Parties and Definitions
Identify the contracting parties, legal entity names, and define capitalized terms used throughout to prevent ambiguity in scope and obligations.
A well-drafted ZipDeal Business Services MSA reduces ambiguity about responsibilities, payment, and risk allocation, lowers negotiation friction for repeat engagements, and creates a single reference for compliance, audit, and dispute resolution.
A variety of organizational roles and vendor counterparts use or complete this MSA depending on the size and structure of the transaction.
Identify the contracting parties, legal entity names, and define capitalized terms used throughout to prevent ambiguity in scope and obligations.
Describe services at a high level in the MSA and attach or reference SOWs for project-specific deliverables, schedules, acceptance criteria, and change control.
Specify pricing, invoicing cadence, payment terms, expense reimbursement, taxes, and remedies for late payment including interest or suspension rights.
Include nondisclosure obligations, permitted disclosures, data processing responsibilities, and a Data Protection Addendum if personal or regulated data will be processed.
Allocate ownership of preexisting IP, work-for-hire deliverables, licensing rights, and any residual or background technology retained by the provider.
Limitations of liability, warranty scope and duration, indemnity mechanics, termination rights, notice periods, and post-termination obligations.
| Field | Configuration |
|---|---|
| Upload template | Import DOCX or PDF; convert to fillable form |
| Add branding | Insert logo and company contact details |
| Assign roles | Set signer order and reviewer permissions |
| Authentication | Choose email, SMS code, or KBA verification |
Consider file types, integrations, and signer authentication when planning digital execution.
Date obligations begin (MM/DD/YYYY)
Commonly 12–36 months depending on scope
30–90 days prior written notice often required
Notice typically 30–60 days
Net 30 or Net 45 per invoice terms
The team standardized contracting across portfolio companies to reduce delays and duplicative review.
A repeat-service environment needed a single agreement for multiple projects and mobile signing.
An officer or agent with written authority signs on behalf of the legal entity. Their signature binds the company to payment obligations, warranties, and indemnities described in the MSA.
Responsible for negotiating commercial terms, coordinating SOWs, and ensuring deliverables and payments align with the MSA; maintains contract repository and renewals calendar.
Confirm whether the MSA or any attached instruments require notarization or witnesses in your jurisdiction.
Decide between wet-ink, in-person electronic, or remote online notarization (RON) if permitted.
For RON, ensure signer identity verification through multi-factor or credential analysis.
RON may require retention of the audio-video session per state rules.
Notaries must record the event in a journal when required by state law.
MSAs rarely need witnesses; check state law for specific instruments.
Store notarized originals or certified electronic copies in the contract repository.
RON and notary requirements differ by state; confirm with the state notary authority.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | No envelope cap | No envelope cap | No envelope cap |