Scope
Precisely describe services, equipment, interfaces, and exclusions so parties share the same expectations and to limit disputes over what work is included.
A well-drafted agreement reduces scope disputes, speeds acceptance, and clarifies payment and liability. It protects both owner and installer by documenting responsibilities, inspection checkpoints, and remedies for delays or defects under applicable state law.
Project owners, general contractors, subcontractors, vendors supplying equipment, and project managers commonly prepare or execute these agreements before work begins.
Each party should ensure signatory authority is documented and that signers can bind the organization to payment, warranty, indemnity, and change-order provisions.
Chief operating officers, facilities directors, or asset owners sign to accept project scope, authorize payments, and confirm site access. They must verify budget authority and sign change orders when costs exceed approved thresholds.
Project managers, authorized company officers, or procurement directors sign to confirm responsibility for installation, adherence to the schedule, warranty obligations, and compliance with safety and permit requirements.
Precisely describe services, equipment, interfaces, and exclusions so parties share the same expectations and to limit disputes over what work is included.
Include milestone dates, completion deadlines, liquidated damages or incentives, and procedures for excusable delays and schedule extensions.
Define milestone-based payments, retainage, documentation required for invoicing, and remedies for late payments to preserve cashflow and accountability.
State tests, inspections, acceptance sign-offs, and required deliverables (certificates, manuals, test results) that trigger final payment and warranty.
Specify how scope changes are proposed, priced, approved, and scheduled to avoid unauthorized work and disputes over additional costs.
Cover insurance requirements, indemnities, limitation of liability, warranty terms, and responsibility for permits and third-party damages.
| Field | Configuration |
|---|---|
| Signer Order | Set sequential or parallel signing based on approval hierarchy |
| Required Attachments | Make permits, drawings, and certifications mandatory before signature |
| Authentication | Use email+SMS or stronger methods for critical signers |
| Audit Trail | Enable time-stamped logs and IP capture for each signer |
Choose a platform that supports the document formats, signer authentication, and retention policies required by the project and applicable law.
Ensure the chosen platform provides secure storage, a tamper-evident audit trail, and export options to preserve signed records for compliance and future reference.
Marks the start of performance and schedule counting
Intermediate delivery or installation completion dates
Date when inspection and sign-off must occur
Timing required for submitting invoices and backup
Typically begins on final acceptance date
Confirm scope, site rules, and communication plan
Schedule on-site deliveries to match installation windows
Complete installation and run acceptance tests
Obtain written sign-off to start warranty and final payment
| 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 | Free trial available | Free trial available | Free trial available | Free trial available |
| 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 |
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