Scope
Defines covered systems, environments, and excluded services so both parties understand exactly what services and assets are in scope for maintenance and monitoring.
A formal agreement establishes clear security responsibilities, reduces ambiguity about patching and monitoring, and documents response expectations for breaches.
Organizations and service providers use this agreement to formalize security work performed on hosted infrastructure, from small businesses to enterprise IT teams.
Signers include authorized representatives from the hosting vendor and the client; technical annexes are often completed by operations staff or managed security service teams.
Defines covered systems, environments, and excluded services so both parties understand exactly what services and assets are in scope for maintenance and monitoring.
Lists operational duties such as patch deployment cadence, vulnerability scanning frequency, firewall rule changes, malware scanning, and configuration hardening procedures.
Specifies reporting timelines, escalation contacts, containment steps, forensic access, and responsibilities for remediation, evidence preservation, and notification.
Includes uptime or response-time metrics, maintenance windows, remediation timeframes, credit or remedy clauses, and measurement/reporting mechanisms.
Addresses privileged access methods, multi-factor authentication, key handling, change logging, and least-privilege principles for vendor personnel.
Details data handling, backup retention, encryption standards, breach notification duties, and requirements tied to HIPAA, PCI, or other applicable laws.
| Field | Configuration |
|---|---|
| Signer Roles | Assign primary signer, technical approver, and legal reviewer by email. |
| Authentication | Use email + SMS code or stronger methods for high-risk signers. |
| Notifications | Enable reminders and conditional routing for missing approvals. |
| Retention | Set automated archiving and access permissions after execution. |
Ensure export options produce ISO-compatible PDFs and that access controls limit who can retrieve signed agreements.
Date when the agreement and obligations commence.
Regularly scheduled windows for patching and updates.
Internal reporting within 24 hours; external notifications per law.
Performance and security summaries typically produced every quarter.
Annual contract review recommended to update scope and controls.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |