Change Summary
One-paragraph overview of the additional functionality, referencing original contract sections and the reason for the change.
A clear additional-functionality template reduces rework, clarifies costs and acceptance criteria, and preserves an evidentiary record of approvals and scope decisions for audits or claims.
Teams use this template to manage scope changes consistently across projects and stakeholders.
Standardization helps legal, procurement, and project teams coordinate approvals, invoicing, and release management.
One-paragraph overview of the additional functionality, referencing original contract sections and the reason for the change.
Precise description of new tasks, deliverables, and any dependencies, including file names, version numbers, and acceptance test cases.
Revised milestones, target delivery dates, and any phased rollout details that affect overall project timeline.
Itemized cost estimates, billing milestones, purchase order references, and payment terms tied to acceptance criteria.
Measurable pass/fail conditions, testing procedures, and sign-off roles required to mark the work complete.
Designated signatory lines for authorized representatives, dates, and optional witness or notary acknowledgements where required.
| Workflow Step | Online Setting | Action | Recommended configuration |
|---|---|
| Upload Template | PDF or DOCX source with fillable fields |
| Add Fields | Signature, date, text, and checkbox fields; use conditional visibility |
| Assign Signers | Email addresses and role order for sequential routing |
| Authentication | Email link or SMS code; use advanced auth for high-risk changes |
| Retention Policy | Set automated retention and export to secure storage |
Choose a signing platform that supports integrations, secure storage, and the required signer authentication level.
Expect 1–3 business days for internal drafting and cost estimates
Allocate 3–5 business days for legal, finance, and PM approval
Plan 5–10 business days for client evaluation and questions
Fully executed copies delivered within 1 business day of final signature
Start work per revised schedule; expect changes to affect downstream milestones
Stakeholder documents requested functionality and business justification.
PM and engineering estimate effort and budget impact.
Authorized signatories approve costs, schedule, and acceptance criteria.
Work delivered, tested per criteria, and signed off by client.
Typically responsible for preparing and submitting the addendum for internal approval. The PM cannot bind the company financially unless explicitly authorized by procurement or a delegated contracting authority.
An authorized signatory from the client side who can accept scope and costs. Verify signatory authority against the master services agreement or current client delegation of authority.
| 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 | Limited trial | Limited trial | Limited trial | Limited trial |
| 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 | Varies by plan | Varies by plan | Varies by plan |