Is an electronic signature legally binding?

Yes. Electronic signatures are legally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted; ensure intent, consent, attribution, and record retention are documented.

When is notarization required?

Notarization depends on the document type and state law. Typical pricing templates do not require notarization, but attachments affecting real estate or statutory conveyances may require it.

How do I prove who signed?

Use platform audit trails showing signer authentication method, timestamp, IP address, and email; stronger methods (SMS codes, KBA) improve attribution.

Can clients sign without an account?

Most platforms allow guest signing via secure links; confirm the workflow supports required authentication and consent disclosures for consumer-facing transactions.

What if rates must change after signing?

Execute an amendment or change order signed by authorized parties. Retain prior versions for audit and dispute resolution.

How long should signed templates be kept?

Follow retention rules: at least 3 years for financial records (IRC §6501(a)), 6 years for HIPAA records (45 CFR §164.530(j)), and longer where state or industry rules require it.

Electronic Signature
Templates
Project Management
Project Management Unit Pricing Template

Project Management Unit Pricing Template

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

PROJECT MANAGEMENT UNIT PRICING TEMPLATE

Project Identification

Project Title Project ID

Client Name:

Client Address

Service Provider:

Primary Project Manager

PM Contact (phone/email):

Scope of Work

Statement of work describing the tasks for which unit pricing is provided. Unit pricing applies only to the specific work packages and units listed below; any work not expressly listed is considered out of scope unless included by written change order executed in accordance with the Change Order Procedure below.

Detailed Scope Description Out-of-Scope Items

Deliverables and Acceptance

Each deliverable listed below is associated with unit pricing. Acceptance of a deliverable shall be deemed to occur upon written acceptance by the Client or seven (7) calendar days following delivery if Client does not provide written rejection with specific deficiencies.

Work Package / Deliverable	Unit	Quantity	Unit Price	Extended Price	Acceptance Criteria

Timeline & Milestones

Project Start Date: Project End Date:

Key Milestones

Milestone	Planned Completion Date	Associated Deliverable

Budget & Payment

The total budget is calculated as the sum of extended prices for all listed deliverables. Unit rates are firm for the duration specified unless changed by the Change Order Procedure below.

Total Estimated Cost Payment Schedule / Milestone Billing

Pricing Type: Fixed Unit Price Time & Materials (T&M)

Taxes and Expenses Included: Taxes included in unit prices Direct expenses billed at cost

Change Order Procedure

All modifications to scope, schedule, or unit pricing shall be effectuated only by a written Change Order signed by authorized representatives of both parties. Change Orders shall describe the modified scope, any adjustment to unit pricing or quantities, the effect on schedule, and the revised total. No work shall proceed on a changed item without an executed Change Order unless otherwise agreed in writing by both parties.

Change Order Contact for Client Change Order Contact for Service Provider

Confidentiality

Each party shall treat as Confidential Information any non-public information disclosed in connection with this Project. Confidential Information shall not be disclosed to third parties except as required by law or with prior written consent. Confidential obligations remain in effect for a period of three (3) years following termination or completion of services unless otherwise agreed in writing.

Governing Law and Dispute Resolution

This Template and any resulting agreement shall be governed by the laws of the jurisdiction entered below, without regard to conflict-of-law principles. Parties agree to attempt good faith negotiation to resolve disputes; if unresolved, disputes shall be resolved by litigation in the courts of the selected jurisdiction unless both parties agree in writing to alternative dispute resolution.

Governing Law Jurisdiction

Representations and Certifications

Each party represents that it has the full power and authority to enter into this Template and that the signatory below is authorized to bind the party. Service Provider certifies that unit prices are accurate and based on the assumptions identified in the Detailed Scope Description and the parties' mutual understanding. Client acknowledges responsibility to review and accept deliverables per the Acceptance provision above.

Additional Notes / Special Terms

Client:

By:

Date:

Service Provider:

By:

Date:

What the Project Management Unit Pricing Template Is and When It Applies

The Project Management Unit Pricing Template is a standardized pricing worksheet used to capture unit-level rates, quantities, durations, and approval metadata for discrete project deliverables. It organizes line-item pricing by unit (for example: per milestone, per resource hour, per deliverable) and includes fields for effective dates, billing frequency, responsible project manager, and signature blocks. Organizations use this template to ensure consistent quotations, track approved rates against contracts, and feed pricing data into invoices, purchase orders, or procurement systems.

Why a Structured Unit Pricing Template Matters

A single, consistent template reduces quoting errors, ensures approval traceability, and speeds conversion of estimates into billable invoices while providing an auditable record of negotiated unit rates and terms.

Core Components to Include in the Pricing Template

These elements form the minimum viable structure for a professional Project Management Unit Pricing Template and help downstream processes from approval to invoicing.

Unit Identifier

Unique code or short name for each priced unit to link the line item to work orders or SOWs; used for reporting and reconciliation.

Description

Concise description of scope or deliverable tied to the unit so there is no ambiguity about what the price covers.

Quantity & Units

Measure used (hours, days, items) and quantity expected; drives how invoices and forecasts are calculated.

Unit Price

Numeric price per unit and currency designation; specify whether price is fixed, capped, or estimated.

Billing Terms

Billing frequency, payment terms, and whether taxes or expenses are included or billed separately.

Approvals & Signatures

Designated approver, date, and signature block to evidence authorization and enable audit trails.

Step-by-step: Complete the Pricing Template

Follow these steps in order to prepare a complete, approvable pricing unit schedule.

01

Gather contract data: Collect scope, existing rate cards, and contract billing rules before entering numbers.
02

Define units: Assign a unique unit code and clear description for each priced item.
03

Enter quantities and rates: Input numeric quantities and unit prices, then verify formulas and totals.
04

Route for approval: Add approver name and date; obtain signatures and store the signed record.

Configure an Online Workflow for This Template

Key configuration settings when deploying the template in an electronic workflow or eSignature platform.

Field	Configuration
Pricing Matrix	Enable calculated fields and currency formatting to auto-calculate totals.
Conditional Fields	Use conditional visibility for escalation clauses and expense lines.
Signature Authentication	Require signer authentication level appropriate to contract value (email, SMS, KBA).
Notification Routing	Auto-notify approvers and billing when signatures are complete.

How the Template Moves from Draft to Invoice

A typical end-to-end flow shows how a completed template becomes an auditable input for billing and records.

Prepare: Pricing owner populates unit rows and supporting notes.
Review: Project manager and finance review rates and quantities.
Authorize: Designated approver signs electronically and records approval date.
Invoicing: Billing imports approved line items and issues invoices.

Digital Signing and Distribution Considerations

Before you send the template, confirm authentication, format, and integrations to preserve legal validity and auditability.

File formats: PDF and DOCX support for fillable fields and preserved layout.
Integrations: Connectors to NetSuite, Salesforce, Google Workspace, and Procore reduce manual steps.
Authentication: Options for email, SMS, or stronger methods like knowledge-based verification.

Who Typically Prepares and Signs This Template

Assign clear ownership for preparation, approval, and record retention to reduce disputes and speed processing.

Project managers — set quantities and scope, verify deliverable descriptions and schedule.
Finance or billing staff — validate rates, tax treatment, and invoicing logic before approval.
Client approvers or procurement — review and sign to authorize billable rates and terms.

Common Mistakes to Avoid When Preparing Unit Pricing

Entering inconsistent client or project names that prevent automated matching during invoicing and reconciliation.
Mixing unit types (hours vs. days) in a single line item, causing calculation errors and disputes.
Failing to include effective dates or escalation rules, which leads to incorrect billing on future orders.
Omitting approver identification or signature, resulting in noncompliant or non-actionable price commitments.

Risks and Consequences of Incorrect Unit Pricing

Billing Disputes: Delayed payments and client disputes

Revenue Leakage: Underbilling due to incorrect quantities or rates

Contract Breach: Material deviations can trigger breach claims

Audit Exposure: Insufficient records impede financial audits

Regulatory Risk: Industry-specific noncompliance (HIPAA, SEC)

Operational Delay: Rework and approvals slow project delivery

Typical Timelines and Internal Deadlines

Establish internal deadlines to align pricing preparation with procurement cycles, invoicing cutoffs, and project milestones.

Draft Completion:

Complete pricing draft at least 5 business days before client review.

Internal Review:

Allow 2–3 business days for finance and PM review and corrections.

Client Approval:

Set client response window (commonly 7–10 calendar days) to avoid delays.

Invoice Cutoff:

Finalize approved pricing before the next billing cycle cutoff.

Effective Date:

Confirm the MM/DD/YYYY effective date for when pricing applies.

Essential Data Elements and Security Notes

Project Name: Full project title

Unit Code: Short alphanumeric ID

Unit Price: Numeric USD value

Billing Frequency: Monthly / Upon completion

Responsible PM: Approver name and contact

Signature Audit: Timestamp, IP, and authentication method

eSignature Pricing Comparison for Signing and Approving Unit Pricing

This table compares starting price and key capabilities across leading eSignature vendors. signNow appears first per platform 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, no credit card	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes (available on premium tiers)	Yes	Yes	Yes	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes (BAA available)	Yes (BAA available)	Yes (BAA available)	No	No
Envelope Cap	No cap	100 envelopes/user/year limit	Varies by plan	Varies by plan	Varies by plan

Frequently Asked Questions — Practical Answers

Answers to common questions about using, signing, and validating Project Management Unit Pricing Templates in the United States.

Need help? Contact support

Is an electronic signature legally binding?
Yes. Electronic signatures are legally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted; ensure intent, consent, attribution, and record retention are documented.
When is notarization required?
Notarization depends on the document type and state law. Typical pricing templates do not require notarization, but attachments affecting real estate or statutory conveyances may require it.
How do I prove who signed?
Use platform audit trails showing signer authentication method, timestamp, IP address, and email; stronger methods (SMS codes, KBA) improve attribution.
Can clients sign without an account?
Most platforms allow guest signing via secure links; confirm the workflow supports required authentication and consent disclosures for consumer-facing transactions.
What if rates must change after signing?
Execute an amendment or change order signed by authorized parties. Retain prior versions for audit and dispute resolution.
How long should signed templates be kept?
Follow retention rules: at least 3 years for financial records (IRC §6501(a)), 6 years for HIPAA records (45 CFR §164.530(j)), and longer where state or industry rules require it.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now