Executive Summary
Concise one-page summary of total investment, projected net benefits, payback period, and recommended decision path; anchors stakeholder review and approval.
A clear ROI document reduces ambiguity in investment decisions by recording assumptions, timelines, and measurable outcomes; it promotes accountability and makes variance analysis possible after implementation.
Teams that create and evaluate ROI documents should represent finance, operations, and the business unit requesting funds.
Final approval often rests with a budget owner or capital committee; include finance sign-off to confirm methodology and data sources.
Concise one-page summary of total investment, projected net benefits, payback period, and recommended decision path; anchors stakeholder review and approval.
Document revenue drivers, cost categories, growth rates, discount rate, and source data; record who provided each assumption and any conservative adjustments.
Line-item cash flows, NPV and IRR computations, sensitivity tables, and scenario comparisons so reviewers can audit math and model logic.
Itemize one-time and recurring costs including software, integration, training, internal labor, and third-party professional fees with timing.
Identify primary risks, present best/worst/base scenarios, and show how changes in key inputs affect payback and NPV.
Record approvers, sign-off dates, version history, and links to supporting documents for compliance and later validation.
| Field name and use description | Field | Configuration |
|---|---|
| Approval Order | Sequential | Finance then Budget Owner |
| Authentication | Email or SMS | Choose SMS code for higher assurance |
| Attachments | Required | Source invoices and contracts mandatory |
| Retention Flag | Archive | Mark for 7-year retention when tax-relevant |
Ensure your chosen platform supports audit trails, role-based routing, and the file formats your organization uses.
Verify platform security and compliance capabilities (encryption, access controls, audit trails) to meet internal policy and external regulatory needs.
Submit ROI packet at least four weeks before budget review.
Allow five business days for finance validation.
Align with monthly or quarterly capital committee meeting dates.
Aim to secure all signatures within seven business days.
Archive once final approval and signatures are captured.
| 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 | Yes, 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |