Are electronic signatures legally binding?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. §7001) and state UETA laws when intent, consent, attribution, and record retention are met.

When should I require notarization?

Only when a document creates or transfers an interest requiring notarization by jurisdiction or contract terms. Verify state rules for specifics and use RON where allowed.

How do I increase signer assurance?

Use stronger authentication such as SMS codes, knowledge-based verification, or vendor-provided advanced signer authentication to reduce repudiation risk.

Can I update the template after execution?

Yes, but executed copies must be retained and new versions tracked; amendments require signatures and an auditable change log to preserve enforceability.

How should executed bricks be stored?

Store signed PDFs with accompanying audit trails in a secure repository with access controls and retention aligned to legal and industry requirements.

Which eSignature plan supports high-volume use?

Usage-based or enterprise plans typically support bulk send and API access; evaluate per-volume pricing and features against expected signature invites.

Electronic Signature
Templates
Project Management
Project Management Brick Template

Project Management Brick Template

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

Project Management Brick Template

Project Identification

Project Title Project ID Client Name Service Provider Project Manager (Client) Project Manager (Provider)

Scope of Work

The Service Provider shall perform the services described below in a professional manner consistent with industry standards. The scope defines obligations, deliverables, and acceptance criteria for the work to be completed under this template.

Detailed Scope of Work Out-of-Scope Items

Deliverables and Acceptance

Each deliverable must include acceptance criteria and an acceptance window. Acceptance occurs when the Client verifies all items identified in the acceptance criteria are satisfied in writing or by electronic confirmation.

Deliverable 1 — Description Acceptance Criteria

Due Date: Amount (if applicable):

Deliverable 2 — Description Acceptance Criteria

Due Date: Amount (if applicable):

Timeline and Milestones

Project Start Date: Estimated Completion Date:

Milestone 1

Milestone 1 Due Date:

Milestone 2

Milestone 2 Due Date:

Budget and Payment

Total Project Budget Payment Terms Payment Schedule (examples)

Installment 1 — Description: Amount: Due:

Installment 2 — Description: Amount: Due:

Change Order Process

Any modification to the scope, schedule, or budget shall be executed only by a written Change Order signed by authorized representatives of both parties. The Change Order must describe scope changes, impact on cost, and revised schedule. Provider shall not commence changed work without an executed Change Order unless otherwise authorized in writing by the Client.

Change Order Procedure (details)

Confidentiality

Each party shall maintain the confidentiality of Confidential Information disclosed in connection with this project and shall not use such information except as necessary to perform obligations under this agreement. Confidential Information excludes information that is publicly known, independently developed, or rightfully received from a third party without restriction.

Client and Provider acknowledge and will comply with the confidentiality obligations set forth above.

Liability, Indemnification and Insurance

Provider shall indemnify and hold harmless the Client from third-party claims arising from Provider’s negligence or willful misconduct in performing the services. Except for liability arising from gross negligence or willful misconduct, neither party shall be liable for consequential, special, or punitive damages. Provider shall maintain insurance appropriate to the scope of work and provide certificates upon request.

Governing Law and Dispute Resolution

This agreement will be governed by the laws of the jurisdiction identified below. Parties agree to negotiate in good faith to resolve disputes; if unresolved, disputes shall be resolved by arbitration or litigation consistent with the governing law clause below.

Governing Law (State or jurisdiction)

Acceptance Testing and Warranty

The Client shall have a defined acceptance period following delivery during which the Client may test deliverables against acceptance criteria. Provider warrants for a period described below that deliverables shall conform to the requirements and be free of material defects. Warranty remedies are limited to repair or re-performance unless otherwise agreed.

Acceptance Period (days): Warranty Period (months):

Assumptions and Dependencies

Final Provisions

This document, together with executed Change Orders, constitutes the complete agreement between the parties with respect to the subject matter herein. Any amendments must be in writing and signed by authorized representatives of both parties. If any provision is held invalid, the remainder shall remain enforceable.

Client:

By:

Date:

Service Provider:

By:

Date:

What the Project Management Brick Template Is

The Project Management Brick Template is a reusable, standardized project planning file that captures scope, objectives, deliverables, schedule, resource assignments, budget estimates, risk register entries, and change-control procedures. It combines baseline milestones, acceptance criteria, communication plans, and a signature block so approvals and version history are recorded alongside project content. The template is compatible with common formats (PDF, DOCX) and supports electronic completion and signatures; when executed under the ESIGN Act or applicable state UETA law it can serve as an enforceable record. The brick model enables quick customization for recurring project types and consistent governance.

Why a Brick Template Improves Project Outcomes

A standardized Project Management Brick Template reduces setup time, prevents omissions, and centralizes approvals and version control. It clarifies roles and responsibilities, makes scope changes auditable, and shortens routing cycles for stakeholder sign-off while supporting consistent recordkeeping and dispute resolution.

Who Typically Uses This Template

Teams that need repeatable, auditable project plans and rapid approvals rely on a Project Management Brick Template for consistency across initiatives and portfolios.

Project Managers and PMOs who standardize delivery, track baselines, and collect stakeholder approvals across similar projects.
Contractors and vendors who must provide a scope, schedule, and acceptance criteria before beginning billable work.
Business sponsors and functional leads who approve milestones, budgets, and change requests and require an auditable signature trail.

Use spans private companies, nonprofits, and government programs where repeatability, auditability, and clear assignment of responsibilities reduce operational risk.

Step-by-Step: Fill and Finalize the Template

Follow this sequence to complete, approve, and archive the Project Management Brick Template with an auditable trail.

01

Prepare: Populate title, ID, effective date, and scope before adding attachments.
02

Assign Roles: List owner, approvers, and responsible parties with contact emails.
03

Set Milestones: Enter milestone dates, acceptance criteria, and dependencies.
04

Collect Signatures: Send for signature using eSignature or capture notarization if required.

Configure Online Workflow Fields

Configure the template’s conditional fields, notifications, and authentication to match your approvals and security needs.

Field	Configuration
Template Name	Use a standard naming convention for version control
Conditional Fields	Show budget or vendor sections only when applicable
Notifications	Email or SMS alerts for pending approvals
Authentication	Choose email, SMS code, or KBA per signer risk

Delivery and Platform Considerations

Decide how you will distribute, sign, and store each completed brick before collecting approvals.

File Formats: Export as PDF or DOCX for compatibility
Integrations: Connect to Microsoft 365, Google Workspace, or NetSuite
Authentication: Apply SMS or access codes for higher assurance

Ensure the chosen platform supports audit trails, required authentication levels, and the storage location meets your retention and compliance obligations.

How to Route and Submit a Completed Brick

The submission flow should preserve approvals, timestamps, and a retrievable audit trail for governance and compliance.

Upload Document: Add the finalized template to the eSignature or document management system
Place Fields: Insert signature, date, and conditional fields where approvals are required
Send to Signers: Route in order or parallel with authentication options
Archive: Store the executed copy plus certificate of completion

Core Sections Every Professional Brick Should Include

A complete Project Management Brick Template keeps critical project controls in one place and supports governance, change management, and stakeholder alignment.

Objectives

Clearly articulated project objectives tied to measurable acceptance criteria, ensuring stakeholders share the same success definition and enabling objective closeout.

Scope & Deliverables

A detailed scope section listing included deliverables and explicit exclusions to reduce ambiguity and limit scope creep during execution.

Schedule & Milestones

Baseline milestones with dates, dependencies, and acceptance checkpoints to enable progress tracking and trigger change control when timelines shift.

Roles & Responsibilities

RACI-style assignments for key tasks and approval steps to prevent duplicated effort and speed decision-making across teams and vendors.

Budget & Resources

High-level budget, resourcing assumptions, and cost owners to support forecast reconciliation and change-order evaluation.

Change Control

Formal change request procedure with approval levels, impact assessment fields, and signature blocks to document scope or budget changes.

Supporting Content and Export Options

Make related documents and export settings part of the brick so recipients get a complete package with a single submission.

Attachments

Attach schedules, diagrams, vendor quotes, and acceptance checklists so the executed brick contains the full decision record for audits.

Export Formats

Provide PDF for final, noneditable records and DOCX for internal edits; maintain a signed PDF copy for legal retention.

Version History

Record revisions and approval timestamps within the template metadata for traceability and dispute resolution.

Acceptance Forms

Include sign-off checklists and acceptance certificates to streamline handover and formal completion.

Typical Deadlines and Processing Expectations

Establish clear due dates for each approval stage to avoid bottlenecks and align stakeholder review windows with delivery needs.

Initial Draft Submission:

Within 5 business days of project authorization

Stakeholder Review Window:

Allow 3–7 business days for review and consolidated comments

Baseline Approval:

Target approval within 10 business days of first draft

Milestone Reporting:

Status updates submitted within 48 hours of milestone completion

Project Closeout Package:

Final deliverables and sign-offs filed within 15 business days of completion

Key Milestones: From Initiation to Closeout

Map major milestone stages so approvers see the sequence and responsibilities at a glance during execution and audit.

01

Initiation and Intake

Define scope, sponsor, and initial estimates; prepare template with attachments

02

Planning and Baseline

Set schedule, budget, and risk register; collect baseline approvals

03

Execution and Monitoring

Track progress against baselines; route change requests for approval

04

Closeout and Lessons

Obtain final acceptance, archive records, and capture lessons learned

eSignature Vendor Pricing Comparison

Compare typical starting prices and core capabilities for common eSignature vendors. signNow is listed first per page conventions.

	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

Real-World Examples of Template Use

These examples show how organizations apply templates to accelerate approvals and maintain compliance.

Martin Properties — Field Execution

Local property manager standardized lease and project forms for closing multiple small renovations quickly.

Mobile and offline signing enabled field teams.
"I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Xerox — Integration with ERP

NetSuite operations linked signed project bricks to invoicing and resource plans.

Automation reduced manual entry.
"airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite."

Common Preparation Mistakes to Avoid

Incomplete scope statements that invite downstream disputes and unpaid change orders.
Omitting acceptance criteria, which causes subjective approvals and rework at handover.
Using inconsistent project IDs and naming conventions that break integrations and reporting.
Failing to set authentication levels for signers, weakening nonrepudiation and auditability.

Risks and Potential Consequences of Improper Completion

Contractual Breach: May trigger liquidated damages or termination

Schedule Delay Costs: Costs from missed milestones or penalty clauses

Regulatory Exposure: Industry rules may impose fines or remediation

Tax Record Issues: Inaccurate records can affect audits or filings

Data Breach Liability: Poor controls increase breach and compliance fines

Disputed Acceptance: Lack of clear criteria complicates closeout claims

Security and Compliance Checklist

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Timestamps, IP, and action history captured

HIPAA BAA: Business Associate Agreement required for PHI

Authentication: Options: email, SMS, KBA, SSO

Certifications: SOC 2 Type II and ISO 27001 available

Storage Controls: Secure cloud with access logging

Frequently Asked Questions and Troubleshooting

Answers to common questions about enforceability, signing, authentication, notarization, updates, and secure storage for the Project Management Brick Template.

Need help? Contact support

Are electronic signatures legally binding?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. §7001) and state UETA laws when intent, consent, attribution, and record retention are met.
When should I require notarization?
Only when a document creates or transfers an interest requiring notarization by jurisdiction or contract terms. Verify state rules for specifics and use RON where allowed.
How do I increase signer assurance?
Use stronger authentication such as SMS codes, knowledge-based verification, or vendor-provided advanced signer authentication to reduce repudiation risk.
Can I update the template after execution?
Yes, but executed copies must be retained and new versions tracked; amendments require signatures and an auditable change log to preserve enforceability.
How should executed bricks be stored?
Store signed PDFs with accompanying audit trails in a secure repository with access controls and retention aligned to legal and industry requirements.
Which eSignature plan supports high-volume use?
Usage-based or enterprise plans typically support bulk send and API access; evaluate per-volume pricing and features against expected signature invites.

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