Scope of Work
Describe tasks, deliverables, milestones, and acceptance criteria with sufficient detail so performance obligations are measurable and contract performance disputes are minimized. Avoid vague or subjective descriptions.
An addendum updates contract terms without re‑negotiating the entire agreement, preserves existing change‑control history, and limits administrative overhead while keeping obligations clear for both parties.
Signatories usually mirror the master agreement signers: authorized officers or delegates with authority to bind their organization.
The Engagement Manager typically prepares the addendum language, aligns operational milestones with the client, and certifies that service deliverables reflect the agreed scope before routing for signature.
Client counsel reviews liability, indemnity, and change‑control language, confirms governing law and signature authority, and approves execution or recommends redlines to protect the client's interests.
Describe tasks, deliverables, milestones, and acceptance criteria with sufficient detail so performance obligations are measurable and contract performance disputes are minimized. Avoid vague or subjective descriptions.
Specify rates, billing schedule, invoicing rules, expenses, tax treatment, and any changes to payment terms. Include late payment remedies, interest, and whether retainers or milestone payments apply.
State effective and expiration dates, renewal mechanics, and termination rights specific to the addendum, including any survivability clauses for confidentiality or indemnity provisions.
Include a process for further changes: who may request changes, approval workflow, and how pricing or timelines are adjusted and documented in subsequent amendments.
Address industry-specific requirements (for example HIPAA, FERPA), data ownership, processing instructions, and whether a BAA or data processing agreement is required.
Identify the authorized signers and any required corporate approvals; include a signature block with printed name, title, organization, and date for each party.
| Field | Configuration |
|---|---|
| Authentication Level | Email or SMS code; choose KBA where identity proofing is needed |
| Reminder Cadence | Enable reminders at set intervals to reduce execution delays |
| Template Reuse | Save addendum as a template for repeatable updates |
| Attachments Allowed | Permit exhibits or SOW attachments as PDF appendices |
Ensure the platform preserves an auditable certificate of completion and supports export to your document management system.
Date the change request was submitted
Recommended 7–30 days depending on complexity
Set a firm date to avoid service interruptions
Date when amended obligations begin (MM/DD/YYYY)
Specify invoice start date and pro rata rules
All changes captured and referenced to the master agreement
Finance, delivery, and legal sign off on terms and pricing
Parties exchange signatures and dates via chosen method
Store executed addendum with contract record and retention tags
| Document Type | Professional Services Addendum | Statement of Work |
|---|---|---|
| Purpose | amend existing contract | define new project scope |
| References Base Agreement | sometimes | |
| Standalone Enforceability | no — depends on master | often yes |
| Typical Use | modify terms | specify deliverables |
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
The team needed to add recurring services to an existing contract and document revised SLAs in an addendum.
A property management firm amended vendor responsibilities and payment timing via addendum to reduce administrative overhead.