SignAndGoE-signing for IT and managed service providers.
An IT provider's relationship with a client is built on paperwork that gets less attention than it deserves: the managed service agreement, the onboarding checklist, the authority to access systems, and the approvals for changes that might take a server offline. Getting those signed properly protects both sides and makes your own team's work easier to explain.
Managed service agreements and schedules
A managed service agreement usually comes with schedules: the devices covered, response times, what counts as out of scope, and the hourly rate for project work. Upload the agreement and each schedule into one envelope. The client's director signs the agreement and initials each schedule, and your own director countersigns after them.
When the client renews or adds sites, send an updated schedule on its own rather than the whole agreement again.
Client onboarding
New clients need to tell you a lot: key contacts, who can approve spending, internet provider details, existing licences and where their backups go. A form with text fields, Yes or No choices and an upload field for their current network diagram gathers it in one go.
- Named contacts and who may approve work.
- Yes or No questions about existing backup and antivirus.
- An upload field for a network diagram or asset list.
- A signature from the person authorising you to start.
Access and authority forms
Before your technicians log into a client's accounts or take admin rights on their cloud tenancy, get a signed authority that says who may do what. Add the client's owner as signer and copy in their office manager, so the people who need to know about remote access are told.
Change approvals
Planned work such as a firewall replacement or an email migration often needs a client to approve a maintenance window. Send a short change request with the date and time in text fields and a Yes or No choice to approve. A decline with a reason tells you straight away whether they want a different time. The audit trail shows exactly when the approval came in, which is useful if anyone later asks why systems were down.
Fitting it into your own tools
Many providers already run a ticketing or PSA system. The SignAndGo API and webhooks let you create envelopes from your own software and receive a notice when one is signed. You can also connect your AI assistant to check the status of envelopes or send a document. Inside your own team, turn on two-step sign-in for the workspace and give each technician the role they need.
Common questions
- Can a client approve a change from their phone?
- Yes. The link opens in any browser, so a manager can approve a maintenance window while away from the office.
- Can we send envelopes from our ticketing system?
- Yes, using the SignAndGo API, with webhooks to tell your system when a document is signed.
- Can more than one person at the client sign?
- Yes. Add each signer and choose whether they sign in order or at the same time.