Project Scope
Concise description of services, exclusions, and assumptions so both parties share the same baseline for work.
A written guidelines document reduces ambiguity about scope, formats, timelines, and rights, which lowers dispute risk and speeds approvals. It creates an auditable record of agreements, clarifies change-order handling, and helps teams deliver consistent outputs across projects while preserving legal enforceability when properly signed.
Typical creators and signers include agency project managers, in-house design leads, procurement or legal teams, and client stakeholders responsible for approvals.
Identifying the correct preparer and authorized signer up front prevents delays; include contact and billing details to streamline routing.
Concise description of services, exclusions, and assumptions so both parties share the same baseline for work.
Enumerate final files, sizes, formats, and source assets (e.g., layered PSD, SVG, Figma link) required for acceptance.
Milestone dates, review windows, and approval turnaround times that set expectations and late-delivery remedies.
Specific tests or review steps that define when an item is accepted or requires revision.
Pricing, invoicing schedule, late-payment interest, and conditions for change-order charges.
Ownership transfer or license terms, permitted uses, and any retained moral rights or third-party license obligations.
| Field | Configuration |
|---|---|
| Signing Order | Sequential or parallel, configured per stakeholder role. |
| Authentication | Email link, SMS code, or stronger KBA depending on risk. |
| Conditional Fields | Show or hide payment or IP clauses based on selections. |
| Accepted Formats | PDF, DOCX, or native design links for attachments. |
Choose tools that support your file types, signer authentication, and audit-trail needs before launching the workflow.
Prefer solutions that preserve original file fidelity, provide tamper-evident audit trails, and integrate with your CMS and finance systems.
Deliver within the timeframe agreed (commonly 7–14 business days).
Specify 3–5 business days for client feedback to avoid schedule drift.
Allow a set number of revisions and state timing for each.
Tie payments to milestone approval dates in the schedule.
Define final delivery expectations and packaging for handoff.
Initiate scope review and confirm contacts and PO information.
Provide initial concepts for stakeholder review and scoring.
Complete selected concept to production-ready deliverables.
Deliver final files and license documentation to client.
Save executed records as PDF/A for long-term archival plus retain native DOCX or source design files for edits.
Keep dated versions and change logs to track revisions and approvals across the project lifecycle.
Bundle associated assets, license receipts, and third-party attributions with the signed file set.
Preserve timestamps, signer identity, and IP or authentication records to support enforceability.
The team standardized deliverables and approval steps to reduce revisions.
The clinic added privacy and IP sections to design guidelines.
| 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) | Yes | Yes | Yes | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |