Is an electronic signature legally binding?

Yes. Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided the signature demonstrates intent, consent, attribution, and the record is retained so it can be reproduced.

Do consumer disclosures apply to this agreement?

If the agreement is consumer-facing, the ESIGN Act requires a clear disclosure of the consumer’s right to receive paper and a consent process that demonstrates the consumer can access electronic records (15 U.S.C. §7001(c)).

Is notarization required for this sales agreement?

Most commercial sales agreements do not require notarization. Notarization or witnesses are required only where state law or a specific clause mandates it, such as for certain deeds or powers of attorney.

Can I use Remote Online Notarization (RON)?

RON is permitted in many states under state notary law; verify the target state’s RON rules and identity-proofing requirements before using a remote notary service.

How long must I keep the executed agreement?

Retain the agreement for the active term plus at least three years for tax and audit purposes; industry rules such as HIPAA may require six years (45 CFR §164.530(j)).

Who may sign for a corporation or firm?

An officer or individual with written authority should sign. When an agent signs, attach a corporate resolution, power of attorney, or written delegation to show signing authority.

Electronic Signature
Templates
Project Management
Project Management Sales Agreement

Project Management Sales Agreement

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

PROJECT MANAGEMENT SALES AGREEMENT

Project Identification

Project Title Project ID Client Name Client Address Service Provider Name Service Provider Address Project Manager (Provider)

This Project Management Sales Agreement ("Agreement") is entered into effective as of by and between Client Name: and Service Provider: . The parties agree as follows.

Scope of Work

Provider shall furnish project management services as described in the scope below. Services shall include project planning, resource coordination, status reporting, risk management, and change control as required to deliver the agreed deliverables.

Detailed Scope of Work Out-of-Scope Items

Deliverables and Acceptance

Provider shall produce the deliverables listed below. Client acceptance shall be governed by the acceptance criteria for each deliverable. Delivery is subject to timely Client review and approval.

Deliverable 1 — Description Deliverable 1 — Acceptance Criteria Deliverable 2 — Description Deliverable 2 — Acceptance Criteria

Timeline and Milestones

The Project shall commence on and is estimated to complete by . Milestones, target dates, and responsible parties are set forth below.

Milestone 1 — Description

Target Date:

Owner:

Milestone 2 — Description

Target Date:

Owner:

Budget, Fees and Payment

Client shall pay Provider the fees set forth below. All fees are exclusive of applicable taxes unless otherwise stated. Provider's invoices shall itemize work performed, hours, rates, and reimbursable expenses.

Total Contract Value Payment Schedule — Item 1 Description

Due Date:

Amount:

Payment Schedule — Item 2 Description

Due Date:

Amount:

Invoices are payable within days of invoice date unless otherwise agreed. Late payments shall accrue interest at the rate of .

Expenses and Reimbursables

Client will reimburse Provider for reasonable, pre-approved out-of-pocket expenses incurred in connection with performance, including travel, lodging, and materials. Reimbursement requires documentation and receipts.

Expense Approval Cap (optional)

Change Orders

Any change to scope, schedule, or budget shall be effected only by written change order signed by authorized representatives of both parties. Change orders shall describe the change, impact on schedule, and any adjustment to fees.

Change Order Process Summary

All changes require written authorization signed by both parties

Acceptance Testing

Client shall perform acceptance testing within the period specified for each deliverable. Deliverables will be deemed accepted upon written approval or after the lapse of the specified review period without written rejection.

Acceptance Review Period (days)

Confidentiality

Each party acknowledges that it may receive Confidential Information of the other. Confidential Information shall be used solely to perform obligations under this Agreement and shall not be disclosed except to employees, contractors, or advisors who need to know and are bound by confidentiality obligations at least as protective as those set forth herein.

Confidentiality Term (months)

Intellectual Property and Work Product

Subject to Client's payment obligations, Provider assigns to Client all right, title, and interest in Work Product created specifically for Client under this Agreement. Provider retains ownership of pre-existing tools, methodologies, templates, and know-how and grants Client a non-exclusive, non-transferable license to the extent incorporated in Work Product.

Client shall own Work Product upon payment in full

Warranties; Disclaimer

Provider warrants that services will be performed in a professional and workmanlike manner consistent with prevailing industry standards. Except as expressly set forth in this Agreement, Provider disclaims all other warranties, express or implied, including implied warranties of merchantability and fitness for a particular purpose.

