Executive Summary
One-page overview that states project purpose, key deliverables, estimated cost, critical milestones, and principal risks to orient reviewers.
A complete report reduces ambiguity between stakeholders, supports permitting and approvals, and provides a defensible record of design intent and assumptions.
The report is prepared and reviewed by technical and project-management roles who certify scope, cost, and compliance.
Responsible parties sign off at designated milestones; signatory authority depends on organizational role and delegated limits.
| Field | Configuration |
|---|---|
| Document Template | Use a master template with locked sections and editable fields for version control. |
| Required Fields | Mark signatures, dates, and cost fields as required to prevent incomplete submissions. |
| Conditional Logic | Show or hide sections based on project type or permit path to reduce reviewer burden. |
| Notifications | Notify reviewers and approvers automatically when the document reaches their step. |
One-page overview that states project purpose, key deliverables, estimated cost, critical milestones, and principal risks to orient reviewers.
Define included tasks, explicit exclusions, interfaces with other contractors, and acceptance criteria to limit ambiguity.
Provide design criteria, materials, performance requirements, references to codes and standards, and calculation summaries.
Include scaled plans, elevations, and schematics with revision stamps and a drawing index for traceability.
List key milestones, critical-path activities, and assumptions about lead times or permitting windows.
Present cost breakdowns, contingency, escalation assumptions, and the estimating methodology used.
Create a single PDF that combines the report, drawings, and appendices; ensure PDF/A or standard PDF compatibility for archiving and review.
Retain original CAD, Excel, and Word files for future edits and change control; include a version list.
Provide final drawings as flattened PDFs with revision stamps and sheet numbers to avoid unauthorized edits.
Generate a signed PDF with an audit trail or certificate documenting signer, timestamp, and signing events.
Confirm platform security certifications, signer audit trails, and exportable signed records before selecting a tooling option.
2–4 weeks depending on project size
7–14 calendar days for comments
Depends on jurisdiction; agency review may take 2–12 weeks
Typically 2–6 weeks for contractor solicitation
Starts after permits and contracts are in place
Stakeholder acceptance of high-level design and budgetary allowance.
Detailed drawings and specifications are produced and internally reviewed.
Issue stamped drawings and final report for permitting and procurement.
Deliver final signed report, record drawings, and warranty documentation to owner.
Optica consolidated design assumptions into a single report for investor review.
Martin Properties moved permitting and contractor selection online with a signed design report.
| 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 trial | No | No | No | No |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |