Can this document be signed electronically

Yes. Electronic signatures are generally enforceable under the ESIGN Act and applicable state law when the parties demonstrate intent, consent, attribution, and retention capability.

Who must sign on behalf of a company

An officer or employee with delegated authority should sign; verify authority via corporate resolutions or procurement policies to avoid later challenges to enforceability.

When is notarization required

Private services agreements rarely require notarization, but state-specific deeds, powers of attorney, or contracts tied to real property may require notarization or witnesses.

How to handle change orders

Use a defined change-control form attached as an exhibit; require signatures from authorized approvers and reference the governing engagement for budget and schedule impacts.

What records should be retained

Keep the fully executed agreement, signed change orders, invoices, acceptance records, and communications supporting key decisions for the retention period appropriate to your industry.

What if a signer lacks an account

Most platforms support guest signing via secure email links or authentication codes; choose an authentication level that matches the transaction's risk.

Electronic Signature
Templates
Project Management
Project Management Development Engagement

Project Management Development Engagement

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

PROJECT MANAGEMENT DEVELOPMENT ENGAGEMENT

Parties and Project Identification

This Project Management Development Engagement (the "Agreement") is entered into as of by and between Client Name: and Service Provider Name: .

Project Title Project ID Project Manager (Service Provider)

Scope of Work

The Service Provider shall perform project management and development services as described in the scope below. Work shall be performed in a professional manner consistent with industry standards.

Detailed Scope of Work Out-of-Scope Items

Deliverables and Acceptance

The Service Provider shall deliver the following items. Each deliverable is subject to the Acceptance Procedure set forth below.

Deliverable 1 Title Deliverable 1 Description Acceptance Criteria Target Delivery Date

Acceptance Procedure: Client shall have ten (10) business days from delivery of a deliverable to review and either provide written acceptance or a written list of deficiencies. If Client provides a deficiency list, Service Provider will cure such deficiencies within a commercially reasonable time at no additional charge unless the deficiency results from changes outside the agreed Scope of Work.

Timeline and Milestones

Project Start Date: Projected End Date:

Milestone 1 Milestone 2

Budget, Fees and Payment Schedule

Total Contract Price (not inclusive of approved expenses): $

Payment Schedule

Payment 1 (Description / Trigger): Amount: $

Payment 2 (Description / Trigger): Amount: $

Invoices are due within days of invoice receipt. Late payments accrue interest at on the outstanding balance.

Change Order Process

Any change to the Scope of Work, deliverables, schedule, or fees shall be made only by a written Change Order signed by authorized representatives of both parties. The Change Order shall specify changes to price, schedule, and acceptance criteria. Service Provider shall not be obligated to perform scope changes without an executed Change Order.

Change Order Contact (Client)

Confidentiality

Each party agrees to hold in confidence all non-public information disclosed by the other party that is designated confidential or that reasonably should be understood to be confidential given the nature of the information ("Confidential Information"). Confidential Information shall not include information that is publicly known or independently developed without use of the disclosing party's Confidential Information. The receiving party shall use Confidential Information only to perform its obligations under this Agreement and shall protect it with at least the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care.

Intellectual Property; Work Product

Unless otherwise agreed in writing, Service Provider assigns to Client all right, title and interest in the Work Product created specifically for Client under this Agreement, subject to Client's payment in full. Service Provider retains ownership of its pre-existing tools, methodologies, templates, and general know-how, and grants Client a non-exclusive license to any such items delivered solely to the extent necessary to use the Work Product.

Warranties; Liability; Indemnification

Service Provider warrants that the services will be performed in a professional and workmanlike manner consistent with industry standards. EXCEPT FOR THE FOREGOING WARRANTY, SERVICES ARE PROVIDED "AS IS" AND SERVICE PROVIDER DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED. Each party's aggregate liability to the other for any claim arising under or related to this Agreement shall be limited to direct damages not to exceed the total fees paid to Service Provider under this Agreement. Neither party shall be liable for consequential, incidental, special, or punitive damages. Service Provider shall indemnify and hold Client harmless from third-party claims alleging that the Work Product infringes a third party's United States intellectual property rights, provided Client promptly notifies Service Provider and allows Service Provider to control the defense and settlement.

Termination and Suspension

Either party may terminate this Agreement for material breach by the other party if the breach remains uncured thirty (30) days after written notice. Client may terminate for convenience upon thirty (30) days' written notice, in which case Client shall pay Service Provider for services performed and reasonable expenses incurred through the effective date of termination. Upon expiration or termination, Service Provider shall deliver to Client all Work Product for which Client has paid.

Governing Law and Dispute Resolution

This Agreement shall be governed by the laws of the jurisdiction specified below. The parties will endeavor to resolve disputes in good faith by negotiation. If unresolved, disputes shall be subject to the exclusive jurisdiction of the courts in the chosen jurisdiction.

Governing Law (State or Jurisdiction)

Notices

All notices under this Agreement shall be in writing and sent to the addresses below by certified mail, overnight carrier, or email (with confirmation):

Client Notice Address Service Provider Notice Address

General Provisions

Amendment: This Agreement may be amended only by a written instrument signed by both parties. Severability: If any provision is held invalid, the remainder shall remain in effect. Entire Agreement: This Agreement, including any executed Change Orders and attachments, constitutes the entire agreement between the parties regarding the subject matter and supersedes prior agreements.

Client:

By:

Date:

Service Provider:

By:

Date:

What the Project Management Development Engagement Is

A Project Management Development Engagement is a written agreement that defines the scope, deliverables, schedule, responsibilities, and payment terms for a project management services engagement. It formalizes how a client and a project manager or development team will work together, including milestones, acceptance criteria, change-control procedures, and communications protocols. The document also identifies decision-makers, reporting cadence, and risk allocation so parties have a shared baseline for execution, dispute resolution, and project closeout.

Why a Formal Engagement Letter Matters

A clear engagement reduces ambiguity about scope, timelines, and costs, helps manage expectations, and provides contractual remedies if parties disagree. Using a documented engagement supports governance, auditability, and regulatory compliance where applicable and makes project outcomes measurable and enforceable under ESIGN and applicable state e-signature law.

Who Typically Prepares and Signs This Engagement

Signatures usually come from an authorized officer, project lead, or procurement designee with authority to bind the organization.

Clients and sponsors: provide requirements, acceptance criteria, and budget authorization.
Service providers: define deliverables, resource allocation, and billing terms.
Procurement or legal teams: review liability, IP ownership, and termination clauses.

Essential Sections to Include in the Engagement

Include these core sections to ensure the engagement is complete, enforceable, and operationally useful for both parties.

Scope

Describe specific services, tasks, and deliverables with acceptance criteria and measurable success indicators to avoid scope creep and disputes.

Schedule

State milestone dates, delivery windows, and a process for schedule changes including notice periods and impact analysis.

Fees

Specify fixed fees or rate schedules, invoicing cadence, payment terms, late-payment charges, and expense reimbursement rules.

Change Control

Provide a documented change request process with approval thresholds, cost/time impact assessment, and revised acceptance criteria.

Roles & Responsibilities

List the client and provider contacts, escalation path, decision authority, and review cadence to support timely approvals.

Legal Terms

Include confidentiality, IP ownership, liability limits, termination rights, dispute resolution, and governing law to reduce legal uncertainty.

Step-by-Step: Completing the Engagement

Follow these sequential actions to prepare, approve, and execute the engagement efficiently.

01

Draft: Populate scope, milestones, fees, and contact information.
02

Internal Review: Legal and finance review for risk allocation and billing compliance.
03

Client Review: Share redlines, confirm acceptance criteria, and align on dates.
04

Execute: Collect signatures and distribute final fully executed copies to stakeholders.

How to Configure an Online Signing Workflow

Set up a simple, repeatable workflow in your e-signature platform to reduce friction and create an audit trail.

Field	Configuration
Signer Order	Sequential or parallel routing depending on approval needs
Authentication	Email link, SMS code, or stronger ID verification
Required Fields	Mark signatures, dates, and initials as mandatory
Notifications	Set reminders and completion alerts for stakeholders

Typical Electronic Execution Flow

A standard online signing flow reduces turnaround and preserves an evidentiary audit trail for the engagement.

Upload Document: Add the final PDF or DOCX version to the signing portal.
Place Fields: Insert signature, date, and initial fields where required.
Set Signers: Enter signer emails and routing order.
Send and Capture: Send invites; platform records timestamps, IP, and actions.

Sharing Options and Platform Considerations

Ensure the platform supports PDF/DOCX, audit trails, and integrations (CRM, ERP, cloud storage) for seamless distribution and records management.

Email Links: Simple and widely accepted for most business agreements.
Bulk Send: Useful when many similar agreements require parallel signatures.
Embedded Signing: Kiosk or embedded signing supports in-person or web-based experiences.

Key Deadlines and Timing Expectations

Track these standard timing milestones so the project starts and progresses without administrative delay.

Effective Date Activation:

Services begin on the Effective Date entered in the agreement.

Milestone Deliveries:

Due on the dates listed in the milestones section.

Invoice Payment Terms:

Follow the payment terms (for example, Net 30 from invoice date).

Change Request Notices:

Submit change requests within the notice period specified in the change-control clause.

Acceptance Period:

Client typically has a defined period to accept or reject deliverables.

Common Preparation Pitfalls

Vague scope language leading to disagreement about included tasks and deliverables.
Missing acceptance criteria or test procedures that delay sign-off and payment.
Unclear signatory authority causing executed documents to be rejected by procurement.
Failure to align milestone payments with deliverable completion and acceptance.

Risks and Contractual Consequences

Delay Exposure: Liquidated damages or penalty rates.

Payment Withholding: Client may withhold payment for unmet criteria.

Scope Disputes: Change orders increase cost and schedule risk.

Termination Costs: Early termination fees or liability for unfinished work.

IP Risk: Unclear IP clauses can cause ownership disputes.

Regulatory Risk: Noncompliance with industry rules may trigger fines.

eSignature Platform Pricing and Capability Snapshot

Compare starting cost and basic feature availability across major e-signature vendors; signNow is listed first per vendor ordering requirements.

	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	Yes	Yes	Yes	Yes
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

How Organizations Use Project Management Engagements

Real-world examples show common adaptations and practical benefits when engagements are executed correctly.

Optica Ventures LLC

Brian Fitzgibbons used a standard engagement to centralize deliverables and approvals for multiple portfolios.

The template reduced review cycles by consolidating signatory authority.
As a result the team avoided schedule slippage and clarified acceptance criteria across investor-backed projects, improving transparency and accountability.

Martin Properties

Tim Martin applied an online engagement to handle vendor onboarding remotely.

Digital execution enabled remote sign-off across stakeholders.
This permitted faster procurement for property improvement projects while preserving an auditable record of approvals for future audits.

Frequently Asked Questions About Execution and Signing

Answers to frequent questions about electronic execution, signatory authority, notarization, and recordkeeping for Project Management Development Engagements.

Need help? Contact support

Can this document be signed electronically
Yes. Electronic signatures are generally enforceable under the ESIGN Act and applicable state law when the parties demonstrate intent, consent, attribution, and retention capability.
Who must sign on behalf of a company
An officer or employee with delegated authority should sign; verify authority via corporate resolutions or procurement policies to avoid later challenges to enforceability.
When is notarization required
Private services agreements rarely require notarization, but state-specific deeds, powers of attorney, or contracts tied to real property may require notarization or witnesses.
How to handle change orders
Use a defined change-control form attached as an exhibit; require signatures from authorized approvers and reference the governing engagement for budget and schedule impacts.
What records should be retained
Keep the fully executed agreement, signed change orders, invoices, acceptance records, and communications supporting key decisions for the retention period appropriate to your industry.
What if a signer lacks an account
Most platforms support guest signing via secure email links or authentication codes; choose an authentication level that matches the transaction's risk.

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