Scope of Work
Describe tasks, formats, quantities, and any excluded services so both parties share the same project expectations and acceptance criteria.
A precise agreement allocates risk, clarifies payment and delivery, preserves your IP rights, and creates an enforceable record of client approvals and change orders.
Use a tailored agreement when the project has nontrivial scope, recurring work, or any IP/usage rights that must be transferred or limited.
The client signs to confirm budget, approvals, delivery dates, and permitted uses of final artwork. The signature binds the organization to payment obligations and acceptance criteria for design deliverables.
The designer signs to accept the scope, deliverables, payment schedule, and IP terms. Their signature confirms responsibility for timely delivery, required revisions, and warranty of original work.
Describe tasks, formats, quantities, and any excluded services so both parties share the same project expectations and acceptance criteria.
Specify file types, resolution, color modes, naming conventions, and number of final assets to prevent misunderstanding at handoff.
State total fee, deposit, milestone payments, final invoice timing, late payment interest, and consequences for nonpayment.
Include key dates, review windows, and dependencies so delays and revision cycles are measurable and actionable.
Set whether rights transfer upon payment, remain licensed, or are work-for-hire; include usage limits and attribution requirements.
Define number of included revisions, turnaround expectations, and a clear approval process to avoid scope creep and billing disputes.
| Field | Configuration |
|---|---|
| Document Format | PDF/A | Use flattened, print-ready PDF |
| Signer Authentication | Email + SMS | Two-factor for sensitive projects |
| Signature Fields | Signature | Required, name and date |
| Routing Order | Sequential | Designer then client |
Ensure the platform you select provides tamper-evident audit logs, exportable signed PDFs, and any industry compliance (for example HIPAA) your project requires.
Save the executed agreement as a certified PDF (PDF/A when practical) along with the platform's certificate of completion to preserve the audit trail and signing metadata.
Retain a copy of each draft, the executed version, and any amendment. Tag versions with dates and signer names for later retrieval and dispute resolution.
Include final deliverable files (AI, EPS, PNG) as attached exhibits or referenced URLs to ensure handoff aligns with the agreement's deliverable list.
Store executed files in secure cloud storage with access controls and an exportable audit log so you can produce records when needed.
Due on or before project start.
Dates for interim drafts and approvals.
Typical 3–7 business days for feedback.
Delivery of final assets and invoice.
Starts on effective date of agreement.
| 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 card | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |