Scope of Work
Detailed description of services, number of windows, locations, and actions (measure, supply, install, remove old units) so both parties have the same expectations.
A well-drafted document clarifies scope, materials, price, timing, and liability so both parties share expectations and can resolve disputes quickly. It protects homeowner and contractor by documenting measurements, change orders, payment schedule, and warranty terms.
Each signer should confirm identity and authority, and keep a signed copy for permit applications, warranty claims, and tax records.
Detailed description of services, number of windows, locations, and actions (measure, supply, install, remove old units) so both parties have the same expectations.
Manufacturer names, model numbers, finishes, fabric or slat dimensions, and any custom options including lead times and replacement part policies.
Record exact interior or exterior measurements and method (inside/flush/outside mount). Note who measured and date to avoid later measurement disputes.
Line-item pricing, subtotal, taxes, deposit amount, balance due, accepted payment methods, and whether late fees or interest apply.
Expected manufacturing and installation windows, contingency for weather or backorders, and procedures for rescheduling or canceling work.
Manufacturer and installer warranty durations, what is covered or excluded, and instructions for filing warranty claims or arranging repairs.
| Setting | Configuration |
|---|---|
| Upload Document | Start with a PDF or DOCX master template |
| Add Fields | Place signature, initial, date, and measurement fields |
| Signer Order | Assign sequence: contractor then homeowner |
| Authentication | Choose email link, SMS code, or stronger ID verification |
Choose a solution that provides tamper-evident signed PDFs, retention controls, and compatible integrations for accounting and project management.
30 days from issue unless otherwise noted
Typically due within 7 days of signed acceptance
Permit timelines vary; allow 2–6 weeks for approvals
Manufacturer lead time plus scheduled installation dates
Due upon final inspection and client sign-off
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |