Header
Request ID, department, date submitted, and priority tag. These fields enable tracking, reporting, and linkage to project management systems.
A consistent PJR template reduces ambiguity, speeds review, and creates an auditable record of approvals and obligations. It clarifies responsibilities, ties requests to budgets, and helps downstream teams triage scope, timeline, and resource allocation with fewer follow-ups.
The Business PJR is completed by requesters and routed to reviewers based on department and project type.
Roles and routing rules vary by organization; define signatory limits and escalation points in your internal policy.
Request ID, department, date submitted, and priority tag. These fields enable tracking, reporting, and linkage to project management systems.
Full name, role, contact info, and cost center. Accurate contact and cost allocation avoid delayed approvals and incorrect budget charges.
Concise description of work, acceptance criteria, and deliverables. Clear scope limits change orders and clarifies vendor requirements.
Requested start and end dates, milestones, and critical deadlines. Dates drive resource planning and vendor lead-time assessments.
Estimated cost lines, funding source, and approval limits. Itemized budgets reduce disputes and support audit trails for spend authorization.
Signature blocks, approver names, and supporting documents (quotes, specs). Attachments preserve the documents reviewers used when approving.
| Field | Configuration |
|---|---|
| Requester Field | Auto-fill from SSO directory |
| Approval Routing | Conditional by cost center threshold |
| Notifications | Email + in-app reminders |
| Archive Location | Save PDF to secure cloud folder |
Choose a platform that supports secure uploads, audit logs, and the authentication level your organization requires.
Ensure the selected solution provides an immutable audit trail and meets any industry compliance needs before accepting electronic signatures.
2–5 business days for basic requests
5–10 business days for scoped assessments
7–21 business days depending on vendor complexity
Expedited within 24–72 hours when approved
Re-evaluation adds time proportional to scope
Requester files complete PJR and attachments.
Budget and technical approvers sign off.
PO issued or vendor engaged.
Work begins and milestones are tracked.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |