Scope of Work
Detailed description of tasks: remove old windows, prepare openings, install new units, flashing, insulation, interior and exterior finish, and clean-up. Specify excluded items to avoid scope creep.
A precise replacement contract reduces misunderstandings, protects both homeowner and contractor, documents permit and warranty obligations, and provides enforceable terms if disputes arise. A complete document also supports insurance claims and helps satisfy local building departments during inspections.
Typical participants include homeowners, licensed contractors, project managers, and property managers; each party has distinct responsibilities recorded in the document.
Use the agreement to make responsibilities explicit, reduce risk, and create a paper trail for permits, inspections, payments and warranty claims.
The homeowner listed on title or lease must sign to authorize work and payments. If a third party (manager, power of attorney) signs, provide documentary proof of authority to avoid enforceability issues.
A licensed contractor or company officer authorized by the business should sign on behalf of the contractor. Include license number, company name, and an authorized signer title to ensure the signature binds the firm.
Detailed description of tasks: remove old windows, prepare openings, install new units, flashing, insulation, interior and exterior finish, and clean-up. Specify excluded items to avoid scope creep.
List manufacturer, model numbers, glass type, U-factor, SHGC, frame material, and finish. Include product data sheets or reference exhibits for performance ratings.
Provide exact unit counts and rough/open dimensions for each window location. Note tolerances and who bears rework costs if field conditions differ.
State total contract price, deposit amount, progress payment schedule, accepted payment methods, and late-payment remedies or retainage terms.
Set start date, estimated completion, weather or material delay allowances, and procedures for change orders that adjust time or price.
Assign permit responsibility, inspection coordination, product warranty details, and contractor workmanship warranty with claim procedures.
| Field | Configuration |
|---|---|
| Template | Create reusable contract template with variable placeholders. |
| Signer Authentication | Choose email link, SMS code, or knowledge-based check. |
| Conditional Fields | Show payment details only if deposit selected. |
| Bulk Send | Enable for batches of similar contracts when applicable. |
Choose a platform that supports the file formats, integrations and authentication levels you need for permits and recordkeeping.
Store executed files in secure cloud storage and retain the audit trail with signer IP, timestamps, and action history for compliance and inspections.
Standard quotes are often valid for 30 days; confirm pricing before scheduling.
Submit permit applications at least 2–4 weeks before proposed start date, depending on jurisdiction.
Start date usually set within 7–21 days after permit approval and deposit receipt.
Typical residential installs take from 1 day to 2 weeks depending on scope.
Schedule inspection on completion; retention of signed agreement may be required.
Homeowner signs estimate and pays initial deposit to reserve materials and scheduling.
Fully signed contract establishes legal obligations and start date.
Building permits are obtained and inspections scheduled before installation.
Work finished, cleanup performed, and final payment processed after inspection.
Determine if notary or witnesses are required by local code or contract terms.
Coordinate in-person or remote notarization session with all required parties.
Provide government ID and any required credential analysis during the notary session.
For remote online notarization, retain audio-video recording per state rules.
Notary completes certificate and signers initial any required pages.
Include the notary acknowledgement with the signed contract for filing and records.
Record documents only if local law or lender requires it.
Notary retains journal entries per state retention rules when applicable.
| 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 / Envelope Cap | Yes — no envelope cap | Limited (100 envelopes/user/year) | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A homeowner requests full-frame replacement for 10 windows and receives a detailed scope with manufacturer specs.
A property manager orders energy-efficient windows for multiple units and uses a template for uniform terms.