Project Scope
Define pages, sections, templates, and functional features to be redesigned or added, plus explicit exclusions to limit scope ambiguity.
A clear revamp document reduces scope creep, aligns stakeholders, clarifies acceptance criteria, and provides a record for approvals and budget decisions. It helps teams prioritize SEO, accessibility, and analytics while documenting responsibilities and contractual terms for vendors.
Final approval usually rests with the project sponsor or product owner who signs off on scope, budget, and launch readiness.
Define pages, sections, templates, and functional features to be redesigned or added, plus explicit exclusions to limit scope ambiguity.
Describe primary/secondary user personas, key journeys, and conversion goals to guide UX, content tone, and information architecture decisions.
Inventory existing content, map new content needs, SEO keyword targets, editorial workflows, and responsibilities for migration and new pages.
Specify platform, CMS, integrations (CRM, analytics, marketing automation), performance targets, hosting, and browser/device support.
List accessibility standards (WCAG 2.0 AA), privacy requirements, and any industry-specific mandates (HIPAA, FERPA) that affect design or data handling.
Define measurable launch criteria such as page load times, broken-link thresholds, analytics tagging completion, and UAT signoff process.
| Field | Configuration |
|---|---|
| Notification | Email and SMS reminders for pending signatures |
| Review Order | Sequential or parallel signer order as defined by approvers |
| Authentication | Email link or SMS code; increase to KBA for high-risk approvals |
| File Formats | PDF preferred; maintain a copy of original DOCX for edits |
| Integrations | Connect CRM and document storage for automatic archival |
Ensure chosen platforms support audit trails, archival export, and any industry-specific compliance needs before finalizing workflow configuration.
Initial meeting and alignment; typically within 1 week of contract signature
Content audit and technical review; commonly 2–4 weeks
Wireframes and visual design rounds; commonly 3–6 weeks
Build, QA, and accessibility testing; commonly 4–12 weeks
Production cutover and monitoring; rollback plan for first 48–72 hours
Stakeholder signatures confirm scope and budget so procurement can proceed.
Final visual and UX approval triggers development work.
User acceptance testing must be passed before staging deployment.
Final approvals and deployment to the live environment.
| 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 | 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 (BAA available) | Verify vendor plan | Verify vendor plan | Verify vendor plan | Verify vendor plan |