Establishing secure connection…Loading editor…Preparing document…

Project Deliverable Tracker

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROJECT DELIVERABLE TRACKER & GENERAL BUSINESS AGREEMENT

Parties

Client Name:

Contractor Name:

Recitals

WHEREAS, Client requires certain services and deliverables related to the project described in this Agreement and desires to engage Contractor to perform those services; and

WHEREAS, Contractor has represented that it possesses the qualifications, experience and ability to perform the services and to deliver the deliverables described herein; and

WHEREAS, the parties desire to set forth the terms, payment arrangements, schedule, and responsibilities governing the performance, acceptance and tracking of project deliverables.

Scope of Work

Project Deliverable Tracker

Instructions: Enter each deliverable below. For each deliverable, include acceptance criteria and the assigned owner. Contractor shall update completion status upon delivery; Client shall provide acceptance or rejection within the Acceptance Period defined below.

Deliverable 1 Title:

Assigned To:    Due Date:

Completion Date:    Status:

Deliverable 2 Title:

Assigned To:    Due Date:

Completion Date:    Status:

Additional Deliverables (reference numbers and descriptions):

Payment Terms

Total Contract Amount:

Invoicing Cycle:

Late Fee: (applies to amounts not paid within the agreed payment period)

Term and Termination

Term Start Date:    Term End Date:

Termination Notice Period (days):

Confidentiality

Each party acknowledges that in performance of this Agreement it may receive Confidential Information of the other party. Confidential Information includes non-public technical, business, pricing, customer and project information disclosed in any form. The receiving party shall: (a) hold Confidential Information in strict confidence using at least the same degree of care it uses to protect its own confidential information but in no event less than reasonable care; (b) use Confidential Information solely to perform its obligations under this Agreement; and (c) not disclose Confidential Information to any third party except to employees, agents or subcontractors who have a strict need to know and are bound by confidentiality obligations no less protective than those herein.

Exceptions: Confidential Information does not include information that is (i) already known to the receiving party without obligation of confidentiality; (ii) or becomes publicly available through no fault of the receiving party; (iii) lawfully received from a third party without breach of an obligation; or (iv) independently developed by the receiving party. Disclosure required by law shall be made only after prompt notice to the disclosing party and, if available, a request for protective order.

Acceptance Procedure

Upon delivery of a deliverable, Contractor shall notify Client in writing and submit required documentation demonstrating compliance with the Acceptance Criteria. Client shall have a period of days (Acceptance Period) to accept or reject the deliverable in whole or in part. If Client rejects a deliverable, Contractor shall correct deficiencies and resubmit. Final payment for a deliverable is contingent upon Client's written acceptance.

Notices

Representations and Warranties

Contractor represents that it has the full power and authority to enter this Agreement and perform the services; that the services and deliverables will be performed in a professional manner consistent with industry standards; and that Contractor will comply with all applicable laws and contractual obligations to third parties. Client represents that it has authority to engage Contractor and will provide timely access to information and personnel required for Contractor to perform.

Indemnification and Limitation of Liability

Each party agrees to indemnify and hold harmless the other party from third-party claims arising from the indemnifying party's gross negligence or willful misconduct. Except for liability for willful misconduct or obligations of confidentiality and indemnification, neither party shall be liable for consequential, special or punitive damages. The aggregate liability of either party for any claim arising under this Agreement shall not exceed the total amount actually paid under this Agreement in the twelve (12) months preceding the claim.

Governing Law; Venue

This Agreement shall be governed by and construed in accordance with the laws of the state specified by the parties below. Any disputes arising out of or relating to this Agreement shall be subject to the exclusive jurisdiction of the state and federal courts located in the agreed jurisdiction.

Governing State:

Entire Agreement

This Agreement, including any attachments and the deliverable tracking records maintained pursuant to this Agreement, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, or representations, whether written or oral. Any amendment or modification of this Agreement must be in writing and signed by authorized representatives of both parties.

Miscellaneous Provisions

Assignment: Neither party may assign its rights or delegate its obligations under this Agreement without the prior written consent of the other party, except that Contractor may assign to an affiliate or in connection with a merger or sale of substantially all its assets.

Force Majeure: Neither party shall be liable for delay or failure to perform due to causes beyond its reasonable control, provided the affected party gives prompt notice and uses commercially reasonable efforts to resume performance.

Client:

By:

Date:

Contractor:

By:

Date:

Enter text✕

What the Project Deliverable Tracker Is and When it's Used

A Project Deliverable Tracker is a structured record used to list project outputs, assign responsibility, set due dates, and record acceptance criteria across phases. It centralizes status updates, version history, and approvals so teams can monitor progress, manage dependencies, and demonstrate completion for stakeholders and audits.

Why a Deliverable Tracker Improves Project Clarity

A clear tracker reduces missed deadlines and scope drift by consolidating owners, dates, success criteria, and status in one place. It supports accountability, simplifies stakeholder reporting, and provides an auditable history for approvals and dispute resolution.

Why a Deliverable Tracker Improves Project Clarity

Typical Users and Teams That Rely on Trackers

Project managers, delivery leads, product owners, and PMO teams use deliverable trackers to coordinate work and monitor commitments.

  • Project Managers — Centralize assignments, update status, and generate stakeholder reports for each milestone.
  • Functional Leads — Track deliverable acceptance criteria, sign-offs, and dependencies across teams and vendors.
  • Clients / Reviewers — Review submitted deliverables, log comments, and approve completion for payment triggers.

External reviewers and clients also consult the tracker for acceptance checks, change requests, and invoice approvals.

Step-by-step: Complete the Tracker for a Deliverable

Follow these steps for each listed deliverable to keep records current and auditable.

  • 01
    Create Entry: Add title, unique ID, and short description of the deliverable.
  • 02
    Assign Owner: Enter responsible party and backup contact with role and email.
  • 03
    Set Dates: Record planned start, due date, and acceptance deadline.
  • 04
    Capture Acceptance: Define acceptance criteria, attach evidence, and record approval status.

Core sections and fields every professional tracker should include

A robust tracker balances concise status metadata with attachments and approval mechanics so teams can act and auditors can verify.

Deliverable Metadata

Title, unique ID, description, and related project or workstream links to make each item searchable and unambiguous across systems.

Ownership and Contacts

Primary owner, secondary backup, stakeholder list, and contact details so reviewers and finance teams know who to notify and who signs off.

Schedule and Milestones

Planned start, due date, review windows, and hard acceptance deadlines for SLA reporting and automated reminders.

Acceptance Criteria

Explicit pass/fail conditions, required deliverable artifacts, and inspection steps used to determine formal acceptance.

Status and History

Current status (planned, in progress, under review, accepted, rejected), plus timestamps and a short change log of each update.

Attachments and Evidence

Linked files, proof of completion, test results, and approval records to support audits and billing.

Required tracker fields at a glance

Project Name: Project identifier
Deliverable ID: Unique code
Owner Contact: Full name and email
Due Date: MM/DD/YYYY
Acceptance Status: Accepted/Rejected
Attached Evidence: Files or links

How submission and approval typically flow

A standardized submission and approval flow reduces rework and preserves a clear audit trail.

  • Submit Deliverable: Owner uploads artifacts and completes tracker entry.
  • Automated Notification: Reviewers receive alerts with attachments and checklist.
  • Review and Comment: Reviewer inspects materials and logs feedback in tracker.
  • Formal Acceptance: Authorized signer records acceptance and date with evidence.

Common workflow settings to configure for digital use

Configure these settings to enforce approvals, automate reminders, and protect record integrity.

Field Configuration
Approval Order Sequential or parallel reviewer routing
Notifications Email and optional SMS reminders
Authentication Email link, SMS code, or stronger KBA
Retention Policy Auto-archive after acceptance or per retention rules

Digital delivery and signature platform considerations

Choose tools that support attachments, audit trails, conditional routing, and secure signer authentication.

  • Document Formats: PDF, DOCX, XLSX supported
  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
  • Security: TLS in transit, AES-256 at rest

Typical dates and response expectations for deliverables

Establish clear deadlines and review SLAs to avoid disputes and manage cash flow.

Planned Start Date:

Date work begins; used to measure schedule variance

Submission Due Date:

Owner must upload deliverable by this date

Review Window:

Typical reviewer turnaround: 5–10 business days

Final Acceptance:

Acceptance recorded within 30 days unless contract specifies otherwise

Invoice Trigger:

Invoice may be issued after acceptance or per agreed milestones

Milestone sequence from kickoff to acceptance

Track major milestones in order so progress and handoffs are visible to stakeholders.

01

Kickoff

Project start and baseline schedule confirmed.

02

Intermediate Review

Deliverable draft submitted for stakeholder feedback.

03

Final Submission

Owner delivers final artifacts and evidence.

04

Acceptance and Closure

Authorized sign-off recorded and records archived.

Practical tips for accurate, efficient tracking

Apply consistent practices to reduce errors, accelerate approvals, and preserve defensible records.

Use consistent identifiers and naming conventions
Adopt a single ID format and file-naming convention for deliverables and attachments so documents are easy to locate and cross-reference in finance, audit, and legal systems.
Define measurable acceptance criteria
Write precise, testable conditions for each deliverable so reviewers can objectively accept or reject items without open-ended interpretation or scope disputes.
Automate reminders and escalation
Configure automated notifications for approaching due dates and missed deadlines to reduce manual follow-up and ensure managers are alerted when approvals stall.
Preserve an immutable audit trail
Use a platform that timestamps events, records user IDs and IPs, and stores signed copies so you can demonstrate chain of custody for approvals and billing.

Common mistakes to avoid when preparing the tracker

  • Using inconsistent deliverable titles that create duplicate or orphan entries across systems.
  • Failing to specify acceptance criteria, causing subjective reviewer decisions and rework.
  • Relying on email approvals only without recording the signer identity or timestamped audit trail.
  • Not attaching required evidence or versioned files, which delays acceptance and invoicing.

Risks and consequences of incorrect or incomplete tracking

Delayed Payment: Invoices held until acceptance
Scope Disputes: Ambiguous criteria lead to disagreements
Contract Breach: Missed SLAs can trigger penalties
Audit Findings: Insufficient records may fail audits
Regulatory Exposure: HIPAA or SEC records mishandled
Increased Costs: Rework and legal fees

eSignature vendor comparison for deliverable approvals

Key eSignature features and typical starting prices are shown to help select a platform that supports audit trails, authentication, and enterprise controls.

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 plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Varies by plan Varies by plan Varies by plan Varies by plan
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA required) Varies; BAA available Varies; BAA available Varies by plan Varies by plan
Envelope Cap No envelope cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Common questions and practical answers

Answers to frequent questions about signing, legal validity, retention, and platform features for deliverable trackers.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users