Contact Details
Contractor and client full names, mailing addresses, phone numbers, license numbers, and email for correspondence and invoicing.
A precise estimate reduces misunderstandings, supports accurate budgeting, documents agreed scope and pricing, and provides a baseline for change orders, billing, and warranty terms.
Common participants involved before and after an estimate is issued.
Each party relies on the estimate for scope confirmation, scheduling, and contract preparation.
Contractor and client full names, mailing addresses, phone numbers, license numbers, and email for correspondence and invoicing.
Clear description of tasks, locations (rooms), fixture placements, and any demolition or disposal work included or excluded.
Itemized fixtures, bulbs, connectors, and SKUs with unit prices and quantities to support procurement and warranty tracking.
Estimated hours, labor rate, crew size, and total labor cost with assumptions about access or additional work.
Applicable sales tax, permit allowances, and whether permit filing is included or billed separately.
Estimate expiration date, deposit requirements, payment schedule, change order process, and cancellation terms.
| Field settings and configuration options | Configuration | Expected value and behavior |
|---|---|
| Signer roles and order | Customer first | Contractor second |
| Authentication method | Email link default | Optional SMS code |
| Template expiry and reminders | 30-day expiry | Two reminder emails |
| Document formats accepted | PDF, DOCX | Exportable signed PDF |
Ensure the platform supports required file formats, signer authentication, and integrations with cloud storage or project software.
Choose a workflow that preserves an audit trail and stores signed files in your secure project system for future reference.
Commonly 30 days from the effective date.
Submit permits within 60 days if included in estimate.
Typical deposit 10–50% due on acceptance.
Start within agreed 14–30 day window after receipt of deposit.
Require written acceptance for any changes before work begins.
| 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 | No | No |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |