Scope of Work
Describe tasks in detail: removal, disposal, framing changes, flashing, trim, and final cleanup. Attach sketches or exhibits showing elevations and measurements to avoid ambiguity.
A clear agreement reduces disputes, documents expectations for materials and timelines, protects payment terms, and creates enforceable warranty and acceptance obligations. Properly drafted terms help contractors manage risk and homeowners ensure performance, while enabling secure e-signature execution under ESIGN (15 U.S.C. ch. 96) and state UETA frameworks.
Typical users include homeowners, installation contractors, and property managers who need a documented scope and payment schedule before work begins.
Use the agreement to make roles, approvals, and warranty responsibilities explicit for all parties and downstream service providers.
Describe tasks in detail: removal, disposal, framing changes, flashing, trim, and final cleanup. Attach sketches or exhibits showing elevations and measurements to avoid ambiguity.
List brand, model, glass rating (U-factor, SHGC), hardware finishes, and lead times. Specify substitute approvals and who pays for upgrades or delays caused by unavailable stock.
State total price, deposit amount, payment milestones, accepted payment methods, late payment interest, and any retainage tied to final inspection or punchlist completion.
Include target start and completion dates, allowed weather or permit delays, notice requirements for schedule changes, and remedies for unreasonable delays.
Require written change orders signed by both parties before extra work; include pricing method (time-and-materials or fixed) and effect on the schedule.
Specify manufacturer and installer warranties, acceptance testing, corrective remedies, and a final sign-off procedure for completed work and warranty activation.
| Field | Configuration |
|---|---|
| Signature Type | Email link e-signature or in-person signing |
| Authentication | Email, SMS code, or ID verification |
| Routing Order | Contractor first, homeowner second |
| Notifications | Email reminders and completion receipts |
Use common file formats and integrations to simplify submission, review, and archival while preserving a verifiable audit trail.
Submit permit application before work begins if local code requires it.
Agreed date when contractor will mobilize to site.
Target date for finished installation and cleanup.
Date for building inspector or homeowner acceptance testing.
Begins on completion acceptance or specified effective date.
A regional property manager reduced turnaround time on installation agreements by moving online
A small renovation firm standardized contract templates for door installs
Export a locked PDF copy that embeds the audit trail and signer timestamps for use in permits, lender files, or warranty claims.
Keep a sanitized Word version for future amendments or when legal counsel needs to prepare formal addenda or change orders.
Extract key metadata in CSV for project tracking, invoicing reconciliation, and integration with accounting systems or CRMs.
Store a high-resolution print-ready version for insurers, inspectors, or HOA submission when an original signed paper copy is required.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varied | Varied | Varied |