Clear Scope
Define included tasks and explicit exclusions so the estimator and client share the same assumptions and avoid scope creep.
Use this form to document client consent, set expectations about scope and validity, and create a record that supports cost control, scheduling, and procurement decisions.
Assign a single authorized signer per party to prevent later disputes about consent or scope.
| Field | Configuration |
|---|---|
| Signature Order | Sequential or parallel per project needs |
| Authentication | Email link; add SMS code for higher assurance |
| Attachments | Allow PDF, JPG, DOCX for site details |
| Retention | Set automatic archival after 7 years |
Verify the provider offers audit trails, conditional fields, and the authentication level your organization requires.
Define included tasks and explicit exclusions so the estimator and client share the same assumptions and avoid scope creep.
Specify whether site access, keys, parking, or safety gear will be provided to enable inspections or measurements.
State if the estimate is preliminary, detailed, guaranteed maximum price, or conditional on site findings.
Include a firm expiration date for pricing and terms to prevent stale proposals becoming binding unintentionally.
Describe how a client accepts the estimate (signature, purchase order, email) and any down payment requirements.
Provide responsible contacts for scheduling, invoicing, and dispute resolution to streamline follow-up.
Set an explicit expiration (e.g., 30 days) to lock pricing
Client acceptance deadline to avoid re-quote
Date range for inspections or measurements
When the formal estimate will be issued
Archive executed document per policy
| 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 card required | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |