Can this be signed electronically?

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

When is notarization required?

Notarization is rarely required for a testing document itself unless contract terms or state law demand a notarized acknowledgement or the document is being used as a deed or statutory filing.

How do I record signer identity?

Use multi-factor authentication (email plus SMS or SSO) and retain an audit trail that records IP, timestamp, and signer attribution to meet evidentiary needs.

Which signNow plan supports bulk sends?

Bulk send is available on Business Premium; for high-volume site licensing, the Site License model uses per-invite pricing and scales to thousands of signatures.

How long must I keep signed records?

Retention depends on the document and industry: follow IRS rules (3 years), HIPAA (6 years), and any contractually required periods; retain signed originals and audit logs.

What if a signer cannot use email?

Use alternative authentication such as kiosk mode, in-person signing, or coordinate a secure phone/SMS workflow; document the agreed method to preserve consent and attribution.

Electronic Signature
Templates
Project Management
Project Management Testing Document

Project Management Testing Document

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

PROJECT MANAGEMENT TESTING DOCUMENT

Project Identification

Project Title:

Project ID: Client Name:

Client Contact Service Provider Project Manager (Provider)

Scope of Testing

Overview: The Service Provider shall perform all activities necessary to plan, design, execute and report testing activities set forth in this document. The testing scope below defines included and expressly excluded items.

In-Scope Items Out-of-Scope Items

Objectives and Acceptance Criteria

Primary Objectives: Validate functional compliance, ensure no critical defects remain open at acceptance, and verify performance targets where specified.

Acceptance Criteria (must be met for formal acceptance)

Deliverables and Acceptance

The following deliverables will be produced and delivered to Client for review and acceptance.

Test Plan (includes scope, approach, schedule)

Test Cases and Traceability Matrix

Test Execution Reports (daily/weekly) and Final Test Report

Deliverable Detail / Acceptance Criteria

Test Environment & Resources

Test Environment Requirements Tools and Test Data

Test Types & Approach

Select applicable test types:

Functional Integration Regression

Performance Security Usability

Overall Test Approach

Timeline & Milestones

Project Start Date: Projected End Date:

Milestones (name and target date)

Milestone 1: Date:

Milestone 2: Date:

Milestone 3: Date:

Defect Management

Defects will be logged and tracked in the agreed defect tracking system. Severity definitions and response times are as follows:

Severity Matrix and Response SLAs

Budget, Fees & Payment

Total Fixed Fee: $

Payment Schedule Change Order Process

Confidentiality

Each party shall treat as confidential all information disclosed in connection with this engagement marked or reasonably understood to be confidential. Confidential information shall not be disclosed except to those employees or subcontractors who have a need to know and are bound to confidentiality obligations at least as protective as those herein. Confidential information does not include information that is or becomes publicly known without breach of this document or that is rightfully received from a third party without obligation of confidentiality.

Liability; Indemnity; Termination

The Service Provider's liability for direct damages arising out of performance under this document shall be limited to the fees paid by Client for the testing activities contemplated herein. Neither party shall be liable for consequential, incidental or punitive damages. Each party shall indemnify the other for third-party claims arising from its negligent acts or willful misconduct. Either party may terminate this engagement for material breach if the other party fails to cure within the notice period specified below.

Notice to Cure Period (days):

Governing Law; Dispute Resolution

This document shall be governed by the laws of the state identified below without regard to conflict of law principles. Parties shall attempt in good faith to resolve disputes by negotiation and, if unsuccessful, by binding arbitration as set forth below.

Governing State:

Acknowledgement

By signing below, the undersigned representatives certify that they are authorized to bind their respective parties to the terms of this Project Management Testing Document and that the terms set forth herein constitute the entire agreement for the testing services described.

Client:

By:

Date:

Service Provider:

By:

Date:

What the Project Management Testing Document Is

The Project Management Testing Document is a structured record used to plan, execute, and verify testing activities for a project deliverable. It consolidates objectives, scope, test cases, success criteria, schedules, assigned resources, traceability to requirements, and formal sign-off fields so stakeholders can confirm completion and acceptance. The document provides an auditable trail of decisions, results, and approvals that supports project governance, quality assurance, and dispute resolution. It is suitable for software releases, system integrations, and complex deliverables where documented testing evidence is required for compliance or contractual acceptance.

Why a Formal Testing Document Matters

A formal Project Management Testing Document reduces ambiguity, records acceptance criteria, and creates a single source of truth for test scope and outcomes. It helps teams coordinate testing tasks, measure pass/fail results, and document approvals that justify release decisions or invoice milestones.

Who Typically Prepares and Signs This Document

In many organizations multiple parties review and sign the document; roles and reviewer order should be defined in the document's sign-off section.

Project managers and release managers coordinating schedules and approvals across teams.
QA leads and test engineers documenting test cases, results, and defect disposition.
Legal, procurement, or client stakeholders who must confirm acceptance or milestone completion.

Key Roles Who Sign or Review

Project Manager

Responsible for completing the scheduling, scope, and resource sections; coordinates cross-functional reviewers and verifies that acceptance criteria in the document match contractual or stakeholder requirements.

QA Lead

Documents test cases, maps them to requirements, logs pass/fail status and defects, and provides the technical sign-off confirming test coverage and unresolved risk items with remediation plans.

Core Components of an Effective Testing Document

A professional Project Management Testing Document groups related information so reviewers can quickly validate scope, coverage, and approval status.

Test Scope

Define in-scope and out-of-scope features, system boundaries, and any environmental constraints so reviewers understand what was and was not tested.

Test Cases

List individual test cases with IDs, preconditions, steps, expected results, and actual outcomes to provide traceable evidence of what was executed.

Acceptance Criteria

Specify objective pass/fail rules and thresholds (e.g., zero critical defects, <2% regression rate) that determine whether the deliverable is accepted.

Schedule & Resources

Include test windows, assigned personnel, environment details, and dependencies so signers can assess readiness and timing impact on milestones.

Defect Summary

Provide a concise defect log or summary of open defects, severity, and mitigation plans so approvers can weigh residual risk.

Sign-off and Traceability

Add signature blocks, approval order, and links to requirements or change requests to ensure decisions are auditable and attributable.

Step-by-Step: Filling Out the Testing Document

Follow these sequential steps to complete the document and route it for approval without delays.

01

Prepare Document: Populate scope, test cases, schedule, and resources before review.
02

Attach Evidence: Include logs, screenshots, and defect IDs that support test outcomes.
03

Assign Reviewers: Set signer order and contact details for each approver.
04

Collect Signatures: Obtain dated signatures and preserve the audit trail for records.

Recommended Digital Workflow Settings

Configure the e-submission workflow to match your approval chain and evidence requirements.

Field	Configuration
Authentication	Email plus optional SMS code for signer verification
Signer Order	Sequential or parallel routing per stakeholder list
Expiration	Set expiration (e.g., 30 days) to avoid stale approvals
Audit Trail	Enable full logging of IP, timestamps, and actions

Typical Submission and Approval Flow

This flow outlines how the document moves from draft to archival after approvals.

Draft and Review: Author completes fields and attaches test evidence.
Route to Approvers: System sends secure signing requests to listed reviewers.
Signer Authentication: Signers authenticate and apply electronic signatures.
Archive: Signed document and audit trail are stored for retention.

Technical Considerations for eSubmission

Match platform settings to your compliance needs (access controls, retention, and evidence capture) and document the configuration for audits.

Authentication Options: Email, SMS, KBA or SSO
File Formats: PDF, DOCX, and exported audit log
Integrations: CRM, cloud storage, and project tools

Downloads, Exports, and Supporting Files

Maintain clear records by exporting signed documents and related artifacts in standardized formats.

Export Options

Save the final document as a PDF/A and include the audit certificate to preserve signature metadata and timestamps for legal review.

Attached Evidence

Bundle logs, test run outputs, and defect reports as appendices so reviewers can validate results without searching separate systems.

Signed Copy

Deliver a single signed PDF with an embedded certificate of completion showing signer identity, IP address, and timestamps.

Version History

Keep a change log for each revision showing who changed what and when to support dispute resolution or audits.

eSignature Pricing and Feature Snapshot

Compare common pricing and feature dimensions relevant to routing and signing project testing documents; signNow is listed first per vendor comparison conventions.

	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 vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes (Business Premium)	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes (BAA available)	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Security and Compliance Features to Verify

Encryption: TLS 1.2/1.3, AES-256

Certifications: SOC 2 Type II, ISO 27001

Privacy Standards: GDPR, CCPA compliance

Healthcare: HIPAA compliant (BAA required)

Regulated Records: 21 CFR Part 11 support

Accessibility: WCAG 2.0 Level AA

Consequences of an Incorrect or Incomplete Document

Unenforceable Signatures: Missing intent or consent

Project Delays: Approval gaps slow releases

Contract Disputes: Ambiguous acceptance criteria

Regulatory Exposure: Privacy rule violations

Financial Penalty: Costly remediation

Audit Findings: Insufficient retention or trail

Common Preparation Mistakes to Avoid

Leaving acceptance criteria vague, which creates subjective approval decisions and raises the risk of post-delivery disputes.
Failing to attach test evidence or logs, forcing reviewers to request additional data and delaying sign-off cycles.
Not defining signer order or required authority levels, causing parallel approvals to conflict or become invalid.
Using inconsistent naming or ID schemes so traceability between requirements, test cases, and defects is lost.

Practical Tips for Accurate Completion

Adopt consistent templates and version control to reduce manual errors and speed approvals.

Standardize Test Case IDs and Names

Use a uniform convention for test identifiers and include requirement links; this prevents mismatches and makes automated reporting reliable across tools.

Collect Evidence at Time of Test

Capture screenshots, logs, and timestamps immediately during execution to ensure evidence is contemporaneous and admissible for audits or dispute resolution.

Define Clear Acceptance Criteria

Specify measurable pass/fail rules and thresholds rather than subjective terms; include acceptable workarounds and severity thresholds for defects.

Document Signer Authority and Order

List signers with titles and define sequential or parallel signing rules so electronic routing enforces required approvals automatically.

Real-World Examples of Use

These snapshots show how different organizations applied a formal testing document to streamline releases and approvals.

Optica Ventures

The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.

Test artifacts were attached to each release for immediate validation.
This reduced back-and-forth with stakeholders and created a clear audit trail for future reference.

Martin Properties

I can process and execute all of these documents online with 100% compliance and built-in security.

Signed approval enabled timely contract milestones for property handoffs.
The documented test results and approvals reduced disputes and accelerated project closeouts.

Frequently Asked Questions

Answers to common questions about legal validity, digital signing, and practical issues when preparing the Project Management Testing Document.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures are legally binding under the ESIGN Act (15 U.S.C. §7001) and UETA in most states when intent, consent, attribution, and retention are present.
When is notarization required?
Notarization is rarely required for a testing document itself unless contract terms or state law demand a notarized acknowledgement or the document is being used as a deed or statutory filing.
How do I record signer identity?
Use multi-factor authentication (email plus SMS or SSO) and retain an audit trail that records IP, timestamp, and signer attribution to meet evidentiary needs.
Which signNow plan supports bulk sends?
Bulk send is available on Business Premium; for high-volume site licensing, the Site License model uses per-invite pricing and scales to thousands of signatures.
How long must I keep signed records?
Retention depends on the document and industry: follow IRS rules (3 years), HIPAA (6 years), and any contractually required periods; retain signed originals and audit logs.
What if a signer cannot use email?
Use alternative authentication such as kiosk mode, in-person signing, or coordinate a secure phone/SMS workflow; document the agreed method to preserve consent and attribution.

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