Can this agreement be signed electronically?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA (where adopted). Exceptions apply for wills, certain court filings, and other statutorily excluded categories.

What shows signatory intent and attribution?

Evidence of intent includes an authenticated signing event, clear attribution (email, account, audit log), and retention of the record. Platforms should capture timestamp, IP, and action logs to support attribution.

Are notarization or witnesses required?

Most private contracts do not require notarization; however certain states or specific instruments may require notarization or witnesses. Verify state law for deeds, powers of attorney, and other formal documents.

How do I amend or revoke after signing?

Amendments must follow the contract’s amendment clause—typically written agreement signed by authorized representatives. Revocation of a signed agreement is subject to termination provisions and applicable law; unilateral revocation is limited.

How to ensure HIPAA compliance when PHI is involved?

Execute a Business Associate Agreement, minimize PHI in routing emails, use encrypted storage and access controls, and retain records for six years per 45 CFR §164.530(j).

Who must sign to bind the organization?

Authorized representatives with contracting authority must sign. Confirm corporate authority via board resolutions or delegated signing authority to avoid validity challenges.

Electronic Signature
Templates
Project Management
Project Management ERP Agreement

Project Management ERP Agreement

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

PROJECT MANAGEMENT ERP AGREEMENT

Project Identification

Project Title Project ID

Effective Date: Agreement Term Start: Agreement Term End:

Parties

Client Name Client Address Service Provider Name Service Provider Address

Project Management

Client Project Manager Client PM Contact (phone / email) Service Provider Project Manager Provider PM Contact (phone / email)

Scope of Work

The Service Provider will design, configure, test, and deploy an enterprise resource planning (ERP) solution tailored to the Client's requirements as detailed below. The work shall include software configuration, data migration, systems integration, user acceptance testing, training, and go-live support in accordance with the deliverables and timeline specified in this Agreement.

Detailed Scope of Work Out-of-Scope Items

Deliverables and Acceptance

The Service Provider shall deliver the items listed below. Each deliverable is subject to the Acceptance Procedure defined in this section.

Deliverable 1 — Description Deliverable 1 — Acceptance Criteria Deliverable 2 — Description Deliverable 2 — Acceptance Criteria

Acceptance Procedure: For each deliverable, the Client shall have calendar days from delivery to perform testing and either: (a) issue written acceptance; or (b) issue a written notice of rejection specifying deficiencies. The Service Provider shall remediate deficiencies identified in a rejection notice at no additional cost where such deficiencies constitute nonconformance with the agreed acceptance criteria.

Timeline and Milestones

Project Start Date Project End Date (Estimated) Milestone 1 — Description

Milestone 1 Date:

Milestone 2 — Description

Milestone 2 Date:

Milestone 3 — Description

Milestone 3 Date:

Budget and Payment

Total Contract Value (USD)

Payment Schedule:

Payment 1 — Amount

Payment 1 Due Date:

Payment 2 — Amount

Payment 2 Due Date:

Payment 3 — Amount

Payment 3 Due Date:

Change Order Procedure

Confidentiality

Each party (the "Recipient") shall keep confidential all non-public information disclosed by the other party (the "Discloser") and shall not use such information except to perform obligations under this Agreement. Confidential information shall be held in confidence for a period of years from disclosure, except as otherwise required by law. The Recipient's obligations do not apply to information that is (i) in the public domain through no fault of the Recipient, (ii) independently developed by the Recipient, or (iii) rightfully received from a third party without restriction.

Warranties, Liability, and Indemnification

The Service Provider warrants that services will be performed in a professional and workmanlike manner consistent with industry standards. EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT, ALL OTHER WARRANTIES ARE DISCLAIMED. The aggregate liability of each party for claims arising out of this Agreement shall not exceed the total fees actually paid by the Client to the Service Provider under this Agreement, except for liability arising from gross negligence, willful misconduct, or breaches of confidentiality or indemnification obligations.

Indemnification: The Service Provider shall indemnify, defend and hold the Client harmless from and against any third-party claims alleging that the delivered software or services infringe any third-party intellectual property rights, provided that the Client gives the Service Provider prompt written notice of such claim and cooperates in the defense. Remedies for infringement may include repair, replacement, or procurement of a license, at the Service Provider's option.

Liability Cap (USD)

Termination

Either party may terminate this Agreement for material breach by the other party if the breach remains uncured for days after written notice specifying the breach. On termination for convenience by the Client, the Service Provider shall be paid for work performed and documented expenses incurred up to the effective date of termination, subject to set-off for any damages or unpaid amounts.

Dispute Resolution and Governing Law

The parties shall attempt in good faith to resolve any dispute arising out of or relating to this Agreement through negotiation between senior representatives. If unresolved within thirty (30) days, the dispute shall be resolved by binding arbitration administered in accordance with the parties' agreement. Governing law for this Agreement shall be the laws of the State of without regard to conflict of law principles.

Data Protection and Security

Each party shall implement and maintain administrative, physical, and technical safeguards appropriate to the nature of the information to protect against unauthorized access, disclosure, alteration or destruction. The Service Provider shall notify the Client without undue delay upon becoming aware of any material security incident affecting Client data and shall cooperate in incident response and remediation.

Miscellaneous

Entire Agreement: This Agreement constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior negotiations and understandings. Amendments must be in writing and signed by authorized representatives of both parties.

Assignment: Neither party may assign or transfer this Agreement without the prior written consent of the other, except that either party may assign to an affiliate or in connection with a merger or sale of substantially all assets.

Client — Printed Name:

By:

Date:

Service Provider — Printed Name:

By:

Date:

What the Project Management ERP Agreement Covers

A Project Management ERP Agreement is a legally binding contract that sets the terms between a client and an ERP implementation or project management provider. It defines scope, deliverables, milestones, acceptance criteria, payment schedule, change-control procedures, data ownership, security obligations, service levels, and dispute-resolution paths. The agreement clarifies responsibilities for integrations, testing, training, and post-implementation support. In the U.S. context it also allocates risk, specifies governing law, and can incorporate privacy or regulatory addenda (for example HIPAA addenda when protected health information is involved).

Why a Clear Agreement Matters for ERP Projects

A clear Project Management ERP Agreement reduces scope disputes, aligns expectations, assigns responsibility for integrations, and ties payments to verifiable milestones. It provides a measurable basis for acceptance testing, change orders, and warranty obligations while documenting remedies for delays or poor performance.

Typical parties who prepare or sign this agreement

Multiple internal and external stakeholders usually collaborate on the contract before execution.

Project managers and PMO teams: Draft scope, schedule milestones, acceptance tests, and manage change control across vendors and business units.
Procurement and legal departments: Review commercial terms, indemnities, warranties, and ensure contract aligns with organizational policy and risk tolerance.
ERP vendors and system integrators: Confirm deliverables, resource commitments, integration responsibilities, and post-go-live support obligations.

Final signatories should include authorized representatives with authority to bind their organizations to payment and performance terms.

Core sections you’ll find in a professional ERP project agreement

A complete agreement groups commercial and technical obligations so stakeholders can track progress, payments, and acceptance. The following elements are commonly included.

Scope of Work

A detailed description of modules, customizations, third-party integrations, and excluded items; used to measure completed deliverables and limit scope creep.

Milestones & Schedule

A timeline with milestone definitions, deliverable checklists, responsible parties, and acceptance windows that determine when payments and penalties apply.

Payment Terms

Fee schedule tying payments to specific milestones, invoicing rules, expense reimbursement, and remedies for late or disputed payments.

Change Control

Process for submitting, pricing, approving, and scheduling change requests so both parties have a clear mechanism to handle scope adjustments.

Acceptance Criteria

Objective tests, test data, defect classification, and remediation timelines used to determine whether deliverables meet contractual standards.

Data & Security

Ownership of data, access controls, encryption requirements, breach notification, and any industry-specific compliance addenda (for example HIPAA).

Security and compliance items to include

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Signed records, timestamps, and action logs retained

Access Controls: Role-based access and MFA for privileged users

HIPAA BAA: Business associate agreement required if PHI is involved

Certifications: SOC 2 Type II and ISO 27001 where required

21 CFR Support: Controls supporting FDA-regulated record requirements

Step-by-step: preparing and sending the agreement for signature

A concise signing workflow helps ensure proper approvals and an auditable record of execution.

01

Prepare Document: Assemble final contract, exhibits, and attachments for review.
02

Place Fields: Add signature, date, and required data fields in logical order.
03

Specify Signers: Define signer names, order, and authentication method.
04

Send & Track: Dispatch for signature and monitor completion with audit logs.

Configuring an online signing workflow for this agreement

Set up roles, authentication, and integrations so the contract routes correctly and integrates with project systems.

Field	Configuration
Signer Order	Sequential or parallel signing per approval hierarchy
Authentication	Email link, SMS code, or knowledge-based verification
Conditional Fields	Show or hide fields based on role or selections
Integration	Push signed copies to ERP, NetSuite, or document storage

Typical sending and signature flow

The following sequence describes the common path from upload to archived signed copy.

Upload Document: Upload final PDF or DOCX to the signing platform.
Place Signatures: Add signature, date, and checkbox fields where required.
Invite Signers: Send email or share a secure signing link with signers.
Archive Audit: Receive signed PDF and certificate of completion.

Technical considerations for eSigning and storage

Choose a platform that supports required formats, authentication strength, and downstream integrations for your ERP workflows.

File Formats: PDF, DOCX, and industry-standard exports
Integrations: NetSuite, Salesforce, Google Workspace, Box
Authentication: Email, SMS, KBA, or SSO/SAML

Ensure the chosen platform provides tamper-evident signed PDFs, an audit trail, and retention options consistent with your recordkeeping policy and regulatory needs.

Key timeframes to include in the agreement

Explicit dates and relative deadlines reduce ambiguity and trigger contractual obligations such as payments and acceptance.

Effective Date:

Contract obligations begin on the specified MM/DD/YYYY effective date.

Project Kickoff:

Kickoff meeting scheduled within 14 days of effective date.

Milestone Payments:

Payments due within 30 days of accepted milestone invoice.

Acceptance Testing:

Client has 30 days to perform acceptance testing after delivery.

Warranty / Support:

Standard warranty period typically 12 months post-acceptance.

Common mistakes to avoid when preparing this agreement

Vague scope statements that permit unlimited change requests and lead to disputes over what is included.
Missing objective acceptance criteria that force subjective approval and delay milestone payments and project closure.
Allowing unbounded vendor subcontracting without approval, which complicates responsibility for defects and integration issues.
Skipping formal change-control steps and informalizing scope changes through emails that lack pricing or scheduling details.

Contractual risks and potential consequences

Delay Penalties: Liquidated damages or service credits

Payment Withholding: Client may withhold payments for nonconforming work

Indemnity Claims: Vendor may face third-party liability exposure

Termination Costs: Early termination fees or transition expenses

Warranty Breach: Remediation obligations and reputational harm

Data Breach: Regulatory fines and notification costs

Comparing eSignature pricing and key features

Price and feature needs vary by volume, compliance, and integration requirements. The table below shows typical starting pricing and feature availability.

	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	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently asked questions about execution and enforceability

Answers to common legal, technical, and operational questions encountered when executing ERP project agreements electronically.

Need help? Contact support

Can this agreement be signed electronically?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and UETA (where adopted). Exceptions apply for wills, certain court filings, and other statutorily excluded categories.
What shows signatory intent and attribution?
Evidence of intent includes an authenticated signing event, clear attribution (email, account, audit log), and retention of the record. Platforms should capture timestamp, IP, and action logs to support attribution.
Are notarization or witnesses required?
Most private contracts do not require notarization; however certain states or specific instruments may require notarization or witnesses. Verify state law for deeds, powers of attorney, and other formal documents.
How do I amend or revoke after signing?
Amendments must follow the contract’s amendment clause—typically written agreement signed by authorized representatives. Revocation of a signed agreement is subject to termination provisions and applicable law; unilateral revocation is limited.
How to ensure HIPAA compliance when PHI is involved?
Execute a Business Associate Agreement, minimize PHI in routing emails, use encrypted storage and access controls, and retain records for six years per 45 CFR §164.530(j).
Who must sign to bind the organization?
Authorized representatives with contracting authority must sign. Confirm corporate authority via board resolutions or delegated signing authority to avoid validity challenges.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now