Can this agreement be signed electronically?

Yes. Electronic signatures are generally enforceable under U.S. law when the parties demonstrate intent and consent. Use an e-signature provider that captures an audit trail and stores the signed record for later reproduction and verification.

Is notarization required for validity?

Most states do not require notarization for a trial equipment agreement. Notarization may be optional or recommended for certain assignments of interest; check state or transaction-specific rules if you plan to record or assign rights.

Who should sign on behalf of a company?

An authorized officer or an employee with delegated signing authority should sign. Confirm internal delegation and document authority to avoid claims that the signer lacked power to bind the organization.

What happens if equipment is damaged during the trial?

Follow the contract’s damage and liability clauses: inspect the returned device, document damage, and apply repair or replacement charges per the agreed schedule and valuation method.

How do we extend the trial period?

Execute a written amendment or extension signed by both parties specifying new dates and any changes to support or liability; avoid verbal extensions that create enforceability disputes.

How long should we keep the signed agreement?

Retain the executed agreement for the active trial term plus several years to support tax, warranty, and potential dispute needs; follow applicable federal and industry retention guidance.

Electronic Signature
Templates
Miscellaneous
Trial Agreement for ScreenBeam

Trial Agreement for ScreenBeam

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

TRIAL AGREEMENT FOR SCREENBEAM

This Trial Agreement ("Agreement") is entered into by and between Provider Name: with address and Client Name: with address . Effective Date:

WHEREAS

WHEREAS, Provider is in the business of supplying wireless display hardware and related software and services branded as ScreenBeam and possesses the Trial Equipment and/or Trial Software described below; and

WHEREAS, Client desires to evaluate the Trial Equipment and/or Trial Software for the limited purpose of internal testing and proof-of-concept demonstrations and Provider is willing to make such Trial Equipment and/or Trial Software available to Client for a limited trial in accordance with the terms and conditions set forth herein.

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties agree as follows:

Trial Item(s) — Description

Primary Equipment / Software Description Quantity Model / Version Serial Numbers / License Keys

Scope of Work

Provider will deliver the Trial Item(s) to Client and Client will perform evaluation, testing, and demonstration activities described below. The parties acknowledge the trial is for evaluation purposes only and not for resale.

Detailed Scope of Work

Payment Terms

Unless otherwise set forth in this Agreement, the Trial is provided on the following payment terms.

Trial Fee Amount (if any) Deposit Amount (if required) Payment Schedule / Billing Late Fee / Interest on Overdue Amounts

All payments are due within days of invoice unless otherwise agreed in writing. Failure to pay amounts when due constitutes a material breach and entitles Provider to suspend performance and repossess Trial Item(s) in accordance with the Term and Termination provisions below.

Term and Termination

The trial period shall commence on and shall expire on (the "Trial Period"), unless earlier terminated in accordance with this Agreement.

Either party may terminate this Agreement for convenience upon days' prior written notice to the other party. Provider may terminate immediately for cause, including Client's failure to pay fees, loss or damage to Trial Item(s), or breach of the confidentiality provisions. Upon termination or expiration Client shall promptly cease use of Trial Item(s), securely erase Provider software where required, and return all Trial Item(s) and Confidential Information at Client's expense.

Confidentiality

"Confidential Information" means non-public information disclosed by one party to the other that is marked confidential or that reasonably should be understood to be confidential. Recipient shall (i) use Confidential Information only to perform its obligations under this Agreement; (ii) limit access to employees and contractors who have a need to know and are bound by nondisclosure obligations no less protective than those set forth herein; and (iii) not disclose Confidential Information to any third party without prior written consent of the disclosing party. Confidential Information does not include information that is or becomes publicly available through no fault of Recipient, was already lawfully in Recipient's possession, was rightfully received from a third party without an obligation of confidentiality, or is independently developed by Recipient without reference to the discloser's Confidential Information.

The obligations of confidentiality shall survive termination of this Agreement for a period of .

Return and Risk of Loss

Client is responsible for the reasonable care and custody of the Trial Item(s) while in Client's possession. Client shall notify Provider promptly of any loss, theft, or damage. Client shall return Trial Item(s) in substantially the same condition as delivered, ordinary wear and tear excepted. Provider may charge Client for repair or replacement costs for damaged or missing items.

Limitation of Liability

EXCEPT FOR BODILY INJURY OR GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR CONSEQUENTIAL, INCIDENTAL, EXEMPLARY, OR PUNITIVE DAMAGES ARISING FROM OR RELATING TO THIS AGREEMENT, AND THE AGGREGATE LIABILITY OF EITHER PARTY FOR ANY CLAIM ARISING HEREUNDER SHALL NOT EXCEED THE AMOUNTS PAID OR PAYABLE BY CLIENT UNDER THIS AGREEMENT.

Governing Law

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

Entire Agreement

This Agreement, together with any exhibits or attachments signed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, and communications, whether written or oral. Any amendment or modification of this Agreement must be in writing and signed by authorized representatives of both parties.

Additional Contact Information

Provider Contact Name Provider Contact Email / Phone Client Contact Name Client Contact Email / Phone

Provider (Printed Name):

By:

Date:

Client (Printed Name):

By:

Date:

What the Trial Agreement for ScreenBeam Covers

A Trial Agreement for ScreenBeam is a short-term contract that governs the loan, evaluation, or demonstration of ScreenBeam hardware and related software to a prospective customer. The agreement specifies equipment identification, permitted use, evaluation period, support and maintenance responsibilities, liability for loss or damage, confidentiality obligations, return and inspection procedures, and acceptance criteria. It clarifies ownership and intellectual property rights, any security or data-handling expectations during testing, and remedies for breach. The document is suitable for vendors, resellers, integrators, and customers using electronic signatures for execution.

Why a Formal Trial Agreement Matters

A formal Trial Agreement sets clear expectations, protects assets, limits liability, and documents technical acceptance criteria during evaluations. It reduces disputes by recording shipment, testing, support, and return obligations in one enforceable record under U.S. e-signature law.

Who Typically Completes This Agreement

Parties involved range from vendor account teams to IT administrators and procurement officers; each has distinct priorities when executing a trial agreement.

Vendor or reseller account manager responsible for delivery, asset tracking, and commercial terms.
Customer IT administrator who configures devices, verifies compatibility, and documents acceptance.
Procurement or legal representative who approves commercial terms and protects organizational risk.

Step-by-step: How to Complete the Trial Agreement

Follow these sequential steps to fill, review, and execute the Trial Agreement reliably and in the correct order.

01

Prepare: Gather device serial numbers, shipping addresses, and internal approvers.
02

Fill: Enter party names, trial dates, and responsibility clauses accurately.
03

Review: Legal and IT confirm terms, data handling, and support SLAs.
04

Execute: Sign electronically and retain the signed record with audit trail.

Online setup: Suggested digital workflow settings

Configure your e-signature workflow to capture required fields, authentication, and evidence before sending for signature.

Field	Configuration
Document Type	Contract with signature and date fields
Authentication	Email plus optional SMS code
Audit Trail	Enable timestamp, IP, and action log
Attachments	Attach photos, serial lists, and ROI test results

Typical routing: From draft to returned hardware

This sequence shows the common flow from creating the agreement through return of the trial devices.

Draft: Populate parties, equipment IDs, dates, and conditions.
Authorize: Internal signoff by account and legal teams before sending.
Sign: Recipient signs electronically using approved authentication.
Return: Customer returns devices per the agreed return procedure.

Technical considerations for eCompletion and delivery

Confirm your eSignature provider supports the file formats, authentication strength, and audit evidence you require before sending the Trial Agreement for signature.

File formats: PDF, DOCX, and image attachments supported
Integrations: CRM and storage connectors available
Authentication: Email, SMS, or stronger multi-factor

Core clauses to include in a professional agreement

Include these essential sections so the trial is manageable, auditable, and legally meaningful for both parties.

Parties

Identify full legal names and roles for vendor, reseller, integrator, and customer. Clarify who is responsible for shipment, support, insurance, and damage claims to avoid future ambiguity.

Equipment Details

List device model numbers, serial numbers, quantities, and included accessories. Accurate identification prevents disputes about condition and return obligations when the trial ends.

Term and Return

State the trial start and end dates, shipping terms, return method, and condition requirements. Include extension options and consequences for late returns or non-returned devices.

Support and SLAs

Describe technical support scope, response times, firmware or software updates during the trial, and escalation paths so evaluators know what support to expect.

Liability and Insurance

Allocate responsibility for loss, theft, and damage; require insurance or deposit if appropriate; define caps on liability to limit exposure.

Data and Confidentiality

Address data handling, logs, and any installation access. Include confidentiality obligations for test results and handling of any captured data during the evaluation.

Security and compliance controls to verify

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

Audit Trail: Timestamp, IP, and action history retained

HIPAA BAA: Business Associate Agreement available if required

Access Controls: Role-based permissions and SSO support

Retention Policies: Configurable retention with export options

Authentication: Email, SMS, KBA, or advanced MFA options

Potential penalties and contractual risks

Late Return Fees: Daily or fixed charges for overdue equipment

Damage Charges: Costs for repairs or replacement if devices are harmed

Data Breach Liability: Exposure for improper handling of protected data

Warranty Voidance: Unauthorized modifications may void warranties

Tax Withholding: Incorrect payer info could trigger withholding

Contract Invalidity: Signatory not authorized may render contract void

Common preparation mistakes to avoid

Using informal or ambiguous device descriptions that later lead to disputes over what was returned or tested during the trial period.
Failing to document courier tracking, packaging condition, and acceptance checks on delivery which complicates liability when damage is discovered.
Allowing unauthorized personnel to sign or accept equipment without a clear delegation of authority in the agreement or an accompanying purchase order.
Neglecting to remove or secure sensitive data before return, which can create regulatory exposure and delay final acceptance.

eSignature vendor comparison for executing Trial Agreements

Compare basic vendor pricing and key capabilities relevant to signing, bulk sending, audit trail, and HIPAA coverage when choosing a platform for trial agreements.

	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 (available in Business Premium)	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes (BAA available)	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Key dates and timing expectations

Track these deadlines to prevent fees, disputes, and interruptions to the evaluation process.

Agreement Effective Date:

Effective date establishes obligations and the start of support SLAs

Shipment Date:

Vendor ships per agreed lead time; note tracking for proof of delivery

Evaluation Period:

Defined trial length, commonly 14 to 90 days depending on scope

Return Deadline:

Date by which devices must be shipped back to avoid late fees

Warranty and Acceptance:

Acceptance window for defects and firmware issues after return

Practical tips for accurate and efficient completion

Apply these practices to reduce risk, speed execution, and preserve equipment value during the trial.

Document Device Condition

Capture high-resolution photos and serial numbers at shipment and return to prove condition; attach these files to the signed agreement to support damage claims or to refute them.

Assign a Single Point of Contact

Designate one vendor and one customer lead to coordinate shipping, installation, troubleshooting, and sign-off to avoid miscommunication and delays in acceptance or return.

Limit Installation Changes

Document any configuration changes and require approval for permanent modifications to firmware or hardware to preserve warranty and avoid voiding vendor support.

Secure Data Handling

Remove sensitive data before return or require a certified secure wipe procedure; document the wipe in the agreement to mitigate data-breach risk.

Frequently asked questions about Trial Agreement execution

Answers to common questions about legality, signatures, returns, and dispute handling when using a Trial Agreement for ScreenBeam.

Need help? Contact support

Can this agreement be signed electronically?
Yes. Electronic signatures are generally enforceable under U.S. law when the parties demonstrate intent and consent. Use an e-signature provider that captures an audit trail and stores the signed record for later reproduction and verification.
Is notarization required for validity?
Most states do not require notarization for a trial equipment agreement. Notarization may be optional or recommended for certain assignments of interest; check state or transaction-specific rules if you plan to record or assign rights.
Who should sign on behalf of a company?
An authorized officer or an employee with delegated signing authority should sign. Confirm internal delegation and document authority to avoid claims that the signer lacked power to bind the organization.
What happens if equipment is damaged during the trial?
Follow the contract’s damage and liability clauses: inspect the returned device, document damage, and apply repair or replacement charges per the agreed schedule and valuation method.
How do we extend the trial period?
Execute a written amendment or extension signed by both parties specifying new dates and any changes to support or liability; avoid verbal extensions that create enforceability disputes.
How long should we keep the signed agreement?
Retain the executed agreement for the active trial term plus several years to support tax, warranty, and potential dispute needs; follow applicable federal and industry retention guidance.

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