Cover & Scope
Concise project description, address, client contact, and a clearly stated scope of work that defines included and excluded tasks for pricing clarity.
A complete Design Proposal & Drawings reduces ambiguity, aligns expectations, and creates an evidentiary record of scope and pricing. When properly executed it supports permit applications, helps avoid scope disputes, and can be enforced as part of a contract under ESIGN (15 U.S.C. ch. 96) and UETA where applicable.
Design Proposal & Drawings are used by multiple project stakeholders across pre-construction and permitting phases.
Each party uses the package differently: designers for technical definition, contractors for pricing, and owners for approval and funding decisions.
The owner or client authorizes work, approves scope and budget, and signs to accept terms. Their signature typically triggers scheduling, invoicing, and permit submission.
Architect or engineer responsible for drawings and specifications; signs to confirm the scope, deliverables, and any professional limitations or disclaimers.
Concise project description, address, client contact, and a clearly stated scope of work that defines included and excluded tasks for pricing clarity.
Scaled plans, elevations, sections, and detail sheets with revision numbers and a drawing index that links to the specification sections and change history.
Material and workmanship quality standards, referenced codes, product models, and installation requirements used to price and execute the work.
Line-item pricing, unit quantities, allowances, contingency, and assumptions. State whether estimates are fixed-price, allowance-based, or subject to adjustment.
Key milestones, design delivery dates, permit submission windows, and expected construction start/completion dates tied to payment terms.
Payment schedule, change order process, warranty terms, insurance requirements, and signature blocks for all parties with dates and authority statements.
| Field | Configuration |
|---|---|
| Signature Authentication | Email link + SMS code or higher-assurance option |
| Conditional Fields | Enable for change orders and optional scope items |
| Template | Save as reusable template for similar projects |
| Delivery Copies | Automatically send signed PDF with audit trail |
Choose a platform that supports secure PDFs, audit trails, and common integrations to reduce friction.
Ensure the chosen platform preserves drawing fidelity, stores an immutable audit trail, and meets any industry compliance requirements before eSubmitting to clients or regulators.
Date by which client or project team must receive the proposal
Commonly 30–90 days unless otherwise stated
Allow 7–21 business days for client technical review
Local permitting may add weeks to months depending on jurisdiction
Date that triggers mobilization and scheduling
| Criteria | Design Proposal & Drawings | Bid Package |
|---|---|---|
| Primary purpose | define scope | price and award |
| Level of detail | schematic to permit | detailed construction |
| Legal effect | informal until signed | basis for contract |
| Timing | pre-contract | pre-construction bid |
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
I can process and execute all of these documents online with 100% compliance and built-in security.