Scope and Deliverables
Define exact equipment, installation tasks, performance standards, and measurements for acceptance to avoid later disputes or change-order claims.
A clear install contract aligns expectations, establishes timelines and payment triggers, protects against scope creep, and preserves remedies for defects or late delivery. It also provides documentary proof for invoicing, tax records, and potential lien or insurance claims.
Typical creators and signers include project managers, general contractors, subcontractors, facilities teams, procurement officers, and third-party installers.
Ensure the person who signs has authority to bind the business and that signing authority is documented in procurement or corporate delegation records.
| Field | Configuration |
|---|---|
| Signer Order | Sequence signers by role; require earlier approvals before final signature |
| Authentication | Email link plus optional SMS code or KBA depending on risk |
| Conditional Fields | Show fields only when specific services or options are selected |
| Attachments | Require certificates of insurance, permits, or subcontracts before signature |
Choose sharing and authentication methods that match the contract's legal sensitivity and project workflow.
Align platform choices with compliance needs: use stronger authentication for high-value installs and require BAAs where healthcare data is present.
Define exact equipment, installation tasks, performance standards, and measurements for acceptance to avoid later disputes or change-order claims.
Specify start, intermediate milestones, completion dates, and liquidated damages or remedies for delays tied to measurable events.
State payment amounts, invoicing requirements, retainage percentage, progress payment triggers, and remedies for late payment.
Include warranty duration, remedy procedures for defects, repair obligations, and limitations of liability where appropriate.
Require insurance types and limits, name additional insureds, and allocate indemnity for third-party claims arising from work.
Describe written change-order procedures, pricing adjustments, schedule impacts, and approval authority for variations.
Date parties sign the agreement
Dates tied to payment and acceptance
Per contract payment terms
IRS minimum 3 years
As stated in contract
Prepare contract, verify scope, and circulate for legal and procurement review.
Obtain authorized signatures and any required notarization before work begins.
Complete work, schedule inspections, and document punch-list items for acceptance.
Record acceptance, release retainage, and archive executed contract and attachments.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |