A clear SMS SOA Agreement reduces billing disputes, ensures regulatory compliance for messaging and data privacy, and defines service-level expectations. It streamlines reconciliation, clarifies chargebacks and credits, and provides written evidence for collections or regulatory inquiries.
Enterprises, marketing agencies, carriers, and SaaS platforms use SMS SOA Agreements to set billing, messaging volume, and compliance expectations.
Signatory roles typically include an authorized billing contact and an operational contact for delivery issues and escalation.
As the primary operational signer, the account manager approves message volumes, approves campaign exceptions, coordinates with technical support for delivery issues, and receives invoices for reconciliation. They must have documented authority to commit to service changes and to accept charges.
Legal counsel reviews compliance language, ensures TCPA and CAN-SPAM representations are accurate, confirms data processing and privacy clauses meet state requirements, and advises on dispute resolution and indemnity terms before the agreement is signed.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel |
| Auth Method | Email link, SMS code, or KBA |
| Required Fields | Full legal name, date, billing address |
| Retention | Auto-archive PDF with audit trail |
Choose platforms that support secure eSigning, audit trails, and common file types such as PDF and DOCX.
Monthly invoicing with detailed statement of account.
Net 30 from invoice date unless otherwise agreed.
Submit disputes within 45 days with supporting logs.
Interest or fixed fee after overdue period.
Final adjustment within 90 days of invoice.
Identify contracting parties by legal name, specify the geographic scope of messaging, define permitted message categories, and enumerate excluded content. Scope clarity avoids later disputes over delivery obligations and regulatory exposure.
Define delivery success metrics, acceptable latency, retry policies, reporting cadence, and remedies for missed SLAs. Include testing and acceptance criteria for new campaigns or send volumes.
Detail per-message pricing, tiered discounts, volume thresholds, minimum monthly charges, tax treatment, and billing frequency. Clarify who bears carrier pass-through fees and surcharges including regulatory assessments.
Require itemized invoices, supporting delivery logs, a stated reconciliation process, and an audit right limited by notice and confidentiality protections to prevent abuse and scope limits.
Include representations on consent, opt-out mechanisms, TCPA compliance, CAN-SPAM where applicable, privacy processing obligations, and cooperation for regulator inquiries or audits including data transfers and subcontractor controls.
State insurance requirements, liability caps, exclusions for indirect damages, and procedures for notice and mitigation of claims arising from messaging or data incidents, including breach response obligations.
| 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 promotion | Varies by promotion | Varies by promotion | Varies by promotion |
| 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 | Varies | Varies |