Source Code License & Services Agreement Form

Use a Source Code License &amp; Services Agreement template to make your document workflow more streamlined.

What this source-code agreement does

The Source Code License & Services Agreement Form records permission to use specified software source code and sets the services attached to that permission. It can identify the licensed materials, authorized users, territory, term, fees, support, confidentiality, ownership, restrictions, warranties, acceptance criteria, and termination rights. A provider and customer complete the terms, assign signature fields, and preserve the signed version with its audit trail. In the United States, electronic execution generally relies on ESIGN and applicable state electronic-transactions law, subject to statutory exclusions.

Who benefits from this license agreement

Software licensors use this form to define permitted source-code use, support obligations, confidentiality, payment terms, and ownership rights before delivering code or related services to a customer.
Technology procurement teams use the agreement to document vendor access, licensing scope, implementation services, security responsibilities, and acceptance conditions before onboarding source code into business systems.

Software companies

Software companies use the form to license proprietary code, define implementation services, document support obligations, and restrict copying, sublicensing, reverse engineering, or unauthorized deployment.

Business customers

Business customers use it to record access rights, fees, service levels, acceptance requirements, confidentiality duties, and responsibilities for protecting source code received from a provider.

How this agreement works in signNow

The signNow workflow converts a prepared source-code license into a controlled electronic signing process with assigned fields, signer notifications, and a retrievable audit trail.

Upload document: Upload the source-code license template.
Prepare fields: Auto-detect fields, then add missing terms and signature fields.
Assign signers: Assign each clause and signature field to its intended party.
Complete and archive: Send, monitor completion, and store the signed agreement with its audit trail.

Steps to complete the license agreement

Prepare the document’s commercial and technical terms first, then use signNow to assign fields, collect signatures, and preserve the final record.

Upload:
Upload the finalized license agreement to signNow.
Check fields:
Review detected fields and add missing clauses or signature fields.
Add signers:
Enter signer emails and set the signing order.
Send:
Send the agreement and monitor its completion status.

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Authenticate signer:

Records the signer’s authentication event before execution.

Capture timestamps:

Captures timestamps for reviews, signatures, and completed actions.

Record document history:

Preserves document history alongside the executed agreement.

Seal completion:

Creates a tamper-evident completion record for later review.

Attribute actions:

Links signer actions to the assigned agreement fields.

Export audit trail:

Allows authorized users to retrieve or export audit evidence.

Prepare the agreement

Confirm source-code scope, services, fees, ownership, restrictions, and signature authority before sending.

Deliver to signers

Send the completed document by email or a shareable signing link.

Collect signatures

Each party reviews the license and signs assigned fields electronically.

Archive the record

Download the completed agreement and audit trail for controlled storage.

Retention rules for signed agreements

Retention depends on the agreement’s business purpose and attached records; apply the applicable rule rather than assigning one universal period to every license contract.

Contract-specific period

No federal retention period applies solely because this is a source-code license agreement; follow the contract and records policy.

Three years for tax records

Three years from filing under IRC §6501(a), only if the agreement supports federal tax records.

Six years for HIPAA records

Six years after creation or last effective date under 45 CFR §164.530(j), only when the agreement contains HIPAA-covered records.

Seven years for audit records

Seven years under Sarbanes-Oxley, 15 U.S.C. §7245, only when retained as a covered audit record.

Three years for payroll records

Three years under 29 CFR §516.5, only when the agreement is part of covered payroll records.

Setting	Recommendation
Authentication method	Email verification with SMS OTP
Signature type	Electronic signature with intent record
Audit trail	Enable completion certificate and action history
Document retention	Retain through contract policy and applicable law
Encryption	TLS 1.2/1.3 and AES-256

Security for source-code agreements

Data in transit:

TLS 1.2/1.3

Data at rest:

AES-256

Independent assurance:

SOC 2 Type II

Security certification:

ISO 27001

Electronic signature compliance:

ESIGN and UETA

Protected health information:

HIPAA with BAA

Platform requirements for signing

Open the Source Code License & Services Agreement in Chrome, Firefox, Safari, or Edge on Windows or macOS. signNow also provides mobile apps for iOS and Android, allowing authorized parties to review and sign assigned fields away from a desktop.

Browsers Chrome, Firefox, Safari, Edge
Desktop systems Windows and macOS desktops
Mobile apps iOS and Android mobile apps

Organizations should use managed devices, current browser security updates, and controlled signNow permissions when source code or confidential implementation details appear in the agreement. Enterprise deployments can evaluate API access, SSO, and signer-authentication requirements against internal security policy and the contract’s confidentiality obligations.

Integrations for agreement workflows

Connect source-code licensing workflows with CRM, ERP, cloud storage, and project-management systems that already hold customer, vendor, and implementation records.

Best practices for completing the agreement

Accurate scope, deliberate signer assignment, and controlled records reduce disputes over what source code and services the parties accepted.

Define the licensed materials precisely

Identify the exact source code, documentation, support services, permitted users, territory, term, and license restrictions before sending. Attach schedules or exhibits that define deliverables and acceptance criteria so the signed agreement does not depend on informal email promises.

Map fields to responsible parties

Assign every commercial, technical, and legal term to the party responsible for reviewing it. Use signNow role-based fields for signatures, initials, dates, and approvals so neither party can overlook a material obligation.

Confirm authority and signing order

Use a signing order when customer approval must follow internal legal or procurement review. Confirm each signer’s authority, then preserve the completed PDF and audit trail together as the transaction record.

Control template versions

Restrict template editing to approved administrators and maintain a controlled master version. When terms change, create a new version rather than altering an agreement already sent for signature.

Legal standing of the agreement

A source-code license agreement can be an electronic business record when parties demonstrate intent, consent, attribution, and the ability to retain and reproduce the record under ESIGN, 15 U.S.C. chapter 96, and applicable UETA or New York ESRA rules. Wills, court orders, and certain family-law documents remain excluded.

Why teams look for DocuSign alternatives

Questions about completing this agreement

Resolve specific signing, security, plan, and electronic-record questions before sending the Source Code License & Services Agreement.

Business includes legally binding eSignatures, templates, audit trails, and mobile apps at $8 per user monthly when billed annually. The agreement can be uploaded, fields assigned, signed, and retained with its completion record under an ESIGN- and UETA-compliant workflow.

Business Premium adds bulk send at $15 per user monthly with annual billing. Use it when substantially identical license agreements must be distributed to multiple customers, while changing signer details or other individualized fields for each transaction.

Use signNow’s audit trail to preserve signer actions, timestamps, and document history with the completed agreement. ESIGN and UETA focus on intent, attribution, consent, and reliable record reproduction; retain the audit record with the signed contract.

For sensitive source code or customer information, Enterprise adds advanced signer authentication at $30 per user monthly when billed annually. signNow also lists SOC 2 Type II certification, ISO 27001 certification, TLS 1.2/1.3, and AES-256 encryption.

Paid plans include 100 signature invites per user per year, with overage fees applying by plan. The Site License costs $1.50 per signature invite and supports unlimited users for organizations processing 1,000 or more documents annually.

A signer can use a mobile app, browser, or signing link to review assigned fields. If the document contains consumer-facing records, provide the required ESIGN disclosure and preserve evidence that the signer could access the electronic record.

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