Primary Contract
Defines parties, scope, payment schedule, warranties, indemnity, termination rights, and dispute resolution to establish contractual obligations for the project.
A California Contractors Package centralizes required contract elements and compliance checkpoints to reduce omissions that can delay permits, payments, or lien enforcement. It clarifies licensing, insurance, and tax responsibilities and supports consistent recordkeeping for audits, billing, and dispute resolution.
Contractors, subcontractors, owners, and project administrators commonly prepare and exchange the package to start or document construction work.
| Field | Configuration |
|---|---|
| Routing | Sequential signing | Signer order enforced |
| Authentication | Email plus SMS code option |
| Reminders | Auto-reminders every 3 days |
| Attachments | Require COI and license as PDFs |
Ensure your signing platform supports required integrations, file formats, and authentication prior to issuing the package.
Defines parties, scope, payment schedule, warranties, indemnity, termination rights, and dispute resolution to establish contractual obligations for the project.
Detailed description of tasks, deliverables, specifications, and exclusions that set the baseline for change orders and acceptance criteria during construction.
Includes contract price, progress payment schedule, retainage, milestones, and conditions for release of final payment and lien waiver delivery.
Certificate of insurance details coverage types and limits; name additional insureds and list required endorsements and policy dates.
Conditional and unconditional lien waiver templates for progress and final payments to protect owners and ensure clear title upon payment.
Formal change order form to document scope adjustments, cost impacts, schedule revisions, and required approvals before work proceeds.
| 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 | Free trial available | Free trial available |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| 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 |
A small property developer standardized its package to onboard subcontractors quickly and reduce paperwork errors.
An operations-led contractor used templates to centralize insurance and lien waivers pre-payment.
An authorized company officer, project manager, or delegated signatory who is contractually empowered to bind the contractor should sign. Verify delegation via corporate resolution or written authority when large values or indemnities are involved.
An owner, director, or authorized procurement representative signs for the owner. Ensure the signatory has authority to approve payments and to accept change orders on the owner’s behalf.