Legal request template

Services agreement signing request template

A services agreement sets out the terms between a client and a service provider, covering scope, payment, timelines and responsibilities for an engagement.

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What is a services agreement?

A services agreement is a contract between a client and a service provider that records what work will be delivered, on what terms, and for what price. It typically covers the scope of services, fees and payment timing, the duration of the engagement, and how either party can end it. By putting the arrangement in writing, both sides reduce the chance of disputes over what was promised or owed.

For businesses, a signed services agreement matters because it turns a verbal understanding into a documented commitment that both parties can rely on. It clarifies deliverables, deadlines, liability and intellectual property, which protects cash flow and working relationships. A services agreement is a commercial contract, so a signing tool helps you get it executed and tracked, but it does not replace tailored legal or professional advice on the terms themselves.

When to use a services agreement

Engaging a contractor, agency or consultant for a defined piece of work
Onboarding a new client before project work begins
Setting up an ongoing retainer or recurring service arrangement
Formalising a previously informal or verbal working relationship

What to include in a services agreement

Scope of services: a clear description of the work to be delivered and any exclusions.
Fees and payment terms: amounts, invoicing schedule and due dates.
Term and termination: how long it runs and how either party can end it.
Intellectual property: who owns the work product and any licences granted.
Liability and warranties: limits on responsibility and any guarantees about the work.

Pros and cons of sending a services agreement as a signing request

Pros

Client and provider each get a private link to review before signing
Tracking shows opens, previews and signatures across both parties
Expiry keeps an unsigned engagement from drifting before work starts
A completion receipt confirms both parties agreed the same terms

Cons and things to watch

Both signatures are needed to bind the deal; a missing one leaves it open
Unclear scope is a common source of later disputes, even when signed
It records agreement but cannot enforce delivery or payment by itself
Cosign sends and tracks the agreement but does not draft or advise on it

How to send a services agreement with Cosign

Upload the services agreement and preview it to confirm scope, fees and party names are correct.
Add the client and the service provider as signers so each gets their own private link.
Set a 14-day expiry and add a password if the commercial terms are sensitive.
Send, track opens and signatures from both sides, and keep the completion receipt on file.

Services agreement request details

Email subject

Services agreement signing request

Default message

Please review and sign this services agreement to confirm the engagement terms.

Signer setup

Client and service provider

Suggested expiry

14 days

Button label

Sign services agreement

Best fit

Legal teams

Services agreement FAQs

Is an electronically signed services agreement valid in Australia?

Generally, Australian law recognises electronic signatures for standard commercial contracts where parties consent and the signer is reliably identified. A services agreement usually qualifies. This is general information, not legal advice.

Who needs to sign a services agreement?

Typically both the client and the service provider sign so each is bound by the agreed terms. Cosign lets you add both as signers and tracks each signature separately.

Is the services agreement kept confidential when sent through Cosign?

Yes. Each party receives a private link and the document is kept private. Cosign does not allow the document to be indexed by search engines.

Can I add payment or scope details before sending?

You finalise the document before uploading it, then preview it in Cosign to confirm the scope and fees are correct. Cosign sends and tracks the file rather than drafting the terms.

What if one party signs but the other does not?

A services agreement generally binds both parties only when both have signed. Cosign shows the status of each signer so you can follow up on anyone who has not yet signed.