Definitions
Precise sample identification, batch numbers, and material descriptions to avoid ambiguity about what is being transferred and tested.
A clear agreement protects sample integrity, sets testing and acceptance rules, allocates risk, and documents ownership and IP rights. It reduces disputes about contamination, scope of testing, confidentiality, and downstream use of results. For electronic signing, ESIGN (15 U.S.C. ch. 96) and UETA support enforceability when intent, consent, attribution, and retention requirements are met.
Parties vary by use case but commonly include manufacturers, labs, distributors, retailers, and research organizations.
Each signer should confirm assigned responsibilities, custody steps, and authority to bind their organization before signing.
Typically approves sample specifications and test scope, confirms chain-of-custody requirements, and certifies that samples represent production or batch characteristics. Must have delegated authority to enter into technical testing arrangements.
Often responsible for acceptance criteria, receiving results, and authorizing corrective actions. May require authority to approve liability clauses and remediation responsibilities on behalf of the company.
Precise sample identification, batch numbers, and material descriptions to avoid ambiguity about what is being transferred and tested.
Shipping terms, packaging, labeling, tracking, and chain-of-custody procedures that preserve sample integrity and provide evidence if contamination or loss occurs.
Detailed methods, standards, acceptance criteria, and who bears testing costs along with timelines for reporting results.
Nondisclosure obligations tied to sample composition, test methods, and results; specify duration and permitted disclosures.
Ownership of preexisting IP, results-derived IP, license grants for analysis, and restrictions on using test results commercially.
Limitations of liability, indemnification clauses, insurance requirements, and remedies for breach, loss, or contamination.
| Field | Configuration |
|---|---|
| Signature Type | Electronic signature with timestamp and audit trail |
| Authentication | Email link or SMS code; consider stronger ID for regulated samples |
| Attachments | Include packing slip, COA, or chain-of-custody form |
| Routing Order | Define signer sequence: sender → lab → quality director |
For eSigning and eSubmission, choose a platform that supports common formats, integrations, and audit trails.
Specify number of days for delivery after request
Set clear number of days for completing tests and issuing results
Require prompt written notice within a defined short period
State timeframe and method for returning or securely disposing of samples
Specify how long custody and result records will be kept
Originator defines sample and test requirements
Supplier sends sample with COA and tracking
Lab completes protocol and documents results
Parties accept results or follow dispute resolution steps
Tim Martin used digital agreements to process sample approvals remotely and preserve compliance
Xerox integrated eSigned sampling agreements into core systems to attach results to asset records
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |