means non-public information disclosed by a Party that is designated as confidential or that reasonably should be understood to be confidential. 7.2 Obligations. Each Party shall: (a) use Confidential Information only to perform its obligations under this Agreement; (b) restrict disclosure to employees, contractors and agents with a need to know and who are bound by confidentiality obligations no less protective than this Section; and (c) protect Confidential Information with at least the same degree of care it uses to protect its own confidential information, but no less than a reasonable standard of care.

7.3 Exclusions. Confidential Information does not include information that: (a) is or becomes public other than via breach of this Agreement; (b) was rightfully known prior to disclosure; (c) is lawfully received from a third party without restriction; or (d) is independently developed without use of the disclosing Party's Confidential Information.

8. INTELLECTUAL PROPERTY

8.1 Background IP. Each Party retains all right, title and interest in its pre-existing intellectual property. 8.2 Deliverables. Unless otherwise specified in a Purchase Order, Supplier grants Client a perpetual, non-exclusive, worldwide, royalty-free license to use, reproduce and modify deliverables for Client's internal business purposes upon payment in full for such deliverables. 8.3 Third-Party Materials. Supplier shall obtain and pass through to Client any required third-party licenses necessary for Client's use of deliverables.

9. WARRANTIES; DISCLAIMER

9.1 Supplier Warranty. Supplier represents and warrants that (a) Services will be performed in a professional manner consistent with industry standards, and (b) deliverables will materially conform to specifications set forth in the applicable Purchase Order for a period of days after delivery. 9.2 Disclaimer. EXCEPT FOR THE EXPRESS WARRANTIES SET FORTH HEREIN, THE PARTIES DISCLAIM ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.

10. INDEMNIFICATION AND LIMITATION OF LIABILITY

10.1 Indemnity by Supplier. Supplier shall defend, indemnify and hold harmless Client and its officers, directors and employees from and against third-party claims arising out of Supplier's gross negligence, willful misconduct, or breach of intellectual property rights, provided Client gives prompt written notice and reasonable assistance. 10.2 Limitation of Liability. EXCEPT FOR LIABILITY ARISING FROM A BREACH OF CONFIDENTIALITY, INDEMNIFICATION OBLIGATIONS OR GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, NEITHER PARTY'S AGGREGATE LIABILITY FOR DIRECT DAMAGES SHALL EXCEED OR THE TOTAL AMOUNTS PAID OR PAYABLE BY CLIENT UNDER THE APPLICABLE PURCHASE ORDER, WHICHEVER IS LESS.

11. INSURANCE

Supplier shall maintain and carry at its expense insurance with minimum coverages: Commercial General Liability: ; Professional Liability: ; Workers' Compensation as required by law. Upon request, Supplier will provide certificates of insurance to Client.

12. COMPLIANCE WITH LAWS

Each Party shall comply with all applicable federal, state and local laws, regulations and ordinances in performing its obligations under this Agreement, including export controls, anti-corruption laws and employment laws.

13. NOTICES

Notices under this Agreement shall be in writing and delivered by hand, overnight courier, or certified mail to the addresses set forth below or to such other address as a Party may designate by notice.

14. ASSIGNMENT; AMENDMENT; WAIVER; COUNTERPARTS

Neither Party may assign this Agreement without the prior written consent of the other Party, except that either Party may assign to an affiliate or in connection with a merger or sale of substantially all assets. No amendment or waiver shall be effective unless in writing and signed by authorized representatives of both Parties. This Agreement may be executed in counterparts, each of which shall be deemed an original.

15. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflicts of law principles. This Agreement, together with all Purchase Orders and express attachments, constitutes the entire agreement between the Parties and supersedes all prior agreements relating to the subject matter hereof. If any provision is held unenforceable, the remaining provisions shall remain in full force and effect.

16. MISCELLANEOUS

Headings are for convenience only and shall not affect interpretation. The Parties acknowledge that they have had the opportunity to review this Agreement with counsel and that any ambiguity shall not be construed against the drafting Party.

Client:

By:

Date:

Supplier:

By:

Date:

Enter text✕

What a Legal MSA and Purchase Order Template Is

A Legal MSA and Purchase Order Template combines a Master Services Agreement (MSA) that sets the standing contractual terms with a Purchase Order (PO) form for individual purchases. The MSA defines scope, warranties, indemnities, confidentiality, intellectual property, termination, and governing law; the PO captures quantities, delivery, pricing, payment terms, and line-item details. Organizations use the combined template to accelerate procurement, ensure consistent legal terms across projects, and reduce negotiation on routine buys while keeping specific order data separate and auditable.

Why standardize with an MSA + PO template

Using a combined Legal MSA and Purchase Order Template standardizes commercial terms, reduces negotiation time, and centralizes procurement controls. It separates master contract obligations from transactional order details so organizations can approve repeat purchases faster while preserving core legal protections and auditability under electronic signature laws.

Why standardize with an MSA + PO template

Typical teams and roles that use this template

Several departments rely on MSA + PO templates to manage recurring supplier relationships and spend control.

  • Procurement teams: create and issue POs linked to a standing MSA for vendor onboarding and spend governance.
  • Legal counsel: review and maintain MSA clauses, update governing law, indemnity, and liability sections.
  • Finance/accounts payable: validate PO numbers, payment terms, invoice routing, and tax reporting requirements.

Combining legal and transactional documents reduces handoffs and centralizes approval workflows across procurement, legal, and finance teams.

Core elements to include in a professional MSA + PO

A robust template combines master contract clauses with a clear transactional PO form so each purchase is governed by pre-agreed terms while preserving order-level specificity.

Master Terms

Governing law, interpretation, notices, confidentiality, data protection, and general contract boilerplate to apply to all POs.

Scope of Work

High-level description of services or goods covered by the MSA plus references to detailed Statements of Work or exhibits.

Purchase Order Detail

PO number, itemized goods or services, quantities, unit prices, delivery instructions, shipping terms, and acceptance criteria.

Pricing & Payment

Payment schedule, invoicing requirements, applicable taxes, late payment interest, and any retainage or holdback terms.

Change Control

Procedure for change orders, approvals, pricing adjustments, and how changes modify PO vs. MSA obligations.

Liability & Termination

Limitations of liability, indemnification, termination for convenience or cause, and post-termination obligations.

Step-by-step: complete and execute the combined MSA + PO

Follow these sequential steps to prepare, approve, and finalize an order under a standing MSA.

  • 01
    Prepare MSA template: Confirm master contract terms are current.
  • 02
    Create PO: Populate item, price, delivery, and PO number.
  • 03
    Internal approvals: Route to procurement, legal, and finance as required.
  • 04
    Sign and distribute: Execute with eSignature and send final documents to vendor.

Typical digital workflow settings for MSA + PO processing

Configure your online workflow to match internal approvals, signer order, and authentication strength before sending.

Field Configuration
Template Upload PDF or DOCX accepted
Signer Order Sequential or parallel
Authentication Email, SMS code, or KBA
Notifications Email reminders enabled

Where to send and how signed documents circulate

A clear routing plan reduces processing time and ensures records are retained in the right systems.

  • Send to vendor: Transmit executed PO and MSA reference to supplier.
  • Receive acknowledgment: Capture vendor acceptance or requested modifications.
  • Route to AP: Forward final documents for invoice matching and payment.
  • Archive executed copy: Store signed files in contract repository and accounting systems.

Technical considerations for eSigning and eSubmission

Confirm supported file types, integrations, and authentication methods before you begin electronic execution.

  • File Formats: PDF and DOCX
  • Integrations: Salesforce, NetSuite, Microsoft 365
  • Authentication: Email link, SMS, 2FA

Use platforms that provide secure audit trails, retention controls, and optional BAAs for healthcare records to meet compliance needs.

Common timelines and deadlines to track

Track PO and contract deadlines in one calendar so approvals, deliveries, and tax reporting are not missed.

PO acceptance window:

Vendor typically must accept within specified days in PO.

Delivery lead time:

Set expected lead time and acceptance testing period.

Invoice submission:

Invoices must reference PO and be submitted per payment clause.

Payment terms:

Commonly Net 30; negotiate discounts for early payment.

Tax reporting:

1099-NEC recipient/IRS deadline: Jan 31

Key milestones from negotiation to closeout

Use milestone stages to monitor progress and trigger approvals at the right time.

01

Negotiation

Finalize MSA terms and exhibits prior to ordering.

02

Execution

Obtain signatures on MSA and associated PO.

03

Fulfillment

Vendor ships goods or delivers services to specification.

04

Closeout

Confirm acceptance, final invoicing, and archive records.

Common mistakes to avoid when preparing MSA + PO

  • Missing or inconsistent legal names between MSA and PO causing invoice rejection and payment delays.
  • Vague scope descriptions that lead to disputes over deliverables, acceptance criteria, and change orders.
  • Incorrect or absent PO numbers which prevent AP systems from matching invoices to orders.
  • Skipping signature authority checks and signing by unauthorized staff, which can void obligations.

Potential penalties and legal risks from incorrect documents

Late payment penalties: Interest and contractual fines.
Tax reporting exposure: Incorrect 1099s can trigger IRC §6721 penalties.
Liability gaps: Missing indemnity or insurance limits risk loss.
Invalid signatures: Improper execution may affect enforceability.
Contract disputes: Ambiguous terms increase litigation risk.
Regulatory breaches: HIPAA or export violations carry fines.

Real-world examples of MSA + PO usage

These concise examples show how organizations use a standing MSA with POs to speed execution and preserve compliance.

Tech Data (Enterprise)

Tech Data streamlined external customer transactions under a standard MSA

  • Reduced contract back-and-forth across divisions
  • CEO Bob Dutkowsky reports improved internal and external service while accelerating revenue processes.

Xerox (Integration)

Xerox used an integrated MSA + PO process tied to NetSuite

  • Simplified signature collection and record management
  • Director Kodi-Marie Evans highlighted flexibility and correct-format signatures via integration.

eSignature vendor comparison for MSA and PO workflows

Compare starting price, trial availability, bulk send, audit trail, and HIPAA support across common vendors; signNow is listed first per vendor layout.

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 No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Security and compliance checklist

Encryption in transit: TLS 1.2/1.3
Encryption at rest: AES-256
Certifications: SOC 2 Type II
HIPAA support: BAA available
Regulatory support: 21 CFR Part 11
Accessibility: WCAG 2.0 AA

Frequently asked questions about MSA + PO execution

Answers to common legal, signature, and processing questions encountered when using an MSA with purchase orders.


Need help? Contact support

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