Scope of Work
Describe deliverables, acceptance criteria, milestones, responsibilities, and any excluded services to avoid scope creep during PEGA development and deployment.
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.
Signatures should come from individuals with authority to bind their organizations; include printed names, titles, and dates adjacent to signature blocks.
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.
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.
Describe deliverables, acceptance criteria, milestones, responsibilities, and any excluded services to avoid scope creep during PEGA development and deployment.
Detail fixed fees, time-and-materials rates, milestone invoicing, expense reimbursement, late payment remedies, and any escrow or retainage arrangements.
Define a formal process for change requests, approval authorities, repricing, and schedule adjustments to manage modifications to PEGA configurations.
Specify ownership of custom code, configurations, and deliverables; include licenses for pre-existing IP and any transfer or assignment terms.
Include nondisclosure terms, handling of sensitive data, encryption, breach notification timelines, and requirements to execute a BAA if PHI is involved.
Set warranty periods for work product, remedies for defects, limitation of liability, indemnification scope, and dispute resolution mechanisms.
| 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. |
Ensure the chosen system produces a tamper-evident signed PDF and retains an audit trail for legal enforceability and records management.
Set as MM/DD/YYYY; governs performance and limitations.
Follow agreed payment terms, e.g., Net 30 from invoice date.
Provide taxpayer identification upon payer request (no fixed deadline).
Issue to recipients by Jan 31 for non-employee compensation.
Begin retention from execution date or final acceptance.
Agree SOW, pricing, and key contractual clauses before signing.
Obtain authorized signatures and exchange executed copies.
Deliver configurations, testing, and user training per SOW.
Complete deliverables, record final acceptance, and settle retained amounts.
Optica standardized its service agreement templates to speed customer acceptance and reduce negotiation time.
Xerox integrated signed agreements with its ERP to automate vendor onboarding and billing.
| 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 |