Service scope
List each service offered (mail acceptance, scans, storage, forwarding, shredding), frequency of execution, and any tiered options or SLA targets for processing times.
A written agreement reduces misdelivery and disputes, sets customer expectations for handling and turnaround, and documents liability and insurance limits. For mail that may contain regulated data, the agreement clarifies compliance obligations and recordkeeping responsibilities.
Use the agreement to align operational processes, minimize liability exposure, and establish timelines for delivery, storage, and destruction of retained materials.
List each service offered (mail acceptance, scans, storage, forwarding, shredding), frequency of execution, and any tiered options or SLA targets for processing times.
Specify setup fees, recurring service charges, per-item fees, billing cycle, accepted payment methods, and late-payment remedies or interest rates.
Define access controls, staff background checks, encryption for scanned content, and procedures for handling regulated data such as PHI or financial records.
State carrier liability limits, maximum recovery for lost or damaged mail, insurance requirements, and any declared-value options.
Set retention windows for physical and electronic copies, destruction methods, and notification procedures prior to disposal.
Describe notice periods, final accounting, retrieval of stored items, and any transfer fees for returning physical mail or data.
| Field | Configuration |
|---|---|
| Service selection | Use checkboxes for discrete services and conditional pricing fields |
| Effective date | Auto-fill MM/DD/YYYY and allow manual override |
| Authorized signer | Require name, title, and email; validate with domain or ID |
| Signature field | Collect signature and timestamp with audit trail |
Confirm your chosen platform supports audit trails, conditional fields, and secure storage; map the workflow to accounting and CRM systems to ensure consistent billing and recordkeeping.
Provider processes new mail within 1–3 business days
Forwarding typically occurs per chosen schedule (daily, weekly, ad hoc)
Specify monthly or annual billing and grace periods
Commonly 30 days' written notice required
Indicate storage hold time before return or destruction
| 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 — verify | Varies — verify | Varies — verify | Varies — verify |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |