Scope of Work
Describe tasks, deliverables, milestones, acceptance tests, and any exclusions so performance expectations are measurable and auditable.
A clear Performance Services Agreement aligns expectations, assigns accountability, and preserves legal remedies if work is delayed or defective. It reduces ambiguity about deliverables, helps manage cash flow through milestone-based payments, and supports enforceability in disputes under ESIGN and UETA when executed electronically.
Project owners, service providers, procurement teams, and in-house counsel frequently prepare or request Performance Services Agreements before work begins.
Parties should confirm authorized signatories and any notarization or witness requirements before finalizing signatures to avoid re-execution.
Describe tasks, deliverables, milestones, acceptance tests, and any exclusions so performance expectations are measurable and auditable.
Specify rates, invoicing cadence, milestone payments, retainage, late fees, and tax responsibilities to avoid billing disputes.
Include start and completion dates, milestone definitions, dependency triggers, and remedies for missed deadlines.
Define quality metrics, testing procedures, acceptance period, and remediation steps for nonconforming deliverables.
Limit or allocate liability, specify indemnity scope, and detail insurance requirements and coverage limits.
State termination for convenience or cause, cure periods, and post-termination obligations including return of materials.
| Field | Configuration |
|---|---|
| Signer Roles | Assign roles (Contractor | Client) to ensure correct field access and signing order. |
| Conditional Fields | Show payment fields only when selected service options apply. |
| Required Fields | Make signature, date, and payment fields mandatory to avoid incomplete execution. |
| Audit Trail | Enable timestamping, IP capture, and action logs for each signer. |
Ensure the platform supports the security, format, and integration requirements of your organization before e-execution.
Select authentication strength, retention policies, and audit settings that meet legal and internal compliance requirements prior to signing.
| 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 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Optica adopted a standardized agreement to reduce back-and-forth negotiations and speed onboarding of vendors
A real estate operator shifted to electronic agreements for contractor services to avoid onsite signings
A chief executive, president, or authorized officer typically signs on behalf of a corporate party. Confirm that the signer has authority under corporate bylaws or a board resolution to bind the entity; attach written evidence if needed.
An employee with delegated signing authority may sign if documented by a corporate resolution or power of attorney. Ensure their role and authority are stated explicitly to avoid challenges to execution.
Agreement text and SOW finalized and circulated for review.
Legal and finance complete review and approve terms for signature.
Authorized parties sign and date the agreement; execution copies distributed.
Deliverables accepted, final payments processed, and retention copies archived.
Specify the effective date in MM/DD/YYYY and the term or end date for obligations.
List milestone completion dates tied to payment releases and acceptance testing.
State payment terms, commonly net 30, net 45, or milestone-based payment triggers.
Specify cure durations for breaches and notice requirements for termination.
Note retention start and anticipated disposal dates per company policy and law.