Scope of Work
Define pages, features, integrations, CMS access, and acceptance tests in clear, measurable terms to avoid scope creep and disputes.
A complete paperwork package reduces disputes, clarifies payment milestones, and preserves IP ownership. Electronic execution is legally recognized under ESIGN (15 U.S.C. ch. 96) and UETA, provided intent, consent, attribution, and retention requirements are met.
Proper role alignment speeds approvals and reduces rework during launch and post-launch phases.
Define pages, features, integrations, CMS access, and acceptance tests in clear, measurable terms to avoid scope creep and disputes.
List assets, formats, milestones, and handoff items including final source files, media, and documentation with delivery acceptance criteria.
Specify milestone dates, review windows, and launch criteria; include change-order processes for any re-scoped items or delays.
State fees, deposit, invoicing cadence, late fees, and any retainers; tie final payment to documented acceptance criteria.
Clarify ownership of source code, images, and third-party licenses; include assignment or limited license language and usage restrictions.
Describe personal data handling, third-party tracking, cookies, subprocessor lists, and any data-processing agreements or HIPAA considerations.
| Field | Configuration |
|---|---|
| Signing Order | Sequential or parallel routing per role |
| Authentication | Email link, SMS code, or stronger method |
| Notifications | Set reminders and expiry for unsigned documents |
| Archive Settings | Save signed PDFs and audit logs automatically |
Confirm the platform supports retention, export to common repositories, and any compliance addenda required by your industry or contract.
Project work starts on the agreed MM/DD/YYYY date
Client review periods commonly 5 business days per milestone
Specify rounds of revision and time allowed per round
Acceptance tests complete before final payment release
Net 30 is common; state late fee rules may apply
Budget and scope agreed and deposit invoiced
Contract executed and kickoff scheduled
Build, internal QA, and client review cycles
Go-live, post-launch support period 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 | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
The interface simplified client signoff across distributed teams and reduced approval friction.
Processed leasing and vendor agreements fully online to meet tight schedules.