A customer proposal
“Prepare the service agreement from the scope we have approved.”
Carry the agreed customer and project context into the document. Have the responsible person review the version and recipients.
Prepare documents and recipients with a clear record of who is involved.
Identify the agreement and the exact version to review.
Establish who should read, approve and sign, and on whose behalf.
Check identity, signing authority and the requirements of the agreement.
Prepare the invitation and signing workflow. Production signing integrations remain in development.
“Prepare the service agreement from the scope we have approved.”
Carry the agreed customer and project context into the document. Have the responsible person review the version and recipients.
“Show what changed before we send the new version.”
Keep revisions and approval responsibilities explicit. A prepared document is not an executed agreement.