Deliverables
Itemized list of tangible outputs, each with versioning, format, and acceptance criteria to avoid scope creep and to map to payment milestones.
A precise Client Inclusions PA Document reduces disputes by setting expectations, clarifying handoffs, and linking payment milestones to deliverables. It protects both parties by documenting what is included, what is excluded, and any client obligations required to meet timelines.
Project managers, account leads, procurement teams, and outside counsel commonly prepare the Client Inclusions PA Document to align scope and billing.
Once signed by authorized representatives, the inclusions list is incorporated into the PA and used for acceptance testing and invoicing.
Itemized list of tangible outputs, each with versioning, format, and acceptance criteria to avoid scope creep and to map to payment milestones.
Specific client-provided items, access requirements, approvals, and decision deadlines that the provider depends on to meet planned timelines.
Explicitly stated items and services that are outside scope, preventing assumptions and clarifying when change orders or additional fees apply.
Operational or environmental assumptions that affect cost or schedule; these provide context for risk allocation and help justify contingency.
Measurable tests, sign-off steps, and defect thresholds used to determine when deliverables are complete and billable.
Milestone dates tied to deliverables and client actions, used to trigger invoices and track performance against the PA timeline.
| Field | Configuration |
|---|---|
| Signature Field | Required; signer name and date capture |
| Initials Field | Optional; use for multi-page acknowledgment |
| Conditional Fields | Show only when specific deliverables selected |
| Routing Order | Sequential: provider then client approver |
Choose a signing platform and delivery channels that preserve audit trails, support required authentication, and meet your retention obligations.
Use platforms that capture timestamps, IP addresses, and signer actions to support ESIGN/UETA compliance and to simplify recordkeeping.
Specify calendar dates or relative offsets tied to project start.
State number of business days for provider acceptance checks.
Date by which both parties must sign to lock scope.
Milestone or acceptance event that triggers invoice.
Timing and notice required for scope change requests.
Provider prepares initial inclusions for client review.
Client examines list and identifies missing items.
Parties reconcile differences and finalize entries.
Authorized signatures obtained and documents archived.
The person listed must be an officer, director, or other individual with express authority to bind the client organization; include title and corporate authorization details to avoid signature challenges.
An officer or delegated manager with contracting authority should sign; include a reference to corporate resolution or delegation of authority when applicable.
When we listed exact deliverable formats and hosting access, approvals sped up by two weeks.
We used a signed inclusions addendum for renovation projects to capture owner-provided fixtures.
| 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 |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |