Scope of Work
Define exact areas, tasks included and excluded, demolition work, and any constraints such as phasing or restricted access during occupancy.
A clear design reduces ambiguity about materials, dimensions, and acceptance criteria, which lowers rework risk and helps set expectations for cost and schedule. A documented design also provides evidence for warranty claims and payment disputes.
Typical contributors and reviewers span project roles and specialties.
Final sign-off usually requires an authorized representative from the owner and the installing contractor.
Define exact areas, tasks included and excluded, demolition work, and any constraints such as phasing or restricted access during occupancy.
List product names, manufacturer, model codes, color/finish, backing type, and acceptable alternates with reference to sample approvals.
Provide scaled drawings, room dimensions, seam locations, transitions, threshold details, and tolerances for expansion joints.
Reference applicable ASTM, ANSI, or manufacturer installation standards, plus acceptable flatness and adhesive coverage tolerances.
Include lead times, delivery windows, installation start and completion dates, interim inspections, and owner sign-off milestones.
Specify deposit, progress payments, final acceptance conditions, warranty duration, and remedies for defective work.
| Upload Document | Use PDF or DOCX; include drawings and schedules as attachments for a single package. |
|---|---|
| Place Fields | Add signature, date, and checkbox fields where approvals and confirmations are needed. |
| Assign Signers | Define the signer order and include contact emails for responsible representatives. |
| Set Authentication | Choose email link, SMS code, or advanced authentication depending on risk and contract value. |
| Enable Audit Trail | Capture timestamps, IP addresses, and completion certificates for evidentiary support. |
Choose a platform that supports your file formats, integrations, and necessary authentication methods.
Ensure the platform captures an audit trail and stores signed documents in a tamper-evident format compatible with your retention policy.
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Allow 3–7 business days for field verification after initial measurements.
Specify manufacturer lead times; commonly 2–8 weeks depending on product.
Begin installation within agreed days after delivery and site readiness confirmation.
Define date for practical completion and initial punch-list inspection.
State warranty start date and claim submission window per contract terms.
A regional property manager moved change-order approvals online to centralize records and speed sign-off.
A facilities operations team integrated approvals with their ERP to tie purchase orders to signed designs.