Identification
Change order number, original contract reference, and parties' legal names for unambiguous identification.
A clear effective date reduces disputes over when changed work starts, when payment is due, and which contract version governs performance. It creates an auditable point of reference for schedule updates, warranty periods, and insurance coverage.
Change orders are most common in construction, professional services, and procurement when scope, cost, or schedule must be adjusted.
Organizations use change orders to preserve contractual clarity; different stakeholders review them depending on contract size and risk profile.
Change order number, original contract reference, and parties' legal names for unambiguous identification.
The exact MM/DD/YYYY date when the change takes effect and governs performance and obligations.
Concise, measurable description of added, deleted, or modified work, including drawings or specification references.
Itemized cost change, payment terms, retainage effects, and whether amounts are lump sum or unit price.
New milestones, completion date changes, and any time extensions with critical path implications.
Signatures, printed names, titles, and dates from parties with contractually delegated signing authority.
| Field | Configuration |
|---|---|
| Signer Order | Sequential routing: submitter → project manager → finance → executive approver |
| Authentication | Email link plus optional SMS code or ID verification for higher-value changes |
| Notifications | Automated reminders at 3 and 7 days for pending approvals |
| Template Reuse | Save a template that includes required fields and attachments for repeatable use |
Choose a secure eSignature platform that supports templates, audit trails, and conditional fields to mirror contract logic.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Date change order becomes binding (MM/DD/YYYY)
Window for required approvals before change order expires
Due date for adjusted amounts and invoice schedule
Contractual windows for claims or dispute notices
Begin retention from effective date for recordkeeping
Submitter provides change details and supporting documents for review
Estimate cost and schedule implications and prepare pricing
Authorized parties sign pricing and timeline adjustments
Implement changes, update records, and store executed documents
As a project-based services firm, Optica documented a mid-project scope increase and linked it to deliverable milestones.
A property manager needed tenant improvement changes approved remotely during a tight schedule.