Scope of Services
Precisely define tasks, deliverables, milestones, and acceptance criteria so performance expectations and boundaries are unambiguous for both parties.
A clear Professional Use Agreement reduces ambiguity, allocates risk, and documents expectations between parties. It creates enforceable obligations when properly executed under ESIGN (15 U.S.C. §7001) or state UETA rules, supports compliance reviews, and preserves remedies if disputes arise.
The agreement serves both operational and legal purposes across clients, vendors, and in-house teams, streamlining execution and audits.
Precisely define tasks, deliverables, milestones, and acceptance criteria so performance expectations and boundaries are unambiguous for both parties.
Set rates, invoicing intervals, payment methods, late fees, and reimbursement rules. Specify whether expenses require prior approval and how taxes will be handled.
State the contract term, renewal provisions, and termination rights including cure periods, termination for convenience, and post-termination obligations.
Define confidential information, permitted disclosures, duration of confidentiality, and exceptions such as required disclosures to regulators or counsel.
Limit liability where appropriate, allocate indemnity responsibilities, and specify any caps, exclusions, or insurance requirements that apply.
Specify the controlling state law and dispute resolution process (court venue, arbitration, or multi-step dispute escalation).
| Setting | Value | Authentication method | Signing order, templates, exports |
|---|---|
| Authentication Method | Email, SMS code, or stronger ID verification for high-risk agreements |
| Signing Order | Specify sequential or parallel signing to enforce approval flow |
| Conditional Fields | Use conditional visibility for optional clauses to avoid unnecessary entries |
| Template Reuse | Save as template to standardize language and speed future executions |
Proper platform configuration preserves evidentiary detail: signed PDF, audit trail, signer metadata, and secure storage.
Agreement effective on the execution date signed by all parties
Standard Net 30 or negotiated term for invoice payment
Specify 30–90 days depending on auto-renewal terms
Typical 10–30 days to remedy material breaches
Require written notice within specified days to preserve remedies
Internal and legal review of terms and exhibits prior to circulation
Obtain signatory approvals and any board or procurement sign-off
All parties sign; capture signed PDF and audit trail
Store final documents in secure repository with retention tags
| 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 | 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 envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |