Cover Letter
A concise project summary and value statement that identifies the parties, project address, primary contact details, and the principal who prepared the proposal.
Clear proposal plans set expectations for deliverables, pricing, and milestones, reducing disputes and accelerating approvals across stakeholders.
Roles vary by project size: larger projects use formal procurement and approved signatories; small projects often use the designer and client principal to finalize plans.
A concise project summary and value statement that identifies the parties, project address, primary contact details, and the principal who prepared the proposal.
A detailed list of tasks, deliverables, and exclusions that defines responsibilities by phase (concept, schematic, design development, construction documents, bidding, construction administration).
A clear inventory of drawings, specifications, models, files, and review cycles with file formats and the number of anticipated revisions included.
Milestones, critical-path dates, and review windows, including assumptions about client approval timing and dependencies that affect the overall delivery date.
Pricing structure (fixed, hourly, or phased), payment schedule, invoicing frequency, reimbursable expenses, and late payment terms or interest.
Key legal terms: intellectual property, licensing, liability limits, insurance requirements, termination rights, and governing law for dispute resolution.
| Field | Configuration |
|---|---|
| Signature Fields | Place signature, name, and date fields where required |
| Signer Order | Specify sequential or parallel signing |
| Authentication | Use email, SMS code, or stronger methods |
| Notifications | Enable reminders and completion alerts |
Keep original source files and a signed PDF certificate of completion for audit and future revisions; verify compatibility before final distribution.
Specify days allowed for review and approvals
Firm date and time for contractor submissions
Allow agency review and revision cycles
Set an internal date before external deadlines
Define expected days per revision cycle
| Document Type | Typical Use | Legal Formality |
|---|---|---|
| Design Proposal Plans | scope presentation | low to moderate formality |
| Statement of Work | contract attachment | high formality |
| Service Contract | binding agreement | high formality |
| Construction Bid | price submission | bid-level formality |
| 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 |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |