Establishing secure connection…Loading editor…Preparing document…

Professional Services PEGA Agreement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROFESSIONAL SERVICES PEGA AGREEMENT

This Professional Services PEGA Agreement (the Agreement) is entered into as of (Effective Date) by and between Client Name: with address , and Service Provider Name: with address .

RECITALS

WHEREAS, Client desires to engage Service Provider to perform professional services related to configuration, implementation, integration, customization, optimization and support of the PEGA platform and associated deliverables described in this Agreement; and

WHEREAS, Service Provider represents that it possesses the specialized skills, experience and certified personnel necessary to provide PEGA implementation and related professional services in accordance with industry standards and the terms of this Agreement; and

WHEREAS, the parties wish to set forth the terms and conditions governing the performance, delivery, acceptance, ownership and payment for such services and deliverables.

NOW, THEREFORE, in consideration of the mutual covenants contained herein, the parties agree as follows:

1. DEFINITIONS

1.1 "Services" means the professional services to be performed by Service Provider as described in Section 2 and in any Statement of Work executed under this Agreement. "Deliverables" means tangible and intangible work product, including but not limited to software components, configurations, documentation, test plans and scripts, created specifically for Client in connection with the Services.

2. SCOPE OF SERVICES

2.1 Services to be performed by Service Provider are described as follows. Client and Service Provider acknowledge that the description below and any incorporated Statement of Work collectively define the scope and expected outcomes.

3. TERM

3.1 This Agreement commences on the Effective Date and shall continue for an initial term of months, unless earlier terminated in accordance with Section 14. The parties may extend the Term by written amendment.

4. FEES AND PAYMENT

4.1 Client shall pay Service Provider the fees set forth in the applicable Statement of Work or as identified below. Unless otherwise specified, fees are stated in United States dollars and exclude applicable taxes.

Fixed fee    Time & Materials    Milestone-based

4.2 Invoices shall be issued in accordance with the billing schedule in the applicable Statement of Work or, if none, monthly in arrears. Payment is due within days of Client's receipt of a properly rendered invoice. Overdue amounts shall accrue interest at .

5. ACCEPTANCE

5.1 Deliverables will be subject to acceptance testing as set forth in the applicable Statement of Work or acceptance criteria provided with each Deliverable. Unless Client provides written notice of rejection specifying reasons within 15 days of delivery, the Deliverable shall be deemed accepted.

6. CONFIDENTIALITY

6.1 Each party (Receiving Party) shall hold in confidence Confidential Information disclosed by the other party (Disclosing Party) and shall not use or disclose such information except as necessary to perform its obligations under this Agreement. Confidential Information excludes information that: (a) was already known to Receiving Party without restriction; (b) is or becomes publicly available through no breach by Receiving Party; (c) is rightfully received from a third party without restriction; or (d) is independently developed by Receiving Party.

6.2 The obligations of confidentiality shall survive termination of this Agreement for years, except that trade secrets shall remain protected for as long as they qualify as trade secrets under applicable law.

7. INTELLECTUAL PROPERTY

7.1 Pre-existing intellectual property, tools, templates, methodologies, algorithms and other materials owned or developed by a party prior to or outside the scope of this Agreement ("Background IP") shall remain the sole property of that party. Service Provider hereby grants Client a non-exclusive, non-transferable license to Background IP incorporated into the Deliverables solely to the extent necessary to use the Deliverables as intended.

7.2 Except for Background IP, upon full payment of all fees due hereunder, Service Provider shall assign to Client all right, title and interest in and to Deliverables created specifically for Client under this Agreement. To effectuate such assignment, Service Provider will execute any documents reasonably requested by Client.

8. WARRANTIES; DISCLAIMER

8.1 Service Provider warrants that the Services will be performed in a professional and workmanlike manner consistent with industry practice and that Deliverables will materially conform to the acceptance criteria set forth in the applicable Statement of Work for a period of 90 days after acceptance. Service Provider's sole obligation for breach of the foregoing warranty is, at Service Provider's option, to re-perform the deficient Services or to refund fees attributable to the nonconforming deliverable.

8.2 EXCEPT AS SET FORTH IN SECTION 8.1, NEITHER PARTY MAKES ANY OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

9. LIMITATION OF LIABILITY

9.1 EXCEPT FOR A PARTY'S INDEMNIFICATION OBLIGATIONS, WILLFUL MISCONDUCT OR LIABILITY ARISING FROM A BREACH OF CONFIDENTIALITY OR VIOLATION OF LAW, NEITHER PARTY SHALL BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES. THE AGGREGATE LIABILITY OF SERVICE PROVIDER ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED OR THE AMOUNTS ACTUALLY PAID TO SERVICE PROVIDER UNDER THIS AGREEMENT IN THE PRIOR 12 MONTHS, WHICHEVER IS GREATER.

10. INDEMNIFICATION

10.1 Service Provider shall defend, indemnify and hold Client harmless from and against any third-party claims alleging that Deliverables, when used as authorized in this Agreement, infringe any issued patent, copyright or trade secret, provided that Client gives prompt written notice of any claim and permits Service Provider to control the defense and settlement thereof. Client shall cooperate in the defense at Service Provider's expense.

11. DATA PROTECTION

11.1 Each party shall comply with applicable data protection laws in respect of personal data processed in connection with the Services. Service Provider will implement and maintain technical and organizational measures appropriate to the risk.

11.2 In the event of a suspected data breach affecting Client data, Service Provider will notify Client without undue delay and in any event within hours of becoming aware and will reasonably cooperate with Client's remediation and regulatory obligations.

12. SUBCONTRACTING

12.1 Service Provider may engage subcontractors to perform portions of the Services provided that Service Provider remains responsible for performance and compliance with this Agreement. Service Provider shall ensure subcontractors are bound by written obligations no less protective than those set forth herein.

Subcontracting allowed: Yes

13. INSURANCE

14. TERMINATION

14.1 Either party may terminate this Agreement for convenience upon days' prior written notice. Either party may terminate for material breach if the breaching party fails to cure the breach within 30 days after receipt of written notice specifying the breach.

14.2 Upon termination, Client shall pay Service Provider for Services performed and Deliverables accepted through the effective date of termination. Sections concerning payment, confidentiality, intellectual property, indemnification, limitation of liability and survival shall survive termination.

15. NOTICES

15.1 All notices required or permitted hereunder shall be in writing and delivered to the addresses set forth below or to such other address as a party may designate by written notice. Notices are effective upon delivery when delivered in person, by nationally recognized overnight courier, or three days after deposit in the U.S. mail, postage prepaid.

16. ASSIGNMENT; AMENDMENT; WAIVER

16.1 Neither party may assign this Agreement without the prior written consent of the other party, except that either party may assign to an affiliate or in connection with a sale of substantially all of its assets, provided the assignee assumes the assigning party's obligations. 16.2 Any amendment or modification of this Agreement must be in writing and signed by authorized representatives of both parties. 16.3 No failure or delay by either party in exercising any right will operate as a waiver of that right.

17. SEVERABILITY; ENTIRE AGREEMENT; GOVERNING LAW

17.1 If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall remain in full force and effect and the parties shall negotiate in good faith to replace the invalid provision with a valid provision that achieves the original intent. 17.2 This Agreement, together with any Statements of Work and exhibits, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior agreements and understandings. 17.3 This Agreement shall be governed by and construed in accordance with the laws chosen by the parties below. Governing law:

18. COUNTERPARTS; ELECTRONIC SIGNATURES

18.1 This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one instrument. Signatures transmitted by electronic means, including by facsimile or electronic signature service, shall be binding and treated as original signatures.

Client:

By:

Date:

Service Provider:

By:

Date:

Enter text✕

What a Professional Services PEGA Agreement Covers

A Professional Services PEGA Agreement is a written contract that sets the terms for professional services related to PEGA implementations, integrations, support, or consulting. It defines scope of work, deliverables, acceptance criteria, schedule, fees, change-order procedures, intellectual property ownership, confidentiality obligations, warranties, and termination rights. The agreement allocates responsibilities between the service provider and the client, establishes payment milestones and invoicing procedures, and identifies any required third-party software or licenses. Well-drafted agreements reduce ambiguity, support project governance, and provide a basis for dispute resolution and regulatory compliance.

Why this Agreement Matters for PEGA Engagements

This agreement clarifies expectations across technical scope, timelines, and pricing so both parties can measure progress and manage risk. It helps preserve IP rights, assigns liability limits, and establishes formal acceptance and change-control processes for PEGA deliveries.

Why this Agreement Matters for PEGA Engagements

Who Typically Prepares and Signs This Agreement

Signatures should come from individuals with authority to bind their organizations; include printed names, titles, and dates adjacent to signature blocks.

  • Vendor project manager and business lead — coordinates deliverables, acceptance, and technical handover.
  • Client IT director and procurement — approves scope, budget, and service levels.
  • Legal or contracts teams from each party — review indemnities, IP, confidentiality, and termination clauses.

Primary Signatories

Vendor Authorized Signer

The vendor signatory is typically a company officer or delegated contracts manager with authority to accept commercial and liability terms on behalf of the service provider. Verify delegation for large-value contracts through internal POA or board resolution where applicable.

Client Authorized Signer

The client signatory is usually an executive in procurement, legal, or IT with explicit signature authority for the contract value. Verify that the signer can approve indemnities, data handling terms, and service-level commitments before execution.

Core Sections to Include in a PEGA Professional Services Agreement

A complete agreement organizes commercial, technical, and legal terms so each party’s obligations are clear and enforceable.

Scope of Work

Describe deliverables, acceptance criteria, milestones, responsibilities, and any excluded services to avoid scope creep during PEGA development and deployment.

Fees and Payment

Detail fixed fees, time-and-materials rates, milestone invoicing, expense reimbursement, late payment remedies, and any escrow or retainage arrangements.

Change Control

Define a formal process for change requests, approval authorities, repricing, and schedule adjustments to manage modifications to PEGA configurations.

