Scope of Work
Describe tasks, formats, quantities, and milestones precisely to avoid differing expectations about what is included and what counts as extra work.
A concise agreement reduces ambiguity about scope, prevents unpaid work through defined payment terms, clarifies who owns created assets, and documents acceptance procedures. It also creates enforceable obligations and records intent to sign when executed electronically under ESIGN and UETA.
Designers, agencies, and client procurement teams commonly use this agreement to align expectations and protect rights before work begins.
Parties on both sides benefit from a signed agreement that documents responsibilities, timelines, and methods for accepting completed work.
A self-employed creative who signs on behalf of their legal entity; needs clear payment terms, scope limits, and IP license or assignment language to protect future reuse and earnings.
An agency signatory who must coordinate subcontractor obligations, client approvals, and invoicing; typically responsible for ensuring deliverables, client acceptance, and any escrow or milestone billing processes are recorded.
Describe tasks, formats, quantities, and milestones precisely to avoid differing expectations about what is included and what counts as extra work.
List file types, resolutions, handoff method, and acceptance criteria so both parties know when a deliverable is complete and billable.
Specify amounts, due dates, deposit, late fees, invoicing cadence, and remedies for nonpayment to reduce collection disputes.
State whether the designer assigns copyright or grants a license, including scope, duration, and retained moral rights if any.
Limit rounds of revisions and define out‑of‑scope change orders and their rates to control scope creep and schedule slippage.
Include termination for convenience and for cause, notice periods, and payment obligations for work performed to termination date.
| Field | Configuration |
|---|---|
| Signature Type | Click-to-sign | Audit trail enabled |
| Signer Order | Sequential | Parallel available |
| Authentication | Email or SMS code | Optional KBA |
| Retention | PDF copy + certificate | Secure storage |
Choose a platform that supports required authentication, audit trails, storage encryption, and the file formats used for deliverables.
Ensure the provider preserves a tamper-evident PDF and an audit trail with timestamps, IP addresses, and signer attribution for enforceability and recordkeeping.
Date obligations begin; use MM/DD/YYYY format
List milestone dates or deliverable due windows
Number of days client has to accept or request revisions
Net terms (e.g., Net 30) and deposit timing
Required notice period before termination
Optica standardized contracts to speed client onboarding and reduce questions about deliverables.
A small firm moved to electronic agreements to close design and marketing engagements faster.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |