Project Scope
Describe work limits, deliverables, and referenced contract documents. Include drawings, specifications, change-order routing, and permitted substitutions so scope disputes are minimized and approvals follow the contract.
A consistent template reduces disputes, speeds approvals, and documents regulatory and contractual requirements so all parties follow the same procedures.
Describe work limits, deliverables, and referenced contract documents. Include drawings, specifications, change-order routing, and permitted substitutions so scope disputes are minimized and approvals follow the contract.
State site-specific safety requirements: PPE levels, hot-work permits, confined-space procedures, reporting for injuries, and safety meeting frequency to ensure OSHA obligations and contractor expectations are clear.
Specify shop drawing, product data, and sample submission timelines; review windows and approver roles so procurement and fabrication proceed without rework or schedule delays.
Document inspection checkpoints, testing standards, acceptance criteria, and corrective action procedures to align field work with contract tolerance and performance requirements.
List required permits, responsible party for obtaining them, inspection scheduling instructions, and who retains copies to avoid permit lapses or failed inspections.
Define the change-order process, pricing submission requirements, approval thresholds, and time-to-response expectations to control cost and schedule impacts.
| Field | Configuration | Role-based field visibility | Required |
|---|---|
| Template Name | Construction Guidelines | Project-specific |
| Signer Order | Owner → GC → Subs | Sequential |
| Authentication | Email or SMS code | Optional KBA for high risk |
| Storage Location | Project folder | Centralized cloud archive |
Consider integrations, file formats, and authentication when enabling e-signing and e-submission for the template.
Finalize guidelines before site mobilization to set expectations.
Use template requirements to schedule shop drawing submissions.
Reference inspection criteria during scheduled checks.
Confirm guideline compliance before releasing retainage.
Submit prior to mobilization; timelines vary by jurisdiction
Allow specified business days for reviewer response
Set a clear response deadline to control schedule impacts
Require pricing within defined calendar days
Tie to certified completion and punchlist acceptance
Site guidelines clarified required closeout documents and punchlist signoffs
A unified guideline defined submittal routing and inspection checkpoints
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA / Envelope Cap | Yes / No cap | Yes / 100 envelopes/user/yr | Yes / Varies | No / Varies | No / Varies |