Scope
Define modules, content types, user roles, search and taxonomy requirements, and any limitations or excluded items to avoid scope creep.
A well-structured proposal reduces scope ambiguity, aligns cross-functional stakeholders, and provides an auditable record of decisions and approvals. It supports procurement review, budget approval, and contract formation while clarifying technical, accessibility, and security obligations relevant to U.S. compliance frameworks.
Several teams collaborate to create and approve an intranet proposal; roles below reflect common responsibilities.
Final sign-off usually requires representation from at least one technical lead, a business sponsor, and a procurement or legal approver.
Define modules, content types, user roles, search and taxonomy requirements, and any limitations or excluded items to avoid scope creep.
Specify hosting (cloud/on-prem), authentication (SSO/SAML), integrations (HRIS, SharePoint, Google Workspace), APIs, and supported document formats.
Cite accessibility standards (WCAG 2.0 AA) and relevant U.S. rules such as HIPAA or FERPA when handling protected data or student records.
Provide milestones, deliverables, resource allocation, testing phases, acceptance criteria, and a communication plan for stakeholders.
Detail licensing, implementation, hosting, third-party integrations, projected maintenance, and one-time professional services with clear payment milestones.
Describe data retention, backup strategy, role-based permissions, change control, and escalation paths for security or availability incidents.
| Field | Configuration |
|---|---|
| Signature Order | Sequential or parallel routing based on approval hierarchy |
| Authentication | Email link, SMS code, or SSO depending on signer role |
| Conditional Fields | Show or hide fields based on role or selected options |
| Retention Policy | Automatic archival to records system after approval |
Ensure the chosen delivery platform supports required integrations, file formats, and authentication methods.
Confirm API access, audit trail detail, and export options with IT and vendor teams before final acceptance to ensure compatibility with records management.
Date to deliver final draft for procurement review
Allow two to four weeks for cross-functional review
Plan one to three weeks depending on vendor complexity
Target a start date after signed contracts and onboarding
Move final signed document to records system promptly
Produce full proposal with technical appendix and budget
Collect feedback from IT, HR, communications, and legal
Obtain signed authorizations from sponsor and procurement
Complete testing, training, and go-live checklist
| 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 credit card required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| 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 |
Tech Data drafted a structured intranet proposal to centralize vendor assessments and reduce procurement cycles.
A regional property manager used a detailed intranet proposal to consolidate communications across sites.