Scope Summary
Concise description of the work included and excluded so each option ties back to specific deliverables and locations on the project.
A clear Carpentry Services Options form reduces ambiguity about deliverables, limits disputes about scope and cost, and documents client choices that affect schedule and materials. It also creates an auditable record useful for permitting, invoicing, and post‑project warranty or change‑order work.
Each signer should have authority to approve scope or payments; include company contact details and job site identifiers to avoid ambiguity.
Concise description of the work included and excluded so each option ties back to specific deliverables and locations on the project.
Line‑item selectable options with alternate materials, measurements, and unit pricing to capture client decisions and cost differentials.
Clear unit prices, lump sums, deposit amounts, and milestone payment schedule so accounting and lien rights are predictable.
Projected start/completion windows and material lead times that depend on selected options and availability.
How to request, approve, price, and document changes after initial selection to control scope creep.
Signature blocks for client and contractor, with printed names, dates, and contact information for enforcement and correspondence.
| Field | Configuration |
|---|---|
| Option Matrix | Use radio buttons or checkboxes to enforce single/multi selections |
| Required Fields | Mark client name, payment terms, and signature as mandatory |
| Conditional Logic | Show follow‑up fields when specific options are chosen |
| Routing | Auto-send to accounting, procurement, and project lead after signing |
Ensure the platform records an audit trail (timestamps, IP, signer attribution) and provides downloadable signed copies for project archives.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |
MM/DD/YYYY — when obligations start
Project start range or specific date
Projected finish date or milestone
Deposit and interim milestone due dates
Time allowed to accept or reject change orders
Client signs options and pays deposit before ordering materials
Procurement places orders based on chosen options and lead times
Site readiness and protection completed before install
Carpentry work performed according to selected options and specs
Client chose standard cabinetry with upgraded trim
Owner selected alternate flooring and custom trim package
| Document Type | Purpose | Signature Needed |
|---|---|---|
| Estimate | price proposal | |
| Work Order | execution instruction | |
| Purchase Order | vendor procurement | |
| Options Form | client selections matrix |