Is an electronic signature valid?

Yes. Electronic signatures are legally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes, provided intent, consent, attribution, and retention requirements are met.

When is notarization required?

Notarization is required only when state law or a third party requires it — for example, deeds or certain real estate documents. Check the governing state's notary rules before assuming notarization is necessary.

How should the document be stored?

Store signed copies in a secure, access-controlled repository with tamper-evident storage and the ability to reproduce the record for legal or audit requests.

What if a signer’s name differs from legal records?

Mismatched names can cause enforceability or payment issues. Use the signer’s legal entity name and include an alias line if needed to reflect commonly used trade names.

Can the template be changed after signing?

No material changes should be made after signing. Use a documented amendment or change order signed by all parties to modify obligations and maintain an audit trail.

Which eSignature level should we require?

Choose authentication based on risk: email-only for low-risk approvals, SMS or KBA for medium risk, and multi-factor or advanced signer authentication for high-risk or regulated projects.

Electronic Signature
Templates
Project Management
Project Management Solid Template

Project Management Solid Template

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

PROJECT MANAGEMENT SOLID TEMPLATE

Project Title:

Project ID:

Parties and Project Contacts

Client Client Address Service Provider Provider Address Project Manager (Provider)

PM Contact Phone: PM Contact Email:

Scope of Work

The Service Provider shall perform the work described below. The work shall be performed in a professional manner consistent with industry standards and in accordance with the schedule and deliverables set forth in this document. Any deviation from the scope must be authorized in writing pursuant to the Change Order Process.

Detailed Scope of Work Out-of-Scope Items

Deliverables and Acceptance Criteria

Deliverables will be delivered per the milestones below. Each deliverable shall include acceptance criteria enabling the Client to validate conformity to this agreement. Acceptance requires written approval or documented sign-off by the Client within the period specified below.

Deliverable 1 Title Acceptance Criteria – Deliverable 1 Deliverable 2 Title Acceptance Criteria – Deliverable 2 Deliverable 3 Title Acceptance Criteria – Deliverable 3

Timeline and Milestones

Project Start Date: Project End Date:

Milestone 1

Due Date:

Milestone 2

Due Date:

Milestone 3

Due Date:

Budget, Payments, and Change Orders

Total Contract Price Payment Schedule Deposit / Initial Payment Invoice Terms Change Order Process

Change orders shall not be effective and the Service Provider shall have no obligation to perform additional work until the Client and an authorized representative of the Service Provider execute a written change order specifying scope, price, and schedule adjustments. The Service Provider reserves the right to invoice for time and materials incurred pending change order approval when emergency work is performed to avoid material harm to the project.

Confidentiality

Each party shall maintain the confidentiality of Confidential Information disclosed by the other party. Confidential Information shall not include information that is or becomes generally known to the public through no fault of the receiving party, that was rightfully known before receipt, or that is independently developed without use of the disclosed Confidential Information.

Confidentiality Term (years)

Intellectual Property and Work Product

Unless otherwise agreed in writing, all deliverables and original work product produced under this Agreement shall be owned by the Client upon full payment of amounts due. The Service Provider shall retain ownership of pre-existing materials and tools and hereby grants the Client a non-exclusive license to any such materials embedded in the deliverables to the extent necessary to use the deliverables for their intended purpose.

IP Ownership Provisions (if different)

Liability, Indemnification, and Insurance

Except for willful misconduct or gross negligence, neither party shall be liable to the other for consequential, incidental, or punitive damages. The Service Provider shall indemnify the Client for third-party claims arising from the Service Provider's breach of representations, gross negligence, or willful misconduct, subject to any agreed monetary limitation of liability set forth below.

Limitation of Liability (amount) Indemnification Details

Data Security and Compliance

The Service Provider shall implement reasonable administrative, physical, and technical safeguards to protect Client Data. Any personal data processing shall comply with applicable data protection laws and the parties shall enter into any additional data processing addenda required by law.

Security and Compliance Requirements

Termination, Force Majeure, and Dispute Resolution

This Agreement may be terminated by either party for cause upon failure to cure a material breach within the notice period specified below. Neither party shall be liable for delay or failure to perform due to causes beyond its reasonable control. Disputes will be escalated in accordance with the dispute resolution process below prior to any litigation.

Notice to Cure Period (days) Force Majeure Details Dispute Resolution

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of:

Representations and Warranties

Each party represents that it has full power and authority to enter into this Agreement and that the individual signing below is authorized to bind the party. The Service Provider warrants that services will be provided in a professional workmanlike manner in accordance with applicable standards.

Miscellaneous

This Agreement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior agreements, written or oral. No amendment shall be effective unless in writing and signed by both parties. Notices shall be delivered to the addresses provided above unless updated in writing.

Client Printed Name:

By:

Title:

Date:

Service Provider Printed Name:

By:

Title:

Date:

What the Project Management Solid Template Is

The Project Management Solid Template is a standardized project agreement and execution plan designed to capture scope, deliverables, schedule, roles, risks, and acceptance criteria in a single, reusable document. It combines a high-level project charter with task-level milestones, resource assignments, change-control provisions, and signature blocks for stakeholders. The template is suitable for internal projects and client engagements where formal documentation and traceable approvals are required, and it supports both paper and compliant electronic execution methods.

Why a Solid Template Matters for Project Outcomes

A complete template reduces ambiguity, aligns stakeholders on scope and responsibilities, and creates a single authoritative record of approvals and changes. It supports consistent project intake, clearer vendor or contractor obligations, and faster dispute resolution by documenting acceptance criteria.

Who Typically Prepares and Signs This Template

The template is used by project managers, procurement teams, department heads, external vendors, and legal or contract administrators to formalize scope, schedule, and approvals prior to work beginning.

Project managers and PMOs preparing scope, schedule, and acceptance criteria for internal or client projects.
Procurement or vendor managers formalizing contractual deliverables, payment milestones, and change control.
Legal or contract administrators reviewing terms, liability allocation, and jurisdictional governance clauses.

Use the template when a project requires documented sign-off, budget authorization, or when multiple stakeholders must agree on deliverables and acceptance criteria.

Core Sections to Include in a Professional Template

A thorough Project Management Solid Template organizes project information so reviewers can quickly find obligations, timelines, and acceptance metrics. Include defined roles, scope, milestones, deliverables, dependencies, payment terms, and change-control procedures.

Scope Summary

Concise description of included work, exclusions, and assumptions as baseline for change control and acceptance.

Deliverables

List of tangible outputs with acceptance criteria, delivery format, and responsible party for each item.

Schedule

Milestones, target dates, and dependencies with a clear baseline and revision history for changes.

Roles & Responsibilities

Stakeholder names, decision rights, escalation paths, and primary contacts for execution and approvals.

Change Control

Process for requesting, approving, and recording scope or schedule changes, including required approvals.

Signatures & Dates

Signature blocks for all parties, effective date, and places for initials on revised pages or exhibits.

Step-by-Step: Completing the Project Management Solid Template

Follow these steps in order to prepare the template for review, execution, and retention.

01

Draft Scope: Summarize work, deliverables, and exclusions in clear terms.
02

Set Milestones: Assign dates and owners for each deliverable.
03

Review Terms: Legal and finance confirm payment and liability language.
04

Execute Signatures: Collect signatures using compliant eSignature or notarization if required.

Configuring an Online Workflow for This Template

When automating the template, map fields and routing to match approval order, authentication, and storage requirements.

Field	Configuration
Signature Order	Sequential or parallel routing per stakeholder approval hierarchy
Authentication	Email link, SMS code, or knowledge-based authentication as required
Notifications	Set reminders and overdue alerts to defined project contacts
Storage	Save completed copies to document repository with audit trail

Where to Send and How Execution Typically Works

A common routing model moves the template from drafter to approvers to signers and finally to records storage with an immutable audit trail.

Prepare Document: Drafter completes fields and attaches exhibits or schedules.
Internal Review: Finance and legal verify payment and liability terms.
Signature Collection: Collect signatures in-role order with authentication.
Archive: Store signed record with audit trail for retention compliance.

Technical and eSignature Requirements for Online Completion

Choose a platform that supports conditional fields, audit trails, and the authentication level your organization requires.

Document Types: PDF, DOCX supported for upload and signing
Integrations: Connectors for Salesforce, NetSuite, Google Workspace, Box
Authentication: Email links, SMS, KBA, or SSO as required

Essential Data to Capture and Protect

Project ID: Unique identifier

Effective Date: MM/DD/YYYY

Parties: Legal names

Signatures: Signer name/date

Payment Terms: Net terms or schedule

Acceptance: Criteria or sign-off

Key Deadlines and Timing Expectations

Document timing matters for contract enforcement, payment triggers, and retention start dates; record dates precisely to avoid disputes.

Execution Date:

Date obligations begin

Milestone Due Dates:

MM/DD/YYYY per deliverable

Payment Milestones:

Due upon acceptance or net terms

Change Requests:

Response within defined review period

Retention Start:

Effective date triggers retention clock

Project Lifecycle: Milestones and Approval Stages

Track the project from initiation through closure using clear approval gates and milestone reviews to reduce scope drift and late changes.

01

Initiation

Stakeholder approval of scope and budget

02

Planning

Finalize schedule and resource assignments

03

Execution

Deliverables completed and QA performed

04

Closure

Formal acceptance and lessons learned

Common Mistakes to Avoid When Preparing the Template

Leaving scope undefined or ambiguous leading to disputes
Using informal names instead of legal entity names
Omitting acceptance criteria for deliverables
Failing to collect dated signatures from all authorized parties

Risks and Potential Penalties from Incomplete or Incorrect Documents

Contractual Breach: Damages and litigation

Payment Delay: Withheld invoices

Tax Exposure: Backup withholding (24%)

Regulatory Penalty: I-9 fines (8 CFR §274a.2)

Information Risk: HIPAA violation potential

Evidence Gaps: Non-reproducible record

Real-World Examples of Template Use

Below are two brief examples showing how organizations applied a standardized project template to improve clarity and execution.

Optica Ventures

Optica standardized their contractor onboarding using the template to reduce back-and-forth approvals.

The interface made it simple for external vendors to sign.
As Brian Fitzgibbons, COO, noted, "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Martin Properties

A real estate operator used the template to tie milestone payments to tenant improvements.

On-site sign capture shortened closeout.
Tim Martin, Founder, described processing and executing documents online with compliance and built-in security for faster turnarounds.

eSignature Pricing and Feature Comparison for Template Execution

Compare typical starting prices and core features for common eSignature vendors when deciding how to sign and distribute Project Management Solid Template documents.

	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

Frequently Asked Questions About the Project Management Solid Template

Answers to common questions about completion, signing, storage, and legal validity for the template.

Need help? Contact support

Is an electronic signature valid?
Yes. Electronic signatures are legally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes, provided intent, consent, attribution, and retention requirements are met.
When is notarization required?
Notarization is required only when state law or a third party requires it — for example, deeds or certain real estate documents. Check the governing state's notary rules before assuming notarization is necessary.
How should the document be stored?
Store signed copies in a secure, access-controlled repository with tamper-evident storage and the ability to reproduce the record for legal or audit requests.
What if a signer’s name differs from legal records?
Mismatched names can cause enforceability or payment issues. Use the signer’s legal entity name and include an alias line if needed to reflect commonly used trade names.
Can the template be changed after signing?
No material changes should be made after signing. Use a documented amendment or change order signed by all parties to modify obligations and maintain an audit trail.
Which eSignature level should we require?
Choose authentication based on risk: email-only for low-risk approvals, SMS or KBA for medium risk, and multi-factor or advanced signer authentication for high-risk or regulated projects.

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