Scope
Describe services in detail: site survey, design phases, deliverables, revisions, and any excluded tasks or assumptions to limit ambiguity.
Using a template reduces ambiguity, speeds proposal preparation, and sets clear expectations about scope, costs, and timelines. It supports consistent client communication, simpler internal review, and easier version control while making signatures and approvals straightforward for both parties.
Interior designers, design firms, general contractors, and property managers commonly issue proposals to define services and costs before agreements are executed.
Use the template whenever you need a reproducible, auditable offer that clients can review, accept, and sign electronically or on paper.
Describe services in detail: site survey, design phases, deliverables, revisions, and any excluded tasks or assumptions to limit ambiguity.
Provide itemized costs: design fees, furniture allowances, materials, contractor estimates, taxes, and contingency with subtotal and total.
Show milestone dates for design phases, procurement, installation, and final inspection, plus lead times for specialty items and client review windows.
State deposit requirements, progress payments, final payment schedule, acceptable payment methods, and consequences for late payment.
Include cancellation policy, change order process, warranty/disclaimer language, insurance requirements, and governing law selection.
Provide clear signature blocks for client and designer, dates, printed names, and space for initials on key pages or line items where needed.
| File Upload | Use PDF or DOCX for template imports |
|---|---|
| Template Name and Tags | Assign meaningful name and client tags for search |
| Signature Order | Set signer sequence when multiple approvals are needed |
| Authentication Method | Choose email link, SMS code, or stronger ID verification |
| Notifications | Configure reminders and completion alerts |
Use formats and channels that preserve layout, images, and signature fields across devices and comply with client access needs.
Select a platform that supports your required integrations (Salesforce, Microsoft 365, NetSuite, Google Workspace), preserves an audit trail, and stores final PDFs in an access-controlled repository for recordkeeping.
Commonly 30 days; specify expiration date to lock pricing.
Provide dates for concept delivery and client review periods.
Note supplier lead times for long-lead items.
State exact due date or 'upon signing' requirement.
Give expected installation start and final acceptance date.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |