Inspection Findings
Summarize observations, test results, and photos. Note moisture sources and areas requiring demolition so reviewers understand the basis for recommended work.
A complete proposal reduces disputes by setting clear scope, timelines, and price expectations while documenting inspection findings and safety steps. It helps homeowners, contractors, and insurers make informed decisions and supports permit or insurance claim processes when required.
Final signatures create a binding agreement for the quoted remediation work and establish responsibility for payment and follow-up testing.
Summarize observations, test results, and photos. Note moisture sources and areas requiring demolition so reviewers understand the basis for recommended work.
Describe containment, removal procedures, HEPA filtration, and disposal methods. Include steps for preventing cross-contamination during work and final clearance testing.
List materials, labor hours, crew size, and subcontractor roles so the client can evaluate cost drivers and vendor responsibility.
Provide start and completion dates, phased milestones, and estimated inspection/testing windows so scheduling and temporary relocation needs are clear.
Present a clear total, deposit requirements, milestone payments, and accepted payment methods to reduce billing disputes.
Specify clearance testing standards, who pays for post-work testing, and warranty length and coverage for recontamination or workmanship.
| Field | Configuration |
|---|---|
| Template Fields | Standardize scope, pricing, and signature fields |
| Conditional Fields | Show items only when relevant to the job |
| Signer Order | Control who signs first and sequence |
| Authentication | Require email, SMS, or stronger verification |
Maintain tamper-evident signed copies, configure notifications for signers, and choose a vendor that provides an auditable certificate of completion for disputes or insurance claims.
| 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 | Trial available | Trial available |
| 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 | Varies | Varies |
Tim Martin used online proposals to process transactions with full compliance.
Dan Rotelli selected cloud signing for SOC 2-compliant document handling.