Scope of Work
Describe tasks, design phases, and deliverables in detail, including schematic design, design development, construction documents, and any optional services or phased work for clarity and bidding.
Using a template speeds preparation, reduces omissions, clarifies expectations, and lowers dispute risk by documenting scope, milestones, and fees in one consistent file.
Common users include internal project leads and external design professionals who must align scope, budget, and schedule before work begins.
Reviewers commonly include clients, procurement teams, legal counsel, and permitting authorities when proposals feed into contracting or permit submissions.
Describe tasks, design phases, and deliverables in detail, including schematic design, design development, construction documents, and any optional services or phased work for clarity and bidding.
List drawings, specifications, models, reports, and submission formats, plus deliverable counts and revision rounds so the client understands what is delivered and when.
Provide milestone dates, durations for each design phase, key review windows, and dependencies so scheduling and contractor coordination are explicit.
State fixed fees, hourly rates, payment schedule, retainers, reimbursement of expenses, and conditions for change orders to avoid later payment disputes.
Document critical assumptions, items excluded from the proposal, and circumstances that will trigger additional fees or an amended scope to manage expectations.
Include governing law, liability limits, IP ownership or license grants, termination rights, confidentiality, and dispute resolution to make legal obligations explicit.
| Field | Configuration |
|---|---|
| Document Format | PDF with locked fields |
| Signing Order | Sequential or simultaneous as needed |
| Authentication | Email verification or SMS code |
| Retention | Export signed PDF and store securely |
Choose a platform that supports the document formats, signer authentication, and retention practices required for your project.
Date proposal must be returned for consideration
Typical 7–14 calendar days for response
Signed agreement date triggers start
Begin work within agreed notice period
Scheduled at completion of defined stages
Sender delivers the proposal to the client for review.
Client evaluates proposal, requests clarifications or edits.
Signatures obtained and copy distributed to stakeholders.
Design team begins work per approved schedule.
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |