Scope of Work
Describe design phases, tasks, and deliverables (schematic design, design development, construction documents, permitting assistance). Be explicit about included and excluded items to avoid scope drift.
A well-crafted proposal reduces misunderstandings, clarifies scope, and helps align budget and schedule expectations between owner and architect, improving decision quality before contract execution.
Different reviewers focus on scope, budget, regulatory compliance, and contractual protections before signing a services contract.
Describe design phases, tasks, and deliverables (schematic design, design development, construction documents, permitting assistance). Be explicit about included and excluded items to avoid scope drift.
State total fee, billing method (lump sum, hourly, percentage), payment schedule, reimbursable expenses, and conditions that trigger fee adjustments or change orders.
Provide milestone dates for deliverables, review windows, and permit submittals; include assumptions about client approvals and weather or site constraints.
List document types, drawing scales, file formats (PDF, DWG, BIM), number of revisions, and electronic delivery methods required by the owner or authorities.
Call out site investigations, geotechnical work, surveys, specialty consultants, or permit fees not included so responsibilities are unambiguous.
Include governing law, insurance requirements, dispute resolution, intellectual property, termination rights, and conditions for client-supplied information.
| Field | Configuration |
|---|---|
| Template Name | Save a reusable proposal template per project type |
| Signer Roles | Define architect, client, and approver roles with email addresses |
| Authentication | Set email confirmation or SMS code for signer identity |
| Notifications | Enable reminders and completion receipts for all parties |
Ensure the chosen provider supports your compliance needs (HIPAA BAA if health data, 21 CFR Part 11 for FDA records) and offers reliable audit logs.
| 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 free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | Varies | Varies |