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Professional Services Request Agreement

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Professional Services Request Agreement

This Professional Services Request Agreement (the Agreement) is entered into as of by and between: Service Provider Name: , and Client Name: .

RECITALS

WHEREAS, Service Provider possesses the professional skills, expertise and personnel necessary to perform the services described in this Agreement; and

WHEREAS, Client desires to engage Service Provider to perform certain services on the terms and conditions set forth herein, and Service Provider agrees to provide such services to Client for the compensation and under the schedule set forth in this Agreement; and

WHEREAS, the parties intend that this Agreement constitute the complete and exclusive statement of the terms of their agreement with respect to the services described below.

SCOPE OF WORK

Service Provider shall perform the professional services and deliverables described below (the Services). The Services will be performed in accordance with the schedule, milestones, and acceptance criteria set forth in this Agreement.

PAYMENT TERMS

Client shall pay Service Provider the fees and reimbursable expenses set forth in this section in exchange for the Services. All amounts stated are exclusive of taxes unless otherwise specified.

Unless otherwise agreed, undisputed invoices are due within thirty (30) days of invoice date. Client is responsible for all reasonable costs of collection, including attorneys' fees, for late or unpaid amounts.

TERM AND TERMINATION

This Agreement shall commence on and shall continue in effect until , unless earlier terminated as provided below.

Either party may terminate this Agreement for material breach by the other party if the breaching party fails to cure such breach within fourteen (14) days after receipt of written notice specifying the breach. Termination shall not relieve Client of the obligation to pay for Services rendered and expenses properly incurred prior to the effective date of termination.

CONFIDENTIALITY

For purposes of this Agreement, "Confidential Information" means non-public information disclosed by one party to the other that is designated as confidential or that reasonably should be understood to be confidential. Each party agrees to: (a) hold Confidential Information in strict confidence and use it solely for performance under this Agreement; (b) restrict disclosure to those employees, contractors, or agents with a need to know; and (c) take reasonable measures to protect such Confidential Information.

Confidential Information does not include information that: (i) is or becomes publicly known through no breach of this Agreement; (ii) is rightfully received from a third party without restriction; (iii) is independently developed without use of the Confidential Information; or (iv) is required to be disclosed by law, provided the receiving party gives prompt notice to the disclosing party to permit a protective order or other relief.

INTELLECTUAL PROPERTY AND DELIVERABLES

Unless otherwise agreed in writing, Service Provider retains ownership of pre-existing materials, methodologies, tools, and intellectual property, and grants Client a non-exclusive, non-transferable license to use the final deliverables for its internal business purposes upon full payment. Client will not copy, reverse engineer, or exploit Service Provider's proprietary materials.

INDEMNIFICATION & LIMITATION OF LIABILITY

Each party shall indemnify and hold harmless the other against third-party claims arising from the indemnifying party’s gross negligence or willful misconduct in the performance of this Agreement. Except for liability arising from intentional misconduct or indemnification obligations, each party's aggregate liability to the other for any claim arising out of or related to this Agreement shall not exceed the total fees actually paid by Client to Service Provider under this Agreement during the twelve (12) months preceding the claim.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to its conflicts of law principles.

ENTIRE AGREEMENT

This Agreement, including any attachments or statements of work incorporated by reference, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, and communications, whether oral or written. Any amendment or modification must be in writing and signed by authorized representatives of both parties.

MISCELLANEOUS

Relationship of Parties: The parties are independent contractors. Nothing in this Agreement creates an employment, partnership, joint venture, or agency relationship. Assignment: Neither party may assign its rights or delegate its obligations under this Agreement without the other party’s prior written consent, except to a successor in interest in connection with a merger or sale of substantially all assets.

Service Provider:

By:

Date:

Client:

By:

Date:

Enter text✕

What the Professional Services Request Agreement Is

A Professional Services Request Agreement is a written document used to request, define, and authorize the delivery of professional services between a client and a service provider. It records the requesting party, scope of work, deliverables, fees, timelines, and basic contractual terms so both sides have a clear, auditable record of the requested services and expectations before work begins.

Why this agreement matters for projects and procurement

This agreement reduces misunderstandings by documenting scope, fees, timelines, and responsibilities up front. It supports billing, resource planning, and dispute avoidance while providing a clear baseline for amendments and approvals.

Why this agreement matters for projects and procurement

Who typically prepares and signs this request

Common users include procurement teams, project managers, contractors, and clients who need a formal request to trigger services.

  • Procurement or purchasing teams responsible for vendor onboarding and purchase approvals within organizations.
  • Project managers who need signed confirmation of scope and milestones before work commences.
  • Independent contractors or vendors seeking written authorization to begin deliverables and invoice for services.

Parties should ensure authorized signers complete the document and retain copies for contract administration and audit purposes.

Step-by-step: completing and approving the request

Follow these sequential steps to prepare a complete request and secure approvals.

  • 01
    Draft the Request: Populate party names, scope, fees, and dates.
  • 02
    Review Internally: Obtain procurement or legal approvals as required.
  • 03
    Send to Provider: Share the completed request for provider review and acceptance.
  • 04
    Execute Agreement: Collect signatures and confirm effective date.

Typical routing and approval flow

A consistent routing workflow speeds approval and creates an audit trail for procurement and finance teams.

  • Initiator: Requestor creates the document and attaches background materials.
  • Approver: Managers or procurement review budget and scope.
  • Provider: Service provider confirms scope, price, and timelines.
  • Signatures: Authorized parties sign and retain executed copies.

Configuring an online completion workflow

When you move this request online, configure authentication, templates, and integrations to match internal controls.

Field Configuration
Authentication Email links, SMS codes, or two-factor authentication
Templates Reusable request templates with prefilled fields
Conditional Fields Show or hide fields based on selections
Integrations Send signed copies to CRM or cloud storage

Technical considerations for eSubmission and sharing

Choose a platform that supports secure signatures, audit trails, and the integrations your team requires.

  • File Formats: PDF, DOCX supported
  • Integrations: CRM and storage connectors
  • Authentication: Email, SMS, KBA options

Ensure the selected system can export an audit trail, retain signed records, and integrate with finance or contract management systems used by your organization.

Time-sensitive dates to include and monitor

Document and track key dates to avoid missed starts, billing delays, or scope disputes.

Request Submission Deadline:

Date by which the client must submit the request

Provider Response Window:

Number of days provider has to accept or propose changes

Service Start Date:

Effective date when provider begins work

Invoice Payment Terms:

Net terms (Net 30, Net 45) for payments

Amendment Notice Period:

Days required to propose contract amendments

Key milestones from request to delivery

Track milestone stages to align teams and measure progress from authorization to completion.

01

Request Submitted

Client files the request and attaches supporting materials.

02

Proposal Issued

Provider delivers the proposed scope, pricing, and timeline.

03

Agreement Signed

Both parties execute the request and set the effective date.

04

Work Begins

Provider starts deliverables per the agreed schedule.

Common preparation errors to avoid

  • Using vague scope language that leaves deliverables and acceptance criteria undefined, leading to disputes and scope creep.
  • Failing to name the authorized signer or using an unsigned signature block, which can make the request unenforceable.
  • Omitting payment terms or invoicing instructions, causing billing delays and potential late-payment conflicts between parties.
  • Not capturing amendment or termination mechanics, which increases legal risk when the parties need to change or end services.

Consequences of incorrect or incomplete requests

Contract Voidable: May be unenforceable
Payment Delays: Invoices contested or unpaid
Scope Disputes: Work disagreements and rework
Regulatory Risk: Noncompliance in regulated industries
Tax Reporting Issues: Incorrect 1099 data risks penalties
Data Exposure: Poor handling can breach privacy rules

Essential clauses and elements to include

A well-structured request contains clauses that define scope, payment, rights, and the mechanics for handling changes and disputes.

Parties

Identify each party by legal name, entity type, and contact information to ensure correct contracting and tax reporting.

Scope

Define deliverables, milestones, acceptance criteria, and any exclusions so obligations are clear and measurable.

Deliverables

List concrete outputs, formats, and delivery dates tied to payment or acceptance triggers.

Payment

Specify rates, invoicing cadence, payment terms, late fees, and any reimbursable expenses to prevent billing disputes.

Termination

Include termination for convenience and for cause, notice periods, and post-termination obligations such as return of materials.

Confidentiality

Protect sensitive information with defined confidentiality obligations and limits on permitted disclosures.

Key data and security items to capture and verify

Encryption: TLS 1.2/1.3; AES-256 at rest
BAA Available: HIPAA BAA required for PHI
Audit Trail: Detailed timestamps and IP addresses
Access Controls: Role-based permissions
Certifications: SOC 2 Type II; ISO 27001
Authentication: Email, SMS, 2FA, KBA options

Comparison: signNow and common eSignature providers

Summary of typical starting prices and feature availability for signNow and comparable vendors; confirm plan details with each vendor before purchasing.

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 Yes, 7-day free trial No No Yes, limited Yes, limited
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Real-world examples of the request in use

Two brief examples illustrate how organizations use this request to start projects and document approvals.

Optica Ventures — COO

Optica used the request to standardize vendor onboarding and reduce start-up delays.

  • The form captured scope, milestones, and payment terms clearly.
  • As a result, internal approvals sped up, accounting had consistent invoice triggers, and external vendors received a clear authorization to begin work.

Martin Properties — Founder

Martin Properties used the request for maintenance and subcontractor services.

  • The template included insurance and lien waiver requirements.
  • Having a signed request upfront reduced holdbacks, clarified responsibilities on site, and simplified monthly reconciliation between property and vendor records.

Frequently asked questions about completing and signing the request

Answers to common questions about legal validity, signatures, notarization, and recordkeeping for the Professional Services Request Agreement.


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