Project Scope
Describe deliverables, milestones, success criteria, and out-of-scope items so all parties share the same expectations throughout implementation.
A concise Business Implementation Questionnaire reduces misunderstandings, supports consistent vendor evaluation, and documents compliance requirements. It helps align stakeholders, clarifies technical constraints, and provides auditors and legal teams with an evidentiary record of requested capabilities and agreed assumptions.
The questionnaire is a cross-functional instrument completed by technical, procurement, and compliance teams prior to contracting and onboarding.
Reviewers include project managers, IT leads, security officers, finance approvers, and the vendor implementation team; distribution depends on the procurement process.
Describe deliverables, milestones, success criteria, and out-of-scope items so all parties share the same expectations throughout implementation.
List required integrations, API endpoints, data schemas, authentication methods, and performance expectations to avoid rework during build phases.
Capture regulatory status, data classifications, encryption requirements, audit trail needs, and whether a BAA or special contract terms are required.
Identify admin roles, expected user counts, provisioning process, SSO preferences, and any role-based access controls to set up environments correctly.
State SLAs, escalation paths, reporting cadence, backup and recovery requirements, and who will own ongoing support after go-live.
Record payment terms, licensing model, invoicing contacts, and project budget approvals that affect procurement and finance workflows.
| Field | Configuration |
|---|---|
| Conditional Sections | Show or hide fields based on earlier answers to reduce noise. |
| Approval Routing | Auto-route submissions to compliance, IT, and finance sequentially. |
| Notifications | Send email alerts for required approvals and overdue reviews. |
| File Attachments | Require supporting documents for security and legal verification. |
Decide whether the questionnaire will be collected by secure web form, email attachment, or vendor portal and document the chosen channel.
Provide answers within 5 business days of receipt to keep the onboarding schedule.
Allow 3–7 business days per internal reviewer depending on complexity.
Vendor typically needs 5–10 business days to validate technical items.
Obtain final approvals before procurement closes the purchase order.
Begin onboarding once all approvals and contracts are executed.
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |