Scope Statement
Define objectives, deliverables, in-scope and out-of-scope items, and measurable success criteria to limit ambiguity and scope creep.
A clear written agreement reduces scope disputes, sets measurable milestones, and documents acceptance criteria so payments and responsibilities are easier to enforce and audit.
Typical creators and users include internal PMO teams, external consultants, procurement and legal reviewers, and client project sponsors.
Recipients and signers vary by organization but typically include a client sponsor, a vendor representative, and an authorized billing/contact manager.
Define objectives, deliverables, in-scope and out-of-scope items, and measurable success criteria to limit ambiguity and scope creep.
List milestones, deliverable descriptions, acceptance checkpoints, and target dates with owner names to drive on-time performance.
Assign responsibilities for tasks, approvals, change requests, and escalation with contact information and decision-making authority.
Describe the process to request, evaluate, price, approve, and document scope changes, including approval thresholds and timelines.
Identify major project risks, mitigation steps, owners, and reporting frequency to reduce surprises and enable corrective action.
Specify testing, review, and sign-off procedures for each deliverable so acceptance is objective and auditable.
| Field | Configuration |
|---|---|
| Signing Order | Sequential signing with role-based routing |
| Authentication | Email link or SMS code; add KBA if required |
| Reminders | Auto-reminders at configurable intervals |
| Save Format | Store final PDF/A with embedded audit trail |
Verify platform capabilities, authentication options, and accepted file formats before e-signing to ensure compliance and compatibility.
Effective on the date specified in the Effective Date field.
Typically within 5–10 business days after effective date.
Due on agreed calendar day each month.
Client reviews within 10 business days of submission.
Acceptance or documented rejection within 30 days of final delivery.
Initial project planning and stakeholder alignment.
Complete deliverable designs and obtain client approval.
Execute tasks per schedule and manage change requests.
Final deliverables accepted and final invoices issued.
| 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 credit card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (premium tier) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
Tech Data uses e-signature tools to improve internal and external customer service while increasing our speed to revenue.
The PMO lead approves schedules and milestones, coordinates internal resources, and is responsible for ensuring deliverables meet acceptance criteria before client sign-off.
The vendor contract manager signs on behalf of the service provider, acknowledges scope, and validates billing contacts and payment terms for invoicing.