Is an electronic signature legally valid?

Yes. Electronic signatures are generally legally binding under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided the signature demonstrates intent, consent, attribution, and record retention.

Can I change the monthly fee after signing?

Not without an amendment signed by both parties. Document any fee changes in a written amendment or new agreement to avoid disputes over enforceability.

Who must sign the agreement?

An authorized representative of each party must sign. For businesses, use a person with authority (officer, manager, or person with delegated signing power). Document title and authority in the signature block.

Do monthly agreements need notarization?

Generally no; most service agreements do not require notarization. If a specific state or a particular clause requires acknowledgment, follow that state's notary rules.

How do I cancel or revoke the agreement?

Follow the termination clause procedures in the agreement. For consumer-facing contracts, confirm any statutory cancellation rights applicable in the jurisdiction.

How should I store signed agreements?

Keep signed copies and audit trails in secure, access-controlled storage. Ensure records are reproducible and retained according to IRS, HIPAA, or other applicable retention rules.

Electronic Signature
Templates
Miscellaneous
Monthly Service Agreement Template

Monthly Service Agreement Template

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

MONTHLY SERVICE AGREEMENT

This Monthly Service Agreement (the "Agreement") is made and entered into as of by and between:

Parties

Service Provider Name Service Provider Address Client Name Client Address

WHEREAS

WHEREAS, Service Provider is duly qualified and capable of providing the services described herein and represents that it possesses the personnel, skill and resources necessary to provide such services in a professional manner; and

WHEREAS, Client desires to engage Service Provider to provide monthly services under the terms and conditions set forth in this Agreement, and Service Provider is willing to provide such services on the terms and conditions set forth herein.

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

1. Scope of Work

Service Provider shall perform the services described below (the "Services"). Service Provider will use commercially reasonable efforts to perform the Services in a timely and professional manner consistent with industry standards.

Detailed Scope of Work

2. Payment Terms

Client shall pay Service Provider a monthly fee for the Services as set forth below. All amounts are payable in United States dollars and are exclusive of taxes unless otherwise stated.

Monthly Fee Billing Schedule

Invoices shall be issued monthly in arrears and are due and payable by Client within days of invoice receipt. Payment shall be made via the payment method agreed by the parties.

Late Fee

Any amount not paid when due shall accrue interest at the lesser of (a) percent per month, or (b) the maximum rate permitted by law. In addition, Client shall be responsible for reasonable collection costs and attorneys' fees incurred by Service Provider in collecting overdue amounts.

3. Term and Termination

The term of this Agreement shall commence on the Start Date and shall continue on a month-to-month basis until terminated in accordance with this Section.

Start Date: End Date (if any):

Either party may terminate this Agreement without cause upon providing the other party with at least days' prior written notice. Either party may terminate this Agreement for material breach if the breaching party fails to cure the breach within thirty (30) days after receipt of written notice specifying the breach.

4. Confidentiality

Each party (the "Receiving Party") shall hold in confidence and not disclose to any third party any non-public information disclosed by the other party (the "Disclosing Party") that is designated confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure ("Confidential Information"). Confidential Information shall not include information that: (a) is or becomes generally available to the public other than as a result of a disclosure by the Receiving Party in violation of this Agreement; (b) was known to the Receiving Party without restriction prior to disclosure by the Disclosing Party; (c) is rightfully received from a third party without restriction; or (d) is independently developed by the Receiving Party without reference to the Disclosing Party's Confidential Information.

The Receiving Party may disclose Confidential Information to the extent required by law or by order of a court of competent jurisdiction, provided that the Receiving Party gives the Disclosing Party prompt written notice and cooperates with reasonable efforts to obtain confidential treatment or a protective order.

Upon termination or expiration of this Agreement, the Receiving Party shall promptly return or destroy, at the Disclosing Party's option, all tangible materials embodying Confidential Information and shall certify in writing the return or destruction of such materials. The confidentiality obligations in this Section shall survive termination for a period of three (3) years.

5. Independent Contractor; Insurance

Service Provider is an independent contractor and not an employee, agent or partner of Client. Service Provider shall determine the method, details and means of performing the Services and is responsible for payment of all taxes and worker benefits arising from payments made under this Agreement. Service Provider shall maintain insurance coverage customary for the Services provided and shall provide proof of such insurance upon Client's reasonable request.

