Executive Summary
Concise purpose statement, scope of UAT, business objectives, and the high-level acceptance decision to be made at completion of testing.
A formal UAT business proposal centralizes objectives, acceptance criteria, and sign-offs so stakeholders have a single source of truth. It reduces ambiguity about test coverage and release conditions, supports risk allocation, and documents approval for legal and audit purposes.
The document is prepared by project/product teams and approved by business owners and release managers prior to UAT execution.
Concise purpose statement, scope of UAT, business objectives, and the high-level acceptance decision to be made at completion of testing.
Detailed list of features, modules, environments, and integrations included or excluded from this UAT cycle to remove ambiguity during test execution.
Quantitative and qualitative pass/fail rules for each test scenario, including acceptable defect severity thresholds and required performance baselines.
Mapping of test cases to business flows, required data sets, success steps, responsible testers, and expected outcomes for reproducible validation.
Detailed timeline with test execution windows, contingency time, sign-off deadlines, and target release dates for coordination across teams.
List of required approvers, signature blocks, and the order of sign-off; include fields for dates, role, and optional comments for auditability.
| Field | Configuration |
|---|---|
| Signing Order | Sequential signing by QA → Business Owner → Release Manager |
| Authentication Method | Email link with optional SMS verification for high-risk approvals |
| Conditional Fields | Enable conditional sections that appear when certain modules are included |
| Notification Settings | Auto-reminders at 48 and 24 hours before signature deadline |
Confirm platform integrations and file format support before issuing the proposal to preserve metadata and auditability.
| 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 |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Optica drafted a clear UAT scope to align stakeholders and test owners.
Martin Properties used signed UAT proposals for multiple POS integrations.