Project Scope
Defines work to be performed, site boundaries, deliverables, and exclusions so client expectations and contractor responsibilities are explicit and measurable.
Using a standardized template reduces miscommunication, clarifies responsibilities, documents change orders, and creates a single record for approvals and billing. It supports compliance with permits, eases handoffs between crews, and improves client transparency without requiring custom drafting for every job.
Each signatory role should confirm the fields relevant to their responsibilities before approving or sharing the completed template.
Manages scope, schedule, subcontractors, and client communications. Responsible for tracking change orders, verifying deliveries, and signing acceptance documents when milestones are complete; typically holds budget authority for day-to-day adjustments.
Approves scope, milestone completions, and final acceptance. Reviews drawings, change order costs, and payment schedules; retains the signed template as the record for warranty and payment disputes.
Defines work to be performed, site boundaries, deliverables, and exclusions so client expectations and contractor responsibilities are explicit and measurable.
Lists milestone dates, mobilization, inspections, and completion targets to coordinate crews, deliveries, and permit windows with minimal downtime.
Itemizes labor, materials, equipment, and contingency amounts with line-item totals to support change-order calculations and invoice validation.
Breaks work into assignable tasks with owner, start and end dates, and acceptance criteria for field supervision and progress reporting.
Records supplier names, contact details, lead times, and product specifications to avoid substitution issues and streamline procurement.
Tracks requested changes, cost impacts, approvals, and signature history to preserve a defensible record for billing and disputes.
| Field | Configuration |
|---|---|
| Routing Order | Sequential signing with role-based steps |
| Signer Authentication | Email link or SMS code |
| Required Fields | Make scope, budget, and signature mandatory |
| Expiration | Set link expiry after 30 days |
Choose a signing platform that supports your file formats and integrates with existing systems for storage and accounting.
Set a firm submission date; late proposals typically rejected.
Aim to sign within 7–14 days of award to reserve crew slots.
Allow 7–21 days for equipment and materials delivery.
Schedule inspections with municipal authorities early to avoid delays.
Document punch-list completion and capture client sign-off date.
Optica used a single standardized template to manage client approvals and materials.
A small property manager consolidated work orders and tenant approvals into one template.
| 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 | 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 |