Scope of Services
Define covered systems, supported environments, excluded components, and whether support includes on-call, remote, or onsite activities.
A clear agreement reduces operational ambiguity, defines measurable SLAs, limits liability, and documents change control and escalation procedures. It helps both parties budget for support, ensures security and compliance obligations are allocated, and provides a basis for dispute resolution if incidents or outages occur.
This agreement is completed jointly by procuring organizations and their chosen support provider; it requires input from technical, legal, and procurement teams.
Having stakeholders align on responsibilities at signature reduces service disruptions and speeds resolution when incidents occur.
The IT Manager or Director signs for the customer when authorized to bind operational commitments and accept SLAs. Their role typically includes approving maintenance windows, escalation contacts, and verifying technical acceptance criteria on behalf of the business.
An authorized officer or account executive for the provider signs commitments for service delivery, staffing, and subcontracting. This signer confirms the provider can meet SLAs, maintain required insurance, and comply with confidentiality and data-protection obligations.
Define covered systems, supported environments, excluded components, and whether support includes on-call, remote, or onsite activities.
Specify response and resolution times by incident severity, uptime targets, and how service credits or remedies are calculated.
Establish approval workflows, maintenance windows, rollback procedures, and notification timelines for planned changes.
Assign responsibilities for patches, monitoring, vulnerability remediation, access controls, and handling of regulated data.
Detail pricing model (fixed, retainer, hourly), billing cadence, out-of-scope rates, and expense reimbursement rules.
Include termination rights, notice periods, data return/destruction obligations, and liability caps or indemnity provisions.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code; use stronger ID for high-risk agreements |
| Notifications | Enable reminders and completion alerts to all primary contacts |
| Field Types | Include signature, initials, date, and required checkbox fields |
| Routing Order | Set signer sequence or parallel signing based on roles |
Confirm the chosen e-sign platform supports required authentication, retention, and export formats before use.
Validate export, access controls, and backup procedures so executed agreements remain accessible for audits and dispute resolution.
Agree on scope and SLAs following technical and legal reviews.
Collect authorized signatures from both parties and confirm dates.
Complete access provisioning, runbooks, and monitoring setup.
Begin live support and monitor SLAs during initial period.
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |