Is an electronic signature legally valid?

Yes. Electronic signatures meet legal equivalence tests under the ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes when intent, consent, attribution, and record retention are present.

Do consumer-facing disclosures apply?

If the review affects consumer financial or other protected rights, provide an ESIGN consumer disclosure and obtain consent to receive records electronically as required by 15 U.S.C. §7001(c).

When is notarization required?

Notarization is only required when state law or third-party rules demand it; verify whether your jurisdiction or counterparty needs a notarized engagement review.

What authentication level should I use?

Select authentication proportional to risk: email-only for low risk, SMS or KBA for moderate risk, and multi-factor or ID verification for high-risk or regulated workflows.

How do I amend a signed review?

Use a dated amendment or change order signed by the same authorized parties. Retain both original and amendment for the audit trail and dispute evidence.

How long should I keep the executed review?

Follow federal baselines (e.g., IRS three-year rule) and industry rules such as HIPAA six-year retention; extend retention where state law or contract requires longer.

Electronic Signature
Templates
Project Management
Project Management Engagement Review

Project Management Engagement Review

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

Project Management Engagement Review

Project Identification

Project Title:

Project ID: Client Name:

Service Provider Project Manager (Provider)

Review Date:

Scope of Work

Scope Summary Out of Scope

Deliverables & Acceptance

Deliverable 1 Title: Due Date:

Deliverable 1 Description Acceptance Criteria

Deliverable 2 Title: Due Date:

Deliverable 2 Description Acceptance Criteria

Timeline & Milestones

Project Start Date: Project End Date (anticipated):

Key Milestones (include dates and acceptance)

Budget & Payment

Total Contract Value: $

Payment Schedule Change Order Process & Fees

Risks, Issues & Mitigation

Top Identified Risks Mitigation Measures Open Issues Requiring Escalation

Quality Assurance & Acceptance Testing

Testing & Acceptance Process

Review Findings & Recommendations

Summary of Key Findings Recommendations / Required Corrective Actions

Recommended Project Status (select all that apply):
Proceed as planned Proceed with conditions Pause pending corrective actions Recommend termination

Change Control Thresholds

Dollar Threshold Requiring Executive Approval: $

Approvals Required

Confidentiality

The parties acknowledge that certain information exchanged during this engagement is Confidential Information. Each party shall: (a) treat Confidential Information with at least the same degree of care it accords its own confidential materials, (b) use Confidential Information solely for purposes of performing obligations under the engagement, and (c) not disclose Confidential Information to third parties except as required by law or with prior written consent. This obligation survives termination of the engagement for a period of three years unless a longer statutory period applies.

Governing Law & Dispute Resolution

This Review and any disputes arising out of or relating to the engagement shall be governed by the laws of the jurisdiction specified below, without regard to conflict of law rules. Parties will first attempt to resolve disputes through good faith negotiations; if unresolved within 30 days, disputes shall be resolved by binding arbitration unless the parties agree otherwise.

Governing Jurisdiction:

Acknowledgment & Certification

By signing below, each party certifies that the information contained in this Engagement Review is complete and accurate to the best of the signer’s knowledge, that the signer has the authority to bind the party for the purposes set forth herein, and that the party will perform or respond to recommended corrective actions in accordance with the timelines and responsibilities specified above.

Client Printed Name:

By:

Date:

Title / Authority:

Service Provider Printed Name:

By:

Date:

Title / Authority:

What the Project Management Engagement Review Is

A Project Management Engagement Review documents the agreed scope, roles, deliverables, timelines, acceptance criteria, and governance for a defined project engagement. It records responsibilities for project management, stakeholders, reporting cadence, risk owners, and escalation paths. Organizations use the review to set expectations before work begins or at major phase gates, and it typically includes an overview, milestones, resource commitments, change control rules, and signature blocks for authorized approvers to acknowledge acceptance and confirm resourcing and budget alignment.

Why a Formal Engagement Review Matters

A written engagement review reduces ambiguity about scope, accelerates decision-making, and creates an auditable record of approvals and obligations. It supports contract compliance, change control, and dispute resolution while clarifying accountability across project teams.

Teams and Roles That Typically Complete the Review

Use a single, signed review per engagement and track subsequent amendments through formal, dated revisions.

Project managers and PMO owners who define scope, schedule, budget, and reporting expectations for the engagement.
Client or business sponsors who confirm deliverables, acceptance criteria, and funding authorizations before work begins.
Functional leads (engineering, QA, procurement) who commit resources, list dependencies, and accept delivery milestones.

Step-by-Step: Completing the Engagement Review

Follow a clear sequence to minimize rework and ensure all stakeholders sign in the right order.

01

Prepare Draft: Populate scope, milestones, resources, and budget details.
02

Internal Review: Circulate to functional leads for technical and financial sign-off.
03

Client Review: Send to client or sponsor for acceptance and requested changes.
04

Final Signatures: Collect signatures and store the executed document with version control.

Configure the Online Review Workflow

Choose settings that match your approval order, authentication needs, and retention rules before sending for signature.

Field	Configuration
Signer Order	Sequential or parallel routing per milestone owner
Authentication	Email link, SMS code, or stronger ID verification
Reminders	Automatic reminders frequency and escalation
Retention	Set document retention and export settings

Technical Requirements and Integrations

Select an eSignature provider that supports your required authentication level and integrates with existing systems to reduce manual uploads and improve auditability.

Supported Formats: PDF, DOCX, and HTML accepted
Authenticator Options: Email code, SMS OTP, KBA available
Common Integrations: Salesforce, NetSuite, Microsoft 365

Typical Online Signing Flow

A standard electronic workflow streamlines review, signature, and archival with an auditable trail.

Upload Document: Sender uploads final engagement review to platform
Place Fields: Add signature, initial, date, and conditional fields
Send to Signers: Email link or bulk send to designated approvers
Completion Record: Signed copy plus audit trail is generated

Essential Elements of a Professional Review

A complete engagement review combines governance, technical detail, acceptance rules, and clear signatures to be enforceable and operationally useful.

Scope & Deliverables

Clear, measurable deliverables with explicit exclusions and acceptance metrics so stakeholders share a single definition of done and can verify completion objectively.

Schedule & Milestones

Detailed milestone dates, dependencies, and milestone owners to coordinate work and trigger payment or acceptance processes without ambiguity.

Roles & Responsibilities

Defined responsibilities for project manager, sponsor, technical leads, and third parties so accountability is explicit across governance and execution.

Change Control

Formal change request procedure including approval authority, impact assessment, and budget/time adjustment rules to manage scope drift.

Acceptance Testing

Methods, test data, and sign-off criteria that the delivery team and client use to verify contractual acceptance of deliverables.

Signatures & Dates

Designated signature blocks for authorized signers with titles and dates to create a legally binding record of acceptance.

Security and Compliance Considerations

Encryption in Transit: TLS 1.2/1.3

Encryption at Rest: AES-256

Audit Trail: Timestamped event log

HIPAA Support: BAA available

Regulatory Certs: SOC 2 Type II

21 CFR Part 11: Controls available

Common Legal Risks and Consequences

Missing Signatures: Contract unenforceable

Wrong Signatory: Invalid authorization

Incorrect Dates: Alters obligation timing

Improper Notarization: May void certain filings

Data Breach: HIPAA or privacy exposure

Retention Failure: Regulatory noncompliance

Frequent Preparation Pitfalls to Avoid

Leaving acceptance criteria vague so parties disagree on whether work was completed as promised.
Using inconsistent party names or titles that do not match contracting documents or tax records.
Failing to include a change control process, which causes scope disputes and billing delays when requirements shift.
Sending the review to the wrong signer order or failing to require a clear authorization level for approvals.

Typical Timing and Deadlines to Track

Set explicit deadlines for signature, milestone acceptance, and document archiving to ensure contractual and operational obligations are met.

Signature Due Date:

Specify number of days for signers to return the document

Milestone Acceptance:

Define acceptance windows after delivery (e.g., 10 business days)

Change Request Response:

Set response SLA for scope change decisions

Archival Deadline:

Record executed review in document repository within 7 days

Periodic Review:

Reconfirm engagement terms at major phase gates

Key Milestones and Processing Stages

Track the engagement from initiation through acceptance with numbered milestones and responsibility handoffs at each stage.

01

Initiation and Drafting

Project manager drafts review and captures scope, budget, and schedule.

02

Internal Approval

Functional leads and finance validate resourcing and costs.

03

Client Approval

Client or sponsor reviews and signs the engagement review.

04

Execution and Archival

Work begins after signatures; executed review archived with version control.

Pricing Snapshot: signNow and Common Competitors

Compare basic pricing and core availability for common eSignature providers to match volume, compliance, and budget needs.

	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
Envelope Cap	No cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Frequently Asked Questions and Troubleshooting

Answers to common questions about validity, signing options, authentication, and recordkeeping for engagement reviews.

Need help? Contact support

Is an electronic signature legally valid?
Yes. Electronic signatures meet legal equivalence tests under the ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes when intent, consent, attribution, and record retention are present.
Do consumer-facing disclosures apply?
If the review affects consumer financial or other protected rights, provide an ESIGN consumer disclosure and obtain consent to receive records electronically as required by 15 U.S.C. §7001(c).
When is notarization required?
Notarization is only required when state law or third-party rules demand it; verify whether your jurisdiction or counterparty needs a notarized engagement review.
What authentication level should I use?
Select authentication proportional to risk: email-only for low risk, SMS or KBA for moderate risk, and multi-factor or ID verification for high-risk or regulated workflows.
How do I amend a signed review?
Use a dated amendment or change order signed by the same authorized parties. Retain both original and amendment for the audit trail and dispute evidence.
How long should I keep the executed review?
Follow federal baselines (e.g., IRS three-year rule) and industry rules such as HIPAA six-year retention; extend retention where state law or contract requires longer.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now