Scope of Work
Describe tasks in sequence: removal, prep, patching, grinding, application of self-leveling compound, drying times, and cleanup. Specify areas, room-by-room where practical and any exclusions such as structural repairs.
A detailed proposal reduces ambiguity about the work, sets measurable acceptance criteria, and helps avoid disputes over incomplete scope, pricing, or warranty coverage. It also forms the basis for permitting, insurance, and payment schedules.
Contractors, project managers, property owners, and facility managers commonly prepare or review subfloor leveling proposals before flooring installation.
Each party uses the proposal to confirm responsibilities, schedule work, and verify acceptance criteria prior to invoicing and final payment.
Describe tasks in sequence: removal, prep, patching, grinding, application of self-leveling compound, drying times, and cleanup. Specify areas, room-by-room where practical and any exclusions such as structural repairs.
Include measured square footage, unevenness readings, and acceptance criteria (for example, maximum 1/8 inch over 6 feet). State the measurement method and reference standard.
List product names, manufacturer specifications, recommended mixes, substrate primers, and installation methods. Include cure times and moisture-testing requirements.
Provide line-item pricing for labor, materials, disposal, and taxes; state deposit amount, payment milestones, and late payment terms.
Supply proposed start date, estimated duration, contingency allowances for moisture mitigation, and times when access or occupancy is restricted.
Define warranty scope and period, liability limits, change order procedures, and termination rights. Include conditions that void warranty, such as continued moisture intrusion.
| Field Mappings | Configure templates to populate client, project, pricing, and scope fields automatically from your CRM. |
|---|---|
| Signer Order | Define if contractor signs first or the client signs first; enable sequential or parallel signing as needed. |
| Authentication Method | Choose email link, SMS code, or stronger verification for high-value contracts. |
| Conditional Fields | Use conditional visibility for optional line items like moisture mitigation or testing. |
| Notifications | Set reminders, expiration notices, and confirmation messages for completed signatures. |
Ensure the platform supports required file types, secure authentication, and integration with your document management systems.
Confirm the chosen platform supports audit trails, access controls, and exportable signed PDFs to meet audit and retention requirements.
Typically 15–30 days to accept the quoted price.
State the deposit percentage and due date upon signing.
Provide estimated start date and allowable scheduling variance.
Give an estimated duration and cure/dry times.
Set the date for final inspection and client sign-off.
| Document Types | Proposal | Contract | Estimate |
|---|---|---|---|
| Binding? | |||
| Price Included | |||
| Change Orders | optional | formal required | informal |
| When Used | before work starts | during contracting | early budgeting |
| 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, no credit card | Varies by plan | Varies by plan | 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 | Varies |