Scope Statement
A concise description of included services, specific exclusions, and boundaries to prevent scope creep and disputes.
A clear execution guide reduces ambiguity, aligns stakeholder expectations, and preserves an auditable record of approvals and changes. It supports legal enforceability, consistent delivery, and efficient digital signing and storage under ESIGN and UETA frameworks.
Project managers and program offices usually create the guide to coordinate teams and clients.
Stakeholders, legal, procurement, and vendors use it to confirm obligations and sign off on deliverables.
| Workflow Setting | Configuration | Field | Value |
|---|---|
| Signing Order | Sequential or parallel signer sequence per contract. |
| Authentication | Email link, SMS code, or KBA as required. |
| Notifications | Automatic reminders and completion alerts to stakeholders. |
| Archive Location | Choose secure cloud folder or contract repository. |
Ensure the platform supports secure signing, audit trails, and the file formats you use.
1–5 business days depending on complexity.
Allow 3–7 business days for procurement and legal review.
Expect 3–10 business days; faster with electronic signatures.
Electronic workflows can reach an 80% completion rate quickly.
Archive within 1–2 business days after final signature.
A concise description of included services, specific exclusions, and boundaries to prevent scope creep and disputes.
Named individuals, titles, and responsibilities for delivery, approvals, and escalation, with contact information and backup contacts.
Each deliverable with measurable acceptance criteria, format, and the approval process to confirm completion.
Milestone dates, dependencies, and critical path items with remedies for missed dates including any liquidated damages.
Procedure for submitting, reviewing, and approving scope or schedule changes, including cost and timeline impacts.
Invoicing schedule, payment triggers, holdback provisions, and dispute resolution language to protect cash flow.
Optica adopted a standard execution guide to unify handoffs and approvals, reducing rework.
Martin Properties used execution guides to capture as-built acceptance on mobile devices.
| 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 | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |