Can this be electronically signed?

Yes. Electronic signatures are legally recognized under the ESIGN Act (15 U.S.C. §7001) and UETA in most jurisdictions when the parties demonstrate intent, consent, attribution, and retention.

When is notarization required?

Notarization is rarely required for commercial service agreements, but certain state instruments and real-estate-related documents often require a notary or witnesses; verify state law before execution.

Do remote notarizations (RON) work?

Many states permit RON with identity proofing and audio‑visual recording, but rules vary; consult the state notary commission to confirm RON acceptance for your document type.

What if names differ from original contract?

Mismatched party names can create enforceability issues. Use the exact legal entity names from the master agreement and correct any variances before signing.

How long should records be kept?

Retain signed extensions for the contract term plus at least three years; HIPAA and tax rules may require longer retention (see 45 CFR §164.530(j) and IRC §6501(a)).

What if a signer refuses electronic signing?

Offer a paper-signed alternative or in-person signing; document the refusal and ensure both parties agree on execution method to maintain enforceability.

Electronic Signature
Templates
Project Management
Project Management Sales Extension

Project Management Sales Extension

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

PROJECT MANAGEMENT SALES EXTENSION

This Project Management Sales Extension (the "Extension") amends the original agreement between the parties identified below for the project described herein. This Extension modifies specific terms of the existing engagement as set forth in this document and becomes effective on the Effective Date below.

Project Identification

Project Title:

Project ID: Effective Date of Extension:

Client Name Service Provider Name Project Manager (Provider)

Scope of Extension

This Extension authorizes the Service Provider to perform the following additional services and modifications beyond the current Agreement (collectively, the "Extension Services"). The Extension Services shall be performed in accordance with the terms and conditions of the original Agreement except as expressly modified by this Extension.

Detailed Scope of Extension Services Out-of-Scope Items (remain excluded)

Deliverables and Acceptance Criteria

Each deliverable below is subject to acceptance by the Client in accordance with the acceptance criteria stated. Acceptance shall be deemed complete upon written acceptance by the Client or upon lapse of the acceptance review period without written rejection.

Deliverable 1 — Description Acceptance Criteria

Due Date: Additional Fee for Deliverable: $

Deliverable 2 — Description Acceptance Criteria

Due Date: Additional Fee for Deliverable: $

Timeline and Milestones

New Project Start Date: New Project End Date:

Milestones (list key milestones and revised dates)

Budget and Payment

This Extension increases the total contract sum by: $

Payment Schedule for Extension Fees Change Order Procedure

Confidentiality

Each party acknowledges that during performance it may receive Confidential Information of the other party. For purposes of this Extension, Confidential Information means nonpublic information designated as confidential or that a reasonable person would understand to be confidential given its nature and the circumstances of disclosure. Each party shall: (a) use Confidential Information solely for performance under the Agreement and this Extension; (b) restrict disclosure to employees, agents and subcontractors with a need to know and who are bound by confidentiality obligations at least as protective as those in this Section; and (c) take commercially reasonable measures to protect the Confidential Information. Confidentiality obligations shall survive termination of the Agreement and this Extension for a period of three (3) years, except for trade secrets, which shall be protected for as long as they retain trade secret status under applicable law.

Liability; Indemnity; Insurance

Except as modified in this Extension, the liability and indemnity provisions of the original Agreement remain in full force. Notwithstanding anything to the contrary, the Service Provider's aggregate liability arising out of or related to this Extension shall not exceed the fees paid for the Extension Services, except for liability resulting from gross negligence, willful misconduct or breach of confidentiality. The Service Provider shall maintain insurance appropriate to the scope of services.

Termination

This Extension may be terminated in accordance with the termination provisions of the Agreement. Termination of the Agreement shall be deemed termination of this Extension. Upon termination, the Service Provider shall be entitled to payment for Extension Services performed through the effective date of termination in accordance with the Agreement and this Extension.

Governing Law and Dispute Resolution

This Extension shall be governed by and construed in accordance with the laws of the jurisdiction identified below, without regard to its conflict of law principles. The parties shall attempt in good faith to resolve disputes arising under this Extension through negotiation and, if unsuccessful, through the dispute resolution procedure set forth in the Agreement.

Governing Jurisdiction:

Representations; Entire Agreement

Each party represents that it has full right, power and authority to enter into this Extension and that the execution and delivery of this Extension have been duly authorized. Except as expressly modified herein, all terms of the Agreement shall remain unchanged and in full force and effect. This Extension, together with the Agreement, constitutes the entire agreement of the parties with respect to the Extension Services and supersedes all prior negotiations and understandings regarding the subject matter of this Extension.

Execution

By signing below, each party agrees that this Extension is executed by an authorized representative and authorizes the Service Provider to proceed with the Extension Services in accordance with the terms set forth herein.

Client Name:

By:

Date:

Service Provider Name:

By:

Date:

What the Project Management Sales Extension Is

A Project Management Sales Extension is a contract addendum used to modify or extend the sales terms for an active project without creating a new primary agreement. It typically documents scope adjustments, schedule revisions, pricing changes, new milestones, billing updates, roles and responsibilities, and any change-order procedures. The extension clarifies how additional work will be authorized, priced, and tracked, and it can include updated acceptance criteria, warranty or maintenance terms, and dispute-resolution steps. In many U.S. transactions the extension is executed electronically under ESIGN and applicable state law when the parties meet signature and retention requirements.

Why a Formal Extension Matters for Projects

Using a written Project Management Sales Extension reduces ambiguity about scope, timing, and payment terms, and creates an auditable record for both sales and project teams.

Who Typically Prepares and Signs These Extensions

Different roles are involved depending on contract size and complexity; coordination between sales, project management, legal, and finance is common.

Final signatures typically come from authorized signers in sales or operations, with countersignatures by legal or finance where required.

Core Elements to Include in a Professional Extension

A clear structure makes the extension enforceable and useful to both delivery and commercial teams.

Scope Description

Precise description of added, removed, or modified deliverables; use referenced exhibits when necessary to avoid ambiguity in performance obligations and acceptance criteria.

Schedule and Milestones

Updated timeline with milestone dates, delivery windows, and dependencies; tie acceptance criteria to specific dates to link payment events to completion.

Pricing and Payment

State fixed or time-and-materials pricing, billing schedule, any retainers, and whether taxes or travel are included; include change-order pricing methods if future adjustments are anticipated.

Change Control

Formal change-order procedure describing who may request, approve, and document future scope changes, including any approval matrix and required documentation.

Signatory Authority

Identify authorized signers, required countersignatures, and whether electronic signatures are acceptable under ESIGN or applicable state law.

Dispute and Liability

Adjust limitations of liability, indemnity language, warranty periods, and dispute-resolution process to reflect the extended scope or schedule impact.

Step-by-Step: Completing the Extension

Follow these sequential steps to prepare, approve, and execute a Project Management Sales Extension.

01

Prepare Draft: Document scope changes, pricing, and schedule in a draft extension for internal review.
02

Internal Approval: Obtain sign-offs from sales, project management, finance, and legal as required by policy.
03

Send for Signature: Share the document with authorized signers using secure delivery and include audit controls.
04

Archive and Distribute: Store the signed extension with the master contract and distribute copies to stakeholders.

How Electronic Execution Typically Works

A standard e-signature workflow ensures the extension is signed, time-stamped, and auditable for later review.

Upload Document: Sender uploads the extension file to an e-signature platform supporting PDF and DOCX.
Assign Fields: Place signature, date, and initial fields where required and add conditional fields if needed.
Authenticate Signers: Use email link, SMS code, or stronger authentication depending on required assurance level.
Record Audit Trail: Platform captures timestamps, IP addresses, and actions to produce a certificate of completion.

Recommended Digital Workflow Settings

Configure the e-signature workflow to match your approval model and security requirements.

Field	Configuration
Signing Order	Sequential or parallel; set required signers and fallback order
Authentication	Email link or SMS code; use KBA or MFA for higher assurance
Document Formats	Accept PDF and DOCX for upload; store signed PDF/A where supported
Integrations	Connect CRM/ERP (Salesforce, NetSuite) and cloud storage (Box, Google Drive)

Technical Requirements for eSubmission and Storage

Confirm the platform supports your authentication, format, and retention needs before sending an extension.

File Types: PDF, DOCX, XLSX supported
Integrations: Salesforce, NetSuite, Google Workspace
Authentication: Email, SMS, KBA, SSO

Ensure the chosen platform creates an audit trail, stores a tamper-evident signed file, and meets any industry compliance needs.

Security and Compliance Considerations

Encryption: TLS 1.2/1.3 in transit

Data at Rest: AES-256 encryption

Audit Controls: Detailed audit trails and timestamps

Certifications: SOC 2 Type II, ISO 27001

Regulatory: ESIGN, UETA, HIPAA (BAA available)

FDA/21 CFR: 21 CFR Part 11 support available

Key Risks and Legal Consequences to Watch For

Breach Damages: Liability for contract breach under state law

Delay Penalties: Liquidated or consequential damages may apply

Payment Withholding: Disputes can trigger withheld invoices

Invalid Signature: May fail ESIGN requirements (15 U.S.C. §7001)

Regulatory Fines: HIPAA or industry penalties for improper data handling

Recordkeeping Risk: Insufficient retention can harm audits or disputes

Practical Tips for Accurate, Efficient Extensions

Adopt consistent templates, clear approval gates, and electronic workflows to reduce error and speed execution.

Use a Standard Template

Create a single validated extension template to ensure consistent structure, reduce legal review time, and simplify repository searches.

Define Approval Matrix

Specify who can approve pricing or scope changes and what documentation they need, preventing unauthorized commitments.

Require Clear Exhibits

Attach marked-up originals or exhibits showing redlines to remove ambiguity and provide a single source of truth for deliverables.

Capture an Audit Trail

Use electronic platforms that log signer identity, timestamps, IP, and document versions to support enforceability and audits.

Real-World Examples of Extensions in Action

These examples illustrate common scenarios where an extension clarifies commercial and delivery terms.

Optica Ventures — Contract Adjustment

A mid-sized services firm needed to extend delivery dates due to scope growth.

The sales and PM teams agreed revised milestones and payment schedules.
The signed extension documented acceptance criteria, updated billing terms, and avoided a formal contract renegotiation while preserving client relationships.

Martin Properties — Scope Change

A property management company added features mid-project and required pricing updates.

The extension specified additional deliverables and new milestone payments.
Having an auditable extension reduced disputes, clarified responsibilities for subvendors, and allowed timely processing of invoices.

Key Timing Considerations and Typical Deadlines

Set explicit deadlines for requesting, approving, executing, and implementing an extension to avoid disputes and schedule gaps.

Request Window:

Submit extension requests as soon as scope change is identified; allow internal review time.

Internal Review Period:

Allocate 3–10 business days for sales, PM, finance, and legal review depending on complexity.

Signer Response Time:

Specify a signer response window (commonly 5–15 business days) to avoid open-ended approvals.

Effective Date:

Use a clear MM/DD/YYYY effective date tied to performance or billing triggers.

Implementation Lead Time:

Plan for resource and procurement lead times after extension execution to align schedule changes.

Typical Milestones in the Extension Lifecycle

Track these sequential stages to ensure the extension moves from request to enforceable document without delays.

01

Submit Request

Initiator documents change rationale and impacts for internal routing.

02

Internal Approval

Finance and legal confirm pricing and compliance before external review.

03

External Signature

Send to customer or vendor for signature using agreed authentication.

04

Archive and Notify

Store signed copy with master agreement and notify stakeholders for execution planning.

Supporting Documents to Attach and File Formats

Attach documents that materially change obligations or provide evidence of the agreed adjustment.

Redline Comparison

Provide a marked-up version showing additions and deletions to the original contract so reviewers can quickly verify specific changes and preserve negotiation history.

Revised Schedule

Attach a detailed timeline or Gantt excerpt identifying new milestones, dependencies, and resource assignments to align operational planning with contractual dates.

Pricing Worksheet

Include calculations, unit rates, or T&M worksheets that justify pricing changes and support invoice reconciliation during audits.

Authorization Evidence

Attach emails, purchase orders, or approval memos required by your internal approval matrix to demonstrate authority for the change.

eSignature Provider Comparison for Executing Extensions

Compare common vendor features and pricing models for executing and storing signed extensions; signNow is listed first for comparison consistency.

	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	No	No	No
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently Asked Questions and Troubleshooting

Answers to common questions about drafting, executing, and validating Project Management Sales Extensions.

Need help? Contact support

Can this be electronically signed?
Yes. Electronic signatures are legally recognized under the ESIGN Act (15 U.S.C. §7001) and UETA in most jurisdictions when the parties demonstrate intent, consent, attribution, and retention.
When is notarization required?
Notarization is rarely required for commercial service agreements, but certain state instruments and real-estate-related documents often require a notary or witnesses; verify state law before execution.
Do remote notarizations (RON) work?
Many states permit RON with identity proofing and audio‑visual recording, but rules vary; consult the state notary commission to confirm RON acceptance for your document type.
What if names differ from original contract?
Mismatched party names can create enforceability issues. Use the exact legal entity names from the master agreement and correct any variances before signing.
How long should records be kept?
Retain signed extensions for the contract term plus at least three years; HIPAA and tax rules may require longer retention (see 45 CFR §164.530(j) and IRC §6501(a)).
What if a signer refuses electronic signing?
Offer a paper-signed alternative or in-person signing; document the refusal and ensure both parties agree on execution method to maintain enforceability.

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