Scope of Work
Define covered systems, excluded services, and specific deliverables; attach technical exhibits to reduce later disputes over scope.
A clear contract aligns expectations, reduces disputes, and protects both parties through defined SLAs, payment terms, and liability limits. It preserves evidence of agreed scope and enables enforceability in the event of breach or nonpayment.
The agreement is used by vendors, managed service providers (MSPs), internal IT departments, procurement teams, and customers who require recurring or on-demand technical support.
Tailor the document to the relationship type—retainer, per-incident, project-based, or hybrid—to ensure fees and obligations match actual service delivery.
| Routing Order | Set sequential or parallel signing based on who must approve first. |
|---|---|
| Authentication Level | Choose email, SMS code, or KBA based on contract sensitivity. |
| Required Fields | Mark signature, date, and initials required to prevent incomplete returns. |
| Notifications | Enable reminders and completion notifications for all signers. |
| Audit Trail | Ensure the platform records IP, timestamps, and signer events. |
Decide whether you need integrations, advanced authentication, or a notarization option before sending the contract.
Choose a platform that supports required formats and integrates with systems such as Salesforce, NetSuite, Microsoft 365, and Google Workspace for streamlined recordkeeping.
Define covered systems, excluded services, and specific deliverables; attach technical exhibits to reduce later disputes over scope.
Specify response and resolution times by severity and link financial credits or termination rights to repeated SLA failures.
Describe rates, invoicing cadence, expense reimbursement, taxes, late fees, and what triggers billable overtime.
Obligate both parties to protect trade secrets and customer data, including permitted disclosures and return or destruction at termination.
Allocate ownership of custom code, configurations, and licenses; include license-back language if appropriate.
Describe termination for convenience and breach, notice periods, transition assistance, and limits on liability and indemnity.
MM/DD/YYYY format; start of obligations
Net 30 unless otherwise agreed
Response often within 1–8 hours depending on severity
Specify target resolution windows by severity
30–90 days typical for convenience termination
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| 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 |