Parties
Full legal names and contact details for owner, contractor, and subcontractor to ensure accountability and clear routing.
A clear set down reduces disputes by recording exact fixture placement, acceptance criteria, and access windows; it serves as an operational checklist and a simple contract record between parties.
Use signatures or initials from each party to show agreement; retain the completed form with project records for accountability.
Full legal names and contact details for owner, contractor, and subcontractor to ensure accountability and clear routing.
Concise description of work and a precise fixture list, including models or SKUs to avoid on-site substitutions.
Concrete installation windows and lead times, including any required preparatory work or inspections before arrival.
Parking, elevator use, security procedures, and point of contact to streamline arrival and setup on site.
Inspection points, acceptable finish standards, and remedy paths for deficiencies discovered during or after installation.
Signature blocks for each party plus date, printed name, and role to confirm agreement and transfer responsibility.
| Field | Configuration |
|---|---|
| Project Name | Required text field, read-only after submission |
| Scheduled Date | Date picker with MM/DD/YYYY format |
| Signatures | Sequential signer order, required for completion |
| Attachments | Allow photos, spec sheets, and delivery receipts |
Provide at least 48–72 hours notice to contractors for scheduling.
Order long-lead fixtures 2–8 weeks before scheduled installation.
Confirm permits are approved before the scheduled install day.
Allow adequate time for municipal or third-party inspections post-install.
Retain completed set down with project records per retention rules.
Ensure chosen platform supports sequential signing, attachments, and an audit trail to capture signatures, IP, and timestamps for project records.
| 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 | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |