Scope of Work
Describe concepts, number of initial logo options, rounds of revisions included, color and black-and-white versions, and any ancillary assets such as brand marks or style guidelines.
A clearly written quotation reduces disputes, sets expectations about scope and payment, and documents IP transfer and revision limits. It helps procurement compare offers and gives providers a defensible basis for invoicing and enforcing fees.
Designers, branding agencies, and in-house marketing teams prepare quotations; clients, procurement, and legal departments commonly review and approve them.
Acceptance may be informal for small engagements but larger organizations typically require a signed quotation or purchase order before work can start.
Describe concepts, number of initial logo options, rounds of revisions included, color and black-and-white versions, and any ancillary assets such as brand marks or style guidelines.
List file formats (AI, EPS, SVG, PNG, JPEG, PDF), vector versus raster sources, resolution requirements, and whether layered source files will be provided upon request.
Itemize fees for concept work, additional revisions, rush delivery, licensing or extended usage fees, taxes, and any contingent expenses such as stock imagery or trademark searches.
Provide milestone dates for initial concepts, client feedback windows, revision turnarounds, final delivery, and include assumptions about time zones and calendar days.
State whether the designer assigns copyright on final deliverables, grants exclusive or non-exclusive licenses, retains rights to concepts, and any conditions for transfer of ownership.
Specify how the client accepts the quotation—signed hard copy, electronic signature compliant with ESIGN/UETA, or email confirmation—and the validity period and consequences of non-acceptance.
| Field | Configuration |
|---|---|
| Authentication Method | Email link or optional SMS code for signer verification. |
| Signature Field | Required signature block plus date and printed name fields. |
| Conditional Pricing | Use conditional fields to show options based on selected package. |
| Notifications and Copies | Email copies to finance and project manager after signing. |
Ensure your platform supports required formats, signer authentication, audit trails, and secure storage before issuing a quotation.
| Criteria | Quotation | Contract |
|---|---|---|
| Purpose | price offer | binding service terms |
| Acceptance | signature or acknowledgment | signed and executed |
| Detail Level | high-level pricing | complete obligations and remedies |
| Legal Status | often non-binding | enforceable when executed |
Typically 30 days unless otherwise stated.
Often 50% on acceptance, balance on delivery.
Client feedback within 5–10 business days avoids delays.
Request and payment before expedited work begins.
Issue invoices per agreed schedule; retain records for tax.
Prepare and send quotation to client for review.
Client evaluates, asks clarifying questions, or requests changes.
Client signs and pays deposit to begin work.
Deliver final files and transfer agreed intellectual property rights.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |