Scope of Work
Detailed description of removal, replacement, gutter profile, downspout routing, pitch adjustments, fascia or soffit repairs, and any related roof flashing work.
A written proposal reduces disputes by recording precise scope, cost breakdowns, and timelines; it supports permitting, financing, and insurance claims. It provides the homeowner and contractor a basis for change orders, lien waivers, and final acceptance.
Accurate proposals help decision makers compare options, confirm compliance with local codes, and document approval for permits or financing.
Detailed description of removal, replacement, gutter profile, downspout routing, pitch adjustments, fascia or soffit repairs, and any related roof flashing work.
Specific material types, gauges, colors, finish, fasteners, and manufacturer model numbers, plus allowances for upgrades or substitutions.
Line-item pricing, subtotal, taxes, deposit amount, progress payments, and final payment conditions including retainage or holdback if applicable.
Estimated start date, expected duration in business days, weather allowances, and milestone dates for inspections or payments.
Responsibility for permits, expected permit costs, required inspections, and completion sign-off procedures.
Warranty period for labor and materials, manufacturer warranty details, and explicit exclusions (e.g., hidden rot, structural repair).
| Field | Configuration |
|---|---|
| Project Details | Auto-populate from estimate template |
| Signature Field | Enable signer name, date, and initials |
| Signer Authentication | Email link or SMS code |
| Routing | Contractor -> Client -> Project Manager |
Ensure the platform you pick supports secure storage, downloads in multiple formats, and a clear audit trail evidencing intent, attribution, and retention.
30–90 days depending on material pricing and seasonal availability
Due at signing; often 10–50% depending on contract size
Allow 7–30 business days depending on jurisdiction
Expressed in business days; include weather contingency
Due on substantial completion or after final inspection
The homeowner or an authorized property representative must sign. For multi-owner properties, all named owners or a documented agent with power of attorney should sign to avoid later challenges.
A person with authority to bind the contractor—typically an owner, officer, or manager listed on the business license—should sign. Include printed name and title for clarity.
A homeowner received three estimates and chose the most detailed proposal containing material specs and permit responsibilities.
An insurer approved roof and gutter replacement after a storm; the contractor attached a claim number and adjuster contacts to the proposal.
| Document Type | Proposal | Work Order | Contract |
|---|---|---|---|
| Purpose | estimate of work | internal job sheet | legally binding agreement |
| Signatures Required | client optional for estimate | foreman only | both parties required |
| Price Binding | usually not until accepted | often fixed after acceptance | binding when signed |
| Use in Permits | used to obtain quotes | rarely | primary document for permit application |
| 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 | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Plan dependent | Plan dependent | Plan dependent |