Scope of Services
Detailed tasks, phases, deliverables, and exclusions. Include specifications for design, coordination, permit applications, and construction administration to avoid scope disputes.
A formal contract reduces risk by defining deliverables, payment terms, liability limits, and acceptance criteria. It clarifies who controls design changes, approvals, and schedule adjustments, which helps avoid disputes and unplanned costs.
Project owners, program managers, architecture firms, and general contractors commonly draft or request this agreement before work begins.
Identifying the correct signers and their authority in advance prevents later disputes about who can approve change orders or accept completed work.
Detailed tasks, phases, deliverables, and exclusions. Include specifications for design, coordination, permit applications, and construction administration to avoid scope disputes.
Precise milestone dates, critical-path responsibilities, delay notice procedures, and allowable extensions for force majeure or owner-driven changes.
Fee structure (lump sum, hourly, or phased), invoicing schedule, reimbursable expenses, retainage, and late-payment interest calculation method.
Procedure for initiating, pricing, approving, and documenting scope changes, including a requirement for written client approval before additional work proceeds.
Indemnity allocation, limits of liability, professional liability insurance requirements, and required certificates naming the owner as additional insured where appropriate.
Ownership of drawings and digital models, license for the owner to use the work, and restrictions on reuse, modification, or third-party dissemination.
| Field | Configuration |
|---|---|
| Signature Block | Set required signature and date fields for each signer |
| Order | Specify sequential or parallel signer order |
| Authentication | Choose email, SMS code, or stronger ID verification |
| Notifications | Enable reminders and completion receipts |
Use a platform that supports secure eSignatures, audit trails, and the integrations you need to store executed agreements.
Ensure the chosen solution meets legal requirements (ESIGN, UETA) and your internal security policies before transmitting confidential plans or contracts.
| 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 |
Optica used online signing to streamline client approvals and reduce turnaround time.
Martin Properties processed property and project documents entirely online.