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Technology Services Agreement

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TECHNOLOGY SERVICES AGREEMENT

This Technology Services Agreement ("Agreement") is entered into as of Effective Date: by and between Service Provider Name: and Client Name: .

RECITALS

WHEREAS, Service Provider is in the business of providing technology services, software development, systems integration and related professional services; and

WHEREAS, Client desires to retain Service Provider to perform certain technology services described in this Agreement and Service Provider is willing to perform such services under the terms and conditions set forth herein; and

WHEREAS, the parties intend that the services performed, deliverables produced, and payment terms be governed by the terms of this Agreement.

PARTIES' CONTACT INFORMATION

SCOPE OF WORK

Service Provider shall perform the services and deliver the deliverables described below (the "Services" and "Deliverables"). Service Provider will perform the Services in a professional and workmanlike manner consistent with industry standards and applicable law.

PAYMENT TERMS

Client shall pay Service Provider the fees set forth below in consideration for the performance of the Services. All fees are non-refundable except as expressly provided in this Agreement.

TERM AND TERMINATION

The term of this Agreement commences on Start Date: and, unless earlier terminated in accordance with this Agreement, continues until End Date: .

Either party may terminate this Agreement for material breach by the other party if such breach remains uncured thirty (30) days after written notice specifying the breach. Termination shall not relieve Client of its obligation to pay for Services performed and expenses incurred prior to the effective date of termination.

CONFIDENTIALITY

"Confidential Information" means non-public information disclosed by one party to the other that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Confidential Information includes, without limitation, trade secrets, technical data, business plans, client lists, and software source code.

Receiving party shall (i) use Confidential Information only to perform its obligations under this Agreement, (ii) restrict disclosure to its employees, contractors and agents with a need to know and who are bound by confidentiality obligations at least as protective as those herein, and (iii) take reasonable measures to protect Confidential Information from unauthorized use or disclosure. Confidential Information does not include information that is or becomes generally available to the public other than as a result of a breach of this Agreement, was known to the receiving party prior to disclosure, or is rightfully obtained from a third party without restriction.

DATA SECURITY

Service Provider shall implement and maintain administrative, physical and technical safeguards appropriate to the nature of the Confidential Information and Personal Data processed to protect against unauthorized access, disclosure, alteration or destruction. Service Provider shall notify Client without undue delay upon becoming aware of any security incident affecting Client data and shall cooperate in remediation.

INTELLECTUAL PROPERTY

Unless otherwise expressly agreed in writing, Service Provider hereby assigns to Client, and Client accepts, all right, title and interest in and to all Deliverables created specifically for Client under this Agreement upon full payment of all fees due. Service Provider retains ownership of its pre-existing materials, tools, libraries, methodologies and general knowledge, and grants Client a non-exclusive license to any pre-existing materials embedded in Deliverables to the extent necessary for Client’s use of the Deliverables.

WARRANTIES; DISCLAIMER

Service Provider warrants that it will perform the Services in a professional and workmanlike manner in accordance with generally accepted industry standards. EXCEPT FOR THE FOREGOING EXPRESS WARRANTY, THE SERVICES AND DELIVERABLES ARE PROVIDED "AS IS" AND SERVICE PROVIDER DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

LIMITATION OF LIABILITY

Except for liability arising from gross negligence, willful misconduct, or a breach of confidentiality or infringement of intellectual property rights, the aggregate liability of each party for claims arising out of or related to this Agreement shall not exceed Amount: . IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR PUNITIVE DAMAGES.

INDEMNIFICATION

Each party ("Indemnitor") shall indemnify, defend and hold harmless the other party and its officers, directors, employees and agents from and against any third-party claims, liabilities, damages and expenses (including reasonable attorneys' fees) arising from Indemnitor's breach of this Agreement, negligence, willful misconduct, or infringement of a third party's intellectual property rights.

FORCE MAJEURE

Neither party shall be liable for delays or failures in performance due to causes beyond its reasonable control, including acts of God, natural disasters, pandemics, government actions, or network outages. The affected party shall promptly notify the other party and use commercially reasonable efforts to resume performance.

SUBCONTRACTING AND ASSIGNMENT

Service Provider may engage subcontractors to perform portions of the Services provided that Service Provider remains responsible for the performance of the subcontracted work and compliance with this Agreement. Client may not assign this Agreement without Service Provider's prior written consent, except to an affiliate or in connection with a merger or sale of substantially all assets.

INSURANCE

NOTICES

All notices required or permitted under this Agreement shall be in writing and delivered to the contacts set forth below by personal delivery, nationally recognized overnight courier, or certified mail (return receipt requested) and shall be effective upon receipt.

GOVERNING LAW; ENTIRE AGREEMENT

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to conflict of law principles. The parties submit to the exclusive jurisdiction of the courts located in that State for any dispute arising under this Agreement.

This Agreement, together with any statements of work and accepted change orders, constitutes the entire agreement between the parties regarding the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals and communications, whether oral or written. Any amendment must be in writing and signed by authorized representatives of both parties.

SEVERABILITY

If any provision of this Agreement is held to be invalid or unenforceable by a court of competent jurisdiction, the remainder of this Agreement shall remain in full force and effect and such provision shall be reformed only to the extent necessary to make it enforceable.

Service Provider (Print Name):

By:

Date:

Client (Print Name):

By:

Date:

Enter text✕

Overview: What a Technology Services Agreement Covers

A Technology Services Agreement defines the relationship between a service provider and a client for the delivery, support, or maintenance of technology products and services. It typically addresses scope of services, deliverables, timelines, fees, service levels, intellectual property ownership, confidentiality, warranties, liabilities, and termination. The agreement sets expectations for change management, acceptance testing, dispute resolution, and data handling. For contracts involving protected data or regulated industries, addenda for HIPAA, FERPA, or industry-specific controls may be required to meet legal and contractual obligations.

Why use a Technology Services Agreement

A clear written agreement reduces ambiguity about responsibilities, protects intellectual property rights, defines payment and acceptance terms, and limits liability exposure. It also documents service levels and remedies, helping both parties manage risk and measure performance under state and federal law.

Why use a Technology Services Agreement

Who typically prepares or signs this agreement

The agreement should be reviewed by appropriate technical, legal, and finance stakeholders before signing to ensure commercial and compliance requirements are met.

  • In-house legal and procurement teams at mid-market and enterprise firms responsible for vendor selection and contract negotiation.
  • IT service providers, software vendors, and managed service companies that deliver technology solutions and maintenance.
  • SMB owners and startup founders who engage consultants, developers, or cloud providers for product development and operations.

Primary signers and internal stakeholders

Legal Counsel

General Counsel or outside counsel typically drafts and reviews legal clauses, IP assignment, liability caps, and termination provisions to ensure the contract aligns with corporate policy and applicable law.

IT / Ops Lead

A technical lead or operations manager validates scope, deliverables, SLAs, technical acceptance criteria, integration requirements, and any onboarding or exit procedures.

Essential fields to include in the agreement

Parties: Full legal names
Scope: Services and deliverables
Payment: Fees and schedule
IP: Ownership and assignment
Confidentiality: NDA and data protection
Term: Start, renewal, termination

Key risks and potential penalties

Breach Damages: Monetary liability
IP Loss: Unassigned copyrights risk
Regulatory Fines: HIPAA or data fines
Service Downtime: SLA credits or loss
Contract Voidance: Improper execution risk
Data Breach: Notification and remediation

Common preparation mistakes to avoid

  • Vague scope descriptions that create open-ended obligations and disputes over deliverables and acceptance criteria.
  • Missing or inconsistent IP language that fails to assign ownership of software, code, or deliverables created under the engagement.
  • Absent or weak SLA metrics and remedies, leaving the client without clear recourse for poor performance or outages.
  • Failure to include data protection or regulatory addenda (for example, HIPAA) when the work involves protected health information.

Core clauses that make the agreement enforceable

Include specific, well-drafted clauses that allocate rights and obligations clearly between parties to reduce ambiguity and litigation risk.

Scope of Work

Detailed tasks, deliverables, acceptance tests, milestones, and any excluded services to prevent scope creep and payment disputes.

Payment Terms

Fees, invoicing cadence, late interest, withholding, and any milestone-based payments tied to acceptance criteria.

Intellectual Property

Who owns pre-existing materials, work product, and whether assignment or license is required for deliverables.

Warranties and Remedies

Limited warranties for defects, remediation obligations, warranty periods, and remedies for breach including credits or termination.

Confidentiality

Definition of confidential information, permitted disclosures, duration of obligations, and return or destruction requirements.

Service Levels

Performance metrics, uptime targets, incident response times, reporting obligations, and financial credits for missed SLAs.

Step-by-step: Preparing and executing the agreement

Follow these basic steps to draft, review, and execute a Technology Services Agreement with clarity and control.

  • 01
    Draft Scope: Define deliverables, milestones, and acceptance.
  • 02
    Assign Reviewers: Legal, technical, and finance review.
  • 03
    Obtain Approvals: Signatory authority confirms readiness.
  • 04
    Execute: Sign, date, and distribute final copy.

Setting up an online completion and signature workflow

Configure fields, signer order, authentication, and notifications before sending the agreement for signature.

Field Configuration
Signature Block Required for each party; add date field
Signer Order Sequential or parallel signing flow
Authentication Email link, SMS code, or stronger
Notifications Reminders and completion receipts

Where to send, file, and archive the signed agreement

Decide authoritative storage and distribution channels as part of the signing workflow to ensure retention and auditability.

  • Upload Document: Store master copy in contract repository
  • Send to Signers: Use platform email or secure link
  • Receive Signed Copy: Distribute executed PDF to all parties
  • Archive: Retain signed original per retention policy

Digital signing and eSubmission capabilities to consider

Confirm the vendor meets compliance standards needed for your industry and that audit trails are preserved for disputes or audits.

  • Integrations: Salesforce, NetSuite, Google Workspace
  • File Formats: PDF, DOCX, HTML supported
  • Authentication Options: Email, SMS, KBA, SSO

Key deadlines and timing expectations

Establish milestone dates and notification periods to avoid missed obligations and to trigger billing or termination rights.

Effective Date Specification:

Contract begins on the stated Effective Date

Milestone Acceptance Period:

Client review window for deliverables

Payment Due Dates:

Net terms and invoice schedule

Termination Notice:

Provide required days for termination notice

Amendment Lead Time:

Time required to implement changes

Typical project lifecycle milestones

Track milestones from negotiation through renewal to ensure each phase has defined deliverables and approvals.

01

Negotiation

Finalize scope, fees, and legal terms

02

Execution

Signatures obtained and agreement effective

03

Implementation

Deliverables produced and accepted

04

Renewal or Closeout

Decide extension or termination actions

How electronic execution compares to paper signing

Evaluate differences in enforceability, speed, and recordkeeping when choosing electronic versus traditional signatures.

Criteria Paper Electronic
Enforceability yes (wet signature) yes (esign/ueta)
Notarization available available (ron where allowed)
Audit Trail limited comprehensive metadata logs
Execution Speed days to weeks minutes to days

Illustrative eSignature vendor comparison for Technology Services Agreements

Compare baseline pricing and feature availability across common eSignature vendors; signNow appears first for parity in this comparison.

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 trial Yes Yes Yes Yes
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

Real-world examples of technology contract use

These brief examples show common outcomes when organizations use clear technology service contracts and electronic signing workflows.

Optica Ventures — COO

Optica quickly standardized its vendor agreements to speed onboarding

  • The company used a template with clear SLAs and IP clauses
  • As a result, legal review time dropped and customers received consistent deliverables with auditable acceptance records.

Martin Properties — Founder

A small firm moved vendor agreements online to cut in-person signings

  • The team used mobile signing and templates for repeat contracts
  • They reported improved compliance and faster turnaround whether staff worked remotely or in the field.

Downloading, saving, and sharing the executed agreement

After execution, preserve signed copies in standard formats and ensure access controls for records and audit evidence.

Export Formats

Save executed agreements as PDF/A for long-term archiving and as DOCX when editable copies are required for internal records.

Certificate of Completion

Retain the platform-generated audit trail or certificate showing signer identity, timestamps, and IP addresses for evidentiary support.

Secure Storage

Store signed documents in a central contract repository with role-based access and versioning for auditability.

Backup & Retention

Implement regular backups and retention schedules aligned with legal and industry requirements to prevent data loss.

Frequently asked questions about Technology Services Agreements

Answers to common questions about execution, enforceability, compliance, and electronic signing for Technology Services Agreements.


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