Intellectual Property

Specify ownership of custom code, configurations, and deliverables; include licenses for pre-existing IP and any transfer or assignment terms.

Confidentiality & Data Security

Include nondisclosure terms, handling of sensitive data, encryption, breach notification timelines, and requirements to execute a BAA if PHI is involved.

Warranties & Liability

Set warranty periods for work product, remedies for defects, limitation of liability, indemnification scope, and dispute resolution mechanisms.

Step-by-Step: Completing the Agreement

Follow these steps to prepare, review, and execute a Professional Services PEGA Agreement efficiently.

  • 01
    Draft SOW: Attach a detailed statement of work with milestones and acceptance criteria.
  • 02
    Commercial Terms: Confirm fees, invoicing schedule, taxes, and expense policy.
  • 03
    Legal Review: Have legal teams review indemnities, IP, and data protection clauses.
  • 04
    Execute: Obtain authorized signatures and retain executed copies for each party.

How to Configure an Online Signing Workflow

Setup a digital signing workflow that matches the agreement’s execution sequence and authentication needs.

Field Configuration
Signer Order Sequential signer order with conditional routing for countersignatures.
Authentication Method Email link, SMS code, or advanced authentication per compliance needs.
Required Fields Place mandatory signature, date, and initials fields; add conditional fields for optional exhibits.
Audit Settings Enable full audit trail, IP capture, and document versioning.

Digital Signing and File Format Considerations

Ensure the chosen system produces a tamper-evident signed PDF and retains an audit trail for legal enforceability and records management.

  • Document Formats: PDF and DOCX supported
  • Integrations: Supports CRM and ERP connections
  • Authentication: Email, SMS, and advanced options

Typical eSubmission Flow for the Agreement

A common online signing flow reduces turnaround time and preserves signature metadata for audits and compliance.

  • Upload Document: Sender uploads the final agreement to the signing platform.
  • Place Fields: Add signature, date, and conditional fields for all parties.
  • Invite Signers: Send email or SMS invites in the configured signer order.
  • Receive Signed Copy: Each signer receives a copy and certificate of completion.

Essential Data Elements and Security Controls

Entity Names: Full registered company names
Contact Details: Addresses, emails, and phone numbers
Tax IDs: Provide EIN or SSN where required
Data Handling: Specify encryption and access controls
Audit Trail: Capture timestamps, IP, and actions
BAA Requirement: Execute BAA if PHI is present

Common Preparation Errors to Avoid

  • Underspecified scope that omits acceptance criteria, causing disputes over deliverable completion and payment.
  • Missing or incorrect legal entity names that delay vendor onboarding, payment, or tax reporting.
  • Ambiguous IP language that fails to assign ownership of custom PEGA components and configurations.
  • Failure to include data protection or BAA language when processing protected health information.

Consequences of Incomplete or Incorrect Agreements

Contract Disputes: Litigation or arbitration costs
Payment Delays: Invoices rejected or held
Tax Exposure: Backup withholding triggers
Regulatory Risk: HIPAA violations; BAA noncompliance
Reputational Harm: Client relationships damaged
Enforceability Challenge: Signature validity questioned

Key Dates and Filing Timelines to Track

Track contract milestones and any statutory deadlines that affect tax reporting, labor compliance, or retention obligations.

Effective Date Entry:

Set as MM/DD/YYYY; governs performance and limitations.

Invoice Due Dates:

Follow agreed payment terms, e.g., Net 30 from invoice date.

W-9 Requests:

Provide taxpayer identification upon payer request (no fixed deadline).

1099-NEC Reporting:

Issue to recipients by Jan 31 for non-employee compensation.

Record Retention Start:

Begin retention from execution date or final acceptance.

Typical Milestones from Negotiation to Closeout

Project milestones provide checkpoints for acceptance, payment, and post-implementation support obligations.

01

Negotiation

Agree SOW, pricing, and key contractual clauses before signing.

02

Execution

Obtain authorized signatures and exchange executed copies.

03

Implementation

Deliver configurations, testing, and user training per SOW.

04

Project Closeout

Complete deliverables, record final acceptance, and settle retained amounts.

Real-World Examples of Similar Agreements in Use

These brief examples illustrate how organizations use digital signatures and tight contract terms for PEGA and enterprise projects.

Optica Ventures LLC — COO

Optica standardized its service agreement templates to speed customer acceptance and reduce negotiation time.

  • Centralized SOWs and milestone invoices were used.
  • "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers." — Brian Fitzgibbons

Xerox — Director, NetSuite Ops

Xerox integrated signed agreements with its ERP to automate vendor onboarding and billing.

  • API-driven signatures linked contract records to NetSuite.
  • "airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite." — Kodi-Marie Evans

Selected eSignature Pricing and Feature Comparison

Compare baseline pricing and key feature flags for common eSignature providers when executing Professional Services PEGA Agreements.

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

Frequently Asked Questions and Troubleshooting

Answers to common legal and process questions about executing and managing Professional Services PEGA Agreements electronically.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users