Scope of Work
Define systems, IP ranges, environments (production, staging), and explicit exclusions to prevent unintended impact.
A written agreement provides clear authorization to test, reduces legal exposure, and aligns expectations on scope, timing, and handling of sensitive data.
Organizations use penetration testing agreements to authorize third-party or internal security assessments while protecting customer data and maintaining regulatory compliance.
Agreements also help vendors, managed security service providers, and legal teams standardize engagement terms and speed approval cycles.
The chief information security officer or equivalent typically approves scope, risk exceptions, and scheduling. They confirm business risk tolerance, required notifications, and any regulatory constraints that the test must respect.
The third-party security provider signs to accept scope, confidentiality, and non-disclosure obligations, and to acknowledge constraints on testing techniques, data handling, and reporting timelines.
Define systems, IP ranges, environments (production, staging), and explicit exclusions to prevent unintended impact.
A clear statement authorizing testers to access and test named assets, signed by an authorized representative.
Allowed techniques, prohibited actions (e.g., data destruction), escalation processes for critical findings, and blackout windows.
Requirements for collection, storage, access controls, retention, reporting of sensitive or regulated data.
Limits on damages, indemnification obligations, and insurance minimums if applicable.
Deliverable schedule, vulnerability severity definitions, timelines for remediation and retesting.
| Field | Configuration |
|---|---|
| Signature field | Require signer name, title, and date |
| Authentication | Use email link or SMS code |
| Access control | Restrict by domain or IP when needed |
| Audit trail | Capture IP, timestamp, and actions |
Use an eSignature platform that preserves an audit trail, secures documents, and supports required authentication.
Allow at least 5 business days for approvals
Specify start and end dates and blackout periods
Provide 48–72 hours notice unless otherwise agreed
Deliver within 3–7 business days of test completion
Schedule within 30–90 days as defined in agreement
Authorized signature and scope confirmed by legal and security
Credentials and monitoring rules put in place
Tester performs agreed activities within scheduled window
Findings reported and remediation plan initiated
A small portfolio firm needed consistent authorization for vendors
An enterprise integrated testing with procurement approvals