6. Limitation of Liability; Indemnification

Except for willful misconduct or gross negligence, neither party shall be liable to the other for any consequential, special, indirect or punitive damages. Each party shall indemnify, defend and hold harmless the other party from and against third-party claims arising out of the indemnifying party's negligence, willful misconduct or breach of this Agreement, subject to the indemnified party providing prompt written notice of any claim and reasonable cooperation in the defense thereof.

7. Governing Law

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.

8. Entire Agreement; Amendment

This Agreement constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, understandings and communications, whether written or oral. Any amendment or modification of this Agreement must be in writing and signed by authorized representatives of both parties.

9. Miscellaneous

If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall remain in full force and effect. Neither party may assign this Agreement without the prior written consent of the other party, except that either party may assign this Agreement in its entirety to a successor in interest in connection with a merger, acquisition or sale of substantially all its assets.

Notices

Notices under this Agreement shall be in writing and shall be delivered to the addresses set forth above or to such other address as either party may designate by notice to the other. Notices shall be deemed given when delivered personally, or three (3) business days after deposit with a nationally recognized overnight courier.

Billing and Contact Information

Service Provider Contact Client Contact

Service Provider:

By:

Date:

Client:

By:

Date:

What the Monthly Service Agreement Template Is

A Monthly Service Agreement Template is a standardized contract that defines recurring services, payment terms, performance expectations, and termination procedures for services billed on a monthly basis. It clarifies scope of work, invoicing cadence, late fees, renewal mechanics, and responsibilities for both provider and client, reducing disputes and administrative overhead. Businesses use the template to create consistent contracts across clients, to speed onboarding, and to document the parties' obligations in a form suitable for signature, storage, and audit whether executed on paper or electronically.

Why a Clear Monthly Agreement Matters

A clear monthly service agreement sets predictable billing, limits misunderstandings about scope and deliverables, and creates an enforceable record of rights and obligations that supports collections and compliance with consumer, tax, and industry rules.

Typical Users of a Monthly Service Agreement

These agreements are used by recurring-service providers and the clients who hire them.

Managed service providers and software-as-a-service vendors offering subscription or support contracts
Property managers, janitorial and facilities firms using monthly maintenance or management contracts
Agencies, consultants, and freelancers providing retainer or ongoing advisory services

Providers and clients adopt templates to standardize terms, simplify signing, and speed billing and renewals.

Step-by-Step: Complete and Execute the Template

Follow these steps to prepare, review, and finalize a monthly service agreement.

01

Gather details: Collect legal names, scope, fee, and billing preferences.
02

Populate template: Enter fields and attach exhibits such as SOW or price schedules.
03

Review terms: Confirm termination, renewal, and liability provisions with both parties.
04

Execute: Sign, date, and distribute executed copies to all parties.

Essential Clauses to Include in the Agreement

A professional monthly service agreement contains key clauses that govern performance, payment, and risk allocation; include these to make the contract operable and enforceable.

Term and Renewal

Specify the initial term, automatic renewal conditions, and the notice period required to decline renewal so both parties know when commitments end or continue.

Scope of Services

Define deliverables, service levels, response times, and exclusions clearly to limit scope creep and provide objective performance measures.

Payment Terms

Detail billing frequency, invoice due dates, accepted payment methods, late fees, and how taxes or reimbursable expenses are handled.

Termination Rights

Describe termination for convenience and for cause, required notices, cure periods, and any post-termination obligations such as final invoices or data return.

Liability and Indemnity

Limit liability where appropriate, identify insurance requirements, and set reasonable indemnification obligations to allocate risk between parties.

Confidentiality

Include nondisclosure obligations, permitted disclosures, duration of confidentiality, and procedures for handling confidential or personal data.

Security and Compliance Essentials

Encryption: TLS 1.2/1.3 in transit

Data at rest: AES-256 encryption

Audit Trail: Timestamps and IP records

Authentication: Email, SMS, or stronger MFA

HIPAA: BAA required for PHI

Certifications: SOC 2 Type II, ISO 27001

Typical Digital Execution Flow

Digital signing follows a predictable sequence from document preparation to storage and audit record capture.

Upload document: Add the template to the signing platform.
Place fields: Add signature, date, and input fields.
Send to signer: Deliver by email or secure link for signature.
Complete and store: Capture audit trail and archive signed copy.

Recommended Digital Workflow Settings

Standardize workflow options to ensure consistent processing for all monthly agreements.

Field	Configuration
Template name	Monthly Service Agreement v1
Signing order	Provider then client or parallel signing
Authentication	Email link with optional SMS code
Reminders	Auto-remind at 3 and 7 days

Delivery Options and Integration Considerations

Select distribution channels and integrations that match your existing systems and compliance needs.

Formats supported: PDF, DOCX, and HTML
Integrations: CRM and cloud storage connections
Access control: Role-based permissions

Choose platforms that provide secure storage, audit logs, and integrations with tools like CRM, accounting, or document repositories to reduce manual steps.

eSignature Vendor Comparison for Monthly Agreements

Comparison of common vendor pricing and capabilities to consider when choosing an eSignature provider for recurring monthly contracts.

	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	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Practical Tips for Accurate, Efficient Agreements

Adopt consistent drafting and execution practices to reduce errors, speed processing, and limit future disputes.

Use a standardized scope and exhibits

Attach a concise statement of work and price schedule as an exhibit rather than embedding variable details in the main body; this keeps the template reusable and reduces drafting errors when terms change.

Specify payment mechanics clearly

State accepted payment methods, billing date, grace periods, and late fee formulas. Clear mechanics reduce collection disputes and support automated invoice reconciliation.

Include automatic renewal and notice periods

If renewals are automatic, require a defined advance notice to cancel. This prevents unintended renewals and gives both parties time to renegotiate or terminate.

Document changes and approvals

Record modifications in a written amendment signed by authorized representatives; avoid relying on email confirmations alone to change pricing or scope.

Common Mistakes to Avoid

Using vague service descriptions that fail to define deliverables and frequency, inviting disputes over performance
Omitting explicit billing terms or payment method details, causing late payments or improper tax reporting
Failing to specify termination or renewal terms, which can lead to unintended contract extensions
Not retaining executed copies or audit trails, complicating collections and dispute resolution

Risks and Consequences of an Incomplete Agreement

Payment disputes: Late fees unenforceable

Tax exposure: Incorrect reporting or backup withholding

Enforceability: Ambiguous terms may void claims

HIPAA breach: Civil penalties and corrective action

I-9 issues: Employment verification fines

Contract claims: Higher litigation costs

Key Timing and Notice Requirements to Include

Set specific deadlines and notice windows so billing, renewals, and termination are predictable and enforceable.

Invoice due date:

Specify a due date such as 'Net 30 from invoice date.'

Late fee trigger:

State number of days past due before late fees apply.

Renewal notice:

Require at least 30 days' notice to decline automatic renewal.

Termination notice:

Specify notice and cure period for termination for cause.

Billing adjustments:

Set time limit for disputes (e.g., 60 days from invoice).

Frequently Asked Questions About the Template

Answers to common questions about signing, enforceability, changes, and recordkeeping for monthly service agreements.

Need help? Contact support

Is an electronic signature legally valid?
Yes. Electronic signatures are generally legally binding under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided the signature demonstrates intent, consent, attribution, and record retention.
Can I change the monthly fee after signing?
Not without an amendment signed by both parties. Document any fee changes in a written amendment or new agreement to avoid disputes over enforceability.
Who must sign the agreement?
An authorized representative of each party must sign. For businesses, use a person with authority (officer, manager, or person with delegated signing power). Document title and authority in the signature block.
Do monthly agreements need notarization?
Generally no; most service agreements do not require notarization. If a specific state or a particular clause requires acknowledgment, follow that state's notary rules.
How do I cancel or revoke the agreement?
Follow the termination clause procedures in the agreement. For consumer-facing contracts, confirm any statutory cancellation rights applicable in the jurisdiction.
How should I store signed agreements?
Keep signed copies and audit trails in secure, access-controlled storage. Ensure records are reproducible and retained according to IRS, HIPAA, or other applicable retention rules.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now