Limitation of Liability and Indemnity

Except for liability arising from gross negligence or willful misconduct, neither party's aggregate liability under this Agreement shall exceed the total fees paid to Provider under this Agreement. Each party shall indemnify the other against third-party claims arising from its breach of representations or willful misconduct.

Termination

Either party may terminate this Agreement for material breach if the breaching party fails to cure the breach within days after written notice. Upon termination, Client shall pay Provider for services performed and expenses incurred through the termination date.

Governing Law and Dispute Resolution

This Agreement shall be governed by the laws of the state specified below without regard to its conflicts of law principles. The parties shall attempt in good faith to resolve disputes by negotiation prior to initiating formal proceedings.

Governing State

Notices

All notices under this Agreement must be in writing and delivered to the addresses below by hand, certified mail, or courier and shall be effective upon receipt.

Client Notice Contact Provider Notice Contact

Miscellaneous

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

Client:

By:

Date:

Service Provider:

By:

Date:

What a Project Management Sales Agreement Is and When It Applies

A Project Management Sales Agreement is a written contract that sets the commercial terms and delivery expectations between a project manager or project management firm and a client purchasing project management services. It typically covers scope, deliverables, schedule, fees, invoicing, change-order procedures, acceptance criteria, warranties, intellectual property assignment, confidentiality, insurance requirements, and dispute resolution. For many organizations this agreement governs how a project is executed, how payments are triggered, and the remedies available if milestones are missed or deliverables are rejected.

Why a Clear Sales Agreement Matters for Project Delivery

A clear Project Management Sales Agreement reduces ambiguity about responsibilities, aligns commercial expectations, and provides enforceable remedies. Properly drafted terms speed onboarding, reduce scope disputes, and support predictable cash flow while documenting acceptance criteria needed for invoicing and recognizing revenue.

Who Commonly Prepares and Signs This Agreement

Project managers, procurement teams, and client points of contact typically prepare or review the agreement before execution.

Project management firms and independent consultants who sell project oversight and coordination services.
Corporate procurement or vendor management teams that must authorize payments and compliance terms.
Client-side project sponsors or operations managers responsible for acceptance and scope approval.

Parties should route the draft through legal and finance for review when fees, liability caps, or IP assignment terms are nonstandard.

Who Signs on Behalf of Each Party

Project Manager — Seller

An authorized officer, partner, or an employee with written signing authority should sign for the seller. Attach a corporate resolution or power of attorney when the signer is not an officer to evidence authority.

Client Representative — Buyer

A client’s authorized contracting officer, procurement manager, or delegated signatory signs for the buyer. If the buyer is a public agency, include any statutory signature blocks or purchasing office approvals required by policy.

Step-by-Step: Complete the Agreement before Execution

Follow these steps to prepare, review, and sign a Project Management Sales Agreement in a predictable sequence.

01

1. Draft: Populate contact, scope, fee, and schedule fields with precise data.
02

2. Review: Route to legal, finance, and procurement for comments and approvals.
03

3. Finalize: Resolve comments, attach exhibits, and confirm milestone definitions.
04

4. Sign: Execute with authorized signatures; capture dates and signatory titles.

Essential Sections to Include in a Professional Agreement

A complete Project Management Sales Agreement groups contractual terms into distinct sections to reduce interpretation risk and create clear operational guidance.

Scope

Define specific tasks, deliverables, and exclusions. Tie deliverables to measurable acceptance criteria and reference technical exhibits or SOW documents to avoid ambiguity about what is included.

Schedule

Set milestone dates, dependencies, and completion targets. Include allowance for delays due to client causes and identify critical-path items that affect payment triggers.

Pricing

Specify fixed fees, time-and-material rates, or milestone payments. Clarify reimbursable expenses, tax responsibilities, and invoicing cadence to prevent payment disputes.

Change Orders

Establish the procedure for scope changes, how cost and schedule impacts will be estimated, and the approval path required to make changes binding.

Liability & Insurance

Define liability caps, indemnities, and required insurance limits. Align insurance types and limits with project risk (professional liability, general liability, workers’ compensation).

Termination

Specify termination for convenience and cause, notice periods, wind-down obligations, and how final compensation and deliverables will be handled after termination.

Supporting Documents and File Formats to Include

Attach exhibits and choose formats that preserve terms and support long-term retention. Clear attachments reduce later interpretation disputes.

Exhibits

Attach detailed SOWs, project schedules, pricing worksheets, and technical specifications as numbered exhibits referenced in the main agreement to ensure enforceability.

Change Logs

Maintain a versioned change-order log that records requests, approvals, costs, and schedule impacts so audit trails match invoice adjustments.

Acceptance Certificates

Use short acceptance forms or sign-off checklists tied to deliverables; require client sign-off to trigger milestone payments.

Download Formats

Export final executed agreements to PDF/A for archival. Keep editable DOCX copies for controlled updates when amendments are needed.

How to Configure an Online Signing Workflow

Set up roles, fields, and authentication so each signer only sees required fields and the audit trail captures every action.

Field	Configuration
Signature	Required \| signer-specific placement
Initials	Optional \| assigned to multiple signers
Date	Auto-populate when signer completes
Supporting Upload	Allow file attachments from signers

Where to Send or File the Executed Agreement

After execution, distribute copies to legal, finance, and project leads and store the signed document in a controlled repository.

Client Records: Send a fully executed PDF to the client’s procurement or contract repository.
Internal Legal: Forward a copy to legal for ongoing compliance and audit readiness.
Finance: Provide invoices and acceptance certificates to accounts payable for payment processing.
Document Repository: Store final PDF/A in the company’s secure records system with access controls.

Digital Signing and Submission Requirements

Choose an eSignature platform that meets your authentication and retention needs and supports required integrations.

Authentication: Email, SMS OTP, or stronger methods as required
File Formats: PDF, DOCX; export to PDF/A for long-term storage
Integrations: Connectors to CRM, ERP, and cloud storage

Confirm the platform supports ESIGN/UETA compliance, audit trails, and any industry-specific requirements (for example, HIPAA BAA when healthcare data is involved).

Representative eSignature Pricing and Feature Comparison

Compare baseline plans and common enterprise features that affect volume, compliance, and per-user cost. signNow appears first per standard comparisons.

	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	Varies	Varies	Varies
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	No cap	No cap	No cap

Common Mistakes to Avoid When Preparing the Agreement

Vague scope descriptions that leave deliverables and acceptance criteria undefined and invite disputes over whether work is complete.
Missing change order processes or informal approvals that allow scope creep without agreed pricing or schedule impacts.
Failure to confirm signatory authority or attach a corporate resolution, which can lead to challenges over enforceability.
Overlooking tax or compliance clauses for industry-specific rules, such as privacy obligations in healthcare or licensing in construction.

Key Risks and Consequences of Errors

Contract Unenforceability: Missing signatures or improper authorization

Payment Disputes: Unclear milestones or acceptance criteria

Tax Exposure: Incorrect reporting or missing TINs

Regulatory Risk: Noncompliance with industry rules

Notarization Omission: May invalidate state-specific formalities

Data Breach: Poor controls may trigger HIPAA/CCPA obligations

Real-World Examples of Agreement Use

These short customer arcs show how organizations adapt digital signing and templates to standardize project sales workflows.

Optica Ventures — COO

Optica standardized template usage across teams to reduce confusion.

Centralized template library ensured consistent terms.
Brian Fitzgibbons, COO, reports the interface is simple and easy-to-use for the team and customers, reducing cycle time for contract execution and clarifying delivery expectations.

Martin Properties — Founder

A small firm moved approvals online to speed closings.

Mobile signing enabled on-site execution.
Tim Martin, Founder, said he can process and execute documents online with compliance and built-in security, improving turnaround when working across offices.

Frequently Asked Questions About Execution and Validity

Answers to common legal and practical questions about signing, notarization, retention, and amendments for Project Management Sales Agreements.

Need help? Contact support

Is an electronic signature legally binding?
Yes. Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided the signature demonstrates intent, consent, attribution, and the record is retained so it can be reproduced.
Do consumer disclosures apply to this agreement?
If the agreement is consumer-facing, the ESIGN Act requires a clear disclosure of the consumer’s right to receive paper and a consent process that demonstrates the consumer can access electronic records (15 U.S.C. §7001(c)).
Is notarization required for this sales agreement?
Most commercial sales agreements do not require notarization. Notarization or witnesses are required only where state law or a specific clause mandates it, such as for certain deeds or powers of attorney.
Can I use Remote Online Notarization (RON)?
RON is permitted in many states under state notary law; verify the target state’s RON rules and identity-proofing requirements before using a remote notary service.
How long must I keep the executed agreement?
Retain the agreement for the active term plus at least three years for tax and audit purposes; industry rules such as HIPAA may require six years (45 CFR §164.530(j)).
Who may sign for a corporation or firm?
An officer or individual with written authority should sign. When an agent signs, attach a corporate resolution, power of attorney, or written delegation to show signing authority.

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