Scope of Work
Explicitly define tasks, phases, and accepted deliverables so both parties know what is included and what constitutes out-of-scope work that may require change orders.
A precise agreement protects both parties by clarifying deliverables, payment, timelines, ownership, and responsibility for revisions or delays. It reduces the likelihood of disputes and supports enforceability in court or arbitration.
The Design Contract and Agreement is used across solo practices, agencies, and client organizations whenever paid creative work is exchanged.
Use a tailored version for the project type and scale — simple agreements for single projects; fuller contracts for retained services or high-value work.
Explicitly define tasks, phases, and accepted deliverables so both parties know what is included and what constitutes out-of-scope work that may require change orders.
Provide milestone dates, review periods, and final delivery deadlines; tie payment milestones to specific deliverables to align incentives and reduce disputes.
Specify fees, deposit amounts, payment schedule, late fees or interest, invoicing cadence, and any reimbursement of expenses to avoid ambiguity.
State whether copyrights are assigned or licensed, the scope of permitted use, timing of transfer, and any retained moral rights or portfolio usage rights.
Limit included revisions, describe the process for additional requests, and set hourly or fixed fees for changes beyond the agreed scope.
Outline termination rights, notice requirements, refund obligations, limitation of liability, and indemnities to manage financial exposure.
| Field | Configuration |
|---|---|
| Document upload | PDF or DOCX accepted |
| Templates | Save reusable templates for recurring projects |
| Authentication | Email or SMS code verification |
| Routing | Sequential or parallel signer order |
Choose a platform and settings that meet authentication, audit trail, and storage needs before execution.
The contract start date; anchors milestone timing.
Date when initial payment must be received.
Dates for drafts, reviews, and deliverables.
Number of days allocated for client feedback.
Date when project is deemed complete.
A small studio needed faster client approvals and cleaner processes for contracts and invoices.
A larger enterprise required format flexibility and system integration for contract signatures.
Save the signed PDF with embedded audit trail and timestamps for immutable archival and future reference.
Keep the editable DOCX copy for internal recordkeeping, redaction, or subsequent amendments.
Use PDF/A for long-term preservation and regulatory compliance where required.
Export signer metadata (IP, timestamps) and store alongside the executed document.
Deposit received and scope formally accepted; project officially begins.
First draft delivery and client review window open for feedback.
Revised draft delivered following client feedback and revisions.
Final deliverables approved and final payment processed.
| 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 | Yes, 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |