Can I legally e-sign elevations?

Yes. Under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, electronic signatures are legally valid provided the signature demonstrates intent, consent, attribution, and the record can be retained or reproduced.

Do permitting authorities accept digital PDFs?

Many jurisdictions accept electronically submitted PDFs if complete and signed. Confirm the local authority having jurisdiction for format, file size, and any required wet-signature or notarization exceptions before submission.

When is notarization or RON required?

Some jurisdictions or specific documents (e.g., certain affidavits, easements) require notarization or remote online notarization; check the local notary commission or authority having jurisdiction for requirements.

How do I manage revision control effectively?

Use a consistent revision numbering scheme, include a revision table on the cover sheet, circulate change notices, and preserve prior signed versions for audit and dispute resolution.

What authentication level is recommended?

Use email plus SMS code for routine approvals; require stronger authentication (KBA or RON) when local rules or contract provisions demand higher signer identity assurance.

How should final signed packages be stored?

Archive a tamper-evident PDF/A with the audit trail, retain signer metadata, and follow retention periods required by IRS, HIPAA, or other regulators applicable to your project.

Electronic Signature
Templates
Project Management
Project Management Plans and Elevations

Project Management Plans and Elevations

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PROJECT MANAGEMENT PLANS AND ELEVATIONS

Project Identification

Project Title Project ID

Client Name: Client Contact:

Service Provider: Provider PM:

Scope of Work

This document defines the Project Management Plans and Elevations deliverables, including the production, review, revision control, and acceptance of architectural elevation drawings and associated project management documentation for the project titled:

Detailed Scope Description Out-of-Scope Items

Deliverables and Acceptance Criteria

Deliverable 1 (Plans Package): Due:

Acceptance Criteria for Deliverable 1

Deliverable 2 (Elevations): Due:

Acceptance Criteria for Deliverable 2

Client Acceptance Period (days): Acceptance occurs when deliverable meets criteria or punchlist is issued; final acceptance upon satisfactory remediation.

Drawings, Elevations and Revision Control

Drawing Sheet Reference(s):

Required Formats and Scales

Revision Control Procedure: Revisions shall be recorded with revision number, date, and author. Latest revision must be clearly indicated on each sheet. Revision Number:

Timeline and Milestones

Project Start Date: Estimated Completion Date:

Milestone 1

Milestone 1 Date:

Milestone 2

Milestone 2 Date:

Budget and Payment

Total Fixed Fee (if applicable): $

Payment Schedule

Invoices submitted in accordance with the payment schedule are due for payment within calendar days of invoice receipt unless disputed in writing.

Change Order and Variations

All changes to scope, drawings, elevations, or schedule shall be effected only by a written Change Order signed by both Client and Service Provider. Change Orders shall state the change, cost impact, schedule impact, and authorized signatories.

Change Order Contact

Quality Assurance, Reviews and Inspections

The Service Provider shall maintain QA/QC procedures for drawing preparation and elevation production, including internal peer review, dimension checks, and coordinate verification. Design review sessions shall be scheduled at milestones and recorded in meeting minutes. Field verification responsibilities are described below.

QA/QC Procedure Summary

Communication and Meetings

Primary Communication Method: Regular Meeting Cadence:

Primary Contacts

Confidentiality

Each party agrees that all design documents, elevations, cost information, and project management records exchanged under this agreement are Confidential Information. Confidential Information shall not be disclosed to third parties without prior written consent, except as required by law. Confidential obligations survive termination of this agreement for a period of three (3) years.

Liability and Indemnification

The Service Provider shall perform services with the professional skill and care ordinarily provided by architects and project managers practicing in the same locality under the same or similar circumstances. To the fullest extent permitted by law, each party agrees to indemnify and hold harmless the other party from claims arising from the indemnifying party's negligence or willful misconduct, subject to any limits set forth in a separate master agreement.

Governing Law and Dispute Resolution

This agreement shall be governed by the laws of: . Claims or disputes shall be referred to the designated project representatives for good-faith negotiation prior to the commencement of formal dispute resolution.

Attachments and Deliverable List

Attachments included with this Plan (check as applicable):
Scope of Services Drawings List Project Schedule Fee Proposal

Other Attachments

Final Certifications

By signing below, each party certifies that it has authority to enter this agreement, that the information provided is true and correct to the best of its knowledge, and that it shall comply with the obligations set forth herein. The persons signing bind their respective parties to all terms and conditions of this document.

Client

Party Label:

Print Name:

By:

Title:

Date:

Service Provider

Party Label:

Print Name:

By:

Title:

Date:

What Project Management Plans and Elevations Are

Project Management Plans and Elevations combine the project management plan (scope, schedule, roles, risk mitigation) with architectural elevation drawings to create a single coordinated package for design, permitting, and construction. These documents include cover information, drawing sets with labeled elevations, material callouts, a milestone schedule, and an approval matrix. Owners, architects, contractors, and permitting authorities use the package to review compliance, coordinate trades, and establish the baseline for change orders. Electronic versions preserve version history and audit trails for regulatory and contract purposes.

Why a Combined Plan and Elevations Matter

A unified package reduces ambiguity between management and design teams, accelerates permit review, and creates a single source of truth for schedules, material selections, and approval status. This lowers rework risk and clarifies responsibilities across stakeholders.

Who Typically Prepares and Uses These Documents

Multiple stakeholders use Project Management Plans and Elevations at different stages; each role relies on specific sections to act quickly and accurately.

Project managers — Use the schedule, milestone tracking, resource assignments, and risk register to coordinate contractors and monitor progress.
Architects/engineers — Provide and revise elevation drawings, material callouts, code notes, and design clarifications for permit approvals and contractor bidding.
General contractors — Use drawings and the approval matrix for bid preparation, sequencing, submittals, inspections, and issuing change orders.

Version control, clear signatory authority, and accessible electronic copies keep these stakeholders aligned through permitting, procurement, and construction.

Core Components of a Professional Package

A complete Project Management Plans and Elevations package blends administrative, design, and approval artifacts so every reviewer can find the information needed for permitting, bidding, and construction.

Cover Sheet

Project title, client, contact list, revision table, and scope summary. Acts as an index and primary version-control reference for all parties and reviewers.

Site Plan

Scaled site plan showing property lines, setbacks, utilities, access, grading notes, and any easements needed for permitting and civil coordination.

Elevations

Orthogonal building faces with dimensions, material callouts, finished floor heights, and annotations that demonstrate code compliance and design intent.

Schedule

Master schedule with key milestones, critical path items, and inspection dates linked to permit conditions and contractor sequencing.

Specifications

Material and workmanship specifications, product standards, and testing requirements that inform procurement, quality control, and contractor obligations.

Approval Matrix

Signatory blocks, approver roles, submission timelines, and permit authority contacts to clarify who must review and when approvals are required.

Step-by-Step: Assemble and Authorize the Package

Follow these sequential actions to prepare, review, and distribute a Project Management Plans and Elevations package for permitting and site use.

01

Prepare package: Compile drawings, specs, schedule, and cover sheet.
02

Internal review: Circulate to architects, PM, and contractor for comments.
03

Submit for approval: Send to permitting authority and stakeholders.
04

Record and distribute: Archive signed set and share controlled copies with trades.

How to Configure an Electronic Review and Approval Workflow

Set up routing and field controls to automate approvals, preserve audit trails, and reduce manual handoffs during plan review.

Field	Configuration
Signature Order	Sequential routing by role with optional parallel reviewer groups
Authentication	Email link with SMS code; KBA or RON where required
Conditional Fields	Show contractor-only fields after contractor selection
Archiving	Save PDF/A with audit trail and version metadata

Typical Submission and Routing Flow

Use an ordered flow to collect signatures, record approvals, and distribute both working and archival copies to stakeholders and permitting authorities.

Upload files: Add PDF drawings, specs, and cover documentation.
Place fields: Add signature, initial, and date fields to the package.
Send to reviewers: Route to designers, PM, contractor, and permitting authority.
Finalize: Capture completed PDF and preserve audit trail.

Sharing, Signing, and File Requirements

Choose a platform that supports common construction workflows, integrates with project tools, and preserves tamper-evident audit trails.

Integrations: Procore, NetSuite, Microsoft 365, Salesforce
File formats: PDF, PDF/A, DOCX, DWG
Authentication: Email link, SMS code, KBA, optional RON

Common Timelines and Expected Review Windows

Typical timing varies by jurisdiction and project complexity; use these ranges to plan submissions and anticipate review cycles.

Permit submission window:

Submit prior to construction mobilization; local review 2–8 weeks typical.

Plan review cycles:

Expect 1–3 review iterations depending on code and completeness.

Contractor bid period:

Allow 2–4 weeks for accurate subcontractor pricing and clarifications.

Inspection scheduling:

Book inspections ahead; municipal slots can be 1–4 weeks out.

Closeout documentation:

Complete final as-built and approvals before warranty start.

Key Project Milestones From Planning to Closeout

Track these numbered milestones to coordinate approvals, mobilization, and final acceptance across stakeholders.

01

Concept Approval

Obtain preliminary signoff on scope and general elevations from owner and design team.

02

Permit Submission

Submit complete package to authority having jurisdiction and respond to review comments.

03

Construction Mobilization

Start on-site work once permits and key approvals are in place.

04

Project Closeout

Deliver as-built drawings, final approvals, and archived signed package for records.

Common Mistakes to Avoid

Incomplete elevations or missing material callouts that trigger review comments and require re-submission, delaying permits and start dates.
Inconsistent revision control where older drawings circulate alongside new revisions, causing contractor confusion and rework on site.
Missing approval signatures or incorrect signatory authority that lead to rejected submissions or legal disputes over acceptance.
Failing to include required supporting documents such as energy compliance forms or structural calculations, which causes administrative holds.

Penalties and Practical Risks of Errors

Permit Denial: Construction cannot commence

Schedule Delays: Costs increase and milestones shift

Change Orders: Additional expense and negotiation

Warranty Issues: Liability for defective work

Safety Risk: Noncompliance can endanger occupants

Legal Disputes: Contract claims and potential litigation

eSignature Provider Comparison for Document Workflows

Compare core pricing and capability dimensions when selecting an eSignature provider for plan submission and approvals. Brand ordering places signNow first per vendor comparison guidance.

	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, no credit card	Varies by vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes	Yes	Yes	Yes	Limited
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Required Identification and Document Metadata

Project Title: Exact project name

Owner Name: Legal entity or individual

Site Address: Full street and ZIP

Drawing List: Indexed filenames and revisions

Revision Number: Sequential code/date

Approvals: Signatures and dates

Real-World Examples of Digital Plan Execution

These short case arcs show how organizations use electronic workflows to manage plans, approvals, and integrations with enterprise systems.

Martin Properties

Tim Martin, Founder, moved plan approvals online to reduce in-person dependencies and speed closeouts.

Faster review cycles and consistent compliance.
He reports executing documents online with full compliance and security, enabling necessary approvals without on-site signings and reducing administrative overhead across projects.

Xerox

Kodi-Marie Evans, Director of NetSuite Operations, integrated signature workflows into their ERP to standardize approvals.

NetSuite integration simplified formats.
The approach provided flexibility to capture signatures in required formats, improved control over document versions, and reduced time spent reconciling approvals across systems.

Frequently Asked Questions and Troubleshooting

Answers to common questions about preparing, submitting, and e-signing Project Management Plans and Elevations, including electronic validity and storage best practices.

Need help? Contact support

Can I legally e-sign elevations?
Yes. Under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, electronic signatures are legally valid provided the signature demonstrates intent, consent, attribution, and the record can be retained or reproduced.
Do permitting authorities accept digital PDFs?
Many jurisdictions accept electronically submitted PDFs if complete and signed. Confirm the local authority having jurisdiction for format, file size, and any required wet-signature or notarization exceptions before submission.
When is notarization or RON required?
Some jurisdictions or specific documents (e.g., certain affidavits, easements) require notarization or remote online notarization; check the local notary commission or authority having jurisdiction for requirements.
How do I manage revision control effectively?
Use a consistent revision numbering scheme, include a revision table on the cover sheet, circulate change notices, and preserve prior signed versions for audit and dispute resolution.
What authentication level is recommended?
Use email plus SMS code for routine approvals; require stronger authentication (KBA or RON) when local rules or contract provisions demand higher signer identity assurance.
How should final signed packages be stored?
Archive a tamper-evident PDF/A with the audit trail, retain signer metadata, and follow retention periods required by IRS, HIPAA, or other regulators applicable to your project.

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