Are electronic signatures legally binding?

Yes. Electronic signatures meet legal standards under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA in most states; validity requires evidence of intent, consent, attribution, and retained record (15 U.S.C. §7001 and UETA principles).

When is notarization required?

Notarization is generally unnecessary for ordinary contracts but may be required for certain instruments or recording (for example, deeds). Verify state or recording office rules before assuming notary is optional.

What happens if the wrong person signs?

If an unauthorized signer executes the agreement the contract may be voidable; obtain a ratification, corrected signature page, or corporate authorization to cure the defect.

How are change orders handled?

Require written, signed change orders that specify scope, cost, and schedule changes. Unapproved oral changes create dispute risk and may not be payable.

Can I store signed copies electronically?

Yes. Maintain tamper‑evident PDFs or archival formats and an audit trail. Records should be retained per tax and regulatory rules described in this guide.

How do I revoke or cancel the agreement?

Follow termination clauses in the contract, including notice and cure periods. Revocation outside contract terms may expose the revoking party to breach claims.

Electronic Signature
Templates
Project Management
Project Management Installation Services Agreement

Project Management Installation Services Agreement

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

Project Management Installation Services Agreement

This Project Management Installation Services Agreement (the Agreement) is entered into by and between the parties identified below for the provision of installation and project management services described herein. Client Name: Service Provider Name:

Project Identification

Project Title Project ID Installation Site Address Primary Project Manager (Service Provider)

Recitals

WHEREAS, Client requires installation and project management services for the Project identified above; and WHEREAS, Service Provider has the qualifications, personnel and resources necessary to perform those services in accordance with this Agreement; now, therefore, the parties agree as follows.

Scope of Work

Service Provider shall perform the installation, integration, coordination and project management services described below. Services include management of labor, scheduling, vendor coordination, quality control, safety compliance, site supervision, testing and commissioning as required to achieve final acceptance.

Detailed Scope of Work Out-of-Scope Items

Deliverables and Acceptance

Service Provider shall deliver the items set forth below. Each deliverable is subject to Client acceptance based on the stated acceptance criteria. Acceptance shall not be unreasonably withheld.

Deliverable 1 — Description

Due Date:

Deliverable 1 — Acceptance Criteria Deliverable 2 — Description

Due Date:

Deliverable 2 — Acceptance Criteria

Timeline and Milestones

Planned Start Date Planned Completion Date

Milestone 1

Target Date:

Milestone 2

Target Date:

Budget and Payment

Client shall pay Service Provider the amounts set forth below in consideration for the performance of the Services. All payments are due in accordance with the payment schedule and subject to acceptance of the applicable deliverable.

Total Contract Price Payment Terms

Payment Schedule Item 1

Amount: Due Date:

Change Orders

Any change in the scope, schedule or price shall be documented by a written change order signed by authorized representatives of both parties prior to execution of the changed work. Change orders shall describe the work, cost impact and schedule impact and shall be incorporated into this Agreement upon signature.

Change Order Authorization Threshold Change Order Process Details

Confidentiality

Each party will maintain the confidentiality of Confidential Information disclosed by the other party and will not disclose such information to third parties except as required to perform the Services or as required by law. Confidential Information does not include information that is or becomes publicly available through no breach of this Agreement, or that was rightfully known to the receiving party prior to disclosure.

Confidentiality Duration

Warranties and Liability

Service Provider warrants that Services will be performed in a workmanlike manner consistent with industry standards for a period described below. EXCEPT FOR THE EXPRESS WARRANTIES SET FORTH IN THIS AGREEMENT, SERVICE PROVIDER DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED. IN NO EVENT WILL EITHER PARTY BE LIABLE FOR CONSEQUENTIAL, INCIDENTAL OR PUNITIVE DAMAGES. THE AGGREGATE LIABILITY OF SERVICE PROVIDER FOR ANY CLAIM ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL AMOUNTS PAID BY CLIENT TO SERVICE PROVIDER UNDER THIS AGREEMENT.

Warranty Period

Insurance and Indemnity

Service Provider shall maintain commercial general liability and workers' compensation insurance in amounts customary for the industry and shall provide proof of insurance upon request. Service Provider agrees to indemnify, defend and hold harmless Client from claims, losses or liabilities arising from Service Provider's negligent performance of the Services, except to the extent such claims arise from Client's negligence.

Termination

Either party may terminate this Agreement for cause if the other party fails to cure a material breach within the cure period set forth below after receipt of written notice. Client may terminate for convenience upon written notice subject to payment for work performed and reasonable demobilization costs.

Cure Period (days)

Force Majeure

Neither party will be liable for delays or failures in performance caused by events beyond its reasonable control, including but not limited to acts of God, labor disputes, governmental actions, severe weather, or supply chain disruptions. The affected party shall provide prompt written notice and shall use commercially reasonable efforts to resume performance.

Subcontracting and Assignment

Service Provider may subcontract portions of the work, provided Service Provider remains responsible for performance and compliance with this Agreement. Neither party may assign this Agreement without the prior written consent of the other, except to a successor in interest.

Subcontracting permitted: Yes

Dispute Resolution and Governing Law

The parties will attempt in good faith to resolve disputes through negotiation. If unresolved, disputes will be resolved by binding arbitration in the jurisdiction specified below. This Agreement shall be governed by the laws of the jurisdiction set forth below without regard to conflict of law principles.

Governing Law Jurisdiction

Acceptance Testing and Final Acceptance

Final acceptance will occur following completion of acceptance testing as described below. Client will have a specified period after delivery to perform acceptance testing and to notify Service Provider of nonconformities. If no notice of nonconformity is provided within the acceptance period, deliverables will be deemed accepted.

Acceptance Testing Procedure Acceptance Period (days)

Miscellaneous

This Agreement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior proposals, representations and understandings. Any amendment must be in writing and signed by authorized representatives of both parties.

Client

Print Name:

By:

Date:

Title:

Service Provider

Print Name:

By:

Date:

Title:

What this Project Management Installation Services Agreement is

A Project Management Installation Services Agreement is a legally binding contract that sets the scope, responsibilities, schedule, payment terms, and acceptance criteria for project management and on‑site installation work. It defines parties, deliverables, milestones, change order procedures, warranties, and remedies for breach. The agreement coordinates coordination among contractors, subcontractors, suppliers, and the owner and allocates risks such as delays, defects, and site access. Use this document to reduce ambiguity, document approvals, and create an auditable record of obligations during procurement, installation, and project closeout.

Why a clear, written agreement matters

A focused installation services agreement reduces disputes, clarifies payment and acceptance triggers, and documents change‑order authority. It preserves evidence for warranty claims and regulatory compliance while protecting each party’s legal rights.

Who typically prepares and signs this agreement

Typical users include owners, project managers, prime contractors, and specialty installers who coordinate procurement, scheduling, and handover.

Owners and property managers — set project objectives, approve estimates, and fund payments according to the schedule.
Prime contractors and general contractors — manage subcontractors, accept deliverables, and ensure on‑site coordination.
Specialty installers and vendors — commit to scope, provide installation schedules, and warranty support.

Each signer should have authority to bind their organization and must follow the designated signatory rules in the agreement.

Step-by-step: completing the agreement

Follow a consistent sequence to reduce omissions and speed approvals.

01

Prepare: Assemble scope, drawings, and cost estimates before drafting.
02

Populate: Fill required fields, dates, and signature blocks accurately.
03

Review: Have legal and project leads verify obligations and risks.
04

Execute: Obtain authorized signatures and store signed copies securely.

Essential clauses to include

A professional agreement organizes obligations into discrete clauses so responsibilities, timelines, and remedies are clear and enforceable.

Scope of Work

Precise description of installation tasks, excluded items, site conditions, and acceptance criteria so deliverables are objectively measurable and inspectable.

Deliverables

List deliverables, delivery formats, and milestones with dates; tie payments to milestone acceptance to align incentives.

Acceptance Criteria

Define tests, inspection windows, and cure procedures that determine when the owner accepts work and release of retainage.

Change Orders

Specify approval process, documentation, cost adjustments, and schedule impacts for scope changes to prevent informal scope creep.

Payment and Remedies

Include invoicing requirements, late fee provisions, setoff rights, and remedies for nonpayment including suspension or lien rights where applicable.

Warranties and Indemnities

State warranty duration, defect remedies, and indemnity scope to allocate risk for defective work and third‑party claims.

Required identification and core data elements

Parties: Full legal names

Effective Date: MM/DD/YYYY

Scope: Work description

Price/Fees: Amounts and terms

Signatures: Signer name and title

Governing Law: Selected state

Common legal and financial risks

Late Performance: Liquidated damages risk

Nonpayment: Lien and collection exposure

Warranty Breach: Repair and replacement costs

Lien Claims: Subcontractor liens possible

Regulatory: Permit or code noncompliance

Tax Reporting: 1099 and withholding exposure

Frequent preparation mistakes to avoid

Ambiguous scope of work that omits key tasks, leading to change order disputes and cost overruns.
Omitted or inconsistent dates (effective, milestone, warranty) that create uncertainty about deadlines and liability windows.
Incorrect or unauthorized signatory information that can void assent and delay enforcement.
Vague acceptance criteria that allow subjective rejection and prolong final payment and closeout.

How execution and routing typically works

Agreements flow through preparation, review, signature, and archival steps; ensure each step assigns responsibility and a deadline.

Prepare Document: Draft and attach exhibits.
Assign Reviewers: Legal and project leads confirm terms.
Obtain Signatures: Collect authorized signatures, e or wet.
Archive: Store signed copy and audit trail.

Recommended online workflow settings

Configure digital workflows to match approval order and required authentication for each signer.

Field	Configuration
Signing Order	Sequential or parallel routing as required
Authentication	Email link, SMS code, or stronger MFA
Conditional Fields	Show fields only when applicable
Notifications	Automatic reminders and status updates

Digital signing and format considerations

Choose a platform that supports the required file types, audit trail, and signer authentication appropriate to the transaction.

Supported Formats: PDF, DOCX, and editable forms
Integrations: CRM, ERP, cloud storage options
Auth Methods: Email, SMS, KBA, SSO

Ensure the platform can produce a complete audit trail and export signed records in non‑editable formats for retention.

eSignature vendor feature and price snapshot

Comparison of common vendor pricing and feature markers for teams that need secure eSignature and document workflows; signNow is listed first for vendor alignment.

	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	Trial available	Trial available	Trial available	Trial available
Bulk Send	Yes	Yes	Yes	Yes	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 env/user/yr	Verify limits	Verify limits	Verify limits

Key timing elements to include

Specify all operative deadlines in the agreement to create clear triggers for performance, inspection, and payments.

Effective Date:

Date when obligations start and warranties commence

Payment Schedule:

Milestone or net terms (for example, Net 30) with invoicing rules

Acceptance Window:

Number of days for owner review and testing after installation

Cure Period:

Days allowed to remedy defects after notice of breach

Warranty Period:

Warranty start and duration tied to acceptance or completion

Typical project milestones and sequence

A milestone view clarifies who is responsible when and what constitutes completion at each stage.

01

Proposal Accepted

Contract formation and initial payment authorization occur at this stage.

02

Mobilization

Site preparation, materials ordering, and crew scheduling are completed here.

03

Installation Complete

Physical work finishes and initial testing or punch list begins.

04

Final Acceptance

Owner inspection, acceptance signoff, and final payment or retainage release.

How organizations use this agreement in practice

Real examples illustrate common adaptations and measurable outcomes when the agreement is used correctly.

Martin Properties

A small property manager standardized installation contracts across portfolios to reduce turnaround times.

Staff used mobile signing onsite to capture approvals quickly.
Tim Martin reports that online execution improved compliance and allowed consistent recordkeeping across properties while reducing time spent chasing signatures.

Optica Ventures LLC

A development firm linked project schedules to payment milestones to limit disputes.

Change orders required documented approval before work commenced.
Brian Fitzgibbons highlighted that clear milestones and documented signoff reduced rework and made final acceptance objective and auditable across subcontractors.

Who has legal authority to sign

Project Manager

Project managers may sign only if the organization grants them delegated authority in writing; otherwise a corporate officer or authorized agent must sign to bind the entity and trigger payment obligations.

General Contractor

A general contractor typically signs on behalf of its business entity; subcontractor signatures should be separate and limited to their scope to avoid cross‑entity liability.

Frequently asked questions and practical answers

Answers to common legal, procedural, and technical questions about completing and executing the agreement.

Need help? Contact support

Are electronic signatures legally binding?
Yes. Electronic signatures meet legal standards under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA in most states; validity requires evidence of intent, consent, attribution, and retained record (15 U.S.C. §7001 and UETA principles).
When is notarization required?
Notarization is generally unnecessary for ordinary contracts but may be required for certain instruments or recording (for example, deeds). Verify state or recording office rules before assuming notary is optional.
What happens if the wrong person signs?
If an unauthorized signer executes the agreement the contract may be voidable; obtain a ratification, corrected signature page, or corporate authorization to cure the defect.
How are change orders handled?
Require written, signed change orders that specify scope, cost, and schedule changes. Unapproved oral changes create dispute risk and may not be payable.
Can I store signed copies electronically?
Yes. Maintain tamper‑evident PDFs or archival formats and an audit trail. Records should be retained per tax and regulatory rules described in this guide.
How do I revoke or cancel the agreement?
Follow termination clauses in the contract, including notice and cure periods. Revocation outside contract terms may expose the revoking party to breach claims.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now