Scope
Concise description of services, deliverables, and exclusions so parties share a common understanding of what will be provided and what is out of scope.
A well-prepared SDI reduces delivery disputes, sets measurable acceptance criteria, and aligns invoicing to completed milestones. It creates a single reference for operations, legal, and finance, and supports consistent performance monitoring and auditability under contract terms and regulatory obligations.
SDIs are assembled by teams coordinating external or internal services and shared with stakeholders for review, approval, and performance tracking.
Finalized SDIs circulate to delivery leads, contract managers, billing teams, and any authorized signers who accept the services and terms.
Concise description of services, deliverables, and exclusions so parties share a common understanding of what will be provided and what is out of scope.
List deliverables with versioning and acceptance criteria, including format, quantity, and measurable tests or sign-off items for each deliverable.
Key milestones, target dates, and dependencies with designated owners, escalation contacts, and blackout periods for planning and resource allocation.
Clear acceptance tests, review windows, and remediation steps when deliverables fail to meet agreed standards or require revisions.
Payment triggers, invoicing schedule, acceptable invoice formats, and any holdback amounts tied to warranty or acceptance periods.
Approval routing, authorized signers, version control instructions, and where final signed copies will be stored for compliance and audit.
| Field | Configuration |
|---|---|
| Signer order | Define sequential or parallel signing steps |
| Authentication level | Email only, SMS code, or knowledge-based options |
| Conditional fields | Show or hide fields based on prior responses |
| Storage destination | Specify contract repository or cloud folder |
Choose signer authentication, PDF compatibility, and storage integrations to meet internal security and regulatory requirements.
Ensure the platform supports required integrations and provides the encryption, auditability, and authentication strength your compliance policy requires.
3–5 business days for legal and finance review
5–10 business days to respond or request changes
Typical 7–14 day review after deliverable submission
Submit within agreed billing cycle after acceptance
Net 30 or as specified in master agreement
| 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 (Premium) | Varies by plan | Varies by plan | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA available) | Yes (BAA available) | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year limit | Varies | Varies | Varies |