Header
Project title, site/location, campaign name, version number, and effective date to track revisions and ensure participants reference the correct iteration.
A single template reduces errors, aligns creative and operational teams, and documents material and safety specifications to limit liability and ensure consistent execution across sites.
Project-oriented teams and external vendors use this template to capture design, compliance, and delivery details before production.
Use the template to centralize approvals and create an auditable record of specifications, sign-offs, and change history for future reference.
Marketing Manager — Approves design intent, brand compliance, and budget allocation. Their signature confirms that the display aligns with campaign goals and cost expectations, and authorizes procurement and installation within the defined scope.
Facilities Director — Confirms site suitability, installation logistics, permitting needs, and safety measures. Their sign-off verifies that the planned installation meets building rules and site access constraints before vendor scheduling.
Project title, site/location, campaign name, version number, and effective date to track revisions and ensure participants reference the correct iteration.
Placeholders for scaled layout images, elevation views, and QR codes linking to digital assets so installers understand exact placement and sightlines.
Scientific and common names, quantities, pot sizes, sun/water requirements, and allergen notes to guide procurement and ongoing care.
List of containers, soil mixes, supports, lighting, and signage with supplier SKUs and finish specifications for consistent ordering.
Key dates for design approval, procurement cutoffs, delivery windows, installation, and post-install inspection to coordinate cross-functional teams.
Line items for plant costs, materials, labor, transportation, and contingency so budgets are transparent and auditable.
| Field | Configuration |
|---|---|
| File Type | Accept PDF and DOCX; preserve image resolution for mockups. |
| Conditional Fields | Show plant maintenance fields only when 'Maintenance Required' is checked. |
| Authentication | Require approver email or SMS code for sign-off to verify identity. |
| Notifications | Enable email alerts on assignment, approval, and finalization. |
Use platforms that accept common file formats and integrate with your storage and project systems.
Ensure chosen software supports role-based routing, audit trails, and export to archival formats for recordkeeping.
| 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 (Business Premium) | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Optica standardized display packages to reduce decision cycles and vendor questions.
Martin Properties moved approvals online to avoid on-site signoffs.
Allow 5 business days for internal approvals.
Place orders 10–15 business days before delivery.
Expect 3–7 business days for transit depending on distance.
Schedule 1–3 days for onsite setup and adjustments.
Complete inspection and sign-off within 2 business days post-install.