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Legal SaaS OF Agreement

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LEGAL SAAS OF AGREEMENT

This Legal SaaS OF Agreement ("Agreement") is made as of by and between Provider Name: , organized as , with principal place of business at ; and Customer Name: , with principal place of business at .

Recitals

WHEREAS, Provider is engaged in the business of licensing hosted software, providing related professional services and support, and maintains Documentation and operational infrastructure necessary to deliver the Services described below; and

WHEREAS, Customer desires to obtain from Provider, and Provider desires to provide to Customer, access to and use of Provider's software-as-a-service offering and related services under the terms and conditions set forth in this Agreement.

WHEREAS, the parties intend that this Agreement govern the parties' rights and obligations with respect to the Services, fees, confidentiality, intellectual property and other matters set forth herein.

NOW THEREFORE, in consideration of the mutual covenants and promises contained herein, the parties agree as follows:

1. Definitions

1.1 "Services" means the hosted software solution, online platform, and related maintenance, support and professional services to be provided by Provider as further described in the Statement of Services below and in the Documentation.

1.2 "Documentation" means Provider's published user guides, technical specifications, and online help materials pertaining to the Services as updated from time to time.

1.3 "Customer Data" means all electronic data and information submitted by Customer or on Customer's behalf to the Services.

2. License Grant and Use

2.1 License. Subject to Customer's compliance with this Agreement and payment of Fees, Provider grants Customer a non-exclusive, non-transferable, non-sublicensable right to access and use the Services and Documentation during the Term solely for Customer's internal business purposes.

2.2 Restrictions. Customer shall not (a) copy, modify, create derivative works of, or reverse engineer the Services; (b) resell, distribute or make the Services available to third parties except as expressly permitted in writing; or (c) use the Services to develop competing products or services.

3. Services; Statement of Work

Provider will use commercially reasonable efforts to make the Services available 24 hours a day, seven days a week, except for scheduled maintenance and events beyond Provider's reasonable control. Scheduled maintenance will be notified to Customer in advance where practicable.

Service credits, if any, shall be Customer's sole and exclusive remedy for any failure to meet any service level commitments expressly set forth in an applicable Statement of Services.

4. Fees and Payment

Customer shall pay Provider the fees set forth in the applicable invoice or order form. All Fees are non-refundable except as expressly provided in this Agreement.

Late payments shall accrue interest at the lesser of 1.5% per month or the maximum permitted by applicable law. All Fees are exclusive of taxes; Customer is responsible for any taxes assessed on amounts paid hereunder, other than taxes based on Provider's net income.

5. Term and Termination

5.1 Term. The initial term of this Agreement shall commence on the Effective Date and continue for months, and shall renew automatically for successive renewal terms of equal length unless either party gives written notice of non-renewal at least days prior to the end of the then-current term.

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

5.3 Effect of Termination. Upon termination, Customer shall cease all use of the Services. Provider will, at Customer's written request made within thirty (30) days after termination and subject to payment of any outstanding Fees, make available a copy of Customer Data for export in a commonly used format, after which Provider may permanently delete Customer Data.

6. Confidentiality

Each party shall maintain the other's Confidential Information in confidence, using at least the same degree of care it uses to protect its own confidential information but in no event less than reasonable care; shall not use Confidential Information except as necessary to perform its obligations under this Agreement; and shall not disclose Confidential Information to third parties except to its employees, contractors and advisors on a need-to-know basis and subject to obligations of confidentiality no less protective than those set forth herein.

Confidential Information does not include information that is or becomes generally available to the public other than by breach of this Agreement or that is independently developed by the receiving party without use of the disclosing party's Confidential Information.

7. Data Protection and Security

Provider shall implement and maintain administrative, physical and technical safeguards designed to protect the security, confidentiality and availability of Customer Data. Provider will notify Customer without undue delay upon becoming aware of a security incident affecting Customer Data and shall cooperate with Customer's reasonable requests to investigate and remediate the incident. Provider shall notify Customer within hours of discovery of any unauthorized access materially affecting Customer Data.

8. Intellectual Property

Provider retains all right, title and interest in and to the Services, Documentation and Provider's underlying technology, including all modifications and derivative works thereof. Customer retains all right, title and interest in and to Customer Data. No ownership rights are conveyed by this Agreement except for the limited license expressly stated herein.

9. Warranties and Disclaimers

9.1 Limited Warranty. Provider warrants that it will perform the Services materially in accordance with the Documentation. For any breach of this warranty, Customer's sole and exclusive remedy is the correction of the nonconformity or termination of the affected Service and refund of prepaid fees for the affected period.

