Project Summary
Concise overview including objectives, key stakeholders, and success metrics. Use plain language so nontechnical reviewers can confirm alignment before work begins.
Use a Creative Project Package to reduce scope ambiguity, document payment schedules, and capture intellectual property agreements. It improves accountability across teams, provides a clear acceptance process, and creates a durable record that supports billing, project tracking, and dispute resolution.
Project managers, creative directors, freelancers, and procurement staff use the Creative Project Package to align expectations and authorize work.
The completed package becomes the controlling operational document and should be stored with project records for the duration of the engagement.
Concise overview including objectives, key stakeholders, and success metrics. Use plain language so nontechnical reviewers can confirm alignment before work begins.
Detailed list of deliverables with due dates, file formats, and responsible parties. Include interim reviews, approval windows, and acceptable file transfer methods.
Define fees, retainer amounts, milestone payments, invoicing cadence, acceptable payment methods, and late fee calculations to prevent disputes and support accounting reconciliation.
Specify ownership, licensing scope, transfer of copyright, moral rights waivers if necessary, and any third-party components to clarify post-completion usage rights.
Limit rounds of revisions, set hourly rates for out-of-scope work, and require written change orders with amended dates and costs.
Define objective tests or deliverable checklists. State timeframe for client review and deemed-accepted rules if no response occurs within the review window.
| Field | Configuration |
|---|---|
| Signature Type | Electronic signature (image or typed) |
| Authentication | Email + optional SMS code |
| Conditional Fields | Show fields only when selected |
| Template Save | Save as reusable template |
Signers need a modern browser or mobile app; platforms typically accept PDF, DOCX, and JPG files.
Optica Ventures used standardized project packages to streamline approvals and client signoff across multiple portfolios.
Martin Properties processes approvals entirely online for leasing and marketing creative work across multiple properties.
Client signs package to authorize work; date triggers kickoff.
Begin work within agreed start days after acceptance, commonly 5–10 business days.
Deliverables due per schedule; include review windows and response times.
Final assets delivered upon completion and prior approval process.
Payment due as stated, often 30 days from invoice.
Client receives initial project package and quote.
Signatures executed, effective date established.
Creative work completed according to milestone schedule.
Client signs acceptance; final invoice issued and payment cycle begins.
| 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 | 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 by plan | Varies by plan | Varies by plan |