Scope of Work
A detailed, measurable description of tasks, deliverables, exclusions, and site-specific obligations so parties share the same expectations.
A well-assembled package reduces disputes, clarifies payment and schedule expectations, and supports lien and bonding claims when needed.
Multiple parties rely on a contractors package to manage commercial and residential projects from bid stage through closeout.
| Field | Configuration |
|---|---|
| Authentication | Email + SMS code for contractors |
| Signer Order | Owner → General Contractor → Subcontractor |
| Reminders | Auto-remind at 3 and 7 days |
| Storage | Export PDF/A to secure storage |
Choose a platform that supports common construction integrations and file formats.
Start of obligations and timeline calculations.
Delivery often triggers mobilization obligations.
Provide W-9 upon payer request to avoid withholding.
Issue to recipients and IRS by Jan 31 each year.
State-specific; send early to preserve lien rights.
Bid submission, scope finalization, and insurance verification.
Site access, initial payment, and safety plan submission.
Progress invoices, change orders, and inspections.
Final payment, lien waivers, and as-built deliverables.
A detailed, measurable description of tasks, deliverables, exclusions, and site-specific obligations so parties share the same expectations.
Progress schedule, retainage percentage, invoice procedures, and final payment conditions that define when and how compensation is released.
Documented process for approving scope changes, price adjustments, and schedule impacts to prevent unapproved work and disputes.
Required coverages, certificate limits, additional insured endorsements, and performance/payment bond specifications protecting project stakeholders.
Warranty period, remedy procedures, and notice requirements that govern defect remediation after substantial completion.
Termination rights, cure periods, liquidated damages, and dispute resolution clauses to manage breaches and project failures.
Save executed documents as PDF/A for long-term preservation and consistent rendering across systems, preserving embedded signatures and audit metadata.
Store editable originals in DOCX for future edits, but retain final executed copies as non-editable PDFs for evidentiary integrity.
Export signer logs and payment records in CSV for accounting reconciliation and bulk reporting to finance systems.
Keep encrypted backups in a compliant cloud or on-prem archive with role-restricted access and regular retention checks.
Company consolidated contractor packets into a single electronic workflow to speed signing
Adopted standardized packages to enforce consistent insurance and indemnity terms across projects
Typically signs on behalf of the prime contractor entity. The signatory should be an officer or authorized agent with corporate delegation; improper authority can undermine contract enforceability and payment claims.
Project-level managers or owners sign subcontract agreements; ensure the signatory is authorized and that the contractor has received required certificates, W-9, and insurance before work begins.
| Criteria | Contractors Package | Subcontractor Agreement |
|---|---|---|
| Primary Use | comprehensive project set | single-party scope and payment |
| Signatories | owner, gc, subs | gc and individual subcontractor |
| Included Forms | tax, lien waivers, ins. certs | scope, price, schedule |
| Notarization | rarely required | rarely required |
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |