Scope
Clear description of coverage: doors, zones, readers, controllers, software modules, and integrations required for the project.
Using a template ensures proposals are comparable, reduces omissions of critical security or compliance details, and shortens evaluation cycles. Standard fields capture vendor responsibility, warranty terms, and acceptance testing so procurement and security teams can make informed, auditable decisions.
Teams that create or approve access control proposals come from procurement, IT/security, facilities, and project management.
Include representatives from legal and compliance when the system will process regulated data or affect safety-critical areas.
Clear description of coverage: doors, zones, readers, controllers, software modules, and integrations required for the project.
Detailed hardware and software specifications, supported credential types, encryption, and compatibility with existing identity providers.
Supported methods (PIN, card, mobile credential, biometric), multi-factor options, and fallback procedures for failures.
Milestones, resource requirements, responsibilities, site readiness checklist, and test/acceptance criteria for commissioning.
Itemized capital, recurring licensing, maintenance, and optional service fees; include assumptions and change-order pricing rules.
Audit logging, data retention, encryption in transit/at rest, access review processes, and any required certifications or BAAs.
| Field | Configuration |
|---|---|
| Routing Order | Sequential | Parallel |
| Authentication | Email + SMS code | KBA optional |
| Attachment Required | Yes | Vendor certificates |
| Audit Trail | Enabled | Capture IP and timestamp |
Decide which channels you will accept: secure file transfer, eSignature platform, or gated vendor portal.
Ensure the chosen platform provides an audit trail, supports required authentication strength for your risk profile, and can export completed packages for contract management and records retention.
Specify firm cut-off date and time
State how long pricing remains firm
Allow a defined period for vendor questions
Set review duration and scoring deadlines
Target date for signing and kickoff
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |