Scope
Defines high-level services and how SOWs, exhibits, or statements of work will describe detailed deliverables and acceptance criteria for each engagement.
Using a Professional Services MSA centralizes recurring contract terms, shortens procurement cycles, and clarifies each party’s rights and remedies. When signed electronically in line with the ESIGN Act (15 U.S.C. §7001) and state UETA rules, electronic execution generally creates legally enforceable agreements for commercial services.
The MSA is commonly used by both providers and buyers to manage repeat professional engagements across projects and SOWs.
Properly completed MSAs reduce administrative friction and improve consistency for contract managers, project leads, and legal teams.
A provider’s authorized signatory (often general counsel or VP of legal) confirms authority to bind the company, accepts payment terms and liability caps, and ensures IP and confidentiality clauses reflect the business model.
The client’s procurement or legal representative confirms budget and billing approvals, negotiates SOW-level deliverables, and authorizes signature on behalf of the contracting entity per internal delegation rules.
Defines high-level services and how SOWs, exhibits, or statements of work will describe detailed deliverables and acceptance criteria for each engagement.
Specifies invoicing cadence, net terms, late fees, expense reimbursement rules, and any retainers or milestone-based payment schedules.
Allocates ownership of work product, preexisting IP, and license rights. Addresses developer contributions, deliverables, and transfer or license mechanics.
Sets nondisclosure obligations, permitted disclosures, duration of confidentiality, and return or destruction procedures for sensitive information.
Limits damages, defines indemnity scope, and lists excluded damages. Includes insurance minimums and claim notification requirements.
Outlines termination for convenience and cause, cure periods, transition obligations, and surviving clauses such as confidentiality and IP.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link or SMS code; consider multi-factor for higher assurance |
| Signing Order | Set sequential or parallel signing to reflect required approvals |
| Conditional Fields | Show or hide SOW-specific fields based on service selections |
| Retention & Copies | Automatically store executed PDF and audit trail in contract repository |
Choose a signing platform that supports required authentication, audit trails, and the file formats used by your teams.
Confirm the chosen platform supports your records-retention policy, provides an auditable certificate, and meets any applicable compliance needs.
Date obligations begin; tie to MM/DD/YYYY format
Project commencement per SOW
Net 30, Net 45, or milestone-triggered invoicing
Typical notice windows are 30–90 days
Automatic renewal clauses require advance notice
Draft terms, exchange redlines, and finalize SOWs before approval.
Obtain authorized signatures and distribute executed copies to stakeholders.
Deliverables are performed per SOW with acceptance and invoicing events.
Complete transition activities or renew SOWs per contract terms.
Tech Data standardized supplier agreements to align internal and external workflows.
A small services firm centralized terms to reduce repetitive negotiation.
| 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 (premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |