Scope of Work
Describe spaces (rooms, square footage), surface types, exact services (strip, neutralize, apply sealer, apply finish), and any exclusions such as furniture removal or adhesive removal.
A clear proposal reduces disputes, aligns expectations on floor condition and finish, and provides a record for scheduling, insurance, and invoicing. It also clarifies liability for existing damage and spells out warranty and maintenance recommendations for the finished surface.
Describe spaces (rooms, square footage), surface types, exact services (strip, neutralize, apply sealer, apply finish), and any exclusions such as furniture removal or adhesive removal.
List cleaning steps prior to finish application: debris removal, sanding or scuffing, pH neutralizing, and inspection criteria for delamination or contaminants that affect adhesion.
Specify finish brand/type, stripper concentration, pads and machines to be used, and VOC or safety considerations tied to product data sheets.
Provide proposed start date, estimated hours per area, site access windows, after-hours work if required, and any client responsibilities for access.
Show unit pricing (per square foot), total estimate, tax treatment, deposit amount, payment milestones, and acceptable payment methods.
Include acceptance criteria, warranty period for finish, damage dispute process, termination rights, insurance coverage minimums, and governing law.
| Field | Configuration |
|---|---|
| Auto-calculation Fields | Use formula fields to compute totals from square footage × unit price. |
| Conditional Fields | Show accessory services only when selected (e.g., adhesive removal). |
| Signer Authentication | Require email verification or SMS code for client signature attribution. |
| Template Reuse | Save a template for recurring sites to reduce data entry time. |
Use secure channels and integrations to distribute proposals while preserving an audit trail.
Align distribution choices with your recordkeeping and access control policies to ensure compliance and easy retrieval.
| 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 | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No envelope cap | 100 envelopes/user/year limit | Varies by plan | Varies by plan | Varies by plan |
A campus property manager needed weekend-only work to avoid tenant disruption; the proposal defined after-hours access and staging areas
A medical clinic required infection-control language and staff background checks for on-site technicians
Typical participants include cleaning contractors, facility managers, property owners, and procurement staff who approve facility services.
Ensure the signer listed has contract authority and that contact information is current to prevent delays in acceptance and start dates.
A facility manager typically oversees vendor selection, scheduling, and on-site access. They require detailed scope, insurance proof, and flexible scheduling clauses to coordinate with occupancy and other contractors.
A property owner or asset manager authorizes budgets and contract terms. They focus on price, warranty, liability limits, and documentation that supports tax and accounting records.
State how long the quoted price is valid (commonly 30–60 days)
Estimated MM/DD/YYYY when work will commence
Provide total estimated calendar days or hours for project completion
Specify deposit amount and payment due date before mobilization
State due date for final invoice after client inspection and acceptance