Scope of Services
Define tasks, deliverables, exclusions, and boundaries for ongoing support activities.
A clear contract reduces delivery ambiguity, sets measurable service levels, and preserves continuity when projects require ongoing oversight. It protects both parties by defining scope, fees, and exit terms while reducing disputes and minimizing downtime.
Use this agreement where ongoing coordination, regular reporting, and enforceable service levels reduce operational risk and improve predictability.
Define tasks, deliverables, exclusions, and boundaries for ongoing support activities.
Specify response/resolution times, priority definitions, uptime targets, and measurement windows.
Describe retainer, time-and-materials, or fixed-fee arrangements, invoicing cadence, and expense rules.
Outline procedures for scope changes, approval workflows, and fee adjustments.
Include notice periods, cure opportunities, early-termination fees, and data return procedures.
Address data protection, access limitations, and procedures for handling sensitive information.
| Field | Configuration |
|---|---|
| Signer Order | Set client before vendor or as agreed by parties |
| Required Fields | Mark names, dates, and pricing as required to prevent incomplete returns |
| Authentication | Choose email link, SMS code, or stronger methods like KBA or 2FA |
| Audit Trail | Enable IP, timestamp, and action logging for the final record |
Confirm platform audit trails and retention settings meet your legal and compliance obligations before finalizing eSubmission.
| 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 by plan | Varies by plan | Varies by plan |
The date obligations begin; governs deadlines and statute start points
Typical 30-day payment terms; confirm interest and late fee clauses
Note automatic renewal periods and the required advance notice to opt out
Standard 30–90 days depending on contract tier and cure provisions
Specify lead time required for scope adjustments and approval cycles
An authorized internal project manager may sign operational amendments or statements of work if given delegated authority in writing; corporate signing limits may still require executive countersignature for fee changes or legal terms.
An authorized client representative with contract authority should sign master agreements and renewals; verify signing authority with a corporate resolution or procurement purchase order where required.
Optica used a retained managed support agreement to standardize client onboarding and reduce rework by centralizing approvals.
Tech Data implemented managed support contracts tied to SLAs for internal and external teams.