Scope & Objectives
A concise statement of work and success metrics that defines project boundaries and measurable outcomes for stakeholders.
A clear PMG Document reduces ambiguity and speeds approvals by consolidating scope, roles, and acceptance criteria into a single record.
Typical creators and signers include project managers, procurement leads, legal reviewers, and approving executives; the document centralizes those roles for clarity.
Final signers are the authorized representatives named in the approval block; ensure signatory authority is recorded to support enforceability.
A concise statement of work and success metrics that defines project boundaries and measurable outcomes for stakeholders.
Named parties, their responsibilities, escalation points, and delegated authority to approve scope changes and accept deliverables.
Detailed milestone dates, deliverable descriptions, acceptance criteria, and required artifacts for each delivery phase.
Objective pass/fail conditions, test or inspection steps, and sign-off procedure that triggers payments or next-phase work.
A documented process for proposed changes, impact assessment, approval workflow, and how scope or schedule adjustments will be recorded.
A version history showing edits, approvers, timestamps, and retained copies to support audits and dispute resolution.
| Field | Configuration |
|---|---|
| Routing Order | Define signer sequence: reviewer → approver → executive sign-off. |
| Authentication | Use email + SMS code for externally facing approvals. |
| Reminders | Set automatic reminders at 3, 7, and 14 days. |
| Storage Location | Save final PDF in corporate repository with retention tag. |
Ensure your eSignature platform supports required authentication, storage, and integration with internal systems before e-submitting the PMG Document.
Choose a platform that can deliver tamper-evident PDFs, retain a detailed audit trail, and integrate with systems such as Salesforce, NetSuite, Microsoft 365, Google Workspace, Box, or Procore to streamline approvals and archival workflows.
A procurement team standardized the PMG Document across vendors to reduce onboarding time by documenting deliverables and payment triggers up front.
A product group used the PMG Document to define pilot scope and success metrics before launch.
Enter the effective start date as MM/DD/YYYY; marks when activities and reporting begin.
List specific dates for each deliverable and owner to avoid scheduling conflicts and late acceptance.
Specify review period (commonly 5–15 business days) for each deliverable to standardize response times.
Tie payment milestones to signed acceptance or test completion to align finance and delivery.
Record when retention begins (effective date or completion) to calculate legal hold periods.
| 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 (BAA required) | 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 |