Phase Scope
A detailed description of work included in this phase, excluded tasks, and related assumptions to reduce ambiguity and scope disputes.
A phase contract reduces scope creep, clarifies acceptance criteria, sequences payments to deliverables, and narrows legal exposure by limiting each agreement to a defined work package and schedule.
Project-based agencies, in-house product teams, and clients use phase contracts to manage risk and cash flow across distinct website milestones.
The agreement suits any engagement where deliverables and payment are linked to measurable phase outcomes rather than a single lump-sum contract.
A detailed description of work included in this phase, excluded tasks, and related assumptions to reduce ambiguity and scope disputes.
Specific outputs, file formats, hosting handoff items, and acceptance tests that the vendor must deliver to trigger payment.
Milestone dates, review periods, and a mechanism for calendar adjustments tied to change requests or client delays.
Amounts, payment triggers, invoicing instructions, and remedies for late payment including interest or suspension of work.
A defined process for submitting, approving, and pricing scope changes to prevent uncontrolled revisions.
Objective tests, user-acceptance procedures, and a defined cure period for defects before formal sign-off.
| Field | Configuration |
|---|---|
| Authentication Method | Email link | SMS code | KBA as needed |
| Field Types | Signature, initials, date, checkbox |
| Template Reuse | Save phase as template for repeat projects |
| Reminders & Expiry | Set automated reminders and link expiry |
Ensure the chosen eSignature and storage platform supports required formats and integrations for your workflow.
Date work begins and timeline baseline is set
Projected end date for the phase deliverables
Invoice terms and due date following acceptance
Number of days for client to approve or reject deliverables
Duration of defect correction after acceptance
Client signs off on phase scope and exhibits
Design assets delivered for review and feedback
Completed build delivered for testing
Final delivery, live deployment, and formal acceptance
Optica used a phase contract to separate discovery from build, reducing rework and clarifying milestones.
Martin Properties executed phases for redesign, staging, and launch to control risk.
| 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 required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| 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 by plan | Varies by plan | Varies by plan |