Scope of Services
Describe the presentation, workshop, or session details including format, duration, location or virtual platform, speaker responsibilities, and any required materials to avoid scope creep and billing disputes.
Well-drafted Terms and Conditions reduce ambiguity, allocate risk, and set expectations for payments, recordings, and intellectual property. They help avoid disputes and make enforcement simpler because electronic signatures are given legal effect under the ESIGN Act (15 U.S.C. §7001) and state UETA provisions where applicable.
Several different parties rely on a standard Speakers Institute Terms and Conditions to document engagements and protect rights.
Use the matrix below to confirm whether this template fits your role and adjust language for the specific engagement.
Describe the presentation, workshop, or session details including format, duration, location or virtual platform, speaker responsibilities, and any required materials to avoid scope creep and billing disputes.
Specify fee amounts, deposit and balance schedules, accepted payment methods, invoicing procedures, late payment interest, and responsibility for travel or lodging expenses if applicable.
State cancellation deadlines, refund or retention of deposits, force majeure handling, and rescheduling windows with clear notice periods to reduce uncertainty.
Allocate ownership of presentation materials, recordings, and derivative works; include any license grants for promotional use or post-event distribution.
Identify any confidential information and obligations to protect it, duration of confidentiality, and permitted disclosures such as legal compulsion or aggregated reporting.
Limit damages where permitted by law, allocate indemnity responsibilities for third-party claims, and specify insurance requirements if needed for high-risk events.
| Form Field | Platform Configuration Options | Mapping of contract fields to online form widgets and rules. |
|---|---|
| Signature Type | Select electronic signature, drawn signature, or digital certificate. |
| Authentication Method | Choose email link, SMS code, or KBA for higher assurance. |
| Conditional Fields | Show fee or travel fields only when applicable to reduce clutter. |
| Template Saving | Save as template for repeatable use and consistent language. |
Ensure the chosen platform permits record retention, reproduces an audit trail for ESIGN/UETA compliance, and fits internal security policies.
Date when obligations begin; use MM/DD/YYYY format.
Specify calendar date or days after invoice issuance.
State required notice period and refund or penalty rules.
Set deadlines for slides, handouts, or pre-event materials.
State the final payment due date and late fee terms.
| 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, no credit card | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (Premium tier) | Yes | Yes | Yes | Yes |
| 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 |