Scope of Work
Describe cargo types, pickup/dropoff obligations, equipment responsibilities, routes, and any special handling requirements to avoid scope disputes.
A clear written agreement protects both parties by assigning responsibilities, confirming insurance coverage, and defining payment terms and remedies for nonperformance.
Tailor the agreement to match the commercial role — carrier, broker, or shipper — and confirm required attachments such as insurance certificates and carrier operating authority.
Describe cargo types, pickup/dropoff obligations, equipment responsibilities, routes, and any special handling requirements to avoid scope disputes.
Specify rate structure (flat, per-mile, percentage), fuel surcharges, invoicing cycles, payment terms, and penalties for late payment.
State minimum liability, cargo, and umbrella coverage requirements and require COI naming the contracting party as certificate holder when appropriate.
Allocate responsibility for third-party claims and specify indemnity limits, defense obligations, and how subrogation is handled.
Require active DOT registration, appropriate MC authority, valid driver qualifications, drug and alcohol testing compliance, and IFTA/IRP adherence.
Describe termination for convenience, termination for cause, cure periods, and obligations that survive termination such as indemnity and confidentiality.
| Field | Configuration |
|---|---|
| Route order | Sign in sequence: shipper → carrier → broker |
| Authentication | Use email plus SMS code for signer verification |
| Attachments | Require COI and W-9 uploads before signature |
| Notifications | Enable reminders at 3 and 7 days overdue |
Ensure the chosen platform captures timestamps, signer attribution, and an immutable audit trail compatible with regulatory review.
Before start of operations; attach COI to contract
Follow contract Net terms, e.g., Net 30 or Net 45
Provide W-9 to payer upon request for 1099 reporting
Report nonemployee compensation by Jan 31 annually
Retain contract and supporting docs per retention policy
Terms agreed and draft signed for review.
Confirm certificate validity and limits.
All parties sign and initial required pages.
Store final executed copy in secure records.
| 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 | Verify | Verify | Verify | Verify |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Verify | Verify | Verify |
Optica used electronic signatures to streamline contract handling for clients
A small business moved all agreement signing online to maintain compliance across devices
Export executed files as PDF/A for long-term storage and as searchable PDF for indexing and retrieval.
Store the signed agreement plus an audit certificate showing timestamps, IP addresses, and signer attribution for evidentiary value.
Deliver copies via email to all parties and store an archived copy in an enterprise contract repository or cloud storage.
Maintain redundant secure backups with access controls and encryption to meet audit and insurance requirements.
| Criteria | Trucking Business Agreement | Broker Agreement |
|---|---|---|
| Purpose | direct carrier services | freight brokerage arrangement |
| Insurance required | ||
| Payment model | per-mile or flat rate | commission-based |
| Regulatory focus | dot/fmcsa compliance | broker licensing and authority |