9.2 DISCLAIMER. EXCEPT FOR THE EXPRESS WARRANTIES SET FORTH ABOVE, THE SERVICES ARE PROVIDED "AS IS" AND PROVIDER DISCLAIMS ALL OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

10. Indemnification

10.1 Provider Indemnity. Provider shall defend Customer against any third party claim alleging that the Services, as provided by Provider, infringe a third party's intellectual property rights, and shall indemnify Customer for damages finally awarded against Customer; provided that Customer (a) promptly notifies Provider in writing of any claim; (b) gives Provider sole control of the defense and settlement; and (c) provides reasonable assistance and cooperation.

10.2 Customer Indemnity. Customer shall indemnify Provider against any claim arising from Customer Data, Customer's use of the Services in breach of this Agreement, or Customer's violation of applicable law.

11. Limitation of Liability

EXCEPT FOR LIABILITY ARISING FROM A PARTY'S GROSS NEGLIGENCE, WILLFUL MISCONDUCT, BREACH OF CONFIDENTIALITY, OR INDEMNIFICATION OBLIGATIONS, IN NO EVENT SHALL EITHER PARTY'S AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT EXCEED THE FEES PAID BY CUSTOMER TO PROVIDER UNDER THIS AGREEMENT IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

12. Audit and Records

Provider may retain records relevant to performance and billing. Customer may, upon reasonable notice and during normal business hours, inspect Provider's records relating to Customer's use of the Services solely to verify compliance with this Agreement; such inspection shall be at Customer's expense and not more frequently than once every twelve (12) months.

13. Notices

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses below or to such other address as either party may specify in accordance with this Section.

14. Amendments; Waiver

No amendment, modification or waiver of any provision of this Agreement shall be effective unless it is in writing and signed by authorized representatives of both parties. No failure or delay in exercising any right shall operate as a waiver of that right.

15. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of , without regard to conflict of laws principles.

16. Entire Agreement

This Agreement, together with any order forms, statements of services and attachments expressly incorporated herein, constitutes the entire agreement between the parties relating to the subject matter and supersedes all prior and contemporaneous agreements, proposals, or representations, written or oral.

17. Severability

If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall continue in full force and effect and the invalid or unenforceable provision shall be interpreted to effectuate the parties' intent to the greatest extent permitted by law.

18. Counterparts and Electronic Signatures

This Agreement may be executed in counterparts, each of which shall be deemed an original, and all of which together shall constitute one instrument. Signatures exchanged by electronic means (including scanned signatures or electronic signature platforms) shall be binding as originals.

Provider:

By:

Date:

Customer:

By:

Date:

Enter text✕

What the Legal SaaS OF Agreement Is

A Legal SaaS OF Agreement is a standardized order form and accompanying contract used to license software-as-a-service on legally enforceable terms. It typically details parties, services, billing, term and termination, data handling, intellectual property allocation, liability limits, and service levels. For many vendors it acts as the operative commercial agreement when combined with a master subscription or reference terms and is used to record pricing, user counts, and any negotiated exceptions to the provider’s standard terms.

Why this Agreement Matters for Buyers and Sellers

The Legal SaaS OF Agreement allocates operational risk, creates billing and service obligations, and documents legal rights that affect data protection, liability, and compliance. Clear terms reduce disputes, set expectations for uptime and support, and establish which law and dispute process will govern performance and breach remedies.

Why this Agreement Matters for Buyers and Sellers

Who Typically Completes a SaaS Order Form

Teams that finalize a SaaS purchase vary by organization but usually include procurement, IT, legal, and the business owner responsible for the software.

  • Procurement and sourcing teams — negotiate pricing, discounts, and payment terms with the vendor.
  • IT and security teams — confirm integrations, data handling, and authentication requirements.
  • Legal or contracts teams — approve liability caps, indemnities, and governing law provisions.

Final execution often requires signatory authority from a corporate officer or an authorized procurement delegate; include the signing party’s title and authority on the form.

Core Sections to Include in a Professional Order Form

A complete Legal SaaS OF Agreement organizes commercial and legal terms so both parties can quickly verify obligations and rights.

Parties

Full legal names and entity types for both customer and provider; include registered addresses and state of formation.

Services

Clear description of licensed modules, user counts, API access, storage limits, and any excluded features or third-party components.

Fees

One-time, recurring, and usage-based fees; invoicing cadence, accepted payment methods, and late payment interest rates or suspension rights.

Term & Renewal

Initial term length, automatic renewal clauses, termination for convenience or cause, and any renewal pricing formulas.

Data & Security

Data ownership, permitted processing, breach notification timing, required certifications, and whether a BAA is necessary for HIPAA data.

Liability & IP

Limitation of liability, indemnities, warranty disclaimers, and intellectual property allocation for customer content and provider deliverables.

Step-by-Step: How to Fill and Execute the Agreement

Follow these sequential steps to complete the order form accurately and move to signed execution.

  • 01
    Prepare: Collect entity documents, procurement approvals, and pricing schedules.
  • 02
    Complete Fields: Enter party details, services, fees, dates, and special terms.
  • 03
    Review: Legal and IT review for risk, security, and compliance obligations.
  • 04
    Sign: Execute via authorized signature and retain the signed copy.

How to Configure an Online Completion Workflow

Configure fields, routing, and authentication to match your organizational approval and signature needs.

Field Configuration
Template Save standard clause library and pricing schedules for reuse.
Authentication Choose email, SMS, or KBA for signer verification.
Routing Set sequential or parallel approval order and notifications.
Integrations Connect to Salesforce, NetSuite, or Google Workspace for automatic updates.

Where to Send and How Execution Typically Proceeds

After preparation, the document follows a predictable delivery and signing path; map recipients to signing roles before distribution.

  • Upload: Upload the order form and attach any exhibits or SOWs.
  • Assign Roles: Designate signer, approver, and observer roles for each party.
  • Send: Deliver via secure signing link or direct email invite to signers.
  • Store: Save executed copies in contract repository and update CRM records.

Distribution Channels and Platform Requirements

Choose delivery methods that balance signer convenience with required authentication and auditability.

  • Formats Supported: PDF, DOCX, HTML, and Excel input/output supported.
  • Integrations: Connectors available for Salesforce, NetSuite, and Google Workspace.
  • Authentication: Options include email, SMS, KBA, and SSO/SAML.

Ensure your chosen platform supports the required legal and security controls (audit trail, encryption, optional RON) and retains the signed record in a reproducible format for compliance and audits.

Required Information and Common Data Fields

Legal Entity: Full registered name
Address: Street, city, state, ZIP
Tax ID: EIN or SSN as required
Contact: Email and phone
Payment Terms: Net 30, credit card, ACH
Signature: Signer name, title, date

Common Mistakes to Avoid When Preparing the Order Form

  • Failing to match the legal entity name to formation documents, causing enforceability and payment routing problems.
  • Omitting scope details or service limits, which creates disputes over overage charges and feature access.
  • Not specifying renewal mechanics or auto-renew terms, leading to unexpected charges or term confusion.
  • Skipping security or data processing clauses, which can impede regulatory compliance or require renegotiation.

Penalties and Risks from Errors or Omissions

Missing Signature: May impair enforceability
Wrong Entity: Payment disputes and tax issues
Undefined Scope: Unplanned fees or litigation
No BAA: HIPAA exposure for PHI
Improper Governing Law: Unexpected venue or statute differences
Data Location Omitted: Compliance risk across jurisdictions

Typical Timelines and Notice Periods

Key dates and deadlines affect onboarding, billing, renewals, and termination rights; set calendar reminders to avoid automatic renewals or missed notice windows.

Negotiation Window:

7–30 days typical for standard amendments

Execution Deadline:

Complete signatures within the agreed offer acceptance period

Onboarding Start:

Usually begins within 1–4 weeks after execution

Billing Cycle:

Monthly or annual invoicing as specified in Fees section

Renewal Notice:

Commonly 30–90 days before automatic renewal

Examples: How Organizations Use an Order Form

Real examples show how different teams complete and rely on a SaaS order form in daily operations.

Optica Ventures (COO)

A small investment firm standardized its order form to onboard portfolio tools across teams quickly, reducing manual follow-up.

  • Saved approvals from multiple stakeholders into a single template for consistent terms.
  • "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Xerox (NetSuite Director)

A global enterprise used order forms linked to NetSuite to automate billing and license reconciliations, improving accounting accuracy.

  • Integrated contract terms pushed to ERP for invoice generation.
  • "airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite."

eSignature Pricing and Feature Comparison

Comparison of common pricing and feature criteria across several vendors; signNow is listed first for parity with other providers.

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
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently Asked Questions and Troubleshooting

Answers to common legal and technical questions about completing, executing, and storing a Legal SaaS OF Agreement.


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