Can this review be signed electronically?

Yes. Electronic signatures are enforceable under the federal ESIGN Act and state UETA statutes provided intent, consent, attribution, and reliable record retention are satisfied.

Do I need a notary for the Combined Review?

Generally no, unless the underlying contract or state law requires notarization for specific acknowledgements; check governing contract clauses and applicable state notarization rules.

How long must I keep the signed review?

Retention depends on industry and legal baselines: financial records often require at least three years (IRC §6501(a)), HIPAA-related items six years (45 CFR §164.530(j)); adjust per state law.

What if a signer’s name doesn’t match records?

Mismatched signer names can raise authentication concerns. Update records to reflect legal names or require additional identity evidence before accepting the signature.

How do I handle disputed approvals?

Maintain version history, preserve original signed copies, and escalate per contract dispute resolution procedures; documented rationale reduces litigation exposure.

Which authentication level should I use?

Match authentication to risk: email link for low-risk approvals, SMS or ID verification for high-value or regulated approvals; stronger methods improve attribution.

Electronic Signature
Templates
Project Management
Project Management Combined Review

Project Management Combined Review

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

PROJECT MANAGEMENT COMBINED REVIEW

Project Identification

Project Title

Project ID:

Review Date:

Client Name Client Contact Service Provider Project Manager

Executive Summary

Provide a concise summary of the combined review findings, including scope changes, schedule variances, budget status, and key decisions.

Scope of Work

Describe the scope under review. Include completed items, in-progress items, and any proposed scope revisions.

Out-of-Scope Items

Deliverables and Acceptance

List deliverables under review with explicit acceptance criteria and recorded status. Acceptance requires demonstration of criteria set forth below.

Deliverable 1 — Description Deliverable 1 — Acceptance Criteria

Deliverable 1 — Status (select all that apply):

Accepted Conditional — requires minor corrections Rejected

Acceptance Date:

Deliverable 2 — Description Deliverable 2 — Acceptance Criteria

Deliverable 2 — Status (select all that apply):

Accepted Conditional — requires minor corrections Rejected

Acceptance Date:

Deliverable 3 — Description Deliverable 3 — Acceptance Criteria

Deliverable 3 — Status (select all that apply):

Accepted Conditional — requires minor corrections Rejected

Acceptance Date:

Timeline & Milestones

Planned Start:

Projected End:

Milestone 1

Target Date:

Milestone 2

Target Date:

Milestone 3

Target Date:

Budget & Payment

Total Contract Value Payment Schedule Change Order Process

Change orders that alter scope, schedule, or budget require written approval as described below. All change order requests must include impact analysis and estimated cost and schedule adjustments.

Both parties acknowledge and will follow the above change order process

Confidentiality

All information exchanged in connection with this review that is designated confidential or that by its nature is confidential shall be treated as Confidential Information. Recipient shall not disclose such information except to employees, contractors, or advisors who need to know and who are bound to confidentiality obligations at least as restrictive as those herein. Confidential Information shall be used solely for purposes of the project and review activities.

Acknowledged and agreed by both parties

Governing Law

This Combined Review and any disputes arising out of or relating to it shall be governed by and construed in accordance with the laws of the jurisdiction identified below, excluding conflict of law principles that would result in the application of another jurisdiction's laws.

Governing Jurisdiction

Risk Assessment & Issues

Document identified risks, open issues, and mitigation actions. Include assigned owner and target resolution date for each item.

Action Item 1 — Description

Assigned To:

Due Date:

Action Item 2 — Description

Assigned To:

Due Date:

Final Determination

Record the final determination for this combined review. Checking a box indicates the formal outcome of the review process pending signatures below.

Project status: ACCEPTED — no further corrective action required beyond items listed Project status: CONDITIONAL ACCEPTANCE — corrections required as noted in action items Project status: REJECTED — major deficiencies require rework

Certifications

By signing below, the undersigned certify that they have reviewed the items set forth in this Combined Review, that the information recorded is true and correct to the best of their knowledge, and that they are authorized to bind their respective party to the determinations and processes described herein.

Client

Printed Name:

By:

Date:

Service Provider

Printed Name:

By:

Date:

What the Project Management Combined Review Is

The Project Management Combined Review is a consolidated report used to capture current project status, scope changes, open risks, action items, deliverable acceptance, budget updates, and stakeholder approvals in a single record. It is intended to standardize periodic assessments — for example, milestone closeouts, phase gate reviews, or executive summaries — so teams and stakeholders share a common factual baseline. While not a substitute for contractual amendments, the Combined Review provides objective documentation that can support decisions, claims, or audits and can be executed electronically under U.S. e-signature law.

Why this Combined Review Matters for Projects

A single, standardized Combined Review reduces ambiguity, preserves audit-ready records, speeds approvals, and centralizes change tracking so teams can resolve issues before they escalate.

Who typically prepares and signs a Combined Review

Project managers, program managers, PMO analysts, and delegated approvers commonly prepare the Combined Review and route it for sign-off.

Project Manager — Completes status, risk register, and recommended actions for stakeholder review.
Sponsor/Approver — Validates scope changes, budget impacts, and final acceptance decisions.
Quality or Compliance Lead — Confirms deliverable conformance and records any regulatory exceptions.

Distribution often includes client stakeholders, finance, procurement, and legal teams depending on the review’s scope and governance.

Core sections included in a professional Combined Review

A comprehensive Combined Review organizes project information into clear, repeatable sections so readers can quickly evaluate status, outstanding risks, and next steps without reviewing multiple documents.

Executive Summary

One-page synopsis outlining current status, major changes this period, and a concise recommendation for decision-makers and sponsors to act on.

Scope and Deliverables

Description of completed deliverables, in-scope vs out-of-scope items, and any approved change requests with reference IDs and effective dates.

Schedule and Milestones

Status of key milestones, variances versus baseline schedule, critical path impacts, and forecasted completion dates with percent complete.

Budget and Financials

Current spend, variance to budget, committed costs, forecast-to-complete, and any procurement or invoicing items requiring approval.

Risks and Issues

Active risk register entries with impact, probability, mitigation owner, and open issue log with required corrective actions and owners.

Approvals and Signatures

Designated approver list, sign-off lines, date fields, and any required witness or notarization details where applicable.

Step-by-step: completing and routing the Combined Review

Follow this sequence to prepare, validate, and distribute the Combined Review so approvals and records are captured consistently.

01

Draft Review: Populate sections, attach supporting schedules and change request links.
02

Internal Validation: Have PMO, finance, and quality review entries for accuracy.
03

Route for Approval: Send to listed approvers in prescribed order with clear response deadlines.
04

Archive Final: Save signed copy to contract repository with metadata and retention tag.

Configuring an online workflow for the Combined Review

Configure fields, authentication, and routing to mirror your internal approval sequence and compliance needs when using an eSubmission platform.

Field	Configuration
Signature Order	Set signer sequence to reflect approval hierarchy.
Authentication Method	Use email link, SMS code, or ID verification as required.
Conditional Fields	Show or hide contingent sections based on risk or contract value.
Audit Trail	Ensure timestamps, IP, and actions are recorded for each signer.

Typical submission and routing flow

A clear routing flow reduces signer friction and preserves a complete record of approvals and actions for audits.

Upload Document: Attach the review form and supporting exhibits in PDF or DOCX.
Place Fields: Add signature, date, checkbox, and text fields where necessary.
Add Signers: Enter approver emails and set signing order or parallel routing.
Send & Track: Monitor status and resend reminders until all signatures obtained.

Delivery methods and platform considerations

Choose delivery channels that match organizational security and integration needs for signature capture and record storage.

Email Delivery: Simple and widely compatible for most signers.
Signing Link: Use for broad distribution or guest signers without accounts.
API Integration: Automate routing with systems like Salesforce or NetSuite.

Ensure the chosen method preserves an audit trail, supports required authentication, and integrates with your records repository for retention and eDiscovery.

Security and compliance essentials for electronic reviews

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

Audit Trail: Comprehensive timestamped action history

Authentication: Email, SMS, KBA, or advanced methods

HIPAA Support: Business Associate Agreement required

Certifications: SOC 2 Type II and ISO 27001

Access Controls: Role-based permissions and SSO

Typical timelines and response expectations

Define clear deadlines for each review stage, set reminders, and communicate SLAs to approvers so the process remains predictable and auditable.

Draft Submission Window:

Submit within 10 business days after milestone completion

Internal Review SLA:

PMO and finance review within 7 business days

Approver Response:

Approvers typically respond within 14 calendar days

Dispute Period:

Allow 30 days for dispute resolution before escalation

Archive Deadline:

Final signed review saved within 5 business days

Key milestones in the Combined Review lifecycle

Track these numbered stages from preparation through archival to maintain traceability and align governance checkpoints with project controls.

01

Stage 1: Drafting

Populate report and attach supporting schedules for review.

02

Stage 2: Internal Approval

PMO, finance, and quality sign off on inputs.

03

Stage 3: External Review

Share with client/stakeholders for endorsement or comments.

04

Stage 4: Final Sign-off

Capture all signatures and publish archived record.

Common mistakes to avoid when preparing the review

Incomplete fields or missing attachments that delay approvals or trigger review cycles
Unclear change descriptions that create scope ambiguities and disputes later on
Incorrect signatory names or titles causing signer rejection or legal challenges
Failing to record approval order or audit trail, undermining post‑project audits

Risks and consequences of an incorrect or late review

Schedule Slippage: Missed milestone penalties

Cost Overruns: Higher project forecasts

Contract Disputes: Increased litigation risk

Regulatory Exposure: Fines for noncompliance

Audit Findings: Control weaknesses reported

Data Breach: Notification and remediation costs

Vendor pricing and capability snapshot for eSignature support

Compare foundational pricing and core capabilities for common eSignature vendors. signNow appears first to reflect its pricing data and plan structure.

	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 by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Practical examples of Combined Reviews in use

Real organizations use consolidated reviews to speed approvals and preserve evidence of decisions in regulated environments.

Optica Ventures (COO)

The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.

Reduced cycle time by consolidating attachments and approvals into one review.
As COO, Brian Fitzgibbons found the single review reduced back-and-forth with clients and improved archival completeness for later audits while preserving a clear approval chain.

Martin Properties (Founder)

I can process and execute all of these documents online with 100% compliance and built-in security.

On-site and remote sign-off streamlined lease and closeout tasks.
Tim Martin reported fewer scheduling delays and clearer contractor acceptance records after adopting a combined review workflow that centralized signatures and acceptance checklists.

Practical tips for accurate, efficient reviews

Apply these best practices to reduce rework, speed approvals, and make the Combined Review defensible in audits or disputes.

Use consistent templates

Standardize layouts, field labels, and required attachments so reviewers know exactly where to find and validate information.

Lock approved fields

Once internal validation is complete, lock or restrict edits to avoid post-approval changes that undermine integrity.

Record decision rationale

Include brief justification for major variances and attach supporting documents to reduce later challenge or ambiguity.

Preserve audit metadata

Store signer IPs, timestamps, and version history with the final signed file for compliance and eDiscovery readiness.

Frequently asked questions about the Combined Review

Answers to common operational and legal questions to help teams avoid delays and ensure compliant execution.

Need help? Contact support

Can this review be signed electronically?
Yes. Electronic signatures are enforceable under the federal ESIGN Act and state UETA statutes provided intent, consent, attribution, and reliable record retention are satisfied.
Do I need a notary for the Combined Review?
Generally no, unless the underlying contract or state law requires notarization for specific acknowledgements; check governing contract clauses and applicable state notarization rules.
How long must I keep the signed review?
Retention depends on industry and legal baselines: financial records often require at least three years (IRC §6501(a)), HIPAA-related items six years (45 CFR §164.530(j)); adjust per state law.
What if a signer’s name doesn’t match records?
Mismatched signer names can raise authentication concerns. Update records to reflect legal names or require additional identity evidence before accepting the signature.
How do I handle disputed approvals?
Maintain version history, preserve original signed copies, and escalate per contract dispute resolution procedures; documented rationale reduces litigation exposure.
Which authentication level should I use?
Match authentication to risk: email link for low-risk approvals, SMS or ID verification for high-value or regulated approvals; stronger methods improve attribution.

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