Scope of Services
Define shipment types, routing, storage, packaging requirements, and any value-added services such as kitting or returns handling.
A well-drafted Logistics Services Agreement reduces operational disputes, clarifies risk allocation, and protects parties from unexpected liabilities. It establishes performance expectations, invoicing rules, and remedies for delays or loss, enabling predictable supply-chain operations and regulatory compliance.
Each signer should have authority to bind their organization and confirm that operational contacts and insurance certificates match contract terms.
Define shipment types, routing, storage, packaging requirements, and any value-added services such as kitting or returns handling.
Specify delivery windows, on-time performance targets, KPI measurement, reporting cadence, and remedies for missed SLAs.
Detail rates (per shipment, per pallet, per mile), fuel surcharges, accessorial charges, invoicing intervals, and disputed billing processes.
Allocate liability limits, require certificate of insurance, name additional insureds, and address cargo loss and damage procedures.
Identify PII or transactional data shared, security controls, and obligations to comply with HIPAA or other applicable privacy rules when relevant.
Set termination for cause/for convenience, cure periods, and liquidated damages or indemnification provisions for breaches.
| Field | Configuration |
|---|---|
| Signing Order | Define sequential or parallel signing to reflect approval hierarchy. |
| Authentication | Choose email link, SMS code, or stronger KBA where required by risk profile. |
| Attachments | Require upload of COIs, SAT forms, and hazardous materials certifications. |
| Notifications | Configure reminders and recipient status notifications for SLA tracking. |
Electronic workflows should support secure signing, audit trails, and common integrations used by logistics teams.
Date listed in the Effective Date field; obligations begin then
Typically 30–90 days before term end
Set monthly, net 30, or per-shipment invoicing
Commonly 10–30 days to remedy breaches
Require COI updates at policy renewal dates
Finalize scope, rate cards, and operational exhibits before legal review.
Obtain COIs and endorsements needed to start operations.
Complete carrier setup, EDI/TMS connections, and contact handoffs.
Begin first shipments after execution and onboarding checks.
| 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 (Business Premium) | Available | Available | Available | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA required) | Yes | Yes | No | No |
Optica needed faster carrier onboarding for recurring shipments
A property manager contracted 3PL services for tenant moves