Scope of Work
Precise description of installation tasks, exclusions, mounting method, and any site preparatory work required to avoid ambiguity on responsibilities during installation.
A clear proposal reduces disputes by documenting scope, materials, prices, timelines, and responsibilities in writing. It protects sellers and buyers by setting expectations up front, supports permitting and insurance reviews, and creates a record for billing and warranty enforcement.
The Custom Awnings Proposal Form is used by multiple roles across sales, operations, and customer accounts before work begins.
The form becomes the basis for the final installation contract after acceptance and signature by authorized parties.
| Field | Configuration |
|---|---|
| Template Setup | Create reusable proposal template with required fields |
| Signer Roles | Define seller and buyer roles and permissions |
| Notifications | Enable email/SMS reminders and status updates |
| Document Retention | Set storage folder and retention policy |
Choose a platform that supports secure e-signatures, audit trails, and common integrations used by your business.
Confirm the platform meets industry compliance requirements (for example, HIPAA for health-related sites) and retains a reliable audit trail for signatures and delivery events.
Precise description of installation tasks, exclusions, mounting method, and any site preparatory work required to avoid ambiguity on responsibilities during installation.
List fabric type, frame material, finishes, color codes, and manufacturer part numbers so the buyer knows exactly what will be supplied.
Include measured elevations, mounting points, and a simple diagram with annotated dimensions to prevent misinterpretation at installation.
Itemize material, labor, permits, delivery, and optional upgrades with unit costs and a clear total to facilitate approvals and accounting.
State lead time for production, expected installation window, and conditions that may extend delivery, such as permit delays or site access issues.
Detail payment milestones, change order process, warranty period, and exclusions so the client understands after-sale support and remedies.
Standard: 30 days from issue unless otherwise stated
Typically due within 7–14 days of acceptance
Often 2–6 weeks after deposit, depending on material availability
Schedule within agreed weeks; weather or permits may shift dates
Due on completion or per defined milestones
| 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 (Business Premium) | Varies by plan | Varies by plan | Varies by plan | 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 |