Is an electronic signature legally valid?

Yes. Electronic signatures are legally equivalent to handwritten ones under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided intent, consent, attribution, and retention requirements are satisfied.

What if the wrong person signs?

If a signer lacks authority the document may be voidable. Confirm signatory authority in the agreement, use corporate officer titles, and keep evidence of delegation or corporate resolution.

Are notarization or witnesses required?

Not usually for standard commercial PM agreements, but certain states or specific clauses (deeds, powers) require notarization or witnesses. Check state rules shown in the state requirements table.

How do I update an executed agreement?

Amendments should be written, signed by authorized parties, and dated. Record prior versions and maintain an audit trail showing who made changes and when for evidentiary purposes.

Can I use a typed name or click-to-sign?

Yes. Typed names or click-to-sign are acceptable under ESIGN/UETA if intent, consent, and attribution are clear and an audit trail is retained for proof.

How should I store signed agreements?

Store signed originals and electronic copies in a secure system with access controls, encryption, and retention policies aligned with legal and internal requirements; maintain exportable audit logs.

Electronic Signature
Templates
Miscellaneous
Project Management PM Agreement

Project Management PM Agreement

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

PROJECT MANAGEMENT PM AGREEMENT

This Project Management Agreement ("Agreement") is made effective as of (the "Effective Date"), by and between:

Client Name:

Client Address:

Project Manager Name:

Project Manager Address:

RECITALS

WHEREAS, Client requires project management services for the project described in this Agreement and desires to retain the Project Manager to provide such services under the terms and conditions set forth herein; and

WHEREAS, Project Manager represents that it has the experience, personnel, and capability to perform the services described in this Agreement and is willing to perform such services for Client in accordance with the terms set forth below.

SCOPE OF WORK

Project Manager shall provide project management services including, but not limited to, the tasks, deliverables, milestones, meetings, reporting, and coordination with third parties as described below. Project Manager shall perform such services in a professional and timely manner consistent with industry standards.

Detailed Scope of Work:

PAYMENT TERMS

Compensation: Client shall pay Project Manager a total fee of $ for the services described herein, subject to the payment schedule below.

Deposit / Retainer (if any): Payment Schedule / Invoicing:

Invoices are due within days of receipt. Past-due amounts shall accrue interest at % per month (or the maximum permitted by law), commencing days after the invoice due date. Client is responsible for reasonable, pre-approved reimbursable expenses incurred by Project Manager.

TERM AND TERMINATION

Term: The term of this Agreement shall commence on the Start Date and continue until the End Date or until earlier termination pursuant to this Agreement.

Start Date: End Date:

Either party may terminate this Agreement for convenience upon days' prior written notice to the other party. Either party may terminate immediately for material breach by the other party if such breach remains uncured for fifteen (15) days after written notice of the breach. Upon termination, Client shall pay Project Manager for all services performed and expenses incurred through the effective date of termination.

CONFIDENTIALITY

Each party (the "Receiving Party") shall hold in confidence and not disclose to any third party, and shall use only to perform its obligations under this Agreement, Confidential Information disclosed by the other party (the "Disclosing Party"). Confidential Information includes non-public business, financial, technical and project-related information. Confidential Information does not include information that (a) is or becomes publicly available through no fault of the Receiving Party; (b) is already lawfully in the Receiving Party's possession without restriction; (c) is lawfully received from a third party without restriction; or (d) is independently developed without use of the Disclosing Party's Confidential Information.

The confidentiality obligations set forth herein shall survive termination of this Agreement for a period of years, except with respect to trade secrets, which shall be protected for so long as they qualify as trade secrets under applicable law.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of laws principles. Any dispute arising out of or relating to this Agreement shall be resolved in the state or federal courts located within that State, and each party consents to the exclusive jurisdiction and venue of such courts.

ENTIRE AGREEMENT

This Agreement, including all exhibits and schedules referenced herein, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, understandings, negotiations and discussions, whether oral or written. No amendment, modification or waiver of any provision of this Agreement shall be effective unless in writing and signed by authorized representatives of both parties.

MISCELLANEOUS

Independent Contractor: Project Manager is an independent contractor and nothing in this Agreement shall be construed to create an employer-employee relationship, partnership or joint venture between the parties.

Assignment: Neither party may assign this Agreement or any rights hereunder without the prior written consent of the other party, except to an affiliate or successor in connection with a merger or sale of substantially all assets, provided that the assignee assumes all obligations hereunder.

Limitation of Liability: Except for liability arising from willful misconduct or gross negligence, in no event shall either party be liable for consequential, incidental, special or punitive damages. The aggregate liability of each party under this Agreement shall not exceed the total fees paid to Project Manager under this Agreement during the twelve (12) month period preceding the claim.

Client Printed Name:

By (Signature):

Date:

Project Manager Printed Name:

By (Signature):

Date:

What the Project Management PM Agreement Is

The Project Management PM Agreement is a written contract that defines the scope, deliverables, timeline, roles, responsibilities, payment terms, change control, and acceptance criteria for a specific project. It documents responsibilities for client and provider, sets milestone and reporting expectations, allocates risk and IP ownership, and specifies dispute resolution. When executed by authorized signatories it creates enforceable obligations and may be completed electronically in compliance with ESIGN and applicable state laws such as UETA or state ESRA provisions.

Why a Clear PM Agreement Matters

A Project Management PM Agreement reduces scope ambiguity, sets payment and acceptance terms, allocates risk, and documents change control. It protects both parties by establishing performance expectations, dispute processes, and timelines, and supports enforcement through legally recognized electronic signatures under ESIGN and state law.

Who Typically Prepares and Signs This Agreement

Typical users and signers of a Project Management PM Agreement include client representatives, project managers, vendors, and legal or procurement teams.

Clients or sponsors who commission scope, approve budgets, and sign on behalf of the organization.
External project managers or firms engaged to deliver defined work and manage subcontractors.
Procurement, legal, or finance staff responsible for contract review, payment terms, and compliance.

Verify each signer’s authority, retain executed copies for records, and ensure distribution to project leads and finance for compliance.

Step-by-Step: Prepare, Review, and Execute

Follow this sequence to prepare, review, and finalize a Project Management PM Agreement for electronic signing.

01

Prepare Document: Assemble scope, schedule, budget, and deliverables.
02

Define Roles: Identify stakeholders, approvers, and escalation paths.
03

Review & Revise: Legal and procurement review terms and risks.
04

Sign and Store: Collect signatures, capture audit trail, and archive.

Typical Electronic Routing and Signing Flow

Typical electronic routing and signing flow for a Project Management PM Agreement, including authentication, signing, and delivery of final copies.

Upload Document: Upload final PDF or DOCX to the platform.
Place Fields: Add signature, date, and initial fields for each signer.
Set Authentication: Choose email, SMS, or access code as needed.
Send for Signature: Send invite or link; monitor completion and audit trail.

Common Workflow Configuration Options

Configure an online workflow to route, sign, and store the Project Management PM Agreement automatically.

Workflow Configuration Field Name and Value	Configuration
Signing Order and Routing Mode	Set sequential or parallel signer routing based on contract needs.
Authentication Method and Strength	Choose email, SMS code, KBA, or SSO with 2FA for higher assurance.
Field Types and Validation Rules	Include signature, date, initials, text, and conditional validation for required fields.
Archive Location and Retention Policy	Save signed PDF to cloud storage with retention tags and access controls.

Distribution Channels and Integration Considerations

Delivery methods and integrations used to distribute a signed Project Management PM Agreement across teams and external partners.

Supported Formats: PDF, DOCX, and HTML supported
Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
Storage Options: Box, Google Drive, or native cloud archive

Six Essential Clauses for a Professional PM Agreement

A professional Project Management PM Agreement should clearly allocate responsibilities, timelines, payment, and remedies and include change control and acceptance criteria to minimize disputes and enable enforceability.

Scope

Precisely define deliverables, exclusions, and acceptance criteria so both parties share a clear operational baseline and testing/acceptance procedures.

Deliverables

List outputs, formats, delivery milestones, and quality standards so acceptance is objective and tied to measurable criteria and documentation.

Schedule

Include start date, milestone dates, review cycles, and delay remedies to align resources and set expectations for on-time performance.

Payment Terms

Specify amounts, invoicing schedules, payment triggers, retainers, and late fees to reduce disputes and preserve cashflow predictability.

Change Control

Define a written process for handling scope changes, approvals, cost impacts, and how changes affect schedule and acceptance.

Acceptance Criteria

Describe test procedures, sign-off authority, and remedy options for deficient work to provide a clear path to final acceptance.

Security and Compliance Considerations

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest.

Audit Trail: Timestamped logs with IP and action history.

Authentication: Email, SMS, SSO, or KBA per workflow.

BAA Availability: Business associate agreement available for HIPAA workflows.

Regulatory Standards: Supports ESIGN, UETA, 21 CFR Part 11 frameworks.

Access Controls: Role-based permissions and user provisioning.

Common Risks and Consequences of Errors

Missing Signatures: May render contract unenforceable or delay performance.

Incorrect Signatory: Document may be void or subject to repudiation.

Ambiguous Scope: Leads to disputes, change orders, and cost overruns.

Late Notices: May forfeit termination rights or recovery claims.

Noncompliant Storage: Violates retention rules or audit obligations.

Weak Authentication: Increases risk of fraud or signature challenge.

Key Dates and Deadlines to Document

Include specific dates and lead times to govern performance, invoicing, and termination to avoid ambiguity during delivery and closeout.

Effective Date:

Date obligations commence and governs contractual term.

Project Start Date:

When on-site work or deliverables begin.

Milestone Deadlines:

Specific delivery dates tied to payments or reviews.

Invoice Due Dates:

Net payment terms and late-payment calculation rules.

Termination Notice Period:

Days required for notice before terminating agreement.

eSignature Vendor Comparison: Pricing and Core Capabilities

At-a-glance vendor comparison for basic eSignature features and plan starting prices relevant to executing Project Management PM Agreements.

	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	Yes
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No limit	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Frequently Asked Questions and Troubleshooting

Answers to common questions about validity, signatures, authentication, revisions, and storage when working with a Project Management PM Agreement.

Need help? Contact support

Is an electronic signature legally valid?
Yes. Electronic signatures are legally equivalent to handwritten ones under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided intent, consent, attribution, and retention requirements are satisfied.
What if the wrong person signs?
If a signer lacks authority the document may be voidable. Confirm signatory authority in the agreement, use corporate officer titles, and keep evidence of delegation or corporate resolution.
Are notarization or witnesses required?
Not usually for standard commercial PM agreements, but certain states or specific clauses (deeds, powers) require notarization or witnesses. Check state rules shown in the state requirements table.
How do I update an executed agreement?
Amendments should be written, signed by authorized parties, and dated. Record prior versions and maintain an audit trail showing who made changes and when for evidentiary purposes.
Can I use a typed name or click-to-sign?
Yes. Typed names or click-to-sign are acceptable under ESIGN/UETA if intent, consent, and attribution are clear and an audit trail is retained for proof.
How should I store signed agreements?
Store signed originals and electronic copies in a secure system with access controls, encryption, and retention policies aligned with legal and internal requirements; maintain exportable audit logs.

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