Scope
Clearly list included services, excluded items, deliverables, and milestones. Define migration activities such as DNS changes, data export/import, and any third-party services so parties share a single scope of work and avoid scope creep.
A formal agreement reduces ambiguity during migration, clarifies who performs each task, and documents acceptance criteria and remedies. It protects both parties by defining service-level expectations, costs tied to the upgrade, rollback options, and how to address data loss or service interruptions.
Typical preparers and signers include technical leads, procurement, and legal or operations staff from both hosting providers and client organizations.
Ensure each listed signer has contractual authority and access to technical teams for migration planning, testing, and post-upgrade validation to avoid delays during cutover.
| Field | Configuration |
|---|---|
| Authentication | Email link, SMS code, or advanced signer authentication for higher assurance |
| Routing Order | Define signing order and conditional recipients based on approval outcomes |
| Notifications | Automatic reminders and escalation messages for overdue signers |
| Storage Location | Secure cloud folder with versioning and retention controls |
Verify file types, integrations, and authentication methods before e-signing to ensure the record is reproducible and tamper-evident.
Clearly list included services, excluded items, deliverables, and milestones. Define migration activities such as DNS changes, data export/import, and any third-party services so parties share a single scope of work and avoid scope creep.
Attach a step-by-step migration schedule that includes pre-migration tests, rollback procedures, who will perform each task, and communication protocols to minimize downtime and ensure predictable cutover.
Specify measurable SLAs for uptime, resource availability, backup frequency, and response times. Include remedies or service credits tied to SLA breaches to align incentives.
Describe data ownership, encryption in transit and at rest, backup retention, and responsibilities for data integrity during transfer to protect privacy and meet compliance obligations.
State price changes, invoicing schedule, prorations for partial billing periods, and conditions for withholding payment due to failed acceptance tests to prevent billing disputes.
Define termination rights for material breach, limitations of liability, indemnities for data loss, and procedures for returning or deleting data after termination to manage legal exposure.
Specify how far in advance the client must provide migration approval and access
Define the number of days to run acceptance tests post-cutover
State when the new hosting rates take effect for invoicing
Set a defined rollback period and criteria to revert changes safely
Clarify when retention obligations begin for executed 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Martin Properties uses the agreement to coordinate vendor-hosted upgrades for client websites with minimal downtime.
A healthcare practice attaches HIPAA addenda to hosting upgrade agreements prior to migrating patient portals.